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| Public | NXP and the NXP logo are trademarks of NXP B.V. All other product or service names are the property of their respective owners. © 2024 NXP B.V. NXP Investor Presentation Second Quarter 2026 July 2026
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Forward Looking Statements This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which our products are incorporated; recent changes in global trade policy including tariffs and related trade actions announced by the U.S., China andother countries, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in our customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia, and the continued hostilities and armed conflict in the Middle East including the ongoing military conflict involving Iran and the resulting disruption to energy markets, industrial gas supplies and global logistical routes, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our abilityto maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance our debt at orbefore maturity to meet our debt service, research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov. No offer of solicitation The Presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue, or the solicitation of an offer to purchase, subscribe to or acquire, securities of NXP, or an inducement to enter into investment activity in the United States or in any other jurisdiction in which such offer, solicitation, inducement or sale would be unlawful prior to registration, exemption from registration or qualification under the securities laws of such jurisdiction. No part of this Presentation, nor the fact of its distribution, should form the basis of, or be relied on in connection with, any contract or commitment or investment decision whatsoever. The Presentation is not for publication, release or distribution in any jurisdiction where such publication, release or distribution would constitute a violation of the relevant laws of such jurisdiction, nor should it be taken or transmitted into such jurisdiction. Use of Non-GAAP Financial Measures In this presentation, we have included certain non-GAAP financial information, including (i) Gross profit, (ii) Gross margin, (iii) Research and development, (iv) Selling, general and administrative, (v) Amortizationof acquisition- related intangible assets, (vi) Other income, (vii) Operating income (loss), (viii) Operating margin, (ix) Financial Income (expense), (x) Income tax benefit (provision), (xi) Results relating to non-foundry equity-accounted investees, (xii) Net income (loss) attributable to stockholders, (xiii) Earnings per Share -Diluted, (xiv) EBITDA, adjusted EBITDA and trailing 12 month adjusted EBITDA, and (xv) free cash flow, trailing 12 month free cash flow and trailing 12 month free cash flow as a percent of Revenue. The non-GAAP information excludes, where applicable, the amortization of acquisition related intangible assets, the purchase accounting effect on inventory and property, plant and equipment, merger related costs (including integration costs), certain items related to divestitures, share-based compensation expense, restructuring and asset impairment charges, extinguishment of debt, foreign exchange gains and losses, income tax effect on adjustments described above and results from non-foundry equity-accounted investments. The difference in the benefit (provision) for income taxes between our GAAP and non-GAAP results relates to the income tax effects of the GAAP to non-GAAP adjustments that we make and the income tax effect of any discrete items that occur in the interim period. Discrete items primarily relate to unexpected tax events that may occur as these amounts cannot be forecasted (e.g., the impact of changes in tax law and/or rates, changes in estimates or resolved tax audits relating to prior year tax provisions, the excess or deficit tax effects on share-based compensation, etc.). Please refer to the NXP Historic Financial Model file found on the Financial Results page of the Investor Relations section of our website at www.nxp.com. The difference in the benefit (provision) for income taxes between our GAAP and non-GAAP results relates to the income tax effects of the GAAP to non-GAAP adjustments that we make and the income tax effect of any discrete items that occur in the interim period. Discrete items primarily relate to unexpected tax events that may occur as these amounts cannot be forecasted (e.g., the impact of changes in tax law and/or rates, changes in estimates or resolved tax audits relating to prior year tax provisions, the excess or deficit tax effects on share-based compensation, etc.).
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| NXP | Public3 100% of Excess FCF to Our Owners Hybrid manufacturing RMS & system leadership Doubling non-GAAP EPS by 2030+ NXP, A Future of Innovation and Long-term Value Creation + + High Single Digit Organic Revenue Growth S32 SDV Intelligent systems at the edge Gross Margin Expansion Above 60% Hybrid manufacturing Mix / NPI 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. NXP internal estimates
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| NXP | Public4 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 $21 $15 $26 $46 $76 $84 $98 $117 $73 $127 $159 $228 $158 $230 $208 $217 NXP, A History of Innovation and Value Creation 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. Annual share price is the closing share price of NXPI in each full year period sourced from FactSet Refined strategic focus & financial discipline Intelligent edge systems $4.4B $4.2B $4.4B $4.8B $5.6B $6.1B $9.5B $9.3B $9.4B $8.9B $8.6B 16.0% 19.9% 19.1% 23.3% 25.0% 27.6% 26.6% 29.4% 28.7% 29.0% 25.9% IPO Freescale Merger Marvell Connectivity Assets Acquired $11.1B 32.9% Non-GAAP Op. Margin Revenue Year End Share Price $13.2B 36.3% 35.1% 34.6% $13.3B $12.6B Divest Sound Solutions Divest RF Power Divest Standard Products QCOM Deal Exit $12.3B 33.1% TT Tech Aviva Links Kinara Acquisitions
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| NXP | Public5 Total Semiconductor Market Macrotrends Drive Waves of Growth Laptops Desktops Mobiles Game consoles Home audio & video $2 Trillion 2000 2010 2020 2030E Cloud AI & Intelligent Systems at the Edge Cloud AI Intelligent edge systems • Smart connected devices • Smart factories and buildings • Smart connected cars Smartphones Tablets Data-center servers Analog On-demand Anticipate & Automate TAM is from OMDIA AMFT June 2024; 2030E is from McKinsey November 2025 update
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| NXP | Public6 810 350 145 125 85 85 Auto & Industrial Growth at the Intelligent Edge Within a $1.6T Opportunity Global Semiconductor market value by vertical, $billion 460 (55%) 150 (18%) 70 (9%) 70 (9%) 40 (5%) 35 (4%) Consumer Industrial Wired Automotive Wireless Compute & AI 2024-2030E CAGR, % ~ $1600 2030E 13% Growth contribution $B ( % of Total) ~ $825 2024-2030E McKinsey November 2025 update 100% 350 200 75 5545 50 $775 2024 15% 10% 13% 15% 11% 10%
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| NXP | Public7 NXP Uniquely Positioned to Bring Intelligent Systems to the Edge Industry challenges Ecosystem shifts From supply chain to value network Increasing complexity Components to system-of-systems Software-defined edge From HW-to SW-defined solutions Resilience & sustainability Rising concerns & awareness NXP’s unique capability and response Complete portfolio Sensing AI enabled processing Actuation Connectivity Deep competence Security leader Functional safety leader Automotive & industrial focus Simplifying Scalable system solutions Pre-integrated software & hardware Top OEMs & long-tail Resilient & Sustainable Hybrid manufacturing Target carbon neutral by 2035 NXP internal estimates.
