| NXPI |
Report |
Q2 Revenue |
BEAT |
pred ~$3.50B vs. cons $3.45-3.47B |
HIGH |
| NXPI |
Report |
Q2 Non-GAAP EPS |
BEAT |
pred ~$3.62 vs. cons $3.54 |
MEDIUM |
| NXPI |
Report |
Q2 Non-GAAP Gross Margin |
IN-LINE |
pred ~58.2% vs. cons 58.0% |
MEDIUM |
| NXPI |
Guide |
Q3 2026 Revenue Guidance |
BETTER |
guide ~$3.62B vs. cons ~$3.58B (Q3 2026) |
MEDIUM |
| NXPI |
Guide |
Q3 2026 Non-GAAP EPS Guidance |
BETTER |
guide ~$3.75 vs. cons ~$3.68 (Q3 2026) |
MEDIUM |
| NXPI |
Guide |
FY2026 Data Center Revenue Trajectory |
UNCHANGED |
guide ~$520M vs. prior guide >$500M (FY2026) |
LOW |
| NXPI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| NXPI |
Return |
5-day cumulative residual |
-1.5% (FADE) |
NXP likely delivers a beat-and-raise consistent with its Q1 pattern and reaffirms 2027 targets, which combined with a ~20% pullback from May highs sets up a relief pop on day 1. But out-period math works against follow-through: Q3 guide implies a deceleration in sequential growth into seasonally softer Q4, China auto/unit weakness remains an unresolved offset story rather than a resolved one, and the sector tape has punished even clean beats (TXN -3.6%, INTC -12.2%) as investors rotate out of semis on AI-capex/valuation worries. Analysts will likely trim H2/FY27 estimates modestly on conservative Q4 seasonality and margin-ramp timing (VSMC/ESMC not fully online until 2028), causing the initial pop to fade over the week even if the headline print itself was strong. |
MEDIUM |