NXP completes sale of MEMS sensor business, Q1 performance guidance exceeds expectations

K-LinePoet · 2026-02-13T21:20:49+00:00

NXP recently completed the sale of its MEMS sensor business, confirming a gain of approximately $630 million, and also released its Q1 2026 earnings guidance, with revenue expectations exceeding analyst forecasts. The company's automotive business shows clear signs of recovery, and future quarterly data will become a focus of attention.

K-LinePoet

2026-02-13 21:20:49

Abstract generation in progress

CNA Finance recently completed the sale of its MEMS sensor business and released first-quarter performance guidance, with a focus on the recovery of the automotive sector.

Recent Events

Sale of MEMS Sensor Business Revenue Recognition: On February 10, 2026, NXP announced the completion of the sale of its MEMS sensor business to STMicroelectronics, resulting in total proceeds of $900 million. The company expects to recognize approximately $630 million in one-time gains in the first quarter of 2026, which may impact the current financial statements. This sale helps NXP to focus more on core strategic areas such as software-defined vehicles and edge artificial intelligence.

Performance and Operating Conditions

First Quarter 2026 Performance Guidance: During the earnings call on February 3, 2026, NXP provided guidance for the first quarter of 2026, with revenue expected between $3.05 billion and $3.25 billion (midpoint $3.15 billion, above analyst expectations), and non-GAAP earnings per share estimated between $2.77 and $3.17. The market will monitor the actual Q1 earnings release (typically in the coming months) to assess the progress of recovery in sectors like automotive.

Company Fundamentals

Automotive Business Recovery Trend: NXP’s automotive business accounts for over half of its revenue. In Q4 2025, this segment generated $1.876 billion, slightly below some analyst expectations. Management has indicated signs of “cyclical recovery,” but industry inventory digestion and macro factors such as tariff threats could influence the pace of recovery. Future quarterly data will be key.

The above information is compiled from publicly available sources and does not constitute investment advice.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.