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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

-3.9%

4:00 PM EST

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To: Return to Sender who wrote (94725)	7/21/2025 9:37:59 PM
From: Return to Sender	Read Replies (1) of 95346

NXPI posted Q2 EPS of $2.72 vs. $3.20, beating consensus of $2.66, while sales fell a better-than-feared 6% to $2.93B (+3% sequentially). Automotive (59% of sales) was flat while Industrial (-11%), Mobile (-4%), and Communications (-27%) declined, with gross margin compressing to 56.5% from 58.6%. We think NXPI is still poised to grow auto sales by an 8%-12% three-year CAGR on content increases from sensing, processing, and control applications, and we like NXPI's offerings in higher growth pockets of the AV/EV supply chain and CoreRide vision for software-defined vehicle platforms. Q3 guidance of $3.05B-$3.25B revenue implies a 3% Y/Y decline (we estimated -5.7%) with EPS of $3.10 and gross margin of 57%, both ahead of expectations. DIOs declined to 158 from 169 while channel inventory remained at nine weeks, well below the 11-week target. Net debt stands at $8.3B with leverage at 1.8x. We expect improving orders to drive higher volume and utilization, supporting margins. We will update after tomorrow's call.

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