恩智浦 2026年四季度报告

NXP Semiconductors Reports Fourth Quarter and Full-year 2025 Results EINDHOVEN, The Netherlands, February 2, 2026 –NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financialresults for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing themidpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectivelydespite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehiclesand physical AI. Through strategic acquisitions we strengthened our portfolio to drive leadership in intelligent systems at the edge for Key Highlights for the Fourth Quarter and Full-year 2025: •Fourth quarter revenue was $3.34 billion, up 7 percent year-on-year. Full-year revenue was $12.27 billion, down 3 percentyear-on-year;•Fourth quarter GAAP gross margin was 54.2 percent, GAAP operating margin was 22.3 percent and GAAP diluted NetIncome per Share was $1.79. Full year GAAP gross margin was 54.7 percent, GAAP operating margin was 24.8 percent andGAAP diluted Net Income per Share was $7.95;•Fourth quarter Non-GAAP gross margin was 57.4 percent, non-GAAP operating margin was 34.6 percent, and non-GAAPdiluted Net Income per Share was $3.35. Full-year Non-GAAP gross margin was 56.8 percent, non-GAAP operating marginwas 33.1 percent, and non-GAAP diluted Net Income per Share was $11.81;•Fourth quarter cash flow from operations was $891 million, with net capex investments of $98 million, resulting in non-GAAP free cash flow of $793 million or 23.8 percent of revenue. Full-year cash flow from operations was $2,820 million,with net capex investments of $395 million, resulting in non-GAAP free cash flow of $2,425 million or 19.8 percent ofrevenue;•Capital return during the quarter was $592 million, representing 74.7 percent of fourth quarter non-GAAP free cash flow.Share buybacks were $338 million and dividends paid during the quarter were $254 million. Full year capital return was$1.924 billion in 2025, representing 79.3 percent. After the end of the fourth quarter, between December 31, 2025, andJanuary 30, 2026, NXP executed via a 10b5-1 program additional share repurchases totaling $36 million;•On October 7, 2025, NXP announced that its Trimension SR150 Ultra-Wideband (UWB) product enables Jedsy X medicaldelivery drones to detect the drone’s precise location; 1.Additional Information for the Fourth Quarter and full-year 2025: Note (1) Additional Information: NXP has based the guidance included in this release on judgments and estimates that management believes are reasonable given its assessment of historical trends andother information reasonably available as of the date of this release. Please note, the guidance included in this release consists of predictions only, and is subject to awide range of known and unknown risks and uncertainties, many of which are beyond NXP's control. The guidance included in this release should not be regarded asrepresentations by NXP that the estimated results will be achieved. Actual results may vary materially from the guidance we provide today. In relation to the use of non-GAAP financial information see the note regarding "Non-GAAP Financial Measures" below. For the factors, risks, and uncertainties to which judgments, estimates and Non-GAAP Financial Measures In managing NXP's business on a consolidated basis, management develops an annual operating plan, which is approved by our Board of Directors, using non-GAAPfinancial measures, that are not in accordance with, nor an alternative to, U.S. generally accepted accounting principles (“GAAP”). In measuring performance againstthis plan, management considers the actual or potential impacts on these non-GAAP financial measures from actions taken to reduce costs with the goal of increasingour gross margin and operating margin and when assessing appropriate levels of research and development efforts. In addition, management relies upon these non-GAAP financial measures when making decisions about product spending, administrative budgets, and other operating expenses. We believe that these non-GAAPfinancial measures, when coupled with the GAAP results and the reconciliations to corresponding GAAP financial measures, provide a more complete understanding of These non-GAAP financial measures are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordancewith GAAP. The presentation of these and other similar items in NXP’s non-GAAP financial results should not be interpreted as implying that these items are non-recurring, infrequent, or unusual. Reconciliations of these non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided inthe financial statements portion of this release in a schedule entitled “Financial Reconciliation of GAAP to non-GAAP Results (una