← All forecasts · October 26–30

NXPI / Q3 2026 (FQ3 2026 - Sep 2026; issuer 13-week fiscal quarter expected to end 2026-09-27)

NXP Semiconductors N.V.

Reported: Oct 27, 2026

Forecast published

Opus 5.5 High in Shortcut

Shortcut

4.16

Normalized diluted EPS

+1.0% vs Street

Off by $0.04 per share

Street

4.12

Normalized diluted EPS

October 25 consensus snapshot

Off by $0.08 per share

Real

4.20

Issuer non-GAAP diluted EPS

Shortcut win

Reported result · Oct 27 ↗ · NXP reports Q3 non-GAAP diluted EPS of $4.20 and GAAP diluted EPS of $3.48 for September 27, 2026.

USD per diluted ordinary share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast.

Open in Shortcut ↗Download XLSX ↓

Shortcut’s reasoning.

Guidance (28-Jul-26): revenue $3.65-3.85bn, non-GAAP GM 58.5%, opex $810M, EPS $3.89-4.32 (mid $4.11); frozen consensus $4.12 sits only $0.01 above the midpoint.

NXP beat its revenue midpoint in each of the last 4 quarters (avg +$34M) and its non-GAAP EPS midpoint by avg +$0.07; model assumes ~+$30M revenue upside with gross margin held at the 58.5% guide.

End-market build follows call commentary: Auto +6.5% Q/Q (+12% Y/Y), I&IoT +7.5% Q/Q (+40%), Mobile +16% Q/Q (-5%), CI&O +10% Q/Q (+52%) = $3,780M.

On the record.

Reporting period
Q3 2026 (FQ3 2026 - Sep 2026; issuer 13-week fiscal quarter expected to end 2026-09-27)
Reporting basis
consensus normalized/non-GAAP diluted EPS, USD per ordinary share
Consensus snapshot
October 25, 2026
Model / effort
Opus 5.5 · High effort
Workbook
Reviewed workbook
Record history
Forecast generated
Oct 26, 2026 at 1:07 PM PDT
Reviewed revision completed
Oct 26, 2026 at 1:07 PM PDT
First published
Oct 26, 2026 at 2:02 PM PDT
Result basis

NXP reports Q3 non-GAAP diluted EPS of $4.20 and GAAP diluted EPS of $3.48 for September 27, 2026. USD per diluted ordinary share, without ADR conversion, matches the published non-GAAP convention.