NXP Semiconductors NV (NXPI)

In the past six months, NXP Semiconductors announced a quarterly dividend of $1.014 per share. NXP reported Q2 2025 revenue of $2.93 billion, a 6% year-on-year decrease but exceeding guidance, with non-GAAP earnings per share of $2.72, surpassing analyst estimates. Analysts adjusted price targets and ratings following these results. The company provided Q3 2025 revenue guidance of $3.15 billion. NXP's stock price as of September 26, 2025, was $226.04, a 7.71% decline from the previous year, with a 52-week range of $148.09 to $256.62. Insider selling of company stock worth approximately $2.2 million was reported in the last quarter.

The semiconductor industry, in which NXP operates, is highly cyclical. NXP's largest segment, automotive, faces significant cyclicality, impacting demand for its automotive chips. The company experienced strong growth in 2021 and 2022 due to pent-up demand and supply chain issues, followed by a cooling off period in 2024 with a slight revenue dip due to inventory adjustments. NXP has also noted near-term weakness in its industrial and IoT markets, and a decline in communication infrastructure revenue. The overall demand outlook can be uncertain due to these cyclical trends and macroeconomic factors.

NXP Semiconductors N.V. is a global leader in secure connectivity solutions for embedded applications, founded in 2006 as a spin-off from Philips Electronics and headquartered in Eindhoven, Netherlands. The company focuses on high-performance mixed-signal products for automotive, industrial & IoT, mobile, and communication infrastructure. NXP's product portfolio includes microcontrollers, processors, connectivity chipsets, analog devices, RF power amplifiers, security controllers, and sensors, which are integral to various applications like ADAS, autonomous driving, EVs, smart homes, factory automation, mobile payments, and secure communication infrastructure.

NXP Semiconductors has a significant global presence, operating in over 30 countries with approximately 34,000 employees. The company's headquarters are in Eindhoven, Netherlands. NXP sells its products across the Americas, Asia-Pacific, and Europe/Middle East.

NXP maintains a strong industry position as a top-tier supplier in automotive semiconductors and a key player in secure identification and communication infrastructure markets. Its reputation is bolstered by continuous investment in R&D, strategic collaborations, focus on innovation, sustainability goals, and expansion into high-growth markets like autonomous driving, EVs, and IoT.

NXP Semiconductors N.V. is predominantly owned by institutional shareholders, holding approximately 91.40% of the stock, while insiders own about 0.53%, and retail investors hold around 8.07%. Major institutional owners include Fmr LLC, Jpmorgan Chase & Co, Blackrock Inc., Vanguard Group Inc., Wellington Management Group LLP, and State Street Corp.