盘后一度涨近3%！恩智浦Q4指引重回增长强于预期，需求复苏显现

Core Viewpoint - NXP's third-quarter revenue exceeded analyst expectations, with a year-on-year decline of only 2%, indicating a significant slowdown in the revenue drop compared to previous quarters [1][11][12] Financial Performance - Revenue: In Q3, NXP reported revenue of $3.17 billion, a 2% year-on-year decline, slightly above the analyst expectation of $3.16 billion. The guidance for Q4 is between $3.05 billion and $3.25 billion [7][11] - EPS: The adjusted diluted EPS for Q3 was $3.11, down 10% year-on-year, slightly below the analyst expectation of $3.12. The guidance for Q4 EPS is between $2.89 and $3.30 [7][11] - Operating Profit: Adjusted operating profit for Q3 was $1.071 billion, a 7% year-on-year decline, also above the company's guidance range [8][12] - Gross Profit: Adjusted gross profit for Q3 was $1.81 billion, down 4% year-on-year, with a gross margin of 57.0% [8][12] Market Segments - Automotive Chips: This segment contributed nearly 60% of NXP's Q3 revenue, showing zero year-on-year growth but a 6% quarter-on-quarter increase, which is double the growth rate of the previous quarter [12][13] - Industrial and IoT: Revenue in this segment grew 6% quarter-on-quarter, reversing the previous quarter's decline, with year-on-year growth of 3% [13] - Mobile Business: This segment saw a significant quarter-on-quarter growth of 30%, with a year-on-year increase of 6% [13] Future Guidance - Q4 Guidance: NXP expects Q4 revenue to be between $3.2 billion and $3.4 billion, indicating a potential year-on-year growth for the first time in over a year. The midpoint of the guidance suggests a 6.1% increase compared to the previous year [10][14] - CEO's Remarks: The guidance reflects strong specific growth drivers and signs of cyclical recovery, with a focus on disciplined investment and portfolio enhancement to drive profit growth [14][15]