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| NXP | Public8 NXP Uniquely Positioned to Bring Intelligent Systems to the Edge Sense Think Connect Act Safe & secure Scalable system solutions Industrial & IoT Factory automation Building & home Healthcare Power & energy Automotive SW-defined vehicle ADAS Electrification High RMS core franchises NXP internal estimates.
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| NXP | Public9 Product Leadership Augmenting product leadership with system leadership NXP Investment Compass to Focus on Profitable Growth • Estimated Cumulative R&D investment from 2025 through 2030 • Areas of focus are non-exhaustive R&D Investment matrix Focus R&D investment to achieve RMS leadership and above market growth Low High Relative market share (RMS) Ambition Low HighEstimated Future Market Growth Invest to Sustain Leadership ~15%* Invest in High Growth Franchises ~40%* Auto SDV, Radar, and Connectivity De-prioritize Investment ~5%* Invest to Build New Franchises ~40%* Intelligent Systems at the Edge and AI NPU Processing Auto Electrification, S/W - Middleware, and ASA SERDES Product Leadership System Leadership Core
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| NXP | Public10 NXP Semiconductors – At a Glance 1. All data as of end 2025; 2. Revenue by Geographic Revenue Headquarter - based Region, and Channel from NXP Semiconductors 2025 Annual 10 -K Report ; 3. Hybrid manufacturing reflects both internal and external sourcing for front- end and back-end manufacturing, presented as a perce ntage of revenue. Americas, $3.4B, 27% EMEA, $3.3B, 27% Asia Pacific ex-China, $3.6B, 29% China, $2.0B, 17% 2025 Geographic Revenue by Headquarter-based by Region Direct, $5.2B, 43% Distribution, $7.1B, 57% 2025 Revenue by Channel Internal, 37%External, 63% 2025 Hybrid Manufacturing - Front-end Sourcing Internal 87% External 13% 2025 Hybrid Manufacturing - Back-end Sourcing
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| NXP | Public11 NXP Revenue Growth 2024 to 2027 2025 Revenue by end-market exposure 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. The sum of the percentages shown may not add to 100% due to rounding Revenue by business type 2024A-2027E CAGR Core businesses ~3% Accelerated growth 15 - 25% 6 - 10% 2021 2024 2027E $11.1B $12.6B ~$16.0B ~38% ~27% 18% 58% Automotive 19% Industrial & IoT11% Comm Infra 13% Mobile ~62% ~73% 82%
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| NXP | Public12 Automotive Megatrends Drive Mid-high Single Digit Content Growth SDVs 48% Unit CAGR LV Production 2% Unit CAGR xEVs 20% Unit CAGR ADAS L1 - L3 8% Unit CAGR Lines of code 100M 500M Data in the car 50 GB 10 TB Time-to-market 3 - 5 yrs 1 - 2 yrs ECU power 30 - 60W 50 - 200W System Complexity and Software Dependence Is Increasing 13M 42M 2024E 2027E 50% 44% 89M 94M 2024E 2027E China ROW 1% 3% 33M 56M 2024E 2027E 20% 18% 46M 58M 2024E 2027E 8% 7% S&P Global September 2024 , TechInsights, OEM/Tier1 public statements, New York Times, NXP internal estimates, xEV includes B EV, PHEV, FHEV, MHEV and FCEV. SDV is based on Vehicle Compute + Zonal processors. NXP S32 SDV 20-30% Revenue CAGR NXP Auto 8-12% Revenue CAGR NXP Electrification 15-20% Revenue CAGR NXP Radar 15-20% Revenue CAGR NXP Connectivity 10-20% Revenue CAGR
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| NXP | Public13 2021 2024 2027E $5.5B $7.2B ~$9.5B Automotive - Revenue Growth 2024 to 2027 Accelerated growth drivers 8 - 12% Accelerated growth drivers 15 - 25% Core businesses ~3% SAAR Low single digit growth Pricing Low single digit erosion Content per vehicle Mid to high single digit growth Macro-environment GDP > 2.5% and PMI > 50 Geo-politics Manufacturing regionalization Supply chain Normalized auto tier-1 inventory Channel Inventory at 11 weeks ~48%61%73% Electrification systems Connectivity S32 SDV Radar systems 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. NXP Internal estimates. Revenue by business typeKey assumptions 2024 - 2027E CAGR
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| NXP | Public14 Megatrends driving an upgrade cycle Everything augmented by AI Low-power Energy management Cloud independence Automation & autonomy Upgradeability Local learning Predictive maintenance Operational safety Privacy & security Energy efficiency Productivity enhancement Enhanced resilience Industrial & IoT SAM ($B) Intelligent Edge Systems Are Key to Create Efficiency and Sustainability 1. OMDIA AMFT 2Q24 2. NXP internal estimates. 16.2 18.6 2.5 3.24.6 6.85.5 6.97.3 9.4 2024E 2027E 7% CAGR 10% CAGR Factory Automation Home & Building Healthcare Power & Energy 36.1 44.9
