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恩智浦半导体NXP Semiconductors N.V.(NXPI)2025年第四季度及全年财务业绩报告「NASDAQ」(英文版)(11页).pdf

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1、 NXP Semiconductors Reports Fourth Quarter and Full-year 2025 ResultsEINDHOVEN,The Netherlands,February 2,2026 NXP Semiconductors N.V.(NASDAQ:NXPI)today reported financial results for the fourth quarter,which ended December 31,2025.“NXP delivered quarterly revenue of$3.34 billion,surpassing the midp

2、oint of our guidance and reflecting sequential improvement across all end markets.Throughout 2025,we executed effectively despite a challenging first half,maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI.Through strategic acquis

3、itions we strengthened our portfolio to drive leadership in intelligent systems at the edge for automotive,industrial and IoT.These actions,combined with an improving demand environment,position NXP for profitable revenue growth.We remain committed to disciplined investment,margin expansion,and port

4、folio optimization to drive sustainable,long-term value for our shareholders,”said Rafael Sotomayor,NXP President and Chief Executive Officer.Key Highlights for the Fourth Quarter and Full-year 2025:Fourth quarter revenue was$3.34 billion,up 7 percent year-on-year.Full-year revenue was$12.27 billion

5、,down 3 percent year-on-year;Fourth quarter GAAP gross margin was 54.2 percent,GAAP operating margin was 22.3 percent and GAAP diluted Net Income per Share was$1.79.Full year GAAP gross margin was 54.7 percent,GAAP operating margin was 24.8 percent and GAAP diluted Net Income per Share was$7.95;Four

6、th quarter Non-GAAP gross margin was 57.4 percent,non-GAAP operating margin was 34.6 percent,and non-GAAP diluted Net Income per Share was$3.35.Full-year Non-GAAP gross margin was 56.8 percent,non-GAAP operating margin was 33.1 percent,and non-GAAP diluted Net Income per Share was$11.81;Fourth quart

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1. **2025年业绩**:NXP全年营收122.69亿美元(同比-3%),Q4营收33.35亿美元(同比+7%);全年GAAP净利润20.21亿美元,Q4非GAAP每股收益3.35美元。 2. **战略进展**:推进软件定义汽车和物理AI战略,完成收购Aviva Links(2.43亿美元)和Kinara(3.07亿美元),出售MEMS传感器业务(9亿美元现金)。 3. **财务表现**:Q4非GAAP毛利率57.4%,运营利润率34.6%;全年自由现金流24.25亿美元(占营收19.8%),资本回报19.24亿美元(占自由现金流79.3%)。 4. **2026年指引**:Q1营收预期30.5亿-32.5亿美元(同比+8%-15%),非GAAP每股收益2.77-3.17美元。
**NXP业绩如何?** **芯片市场趋势?** **AI投资回报?**
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