We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
NXPI Gears Up to Report Q3 Earnings: What's in Store for the Stock?
Read MoreHide Full Article
Key Takeaways
NXPI expects Q3 revenues of $3.77 billion, up 18.8% year over year, with EPS consensus at $4.14.
Automotive revenues are expected to rise 11.9%, while Industrial & IoT is projected to grow 38.5%.
Communications Infrastructure revenue is seen up 50.2%, but mobile revenue may fall 5.8% amid constraints.
NXP Semiconductors (NXPI - Free Report) is scheduled to report third-quarter 2026 results on Oct. 27, after market close.
NXPI expects third-quarter revenues between $3.65 billion and $3.85 billion. The Zacks Consensus Estimate for revenues is pegged at $3.77 billion, indicating an increase of 18.8% year over year.
For the third quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.89 and $4.32. The consensus mark for earnings is pinned at $4.14 per share, revised up by a penny over the past seven days, suggesting an increase of 33.1% year over year.
In the trailing four quarters, NXPI’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 1.5%.
Let’s see how things are shaping up for the upcoming quarterly results.
Factors to Consider for NXPI
NXP Semiconductors' third-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by the growing adoption of software-defined vehicles, vehicle electrification and connectivity solutions. Design wins for the S32N and S32K processor platforms and next-generation automotive Ethernet switches are also expected to have supported growth in the to-be-reported quarter.
The company expects revenues from the Automotive end market to be up in the low-double digits on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $2.05 billion, indicating an increase of 11.9% from the year-ago quarter.
Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the third quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI’s Industrial & IoT revenues is pegged at $801.5 million, indicating a year-over-year increase of 38.5%.
The Communications Infrastructure & Other segment’s third-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to increase about 50% on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $490.6 million, indicating an increase of 50.2% on a year-over-year basis.
However, NXPI expects revenues from the Mobile end market to decline in the mid-single-digit percentage range on a year-over-year basis in the third quarter. Management noted that memory shortages and other component constraints are affecting some customers’ ability to meet demand. This could limit demand for secure mobile transaction products. The Zacks Consensus Estimate of $405.3 million for the Mobile end market implies a year-over-year decline of 5.8% from the year-ago quarter.
Further, NXPI's third-quarter performance is expected to have been hurt by higher input costs and supply chain bottlenecks as the company faces inflation in components such as substrates, precious metals and other back-end materials. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. While the company is using operational efficiency measures to offset these costs through selective price adjustments, higher costs could put pressure on margins if they are not fully offset.
What Our Proven Model Says for NXPI’s Q2 Earnings
Our proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
NXP Semiconductors has an Earnings ESP of -0.27% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Seagate Technology is set to report first-quarter fiscal 2027 results on Oct. 27. The Zacks Consensus Estimate for Seagate Technology’s first-quarter fiscal 2027 earnings is pegged at $7.40 per share, up by 6 cents over the past seven days, indicating a rise of 183.5% from the year-ago quarter’s reported figure.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and carries a Zacks Rank #2 at present.
Amphenol is set to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate for Amphenol’s third-quarter 2026 earnings is pegged at 73 cents per share, up by a penny over the past seven days, indicating a rise of 55.3% from the year-ago quarter’s reported figure.
Corning (GLW - Free Report) has an Earnings ESP of +0.68% and a Zacks Rank #2 at present.
Corning is slated to report third-quarter 2026 results on Oct. 27. The Zacks Consensus Estimate for Corning’s third-quarter 2026 earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating a rise of 31.3% from the year-ago quarter’s reported figure.
View the Zacks #1 Rank List
Image: Bigstock
NXPI Gears Up to Report Q3 Earnings: What's in Store for the Stock?
Key Takeaways
NXP Semiconductors (NXPI - Free Report) is scheduled to report third-quarter 2026 results on Oct. 27, after market close.
NXPI expects third-quarter revenues between $3.65 billion and $3.85 billion. The Zacks Consensus Estimate for revenues is pegged at $3.77 billion, indicating an increase of 18.8% year over year.
For the third quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.89 and $4.32. The consensus mark for earnings is pinned at $4.14 per share, revised up by a penny over the past seven days, suggesting an increase of 33.1% year over year.
In the trailing four quarters, NXPI’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 1.5%.
NXP Semiconductors N.V. Price and EPS Surprise
NXP Semiconductors N.V. price-eps-surprise | NXP Semiconductors N.V. Quote
Let’s see how things are shaping up for the upcoming quarterly results.
Factors to Consider for NXPI
NXP Semiconductors' third-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by the growing adoption of software-defined vehicles, vehicle electrification and connectivity solutions. Design wins for the S32N and S32K processor platforms and next-generation automotive Ethernet switches are also expected to have supported growth in the to-be-reported quarter.
The company expects revenues from the Automotive end market to be up in the low-double digits on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $2.05 billion, indicating an increase of 11.9% from the year-ago quarter.
Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the third quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI’s Industrial & IoT revenues is pegged at $801.5 million, indicating a year-over-year increase of 38.5%.
The Communications Infrastructure & Other segment’s third-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to increase about 50% on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $490.6 million, indicating an increase of 50.2% on a year-over-year basis.
However, NXPI expects revenues from the Mobile end market to decline in the mid-single-digit percentage range on a year-over-year basis in the third quarter. Management noted that memory shortages and other component constraints are affecting some customers’ ability to meet demand. This could limit demand for secure mobile transaction products. The Zacks Consensus Estimate of $405.3 million for the Mobile end market implies a year-over-year decline of 5.8% from the year-ago quarter.
Further, NXPI's third-quarter performance is expected to have been hurt by higher input costs and supply chain bottlenecks as the company faces inflation in components such as substrates, precious metals and other back-end materials. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. While the company is using operational efficiency measures to offset these costs through selective price adjustments, higher costs could put pressure on margins if they are not fully offset.
What Our Proven Model Says for NXPI’s Q2 Earnings
Our proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
NXP Semiconductors has an Earnings ESP of -0.27% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Seagate Technology (STX - Free Report) has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Seagate Technology is set to report first-quarter fiscal 2027 results on Oct. 27. The Zacks Consensus Estimate for Seagate Technology’s first-quarter fiscal 2027 earnings is pegged at $7.40 per share, up by 6 cents over the past seven days, indicating a rise of 183.5% from the year-ago quarter’s reported figure.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and carries a Zacks Rank #2 at present.
Amphenol is set to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate for Amphenol’s third-quarter 2026 earnings is pegged at 73 cents per share, up by a penny over the past seven days, indicating a rise of 55.3% from the year-ago quarter’s reported figure.
Corning (GLW - Free Report) has an Earnings ESP of +0.68% and a Zacks Rank #2 at present.
Corning is slated to report third-quarter 2026 results on Oct. 27. The Zacks Consensus Estimate for Corning’s third-quarter 2026 earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating a rise of 31.3% from the year-ago quarter’s reported figure.