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| NXP | Public15 Industrial & IoT - Revenue Growth 2024 to 2027 Accelerated growth drivers 8 - 12% Accelerated growth drivers 20 - 30% Core businesses ~4% 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. NXP internal estimates. Industrial & IoT SAM 7% CAGR (2024E-2027E) Macro-environment GDP > 2.5% and PMI > 50 Geo-politics Manufacturing regionalization Supply chain Channel Inventory at 11 weeks 2021 2024 2027E $2.4B $2.3B ~$3.1B ~61%73%78% Revenue by business typeKey assumptions 2024A- 2027E CAGR ConnectivityProcessing Analog & security
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| NXP | Public16 Analyst Day 2024 Outlook: Accelerating Secular Profitable Revenue Growth 2024 2027E Mobile 0 - 4% CAGR $1.5B ~$1.6B 2024 2027E Comm. Infrastructure 0% CAGR $1.7B $1.7B 2024 2027E ~25% CAGR ~4% CAGR Industrial & IoT 8 – 12% CAGR $2.3B ~$3.1B 2024 2027E ~20% CAGR ~3% CAGR Automotive 8 - 12% CAGR$7.2B ~$9.5B High RMS Core Revenue Accelerated Growth Revenue Drivers 1. NXP Strategy Office, as of NXP Analyst Day November 2024 2. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures 3. All growth rates are 3-year CAGR based on 2024 actuals through 2027 estimates, as of NXP Analyst Day 2024 4. The sum of the percentages shown may not add to 100% due to rounding
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| NXP | Public17 2024 2027E 2030E 20% 20% 2024 2027E 2030E 62% 80% 20% 65% 35% 38% External 130-40nm > 130nm ≤ 28nm 0.8 0.9 0.9 0.6 0.8 1.00.1 0.2 0.4 2024 2027E 2030E Hybrid Manufacturing: Value Creation and Customer Enablement Strategic investments 300mm fab investment 200mm fab consolidation Internal A&T expansion Drives gross margin expansion Mitigate geo and market risk Supply control via external & JV partnerships Expand local manufacturing Supports long-term growth Advanced tech nodes transition Customer value: resilient, dependable, and scalable ~1.5M ~ 2.3M Wafer volume ~1.9M Front End Mix Back End Mix Internal* External Internal* 80% 20% 14% 80% 86% 85% 86% 1. Wafer volume is in 300mm equivalents 2. Front Mix is a combination of internal sourcing and consolidated, majority owned joint ventures (SSMC)
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| NXP | Public18 Diverse End-Customer Base with High Barriers to Entry Reflects 2025 sales on a ship to basis through all channels Top 20 End-customers are less than 45% of 2025 Revenue >25,000 Total Customers No 10% Customers
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| NXP | Public19 Driving Profitable Growth in Excess of Addressable Market 1. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures 2. Gross Profit, Gross Margin, Operating Profit, Operating Margin, Free Cash Flow(FCF), are all non- GAAP figures, 5-yr. CAGR reflect the period 2020– 2025 $8.6 $11.1 $13.2 $13.3 $12.6 $12.3 2020 2021 2022 2023 2024 2025 $2.2 $3.6 $4.8 $4.7 $4.4 $4.1 2020 2021 2022 2023 2024 2025 $4.4 $6.2 $7.6 $7.8 $7.3 $7.0 2020 2021 2022 2023 2024 2025 $2.1 $2.3 $2.8 $2.7 $2.1 $2.4 2020 2021 2022 2023 2024 2025 As Reported Revenue Up 7% 5-yr. CAGR ($B) Non-GAAP Gross Profit / Non-GAAP Gross Margin Up 10% 5-yr. CAGR ($B) Non-GAAP Operating Profit / Non-GAAP Operating Margin Up 13% 5-yr. CAGR ($B) Non-GAAP Free Cash Flow /Non-GAAP Free Cash Flow Margin Up 3% 5-yr. CAGR ($B) 56.1% 57.9% 32.9% 36.3% 58.1% 35.1 % 17%21%21%24% 51.1% 58.5% 20%25.9% 34.6 % 56.8% 33.1% 20%
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| NXP | Public20 Annual Revenue by End Market ($B) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to its Non-GAAP Financial Measures Growth rates are, 5-yr. CAGR reflect the period 2020– 2025 $1.7 $1.7 $2.0 $2.1 $1.7 $1.3 2020 2021 2022 2023 2024 2025 $1.2 $1.4 $1.6 $1.3 $1.5 $1.6 2020 2021 2022 2023 2024 2025 $3.8 $5.5 $6.9 $7.5 $7.2 $7.1 2020 2021 2022 2023 2024 2025 $1.8 $2.4 $2.7 $2.4 $2.3 $2.3 2020 2021 2022 2023 2024 2025 Automotive Up 13% 5-yr. CAGR ($B) Industrial & IoT Up 4% 5-yr. CAGR ($B) Mobile Up 5% 5-yr. CAGR ($B) Communication Infrastructure & Other Down 5% 5-yr. CAGR ($B)
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| NXP | Public21 696 509 793 714 791 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 12.2% 16.9% 23.0% 935 1,071 1,154 1,052 1,228 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Recent Quarterly Business Trends 1. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures 2. Gross Profit, Gross Margin, Operating Profit, Operating Margin, Free Cash Flow are all non- GAAP figures. As Reported Revenue ($M) Non-GAAP Gross Profit / Non-GAAP Gross Margin Non-GAAP Operating Profit / Non-GAAP Operating Margin Non-GAAP Free Cash Flow / Non-GAAP Free Cash Flow Margin 1,652 1,810 1,913 1,815 2,028 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 58.2% 58.4% 2,926 3,173 3,335 3,181 3,496 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 10% Q-Q 19% Y-Y 56.5% 32.0% 23.8% 57.0% 33.8% 16.0% 57.4% 34.6% 23.8% 57.1% 33.1% 22.4% 58.0% 35.1% 22.6%
