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NXP Semiconductors N.V. (NXPI) Fundamental Analysis & AI Grade 2026

NXPI Nasdaq Semiconductors & Related Devices CIK: 0001413447
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-29
Combined AI Grade
A
76% Confidence
AGREEMENT
B
75% Conf
A
76% Conf

📊 NXPI Key Takeaways

Revenue: $3.2B
Net Margin: 35.3%
Free Cash Flow: $714.0M
Current Ratio: 2.24x
Debt/Equity: 1.00x
EPS: $4.43
AI Grade: B with 75% confidence
NXP Semiconductors N.V. (NXPI) receives a A fundamental grade with 76% confidence from our AI analysis based on SEC 10-K filings. With revenue of $3.2B, net profit margin of 35.3%, and return on equity (ROE) of 10.3%, NXP Semiconductors N.V. demonstrates strong fundamentals in the Technology sector. Below is our complete NXPI stock analysis for 2026.

Is NXP Semiconductors N.V. (NXPI) a Good Investment?

Claude

NXP exhibits exceptional profitability with 56.2% gross margins and strong free cash flow generation of $714M, demonstrating operational excellence and financial discipline. However, revenue decline of 2.7% YoY and a sharper 18.3% EPS contraction indicate cyclical semiconductor weakness that outweighs margin strength, particularly concerning given the company's 1.0x debt-to-equity ratio.

ChatGPT

NXP delivers strong profitability and cash generation despite a modest top-line decline, with resilient margins (gross ~55%, operating ~25%) and a robust ~20% FCF margin. Liquidity is solid and leverage appears manageable given 6.5x interest coverage. Near-term cyclical softness and EPS pressure temper growth, but the core fundamentals remain attractive.

NXP Semiconductors N.V. Key Strengths (NXPI)

Claude
  • + Exceptional profit margins (Gross 56.2%, Operating 47.3%, Net 35.3%) demonstrating pricing power and operational efficiency
  • + Strong free cash flow generation of $714M with 22.4% FCF margin, providing substantial flexibility for debt servicing and capital allocation
  • + Healthy liquidity position with 2.24x current ratio and 13.2x interest coverage ratio, reducing financial distress risk
ChatGPT
  • + Resilient margins indicating pricing power and favorable mix
  • + Robust free cash flow (19.7% FCF margin) with modest capex
  • + Healthy liquidity (2.05x current, 1.38x quick) and adequate interest coverage

NXPI Stock Risks: NXP Semiconductors N.V. Investment Risks

Claude
  • ! Revenue declining 2.7% YoY with EPS contracting 18.3% YoY, suggesting accelerating weakness in demand or margin compression
  • ! Significant leverage with $11.0B long-term debt against $10.9B equity, limiting financial flexibility during industry downturns
  • ! Cyclical semiconductor industry exposure with current demand environment indicating trough conditions, creating near-term profitability pressure
ChatGPT
  • ! Revenue and EPS declines suggest demand softness or mix headwinds
  • ! Meaningful leverage (1.10x D/E) increases sensitivity to cycle and rates
  • ! Semiconductor cycle volatility could pressure margins and cash conversion

Key Metrics to Watch

Claude
  • * Revenue growth trajectory reversal from current -2.7% decline
  • * Operating and gross margin stability as demand normalizes
  • * Free cash flow sustainability and debt reduction trajectory
ChatGPT
  • * Revenue growth YoY
  • * Free cash flow margin

NXP Semiconductors N.V. (NXPI) Financial Metrics & Key Ratios

Revenue
$3.2B
Net Income
$1.1B
EPS (Diluted)
$4.43
Free Cash Flow
$714.0M
Total Assets
$27.1B
Cash Position
$3.7B

💡 AI Analyst Insight

The 22.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 2.24x current ratio provides a solid financial cushion.

NXPI Profit Margin, ROE & Profitability Analysis

Gross Margin 56.2%
Operating Margin 47.3%
Net Margin 35.3%
ROE 10.3%
ROA 4.1%
FCF Margin 22.4%

NXPI vs Technology Sector: How NXP Semiconductors N.V. Compares

How NXP Semiconductors N.V. compares to Technology sector averages

Net Margin
NXPI 35.3%
vs
Sector Avg 18.0%
NXPI Sector
ROE
NXPI 10.3%
vs
Sector Avg 22.0%
NXPI Sector
Current Ratio
NXPI 2.2x
vs
Sector Avg 2.5x
NXPI Sector
Debt/Equity
NXPI 1.0x
vs
Sector Avg 0.5x
NXPI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is NXP Semiconductors N.V. Stock Overvalued? NXPI Valuation Analysis 2026

