NXP Semiconductors N.V., a major European vehicle chip manufacturer, announced its financial report for the second quarter of 2025 (ends June 29, 2025) after the U.S. stock market Monday (July 21): The revenue decreased by 6% year-on-year (3% quarter-on-quarter) to US$2.926 billion, and the profit margin of non-GAAP fell by 13% year-on-year (3% quarter-on-quarter) to US$935 billion, with Non-GAAP gross profit margin falling from 58.6% in the second quarter of 2024 to US$935 billion. 56.5%, up from 56.1% in the first quarter of 2025, Non-GAAP's dilute earnings per share fell by 15% year-on-year (3% quarterly) to $2.72.
According to the Yahoo Finance website, analysts expect NXP's second-quarter earnings, Non-GAAP per share to be $2.9 billion and $2.66 each.(Source: NXP)
NXP estimates Monday that the third quarter of 2025 will be between US$3.05 billion and US$3.25 billion, calculated at the middle value (US$3.15 billion) and the quarterly increase of 8%. The Non-GAAP gross profit margin is estimated to be between 56.5-57.5% (the middle value is 57.0%), and the Non-GAAP dilute profit per share is estimated to be between US$2.89-3.30 (the middle value is 3.10).
Analysts expect NXP's third-quarter earnings, Non-GAAP per share to be $3.04 billion and $3.03 each.
NXP's Non-GAAP yield in quarter 2 rose to 32.0% from 31.9% in quarter 1, down from 34.3% in quarter 2024, and the Non-GAAP yield in quarter 3 of 2025 will be estimated between 32.7-34.6% (the middle value is 33.7%).
NXP executive Kurt Sievers said on Monday that the third quarter's performance will benefit from the periodic recovery that emerged in the core end market and the company's unique growth performance.
NXP's second quarter vehicle chip operation rose 3% to $1.729 billion, slightly higher than $1.728 billion in the second quarter of 2024, Industrial and Internet chip operation fell 11% year-on-year (7% quarter-on-quarter) to $546 billion, mobile chip operation fell 4% year-on-year (2% quarter-on-quarter) to $331 billion, and communications-based facilities and other products fell 27% year-on-year (2% quarter-on-quarter) to $320 billion.
NXP rose 1.05% on Monday, closing at $228.27, up 9.82% so far, and fell 5.10% to $216.63 after the market.