NXP
We provide leading solutions that leverage our combined portfolio of intellectual property, deep application knowledge, process technology and manufacturing expertise in the domains of embedded processing, mixed-signal analog-digital (mixed A/D), power management, digital signal processing, cryptography-security, high-speed interface, radio frequency (RF), and embedded system design.
10-K, Feb 19, 2026
Source and method
In the company’s words: first descriptive sentence of 10-K Item 1, verbatim (extractive). Item 1 · Business · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Business
How does NXP make money?
No revenue split that adds up to total revenue.
Empty state, nothing estimated.
What is left of every $100?
Of every $100 in revenue, $16 is net income.
Source and method
Of every $100 of revenue, FY2025.
Calculated: amount ÷ revenue × 100.
- Revenue: $12.3B
- Gross profit: $6.7B
- Operating income: $3.0B
- Net income: $2.0B
- Free cash flow: $2.4B
Where do customers sit?
26.3% of revenue is from United States.
Source and method
Revenue by region, latest annual report.
10-K · 0001413447-26-000008 · XBRL revenue by country · one level, shares add up to 100.0% · derived
Calculated: share = region revenue ÷ total revenue.
In the company’s words ›
“Our product solutions are used in a wide range of end market applications including: automotive, industrial & Internet of Things (IoT), mobile, and communication infrastructure.”
“We engage with leading global companies and sell products in all major geographic regions.”
“Our legal name is NXP Semiconductors N.V. and our commercial name is “NXP” or “NXP Semiconductors.”
Item 1 · Business · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Thesis
Why do people invest?
1 reason in the company’s own words.
Revenue growth
“Revenue for the year ended December 31, 2025, was $12,269 million compared to $12,614 million for the year ended December 31, 2024, a decrease of $345 million or 2.7% year-on-year.”
Item 7 · MD&A · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Number check (revenue): stated $12.3B matches the stored value ($12.3B, ±10%)
Revenue: $12.3B FY2025 · −2.7% vs FY2024 · KPIs
Source and method
Verbatim · selection. Sentences selected by rules from the 10-K and checked word for word against it; no AI summary. Not investment advice, not a recommendation, no forecast.
1 of 2 points met the selection rules (score, subject = the metric, quoted number within ±10% of the stored value).
- Position: a ‘we believe’ sentence without a number or a named product.
Position (in the company’s words): no filing sentence met the rules.
KPIs
How fast is revenue growing?
Revenue fell 2.7% to $12.3B.
Revenue grew 12% YoY to $3.2B.
Source & method
- Counted
- Total revenue, as filed in 10-K / 20-F / 10-Q XBRL.
- Formulas
- Values as filed; margins = metric / revenue of the same period (calculated). Change vs prior period is calculated.
- Guards
- Gaps are shown as 'not reported', never interpolated.
- Coverage
- SEC filings only · 100 companies covered
- As of
- Oct 15, 2026
Did the growth reach the shareholder?
Per share, revenue fell 3.5%.
Source & method
- Counted
- Revenue and weighted-average diluted shares, as filed, first and last fiscal year of the range.
- Formulas
- Revenue per diluted share = revenue / diluted shares; growth = (to / from) − 1. All three changes are calculated.
- Guards
- IPO: if the start year ended more than 365 days before the first SEC filing and diluted shares then rose ≥25%, the range is hidden by default (Options → Include IPO-distorted periods). Values marked “calculated” are derived by Hollsteen, not taken verbatim from a filing.
- Coverage
- SEC filings only · 100 companies covered
- As of
- Oct 15, 2026
How profitable is it?
24.8% operating margin, down from 27.1%.
54.7% gross margin, down from 56.4%.
Operating income fell 11% to $3.0B.
Net income fell 19% to $2.0B.
R&D grew 0.6% to $2.4B.
SG&A grew 3.4% to $1.2B.
EPS diluted fell 18% to $7.95.
47.3% operating margin, up from 25.5%.
56.2% gross margin, up from 55.0%.