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| NXP | Public22 Quarterly Revenue by End Market ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures Automotive Industrial & IoT $331 $430 $485 $391 $351 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 $320 $327 $334 $380 $452 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 $1,729 $1,837 $1,876 $1,782 $1,938 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 $546 $579 $640 $628 $755 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 9% Q-Q 12% Y-Y 20% Q-Q 38% Y-Y (10%) Q-Q 6% Y-Y 19% Q-Q 41% Y-Y Mobile Communication Infrastructure & Other
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| NXP | Public23 A Robust Shareholder Centric Capital Return Policy 1. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures 2. Non-GAAP Free Cash Flow(FCF), = Cash Flow from Operations less Net Capex 67% 41% 88% 89% 82% 101% 98% 95% 97% 95% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Dividends Repurchases Cumulative Capital Return as a % of Cumulative non-GAAP FCF Capital Return Policy: • Return All Excess non-GAAP FCF • Target 25% Dividend Payout of CFO Cumulative Capital Return 2016 – 2025: • $22.7B or 95% of non-GAAP FCF • Capital Return Growth of 4% 10-Yr CAGR Cumulative Repurchases 2016 – 2025: • $17.4B or 77% of Capital Return • 27% Reduction in Diluted Share Count Cumulative Cash Dividends 2016 – 2025: • $5.3B or 23% of Capital Return Annual Capital Return ($B) $1.9B $1.3B $0.3B $5.1B $1.8B $1.0B $4.6B $2.2B $2.1B $2.4B
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| NXP | Public24 Debt Summary at the End of 2Q26 1. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures 2. For the second quarter ended June 28, 2026, interest expense, net of ($83) million is comprised of interest expense of ($112) million, less interest income of $29 million. Interest expense, net is a component of Financial income (expense) of ($97) million as reported in the NXP Historic Financial Model file found on the Financial Infor mation page. Total Leverage 2Q26 Book Value ST + LT Debt ($M) 10,976$ Cash and Equivalents + ST Deposits ($M) 3,222$ Net Debt ($M) 7,754$ TTM Adj. EBITDA 5,106$ Average Cost ST & LT Debt 3.88% Reported Gross Leverage 2.1X Reported Net Leverage 1.5X TTM Adj. EBITDA/TTM net Interest 15.0x $500 $500 $500 $500 $1,000 $1,000 $670 $1,000 $370 $1,000 $300 $1,000 $700 $1,000 $499 $500 2026 2027 2028 2029 2030 2031 2032 2033 2035 2041 2042 2051 '27 3.15% Sr. Unsecured Notes '27 4.4% Sr. Unsecured Notes '28 4.3% Sr. Unsecured Notes '28 5.55% Sr. Unsecured Notes '29 4.3% Sr. Unsecured Notes '30 3.4% Sr. Unsecured Notes '30 4.45% EIB loan A '31 2.5% Sr. Unsecured Notes '31 4.709% EIB loan B '32 2.65% Sr. Unsecured Notes '32 4.85% Sr. Unsecured Notes '33 5% Sr. Unsecured Notes '35 5.25% Sr. Unsecured Notes '41 3.25% Sr. Unsecured Notes '42 3.125% Sr. Unsecured Notes '51 3.25% Sr. Unsecured Notes
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| NXP | Public25 131 134 123 140 129 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 33 31 29 34 33 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 60 58 60 59 60 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 158 161 154 165 156 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Working Capital Ratios (Days) 1. Prior to Q2 25, working capital ratios excluded the effect of purchase price accounting amortization on GAAP COGS. Beginning in Q2 2025, we use GAAP COGS without this adjustment. The impact of this change is immaterial to historical periods presented, which are shown as originally reported. 2. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures. DSO DPO DIO Cash Conversion Cycle DSO = (91.25 x AR) / Revenue DPO = (91.25 x AP) / COGS DIO = (91.25 x Inventory) / COGS Cash Conversion Cycle = DIO +DSO - DPO
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| NXP | Public26 Investor Day 2021 NXP Growth +8 to 12% (3 yr. CAGR) Channel Inventory ~11 wks. Non-GAAP Gross Margin % 55 to 58% Non-GAAP R&D (% of Rev) ~16% Non-GAAP SG&A (% of Rev) ~7% Non-GAAP Operating Margin % 32 to 36% Non-GAAP EAETR % ~15% - 18% Non-controlling Interest (SSMC) ($35M to $45M) Equity-accounted Investees (Loss)/Gain related to ESMC + VSMC Mfg. JV - Financial Model: P&L Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2024A 4.5% (3 yr. CAGR) 8 wks. 58.1% 16.3% 7.2% 34.6% 16.8% ($32M) - Investor Day 2024 +6 to 10% (3 yr. CAGR) ~11 wks. 57 to 63% ~16% ~7% 34 to 40% 17% - 18% ($25M to $35M) ~($200M)(‘25-’27)
