NXP(US:NXPI) Zheng Quan Shi Bao Wang·2025-10-29 12:39Core Insights - NXP Semiconductors reported a slowing trend in revenue decline for Q3 2025, with a revenue of $3.17 billion, down 2% year-over-year, slightly exceeding market expectations of $3.16 billion [1] - The company’s adjusted diluted EPS for Q3 was $3.11, a 10% decrease year-over-year, compared to analyst expectations of $3.12 per share [1] - NXP's automotive chip business contributed nearly 60% of revenue in Q3, with revenue stable compared to the previous year, while industrial and IoT business revenue grew by 3% and mobile business revenue increased by 6% [1] Financial Performance - Q3 adjusted operating profit was $1.071 billion, down 7% year-over-year, within the guidance range of $999 million to $1.12 billion [1] - For Q4, the company expects revenue between $3.2 billion and $3.4 billion, with a midpoint of $3.3 billion, indicating a year-over-year growth of 6.1% [2] - The expected adjusted gross margin for Q4 is between 57% and 58%, with an anticipated adjusted operating profit of $1.08 billion to $1.21 billion [2] Strategic Developments - NXP announced the sale of its MEMS sensor business to STMicroelectronics for $950 million, with $900 million at closing and up to $50 million contingent on technology milestones [2] - The company completed the acquisition of Aviva Links for $243 million, enhancing its automotive and industrial IoT connectivity solutions [2] - NXP's President and incoming CEO, Rafael Sotomayor, highlighted broad sequential improvements across all regions and end markets, indicating strong growth drivers and signs of cyclical recovery [1]