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NXP Guides Fourth-Quarter Revenue Above Estimates as Automotive Demand Improves

Shares rose in late trading after the chipmaker paired a modest third-quarter beat with stronger guidance.

The NXP Semiconductors logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration

Overview

  • The company forecast fourth-quarter revenue of $3.20 billion to $3.40 billion, with the midpoint topping the $3.24 billion LSEG consensus.
  • Third-quarter revenue came in at $3.17 billion, slightly ahead of the $3.16 billion estimate.
  • Automotive sales, NXP’s largest business, grew 6% sequentially in the quarter, while mobile revenue increased 30%.
  • Incoming CEO Rafael Sotomayor said the outlook reflects company-specific growth drivers and signs of a cyclical recovery.
  • NXP closed a $243 million purchase of Aviva Links, completed TTTech Auto in June, secured approvals to acquire Kinara, and its shares gained about 2% after hours.