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| NXP | Public27 Investor Day 2021 Non-GAAP Free-cash Flow 25% of Rev DSO ~30 DPO ~75 DIO ~95 Capacity Access Fee (VSMC) N/A Net Capex % of Revenue 6 to 8% SBC $380M - $440M Equity Investments (ESMC/VSMC) N/A Dividend (% CF from Ops.) ~25% Buyback (Buy <Net Leverage 2.0x) < 2.0x Capital Return % of FCF 100% Source and Use of Cash Model 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. Capacity access fee associated with VSMC JV: $0.5B (’25), $0.3B (’26). 3. Equity investments in manufacturing JVs (ESMC & VSMC) $1.1B (‘25), $0.5B (’26),$0.1B (’27) equals $1.7B 2024A 19.5% of Rev(CUM ‘22 to ‘24) 30 (4Q24A) 65 (4Q24A) 151 (4Q24A) $275M 6.6% (CUM ‘22 to ‘24) $461M / 3.7% of Rev (2024) $220M (2024) 28.1% (CUM 22 to 24) $3.9B (CUM 22 to 24) $6.7B / 88.2% (CUM 22 to 24) Investor Day 2024 > 25% of Rev ~30 ~75 ~110 $800M <5% ~3% of Rev ~$1.7B ~25% < 2.0x 100%
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| NXP | Public28 Guidance for the Third Quarter of 2026 NXP has based the guidance included in this release on judgments and estimates that management believes are reasonable given its assessment of historical trends and other information reasonably available as of the date of this release. Please note, the guidance included in this release consists of predictions only and is subject to a wide range of known and unknown risks and uncertainties, many of which are beyond NXP's control. The guidance included in this release should not be regarded as representations by NXP that the estimated results will be achieved. Actual results may vary materially from the guidance we provide today. In relation to the use of non-GAAP financial information see the note regarding "Non-GAAP Financial Measures" below. For the factors, risks, and uncertainties to which judgments, estimates and forward-looking statements generally are subject see the note regarding "Forward-looking Statements." We undertake no obligation to publicly update or revise any forward-looking statements, including the guidance set forth herein, to reflect future events or circumstances. 1. GAAP Gross Profit is expected to include Purchase Price Accounting (“PPA”) effects, $(5) million; Share -based Compensation, $(14) million; Other Incidentals, $(5) million; 2. GAAP Operating Income (loss) is expected to include PPA effects, $(36) million; Share -based Compensation, $(115) million; Restructuring and Other Incidentals, $(26) million; 3. GAAP Financial Income (expense) is expected to include Other financial expense $(10) million; 4. GAAP Results relating to equity-accounted investees is expected to include results relating to non-foundry equity-accounted investees $(1) million; 5. GAAP diluted EPS is expected to include the adjustments noted above for PPA effects, Share-based Compensation, Restructuring and Other Incidentals in 6. GAAP Operating Income (loss), the adjustment for Other financial expense, the adjustment for results relating to non- foundry equity-accounted investees and the adjustment on Tax due to the earlier mentioned adjustments. Reconciliation Low Mid High Low Mid High Total Revenue 3,650 3,750 3,850 3,650 3,750 3,850 Q-Q 4% 7% 10% 4% 7% 10% Y-Y 15% 18% 21% 15% 18% 21% Gross Profit 2,093 2,171 2,248 (24) 2,117 2,195 2,272 Gross Margin 57.3% 57.9% 58.4% 58.0% 58.5% 59.0% Operating Income (loss) 1,137 1,205 1,272 (177) 1,314 1,382 1,449 Operating Margin 31.2% 32.1% 33.0% 36.0% 36.9% 37.6% Financial income (expense) (95) (95) (95) (10) (85) (85) (85) Tax rate Equity-accounted investees (6) (6) (6) (1) (5) (5) (5) Non-controlling interests (15) (15) (15) - (15) (15) (15) Shares 254.0 254.0 254.0 254.0 254.0 254.0 Earnings per share - diluted 3.21 3.43 3.64 3.89 4.11 4.32 GAAP Non-GAAP 19.2% - 20.2% 17.5% - 18.5%
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| NXP | Public29 NXP Sustainability Mission Innovation Environmental Social Governance Innovate advancements that enable a better, safer, more secure and more sustainable world Optimize our use of resources and impacts associated with our operations Leverage our global team to actively drive our business strategy and impact on the world Collaborate with our stakeholders on global sustainability initiatives. Build trust through transparency in our business practices and operations Push boundaries and explore new approaches to develop innovative and sustainable products and solutions Pursue continual improvements to use resources efficiently and responsibly Respect human rights and promote an ethical, safe, and healthy work environment. Foster an environment of trust and respect, where team members collaborate to drive innovation Proactively assess risk and build resilience through robust