Operating income grew 108% YoY to $1.5B.
Net income grew 129% YoY to $1.1B.
R&D grew 7.5% YoY to $588M.
SG&A grew 1.1% YoY to $284M.
EPS diluted grew 131% YoY to $4.43.
Source & method
- Counted
- Income statement items, as filed.
- Formulas
- Values as filed; margins = metric / revenue of the same period (calculated). Change vs prior period is calculated.
- Guards
- Gaps are shown as 'not reported', never interpolated. Values marked “calculated” are derived by Hollsteen, not taken verbatim from a filing.
- Coverage
- SEC filings only · 100 companies covered
- As of
- Oct 15, 2026
How much cash does it make, and where does it go?
Keeps $20 of every $100 as free cash.
Operating cash flow grew 1.4% to $2.8B.
Capex fell 45% to $397M.
Buybacks fell 35% to $899M.
Dividends fell 1.3% to $1.0B.
Stock-based compensation grew 0.2% to $462M.
Free cash flow grew 68% YoY to $714M.
Operating cash flow grew 40% YoY to $793M.
Capex fell 43% YoY to $79.0M.
Buybacks fell 66% YoY to $102M.
Dividends fell 0.8% YoY to $256M.
Stock-based compensation fell 14% YoY to $109M.
Source & method
- Counted
- Cash flow statement items, as filed; free cash flow = operating cash flow − capex (calculated).
- Formulas
- Values as filed; margins = metric / revenue of the same period (calculated). Change vs prior period is calculated.
- Guards
- Gaps are shown as 'not reported', never interpolated.
- Coverage
- SEC filings only · 100 companies covered
- As of
- Oct 15, 2026
How strong is the balance sheet?
$3.3B cash vs $12.2B debt.
Total debt grew 13% to $12.2B.
Interest expense grew 17% to $466M.
Total assets grew 8.9% to $26.6B.
Equity grew 9.5% to $10.1B.
Cash fell 7.0% YoY to $3.7B.
Total debt fell 0.0% YoY to $11.7B.
Interest expense grew 7.5% YoY to $114M.
Total assets grew 7.7% YoY to $27.1B.
Equity grew 17% YoY to $10.9B.
Source & method
- Counted
- Balance sheet items at fiscal year end, as filed; total debt is derived from reported components (excl. operating leases).
- Formulas
- Values as filed; margins = metric / revenue of the same period (calculated). Change vs prior period is calculated.
- Guards
- Gaps are shown as 'not reported', never interpolated.
- Coverage
- SEC filings only · 100 companies covered
- As of
- Oct 15, 2026
Dependencies
Who does NXP depend on?
No customer above the disclosure threshold.
Customers, suppliers, stakes and mentions ›
Only what filings state. Anonymous customers stay anonymous.
Largest customers (NXP annual report)
No customer with a reported share of revenue (the 10-K names none above the disclosure threshold).
Suppliers named by NXP
NXP holds stakes in
No stake in a covered company found in SEC filings.
Others name NXP
4 competitor mentions (e.g. AMD, MACOM, Monolithic Power, onsemi) · 2 other mentions (e.g. ASE Technology, TSMC) · 1 partner mention (e.g. Qualcomm) · 1 supplier mention (e.g. TSMC) in covered companies’ filings. Mentions, not confirmed relationships.
Risks
What could go wrong?
4 of 50 risk factors, one per theme.
Competition
“The semiconductor industry is highly competitive. If we fail to introduce new technologies and products in a timely manner, this could adversely affect our business.”
Item 1A · Risk Factors · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Trade, government policy and geopolitics
“Recently announced and future tariffs and other trade restrictions could materially and adversely affect our business, financial condition and results of operations.”
Item 1A · Risk Factors · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Security, defects and outages
“Our business may be adversely affected by costs relating to product defects, and we could be faced with product liability and warranty claims.”
Item 1A · Risk Factors · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Economic conditions
“Significantly increased volatility and instability and unfavorable economic conditions may adversely affect our business.”
