NXP Semiconductors N.V. stock research
FY2025 Q3
NXP Semiconductors N.V. (NXPI) Gross Margin — Quarter Ended Sep 28, 2025
Revenue rose compared to the preceding quarter, while gross profit increased at a faster rate, leading to an improved gross margin. Relative to the same quarter one year earlier, revenue was lower and gross profit declined, resulting in a weakened gross margin.
Gross margin takeaway
Quarter ended Sep 28, 2025 · FY2025 Q3
Revenue rose compared to the preceding quarter, while gross profit increased at a faster rate, leading to an improved gross margin. Relative to the same quarter one year earlier, revenue was lower and gross profit declined, resulting in a weakened gross margin.
- The relationship between revenue, cost of revenue, and gross profit shows that the current quarter's gross margin improved sequentially because gross profit increased more than proportionally relative to revenue. Compared to the year-ago quarter, the gross margin weakened as gross profit declined while cost of revenue remained stable.
- Sequentially, revenue and gross profit were higher, and gross margin improved. Year over year, revenue and gross profit were lower, and gross margin weakened.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
56.3%
Gross profit
$1.8B
Revenue
$3.2B
Cost of revenue
$1.4B
Quarter-over-quarter change
+2.9 pts
Year-over-year change
-1.1 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Dec 31, 2024 | $3.1B | $1.7B | $1.4B | 53.9% |
| Mar 30, 2025 | $2.8B | $1.6B | $1.3B | 55.0% |
| Jun 29, 2025 | $2.9B | $1.6B | $1.4B | 53.4% |
| Sep 28, 2025 | $3.2B | $1.8B | $1.4B | 56.3% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Jun 29, 2025
+2.9 pts
Year-over-year change
Sep 29, 2024
-1.1 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The relationship between revenue, cost of revenue, and gross profit shows that the current quarter's gross margin improved sequentially because gross profit increased more than proportionally relative to revenue. Compared to the year-ago quarter, the gross margin weakened as gross profit declined while cost of revenue remained stable.
Sequentially, revenue and gross profit were higher, and gross margin improved. Year over year, revenue and gross profit were lower, and gross margin weakened.
Monitor whether the cost of revenue remains stable relative to revenue, as it has been the least variable metric across the three periods.