NXP Semiconductors N.V. (NXPI)
NXP designs semiconductors for automotive, secure identification, and industrial applications, with a leading position in car electronics.
Information Technology stock comparison
NXPI vs TXN: which business are you actually underwriting?
Compare NXP Semiconductors N.V. with Texas Instruments Incorporated using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Same SIC
- Shared themes
- 1
- Updated
- 2026-02-19
NXPI vs TXN: quick comparison
| Company fact | NXPI | TXN |
|---|---|---|
| Company | NXP Semiconductors N.V. | Texas Instruments Incorporated |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | — | Dallas, Texas |
| Founded | — | 1930 |
| SEC industry | Semiconductors & Related Devices | Semiconductors & Related Devices |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-19 | 10-K · 2026-02-06 |
NXPI vs TXN: audited financials
TXN reported about 1.4× the revenue of NXPI in the latest audited fiscal year. On profitability, TXN converted a larger share of revenue into net income (28.3% versus 16.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | NXPI | TXN |
|---|---|---|
| Revenue | $12.3B | $17.7B |
| Net income | $2.0B | $5.0B |
| Operating cash flow | $2.8B | $7.2B |
| Diluted EPS | $7.95 | $5.45 |
| Net margin | 16.5% | 28.3% |
NXPI: FY ending 2025-12-31 · TXN: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
NXPI and TXN share the SEC industry classification “Semiconductors & Related Devices,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Texas Instruments Incorporated (TXN)
Texas Instruments is a leading maker of analog and embedded processing chips used across industrial, automotive, and consumer electronics. It is expanding US manufacturing capacity to secure long-term supply.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. NXPI is classified by the SEC as Semiconductors & Related Devices, while TXN is classified as Semiconductors & Related Devices. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study NXPI when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study TXN when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Tariffs & trade
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.NXPI's fiscal year ends December 31, while TXN's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 17matched transaction rows for NXPIand 32 for TXN. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
NXPI primary filings
TXN primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
NXPI vs TXN FAQs
Are NXPI and TXN direct competitors?
NXP Semiconductors N.V. and Texas Instruments Incorporated share the SEC industry classification “Semiconductors & Related Devices.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, NXPI or TXN?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this NXPI vs TXN comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers NXP Semiconductors N.V. and Texas Instruments Incorporated tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
NXPI vs TXN shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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