NXPI — what changed in the latest 10-Q
A section-by-section comparison of NXPI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-27 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +30 | −34 | ~66 | 25 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings, Other information
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-27
From an end market perspective, NXP experienced growth in its Automotive, Industrial & IoT, and Communication Infrastructure & Other end markets, which was offset by a decline in the Mobile end market versus the year-ago quarter.
R&D costs for the nine months ended September 27, 2026, increased by $112 million, or 6.6%, when compared to the nine months ended September 28, 2025, driven by:
+ Increased variable compensation expenses due to improved company performance ($105 million)
+ A net increase in personnel-related costs primarily associated with our completed acquisitions, partially offset by related cost-reduction initiatives and the sale of our MEMS Sensors business ($6 million)
SG&A costs for the three months ended September 27, 2026, increased by $27 million, or 9.4%, when compared to the three months ended September 28, 2025, primarily driven by:
Text removed vs the prior filing · source: 10-Q · 2026-07-28
From an end market perspective, NXP experienced growth across all end markets versus the year-ago quarter.
+ A net increase in personnel related costs driven by our closed acquisitions, offset by certain ongoing cost-cutting initiatives ($3 million)
- An adjustment to our estimate of the restructuring provision related to programs initiated in prior periods ($8 million)
R&D costs for the six months ended June 28, 2026, increased by $72 million, or 6.4%, when compared to the six months ended June 29, 2025, driven by:
+ Increased variable compensation expenses due to improved company performance ($65 million)
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice