NXP Semiconductors management check
NXPI · Information Technology · Semiconductors · CEO Rafael Sotomayor
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $149, against $268 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.74 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Good
What does the CEO cost owners?
0.7% of net income$14.7m of reported pay in fiscal 2025, against $2.0bn of net income.
- Watch
Do they own the stock?
CEO stake ≈ 0.2 years of payThe CEO holds 11,646 shares, directly or through trusts (unvested awards not counted): about 0.2 years of pay. Light activity: no buys, $1.9m sold in six months. 4 of 4 sales ran on pre-arranged 10b5-1 plans.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -1.4% a year over the last three fiscal years. Stock-based pay was 3.8% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Kurt Sievers, Rafael Sotomayor. 3 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 0 | 33 | |
| Pay for performance | 87 | 87 | |
| CEO cost | 61 | 35 | |
| Skin in the game | 0 | 47 | |
| Dilution | 67 | 56 | |
| Stable leadership | 60 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Semiconductors, by management score. NXP Semiconductors is 54th of 73 in its sector.
- 20NVDANvidia86
- 101ONON Semiconductor76
- 112AVGOBroadcom75
- 117MUMicron Technology75
- 132FSLRFirst Solar73
- 235MRVLMarvell Technology66
- 236QCOMQualcomm65
- 314ADIAnalog Devices60
- 319MPWRMonolithic Power Systems60
- 373TXNTexas Instruments56
Pay versus performance
From the proxy statement filed April 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Kurt Sievers, Rafael Sotomayor | $14.7m | $12.2m | $4.3m | $149 | $268 | $2.0bn |
| 2024 | Kurt Sievers | $20.7m | $4.6m | $4.3m | $177 | $287 | $2.5bn |
| 2023 | Kurt Sievers | $21.1m | $47.3m | $4.2m | $192 | $239 | $2.8bn |
| 2022 | Kurt Sievers | $20.8m | $4.7m | $4.0m | $130 | $143 | $2.8bn |
| 2021 | Kurt Sievers | $20.9m | $43.7m | $3.6m | $183 | $220 | $1.9bn |
The board says pay is tied most to Revenue. Its other key measures: Three-Year Relative Total Shareholder Return*, Non-GAAP Gross Margin, Sustainability Goals Used in the Annual Incentive Plan Non-Financial Scorecard.
Insiders and the CEO's stake
Rafael Sotomayor (CEO & President) held 11,646 shares directly after their latest Form 4 on Apr 29, 2026, roughly $2.7m at that filing's price.
Light activity: no buys, $1.9m sold in six months. 4 of 4 sales ran on pre-arranged 10b5-1 plans.
- SoldChristopher L JensenEVP, Chief People Officer · 10b5-1 plan$1.4mOct 1, 2026
- SoldAndrew MicallefEVP, Chief Operations Officer · 10b5-1 plan$542kSep 15, 2026
Leadership and governance on file
- Feb 9, 2026Leadership change8-K 5.02
- Oct 28, 2025Leadership change8-K 5.02
- Apr 28, 2025Leadership change8-K 5.02
Latest shareholder vote results: Jun 11, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $13.2bn returned to owners in buybacks and dividends, 110% of net income, and $2.1bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $11.1bn | $13.2bn | $13.3bn | $12.6bn | $12.3bn |
| Net income | $1.9bn | $2.8bn | $2.8bn | $2.5bn | $2.0bn |
| Stock-based pay | $353.0m | $364.0m | $411.0m | $461.0m | $462.0m |
| Buybacks | $4.0bn | $1.4bn | $1.1bn | $1.4bn | $899.0m |
| Dividends | $562.0m | $815.0m | $1.0bn | $1.0bn | $1.0bn |
| Diluted shares | 276m | 264m | 261m | 258m | 254m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.