governance systems, including appropriate goals and processes Strategy Guiding principles Design and develop manufacturing technologies that positively impact the planet and society; develop higher-performing, more energy- efficient products Carbon neutral by 2035; 55% Scope 1 & 2 reduction by 2030; 35% Scope 3 reduction by 2033; 35% Scope 1 & 2 reduction, 50% renewable electricity, 60% water recycled and 90% waste recycled by 2027 Foster an inclusive environment and improve representation of women in our global workforce; zero tolerance of forced labor and human rights abuses; zero workplace injuries Work with our supply-chain partners to reduce their environmental footprint; integrate sustainability into our business strategy Goals 2025 NXP Corporate Sustainability Report: See the 2025 NXP Corporate Sustainability Report for more discussion around Scope 3 methodology. Cataloging Scope 3 emissions is a complex endeavor that presents specific challenges. In the coming years, we will continue to review our calculations, refine our methodologies and evaluate whe ther the underlying assumptions made earlier in the project are still accurate
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| NXP | Public30 NXP 2025 Sustainability Progress Additional Progress Increased renewable energy to 47% Installed PFC- abatement equipment at 4 sites Recertified EHS management system to ISO14001 and ISO45001 Limited assurance for Scope 1 and 2 emissions 96% team members completed sustainability training 93% team members feel NXP is committed to ethical practices Published our inaugural Climate Transition Plan Exceeded our goals for waste and water recycling 100% Certified Conflict free 3TG smelters Scope 1 Direct sources Scope 2 Indirect sources Scope 3 Upstream and downstream sources 19% decrease from 2024 8% decrease from 2024 11% decrease from 2024 2025 NXP Corporate Sustainability Report: See the 2025 NXP Corporate Sustainability Report for more discussion around Scope 3 methodology. Cataloging Scope 3 emissions is a complex endeavor that presents specific challenges. In the coming years, we will continue to review our calculations, refine our methodologies and evaluate whe ther the underlying assumptions made earlier in the project are still accurate
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| NXP | Public31 NXP Sustainability Ratings 2020 2021 2022 2023 2024 2025 BB AA AAA AAA 2020 2021 2022 2023 2024 2025 19.4 19.8 21.6 19.8 Medium RiskLow Risk Low Risk Low Risk 2020 2021 2022 2023 2024 2025 Climate: D Water: D Climate: D Water: D Climate: D Water: D Climate: C Water: B- 2020 2021 2022 2023 2024 2025 C+ Prime C+ Prime C+ Prime B- Prime B- Prime 16.7 Low Risk AAA 2025 NXP Corporate Sustainability Report: See the 2025 NXP Corporate Sustainability Report for more discussion around Scope 3 methodology. Cataloging Scope 3 emissions is a complex endeavor that presents specific challenges. In the coming years, we will continue to review our calculations, refine our methodologies and evaluate whe ther the underlying assumptions made earlier in the project are still accurate Climate: C Water: B- B- Prime Climate: B Water: B 16.0 Low Risk AAA
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| NXP | Public32 | NXP | Public32 Annual GAAP Condensed Consolidated Statement of Operations ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) 2020 2021 2022 2023 2024 2025 Revenue 8,612 11,063 13,205 13,276 12,614 12,269 Cost of Revenue 4,377 4,996 5,688 5,723 5,495 5,553 Gross Profit 4,235 6,067 7,517 7,553 7,119 6,716 Research and development 1,725 1,936 2,148 2,418 2,347 2,360 Selling, general and administrative 879 956 1,066 1,159 1,164 1,204 Amortization of acquisition-related intangible assets 1,327 592 509 300 136 117 Total operating expenses 3,931 3,484 3,723 3,877 3,647 3,681 Other income (expense) 114 — 3 (15) (55) 12 Operating income (loss) 418 2,583 3,797 3,661 3,417 3,047 Financial income (expense) (417) (403) (434) (309) (318) (384) Income (loss) before taxes 1 2,180 3,363 3,352 3,099 2,663 Benefit (provision) for income taxes 83 (272) (529) (523) (545) (525) Results relating to equity-accounted investees (4) (2) (1) (7) (12) (70) Net income (loss) 80 1,906 2,833 2,822 2,542 2,068 Less: Net Income (loss) attributable to non-controlling interests (28) (35) (46) (25) (32) (47) Net income (loss) attributable to stockholders 52 1,871 2,787 2,797 2,510 2,021 Basic earnings per share 0.19 6.91 10.64 10.83 9.84 8.00 Diluted earnings per share 0.18 6.79 10.55 10.70 9.73 7.95 Basic - weighted average number of shares 279,763 270,687 261,879 258,381 255,208 252,703 Diluted - weighted average number of shares 283,809 275,646 264,053 261,370 257,848 254,331
