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NXP Semiconductors reported Q4 2025 revenue of $3.34 billion, a 7% year-on-year increase, with full-year revenue at $12.27 billion, down 3%. Q4 GAAP gross margin was 54.2%, with a diluted net income per share of $1.79.

The company returned $592 million in capital during Q4, representing 74.7% of free cash flow. NXP completed the acquisition of Aviva Links for $243 million and Kinara for $307 million in October 2025, and announced the sale of its MEMS sensors business for $900 million on February 2, 2026.

Fabrinet reported Q2 FY2026 revenue of $1,132.9 million, up from $833.6 million year-on-year, with GAAP net income of $112.6 million. The company expects Q3 revenue between $1.15 billion to $1.20 billion, with GAAP net income per diluted share forecasted at $3.22 to $3.37.