TICKDELTA
Sign in
Screener / SEC EDGAR /CIK 0001413447 /10-K filed Feb 19, 2026, compared with Feb 20, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
KLACWDCMSIADINXPISTX
Nasdaq Technology · Semiconductors

NXP Semiconductors NXPI

NXPI quote by TradingView

NXP Semiconductors N.V. is a global semiconductor company and a long-standing supplier in the industry, with over 70 years of innovation and operating history. 10-K, Item 1

Employees
32,169
CEO
Rafael Sotomayor
Next results
around Feb 2, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $12.3B through the costs to a net profit of $2.0B · income statement of the 10-K

25% operating margin
Revenue to Gross profit: $6.7BRevenue to Cost of revenue: $5.6BGross profit to Operating profit: $3.0BGross profit to Operating expenses: $3.7BOperating profit to Net profit: $2.0BOperating profit to Tax & other: $1.0BOperating expenses to R&D: $2.4BOperating expenses to Sales, admin & other: $1.3B Revenue: $12.3B REVENUE $12.3B −3% Y/Y Gross profit: $6.7B · 55% margin GROSS PROFIT $6.7B 55% margin · −6% Y/Y Cost of revenue: $5.6B · 45% of revenue COST OF REVENUE $5.6B 45% of revenue Operating profit: $3.0B · 25% margin OPERATING PROFIT $3.0B 25% margin · −11% Y/Y Operating expenses: $3.7B · 30% of revenue OPERATING EXPENSES $3.7B 30% of revenue Net profit: $2.0B · 16% margin NET PROFIT $2.0B 16% margin · −19% Y/Y Tax & other: $1.0B · 8% of revenue TAX & OTHER $1.0B 8% of revenue R&D: $2.4B · 19% of revenue R&D $2.4B 19% of revenue Sales, admin & other: $1.3B · 11% of revenue SALES, ADMIN & OTHER $1.3B 11% of revenue
Gross profit $6.7B 55% margin · −6% Y/Y
Operating profit $3.0B 25% margin · −11% Y/Y
Net profit $2.0B 16% margin · −19% Y/Y
The full income statement, year by year

NXPI among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: -2.7%, above 3% of 74 peers (their median 14.1%) REVENUE GROWTH -2.7% · above 3% Gross margin: 56.4%, above 49% of 67 peers (their median 58.0%) GROSS MARGIN 56.4% · above 49% Operating margin: 33.0%, above 71% of 70 peers (their median 22.2%) OPERATING MARGIN 33.0% · above 71% Net margin: 23.4%, above 64% of 74 peers (their median 18.9%) NET MARGIN 23.4% · above 64% FCF margin: 25.4%, above 54% of 70 peers (their median 22.3%) FCF MARGIN 25.4% · above 54% Return on capital: 9.8%, above 43% of 61 peers (their median 12.7%) RETURN ON CAPITAL 9.8% · above 43%
NXPI Peer median Below the median

What changed

5 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 19, 2026 against Feb 20, 2025.

Risk factors
5 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Inventory growing faster than revenue
Inventory +9.4% vs revenue -2.7% (+12.1 pts)
10-K · XBRL
Critical audit matters changed
New this year: Valuation of certain intangible assets acquired in business combinations (“As described in Notes 2 and 3 to the consolidated financial statements, during 2025, the Company completed the acquisitions of TTTech Auto, Aviva Links and Kinara, Inc., for net considerations of $766 million, $248 million and $284 million, respectively. The fair value of identified intangible asset”). Same as last year: Revenue recognition – Variable consideration under the distributor incentive programs
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Inventory growing faster than revenue
    Inventory +9.4% vs revenue -2.7% (+12.1 pts)
  • Critical audit matters changed
    New this year: Valuation of certain intangible assets acquired in business combinations (“As described in Notes 2 and 3 to the consolidated financial statements, during 2025, the Company completed the acquisitions of TTTech Auto, Aviva Links and Kinara, Inc., for net considerations of $766 million, $248 million and $284 million, respectively. The fair value of identified intangible asset”). Same as last year: Revenue recognition – Variable consideration under the distributor incentive programs
  • Receivables +2.2% vs revenue -2.7% (+5.0 pts)
8 more checks with nothing to note
  • Cash from operations $2.8B vs net income $2.0B (FY ending Dec 31, 2025)
  • Same auditor in both 10-Ks: EY Accountants B.V.
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

5 paragraphs in Risk Factors that were not in the 10-K filed Feb 20, 2025. Quoted as filed.

All 5 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    Recently announced and future tariffs and other trade restrictions could materially and adversely affect our business, financial condition and results of operations. In 2025, the U.S. government announced a series of tariffs, including tariffs targeting a broad range of imports and targeted tariffs on goods from specific countries and…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    Additionally, our acquisitions and other strategic investments may require approval by government agencies in applicable jurisdictions in which we operate. Certain agencies in the past have, and may in the future, deny the transaction or fail to approve in a timely manner, resulting in delays in closing and us not realizing the…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    Effective October 28, 2025, Kurt Sievers voluntarily retired as our CEO and executive director and Rafael Sotomayor succeeded Mr. Sievers as President and CEO and temporary executive director of the Company. Any significant leadership change involves inherent risk, including potential disruptions to our operations or relationships with…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

From the same starting line, FY2016 to FY2025

Revenue, net income and free cash flow, each set to 100 in FY2016. What happened, from the 10-Ks. Not a forecast.

FY2016 = 100
0 500 1000 100 Revenue: $9.5B in FY2016, $12.3B in FY2025 REVENUE $12.3B · 1.3x Net income: $200.0M in FY2016, $2.0B in FY2025 NET INCOME $2.0B · 10.1x Free cash flow: $1.9B in FY2016, $2.4B in FY2025 FREE CASH FLOW $2.4B · 1.3x FY2016 = 100FY2021FY2025
Revenue 1.3x $9.5B to $12.3B
Net income 10.1x $200.0M to $2.0B
Free cash flow 1.3x $1.9B to $2.4B

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$13.2B$13.3B$12.6B$12.3B
Net income$2.8B$2.8B$2.5B$2.0B
Operating cash flow$3.9B$3.5B$2.8B$2.8B
Free cash flow$2.8B$2.7B$2.1B$2.4B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$12.3B ▼ 2.7% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

NXP Semiconductors · from the 10-K filed Feb 19, 2026

NXP Semiconductors N.V. is a global semiconductor company and a long-standing supplier in the industry, with over 70 years of innovation and operating history. For the year ended December 31, 2025, we generated revenue of $12,269 million, compared to $12,614 million for the year ended December 31, 2024. We provide leading solutions that leverage our combined portfolio of intellectual property, deep application knowledge, process technology and manufacturing expertise in the domains of embedded processing, mixed-signal analog-digital (mixed A/D), power management, digital signal processing, cryptography-security, high-speed interface, radio frequency (RF), and embedded system design.

Reports in
USD
Listed on
Nasdaq
Fiscal year ends
December 31
Last results
Oct 27, 2026

Employees, at the top of the page: "As of December 31, 2025, we employed approximately 32,169 employees worldwide, including approximately 1,439 employees within our SSMC joint venture" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 19, 2026 (open at SEC), compared with the 10-K filed Feb 20, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/NXPI/export.csv") into a cell.