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| NXP | Public33 | NXP | Public33 Annual GAAP to non-GAAP Reconciliation ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) 2020 2021 2022 2023 2024 2025 GAAP Gross Profit 4,235 6,067 7,517 7,553 7,119 6,716 Gross profit adjustments (165) (138) (126) (209) (213) (250) Non - GAAP Gross Profit 4,400 6,205 7,643 7,762 7,332 6,966 GAAP Gross Margin 49.2% 54.8% 56.9% 56.9% 56.4% 54.7% Non-GAAP Gross Margin 51.1% 56.1% 57.9% 58.5% 58.1% 56.8% GAAP Operating income (loss) 418 2,583 3,797 3,661 3,417 3,047 Operating income adjustments (1,810) (1,058) (994) (1,001) (952) (1,017) Non - GAAP Operating income (loss) 2,228 3,641 4,791 4,662 4,369 4,064 GAAP Operating Margin 4.9% 23.3% 28.8% 27.6% 27.1% 24.8% Non-GAAP Operating Margin 25.9% 32.9% 36.3% 35.1% 34.6% 33.1%
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| NXP | Public34 | NXP | Public34 Annual Cash Flow Overview ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) 2020 2021 2022 2023 2024 2025 Net cash provided by (used for) operating activities 2,482 3,077 3,895 3,513 2,782 2,820 Net cash (used for) provided by investing activities (418) (934) (1,249) (1,508) (686) (2,357) Net cash provided by (used for) financing activities (835) (1,585) (1,619) (1,990) (2,662) (494) Effect of changes in exchange rate on cash positions 1 (3) (12) 2 (4) 6 Increase (decrease) in cash and cash equivalents 1,230 555 1,015 17 (570) (25) Cash and cash equivalents at beginning of period 1,045 2,275 2,830 3,845 3,862 3,292 Cash and cash equivalents at end of period 2,275 2,830 3,845 3,862 3,292 3,267 Net cash provided by (used for) operating activities 2,482 3,077 3,895 3,513 2,782 2,820 Net capital expenditures on property, plant and equipment (388) (766) (1,061) (826) (693) (395) Non-GAAP free cash flow 2,094 2,311 2,834 2,687 2,089 2,425 Non-GAAP free cash flow as a percent of Revenue 24% 21% 22% 20% 17% 20%
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| NXP | Public35 | NXP | Public35 Annual Adjusted EBITDA ($M) 1. Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) 2020 2021 2022 2023 2024 2025 Net income (loss) 80 1,906 2,833 2,822 2,542 2,068 Financial (income) expense 417 403 434 309 318 384 (Benefit) provision for income taxes (83) 272 529 523 545 525 Depreciation 547 551 605 652 630 560 Amortization 1,441 711 645 454 295 272 Non-GAAP EBITDA 2,402 3,843 5,046 4,760 4,330 3,809 Reconciling items to adjusted EBITDA Results of equity-accounted investees, excluding Foundry investees 4 2 1 7 12 66 Purchase accounting effect on inventory 17 — — — — — Purchase accounting effect on asset sale — — — — — 5 Restructuring 78 1 (7) 98 125 261 Stock-based compensation 384 353 364 411 461 462 Merger-related costs 8 — — — — — Other incidental items1 (101) 33 65 134 136 124 Non-GAAP Adjusted EBITDA 2,792 4,232 5,469 5,410 5,064 4,727 (1) Excluding from total other incidental items, charges included in depreciation or amortization reconciling items: other incidental items 8 — — 2 45 19
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| NXP | Public36 | NXP | Public36 Quarterly GAAP Condensed Consolidated Statement of Operations ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Revenue 2,926 3,173 3,335 3,181 3,496 Cost of Revenue (1,364) (1,386) (1,528) (1,393) (1,494) Gross Profit 1,562 1,787 1,807 1,788 2,002 Research and development (573) (575) (665) (588) (604) Selling, general and administrative (278) (286) (359) (284) (291) Amortization of acquisition-related intangible assets (25) (31) (34) (32) (31) Total operating expenses (876) (892) (1,058) (904) (926) Other income (expense) 1 (2) (5) 621 (5) Operating income (loss) 687 893 744 1,505 1,071 Financial income (expense) (86) (98) (108) (96) (97) Income (loss) before taxes 601 795 636 1,409 974 Benefit (provision) for income taxes (116) (148) (131) (272) (189) Results relating to equity-accounted investees (28) (1) (37) (4) (3) Net income (loss) 457 646 468 1,133 782 Less: Net Income (loss) attributable to non-controlling interests 12 15 13 11 15 Net income (loss) attributable to stockholders 445 631 455 1,122 767 Basic earnings per share 1.76 2.50 1.80 4.44 3.04 Diluted earnings per share 1.75 2.48 1.79 4.43 3.02 Basic - weighted average number of shares 252,418 252,170 252,544 252,715 252,415 Diluted - weighted average number of shares 253,844 254,310 254,078 253,525 254,021