Based on fundamental analysis, NXP Semiconductors N.V. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
10.3%
Sector avg: 22%
Net Profit Margin
35.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

NXP Semiconductors N.V. Balance Sheet: NXPI Debt, Cash & Liquidity

Current Ratio
2.24x
Quick Ratio
1.55x
Debt/Equity
1.00x
Debt/Assets
58.4%
Interest Coverage
13.20x
Long-term Debt
$11.0B

NXPI Revenue & Earnings Growth: 5-Year Financial Trend

NXPI 5-year financial data: Year 2021: Revenue $11.1B, Net Income $243.0M, EPS $0.85. Year 2022: Revenue $13.2B, Net Income $52.0M, EPS $0.18. Year 2023: Revenue $13.3B, Net Income $1.9B, EPS $6.79. Year 2024: Revenue $13.3B, Net Income $2.8B, EPS $10.55. Year 2025: Revenue $13.3B, Net Income $2.8B, EPS $10.70.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NXP Semiconductors N.V.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $10.70 reflects profitable operations.

NXPI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
22.4%
Free cash flow / Revenue

NXPI Quarterly Earnings & Performance

Quarterly financial performance data for NXP Semiconductors N.V. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $2.8B $490.0M $1.92
Q3 2025 $3.2B $631.0M $2.48
Q2 2025 $2.9B $445.0M $1.75
Q1 2025 $2.8B $490.0M $1.92
Q3 2024 $3.3B $718.0M $2.79
Q2 2024 $3.1B $658.0M $2.54
Q1 2024 $3.1B $615.0M $2.35
Q3 2023 $3.4B $738.0M $2.79

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

NXP Semiconductors N.V. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$793.0M
Cash generated from operations
Stock Buybacks
$102.0M
Shares repurchased (TTM)
Capital Expenditures
$79.0M
Investment in assets
Dividends Paid
$256.0M
Returned to shareholders

NXPI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for NXP Semiconductors N.V. (CIK: 0001413447)

📋 Recent SEC Filings

Date Form Document Action
May 1, 2026 4 xslF345X06/wk-form4_1777630489.xml View →
May 1, 2026 4 xslF345X06/wk-form4_1777630482.xml View →
Apr 28, 2026 10-Q nxpi-20260329.htm View →
Apr 28, 2026 8-K nxpi-20260428.htm View →
Apr 27, 2026 DEF 14A nxpi-20260427.htm View →

Frequently Asked Questions about NXPI

What is the AI rating for NXPI?

NXP Semiconductors N.V. (NXPI) has a Combined AI Grade of A from Claude (B) and ChatGPT (A) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NXPI's key strengths?

Claude: Exceptional profit margins (Gross 56.2%, Operating 47.3%, Net 35.3%) demonstrating pricing power and operational efficiency. Strong free cash flow generation of $714M with 22.4% FCF margin, providing substantial flexibility for debt servicing and capital allocation. ChatGPT: Resilient margins indicating pricing power and favorable mix. Robust free cash flow (19.7% FCF margin) with modest capex.

What are the risks of investing in NXPI?

Claude: Revenue declining 2.7% YoY with EPS contracting 18.3% YoY, suggesting accelerating weakness in demand or margin compression. Significant leverage with $11.0B long-term debt against $10.9B equity, limiting financial flexibility during industry downturns. ChatGPT: Revenue and EPS declines suggest demand softness or mix headwinds. Meaningful leverage (1.10x D/E) increases sensitivity to cycle and rates.

What is NXPI's revenue and growth?

NXP Semiconductors N.V. reported revenue of $3.2B.

Does NXPI pay dividends?

NXP Semiconductors N.V. pays dividends, with $256.0M distributed to shareholders in the trailing twelve months.

Where can I find NXPI SEC filings?

Official SEC filings for NXP Semiconductors N.V. (CIK: 0001413447) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NXPI's EPS?

NXP Semiconductors N.V. has a diluted EPS of $4.43.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is NXPI's fundamental grade?

Based on our AI fundamental analysis in May 2026, NXP Semiconductors N.V. has a A grade with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is NXPI stock overvalued or undervalued?

Valuation metrics for NXPI: ROE of 10.3% (sector avg: 22%), net margin of 35.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is NXPI's AI grade for 2026?

Our dual AI analysis gives NXP Semiconductors N.V. a combined A grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NXPI's free cash flow?

NXP Semiconductors N.V.'s operating cash flow is $793.0M, with capital expenditures of $79.0M. FCF margin is 22.4%.

How does NXPI compare to other Technology stocks?

Vs Technology sector averages: Net margin 35.3% (avg: 18%), ROE 10.3% (avg: 22%), current ratio 2.24 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-29 | Powered by Claude AI