NXP Semiconductors N.V. stock research
FY2025 Q4
NXP Semiconductors N.V. (NXPI) Gross Margin — Quarter Ended Dec 31, 2025
Revenue increased compared to both the prior quarter and the same quarter a year ago. Gross profit was unchanged from the prior quarter but higher than a year ago, while cost of revenue rose in both comparisons, resulting in gross margin that weakened sequentially but improved year-over-year.
Gross margin takeaway
Quarter ended Dec 31, 2025 · FY2025 Q4
Revenue increased compared to both the prior quarter and the same quarter a year ago. Gross profit was unchanged from the prior quarter but higher than a year ago, while cost of revenue rose in both comparisons, resulting in gross margin that weakened sequentially but improved year-over-year.
- The relative pace of revenue growth versus cost growth drove the margin changes. Sequentially, revenue and cost grew at a similar rate, keeping gross profit flat and lowering margin; year-over-year, revenue growth outpaced cost growth, lifting margin.
- Compared to the prior quarter, gross margin was lower as cost of revenue increased while revenue also rose. Compared to the same quarter a year ago, gross margin was higher, supported by greater revenue growth relative to cost growth.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
54.2%
Gross profit
$1.8B
Revenue
$3.3B
Cost of revenue
$1.5B
Quarter-over-quarter change
-2.1 pts
Year-over-year change
+0.2 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 |
|---|---|---|---|---|
| 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% |
| Dec 31, 2025 | $3.3B | $1.8B | $1.5B | 54.2% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Sep 28, 2025
-2.1 pts
Year-over-year change
Dec 31, 2024
+0.2 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The relative pace of revenue growth versus cost growth drove the margin changes. Sequentially, revenue and cost grew at a similar rate, keeping gross profit flat and lowering margin; year-over-year, revenue growth outpaced cost growth, lifting margin.
Compared to the prior quarter, gross margin was lower as cost of revenue increased while revenue also rose. Compared to the same quarter a year ago, gross margin was higher, supported by greater revenue growth relative to cost growth.
Monitor cost of revenue trends, as its increase matched revenue growth sequentially and could pressure margins if it outpaces revenue.