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| NXP | Public37 | NXP | Public37 Quarterly GAAP to non-GAAP Reconciliation ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 GAAP Gross Profit 1,562 1,787 1,807 1,788 2,002 Gross profit adjustments (90) (23) (106) (27) (26) Non - GAAP Gross Profit 1,652 1,810 1,913 1,815 2,028 GAAP Operating income (loss) 687 893 744 1,505 1,071 Operating income adjustments (248) (178) (410) 453 (157) Non - GAAP Operating income (loss) 935 1,071 1,154 1,052 1,228 GAAP Financial income / (expense) (86) (98) (108) (96) (97) Financial income / (expense) adjustments (1) (7) (9) (6) (10) Non-GAAP Financial income / (expense) (85) (91) (99) (90) (87) GAAP Provision for income taxes (116) (148) (131) (272) (189) Income tax effect 32 25 59 (99) 16 Non-GAAP Provision for income tax (148) (173) (190) (173) (205) GAAP Results relating to non-controlling interest (12) (15) (13) (11) (15) Non-controlling interest adjustments — — — — — Non-GAAP Results relating to non-controlling interest (12) (15) (13) (11) (15) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 GAAP Results relating to equity accounted investees (28) (1) (37) (4) (3) Equity accounted investees adjustments (28) 1 (36) — — Non-GAAP Results relating to equity accounted investees — (2) (1) (4) (3) GAAP Net income (loss) attributable to stockholders 445 631 455 1,122 767 Net income (loss) adjustments (245) (159) (396) 348 (151) Non-GAAP Net income (loss) attributable to stockholders 690 790 851 774 918 GAAP net income(loss) per common share attributable to shareholders - diluted 1.75 2.48 1.79 4.43 3.02 Total GAAP to Non-GAAP adjustments per common share (0.97) (0.63) (1.56) 1.38 (0.59) Non-GAAP net income(loss) per common share attributable to shareholders - diluted 2.72 3.11 3.35 3.05 3.61 Total GAAP to non-GAAP Adjustments PPA Effects (32) (38) (41) (38) (36) Restructuring (67) (3) (177) (2) 8 Share-based compensation (117) (118) (100) (109) (105) Other incidentals (32) (19) (92) 602 (24) Adjustment to financial income (expense) (1) (7) (9) (6) (10) Income tax effect 32 25 59 (99) 16 Equity accounted investees (28) 1 (36) — —
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| NXP | Public38 | NXP | Public38 Quarterly Cash Flow Overview ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net cash provided by (used for) operating activities 779 585 891 793 860 Net cash provided by (used for) investing activities (892) (783) (466) 508 (237) Net cash provided by (used for) financing activities (709) 482 (612) (856) (1,109) Effects of changes in exchange rates on cash position 4 — — (4) — Increase (decrease) in cash and cash equivalents (818) 284 (187) 441 (486) Cash and cash equivalents at beginning of the period 3,988 3,170 3,454 3,267 3,708 Cash and cash equivalents at end of period 3,170 3,454 3,267 3,708 3,222 Net cash provided by (used for) operating activities 779 585 891 793 860 Net capital expenditures on property, plant and equipment (83) (76) (98) (79) (69) Non-GAAP free cash flow 696 509 793 714 791 Trailing 12-month Non-GAAP free cash flow 2,008 1,924 2,425 2,712 2,807 Trailing 12-month Non-GAAP free cash flow as a percentage of Revenue 17% 16% 20% 21% 21%
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| NXP | Public39 | NXP | Public39 Quarterly Adjusted EBITDA ($M) Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations secti on of our website at www.nxp.com/investor for additional information relative to our Non- GAAP Financial Measures ($ in millions, unless otherwise stated) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net income (loss) 457 646 468 1,133 782 Reconciling items to adjusted net income Financial (income) expense 86 98 108 96 97 (Benefit) provision for income taxes 116 148 131 272 189 Depreciation 143 132 142 109 114 Amortization 64 69 73 70 70 Non-GAAP EBITDA 866 1,093 922 1,680 1,252 Reconciling items to adjusted EBITDA Results of equity-accounted investees, excluding Foundry investees 28 (1) 36 — — Purchase accounting effect on asset sale — — — — — Restructuring 67 3 177 2 (8) Stock-based compensation 117 118 100 109 105 Other incidental items1 25 19 84 (605) 20 Non-GAAP Adjusted EBITDA 1,103 1,232 1,319 1,186 1,369 Trailing 12-month Non-GAAP Adjusted EBITDA 4,745 4,648 4,727 4,840 5,106 1103 1232 1319 1186 1369 (1) Excluding from total other incidental items, charges included in depreciation or amortization reconciling items: other incidental items 7 — 8 3 4
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| NXP | Public40 100% of Excess FCF to Our Owners Hybrid manufacturing RMS & system leadership Doubling non-GAAP EPS by 2030+ NXP, A Future of Innovation and Long-term Value Creation + + High Single Digit Organic Revenue Growth S32 SDV Intelligent systems at the edge Gross Margin Expansion Above 60% Hybrid manufacturing Mix / NPI 1. Reconciliations of non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the appe ndix to the presentation 2. NXP internal estimates
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