Item 1A · Risk Factors · 10-K · 0001413447-26-000008 · filed Feb 19, 2026
Source and method
Short verbatim quotes from the risk factors in Item 1A, one per theme (a partial selection). Full list: 10-K.
Who’s invested
Who owns more than 5%?
BlackRock, Inc. holds 8.2%.
BlackRock, Inc.8.2%
13G/A · as of Mar 31, 2026 · filed Apr 24, 2026
Jpmorgan Chase & Co6.6%
13G/A · as of Jun 30, 2026 · filed Jul 27, 2026
Source and method
Holders above 5% from Schedule 13G/13D, SEC filings only.
5 filings reporting a stake below 5% (e.g. after selling) not listed.
13F holders and insider trades ›
Largest institutional holders, 13F, quarter ending Jun 30, 2026
Fmr LLC10.5%
25.2M shares · 13F filed Aug 13, 2026 · share of 13F-reported
BlackRock, Inc.9.9%
23.9M shares · 13F filed Aug 7, 2026 · share of 13F-reported
Jpmorgan Chase & Co7.2%
17.3M shares · 13F filed Aug 12, 2026 · share of 13F-reported
State Street Corp4.9%
11.7M shares · 13F filed Aug 7, 2026 · share of 13F-reported
Invesco Ltd.4.6%
11.0M shares · 13F filed Aug 14, 2026 · share of 13F-reported
1,261 13F filers report positions. 13F covers managers with over $100M in US equities; it is not a full shareholder list, and shares are not a percentage of shares outstanding.
Insiders, last 12 months (Form 4, open market)
1 purchases · 17 sales · $11.1M sold
Grants, gifts and tax withholding counted separately · window Oct 14, 2025 – Oct 14, 2026
All metrics
All metrics · 36 SEC metrics, FY2016–FY2025
Income statement 10
| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cost of revenue | not reported | |||||||||
| D&A | not reported | |||||||||
| Gross profit | not reported | |||||||||
| Income taxes | not reported | |||||||||
| Interest expense | not reported | |||||||||
| Net income | not reported | |||||||||
| Operating income | not reported | |||||||||
| Research and development | not reported | |||||||||
| Revenue | not reported | |||||||||
| SG&A | not reported | |||||||||
Balance sheet 10
| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | not reported | not reported | ||||||||
| Current liabilities | not reported | not reported | ||||||||
| Current portion of long-term debt | not reported | not reported | ||||||||
| Equity | not reported | not reported | ||||||||
| Equity incl. NCI | ||||||||||
| Long-term debt | not reported | not reported | ||||||||
| Short-term debt (balance sheet line) | not reported | not reported | not reported | not reported | ||||||
| Total assets | not reported | not reported | ||||||||
| Total debt calc. | not reported | not reported | ||||||||
| Total liabilities & equity | not reported | not reported | ||||||||
Cash flow 7
| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Buybacks | not reported | |||||||||
| Capex | not reported | |||||||||
| Dividends | not reported | |||||||||
| Free cash flow calc. | not reported | |||||||||
| Interest paid | not reported | |||||||||
| Operating cash flow | not reported | |||||||||
| Stock-based compensation | not reported | |||||||||
Per share & shares 4
| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| EPS basic | not reported | |||||||||
| EPS diluted | not reported | |||||||||
| Wtd. shares basic | not reported | |||||||||
| Wtd. shares diluted | not reported | |||||||||
Other 5
| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| NCI income | not reported | |||||||||
| Other income (incl. interest) calc. | not reported | |||||||||
| Pretax income | not reported | |||||||||
| Short-term borrowings / commercial paper | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | ||
| Total liabilities | not reported | not reported | ||||||||
Method
extractive: verbatim sentences selected by rules from Item 1, 1A and 7; no AI summary; every sentence matched verbatim against the filing text. Numbers: Hollsteen SEC dataset. Every value opens its SEC source · version history of all values