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Skyworks Solutions Stock SWKS

Skyworks Solutions, Inc. · SEC filings · Reporting currency USD · Quarterly reporting · Figures as of Q3 FY2026 (Apr to Jun 2026) · updated 2026-10-27 · ISIN US83088M1027 · WKN 857760

Skyworks Solutions designs and markets proprietary semiconductor products, primarily radio frequency and mixed-signal chips used in mobile handsets and other wireless devices, as well as in automotive, data center, industrial, and infrastructure applications. Skyworks Solutions stock (SWKS): Quarterly and annual results since 2023 from Quarterly Report and SEC filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 07/2026, quarterly reporting. Stock analysis by NadirAlpha. Skyworks Solutions stock (SWKS): listed on Nasdaq, index S&P 500, WKN 857760. NadirAlpha has evaluated 48 original documents, cross-checked every figure automatically and linked each to its source; sources as of 07/2026. Revenue Q3 FY2026 (Apr to Jun 2026): USD 935 million (-3% year on year). Latest reading: Revenue decelerating, Acquisition, Strategic pivot.

Revenue decelerating strategy: Acquisition strategy: Strategic pivot

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Skyworks Solutions Current Status

Where Skyworks Solutions stands after the report for Q3 FY2026: what changed in revenue, earnings and outlook, written editorially from the original report. NadirAlpha methodology

Assessment by NadirAlpha, as of Q3 FY2026 (Apr to Jun 2026).

Skyworks Solutions reported net revenue of 934.8M for fiscal Q3 2026, a decrease of 3.1% from the prior-year period, driven by decreased market share at a significant customer, partially offset by strength in automotive and data center 30. Non-GAAP diluted EPS was 1.08, compared to $1.33 in Q3 2025, with automotive and data center each delivering double-digit growth 31. GAAP net income reached 33.9M, or 0.22 per diluted share 131. The pending combination with Qorvo continued to advance, with the company expressing optimism about closing within calendar year 2026 31.
Management commentary on the 2026-Q3 results (8-K-EX99.1, 2026-07-28):

“We delivered a solid quarter with revenue and earnings above expectations, reflecting consistent execution across the portfolio. Mobile performed well on healthy demand, and Broad Markets delivered another quarter of year-over-year growth, led by double-digit gains in automotive and data center.”

Phil Brace, chief executive officer and president 31

“We continue to advance the regulatory process for our pending combination with Qorvo. We are now optimistic that we can close within the calendar year, and we will be preparing to close as early as within the fiscal year. The steps we're announcing today, our financing plans, the combined company's expected leadership team, and a new capital allocation framework are about being ready to execute from day one.”

Phil Brace, chief executive officer and president 31
Revenue · 2026-Q3935$ million−3.1 % vs. 2025-Q3
Net profit · 2026-Q334$ million−67.7 % vs. 2025-Q3
EPS · 2026-Q30.22$−68.6 % vs. 2025-Q3
Revenue trend
Guidance
For 2026-Q4, Skyworks Solutions guides Revenue 1,010 to 1,060 $ million (initiated); EPS (non-GAAP) 1.27 $ (initiated). 31
Profitability
Skyworks posted GAAP operating income of 48.5M and adjusted operating income of 181.6M for the quarter 131. Restructuring, impairment, and other charges totaled $19.8 million, primarily due to facility consolidation and closure costs, contributing to the gap between GAAP and adjusted results 30. Operating cash flow was 70.4M against capital expenditures of 87.1M, resulting in a free cash outflow of 16.7M for the quarter 131.
Leverage
Skyworks ended the quarter with cash and cash equivalents of 790M, representing a net cash position of 293.1M 131. During the quarter, the company repaid $500.0 million of 1.80% Senior Notes due 2026, reducing outstanding indebtedness 30. Plans to raise approximately $2 billion in acquisition debt financing for the Qorvo combination would substantially increase net leverage upon closing 31.
Management view
Skyworks expanded its automotive design win pipeline with new telematics and in-vehicle infotainment engagements during the quarter, and broadened its AI data center pipeline with precision timing and isolation solutions 31. Skyworks Solutions introduced its latest power and gate driver technologies for AI data centers and electric vehicles 31. Skyworks also announced the expected leadership team for the combined post-merger company and disclosed a new capital allocation framework 31.
Change
Net revenue came in at 934.8M, down 3.1% from 965M in the prior-year quarter, driven by decreased market share at a significant customer 30. Gross profit decreased 6.5% to $375.0 million, primarily due to unfavorable product mix, partially offset by higher unit volumes 30. Selling, general, and administrative expenses increased 10.5% to $98.7 million, partly due to professional services costs related to the pending Qorvo transaction, while research and development expenses increased 4.2% to $207.8 million driven by investment in new technologies and products 30.
Risks (current)
Skyworks faces concentration risk from reliance on a small number of key customers for a large portion of sales, with decreased market share at a significant customer already weighing on revenue in the current quarter 31. Substantial additional indebtedness is expected upon closing of the Qorvo combination, with planned acquisition financing of approximately $2 billion; receipt of financing is not a condition to the merger obligation 30 31. Geopolitical conflicts, tariffs, export controls, anticipated continued declines in average selling prices of established semiconductor products, and the uncertainties of intellectual property litigation represent additional risk factors 30 29.
New this reporting period
The pending combination with Qorvo progressed during the quarter, with regulatory approvals advancing and the company expressing optimism about closing within calendar year 2026 31. Both companies' stockholders had approved the transaction at special meetings on February 11, 2026, and the parties certified substantial compliance with the FTC's Second Request that was issued on February 5, 2026 30. Skyworks announced a $2 billion stock repurchase authorization and the suspension of quarterly dividends as part of a new capital allocation framework intended for the combined company 31.

Skyworks Solutions Stock: Key Figures ($ million)

NadirAlpha shows fiscal years, half-years and quarters of Skyworks Solutions one below the other, most recently Q3 FY2026; every figure is clickable and leads to raw value, location and source. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Revenue ($ million) · annual basis, as reported
Net income ($ million) · annual basis, as reported
EPS ($) · annual basis, as reported
Operating cash flow ($ million) · annual basis, as reported
Revenue ($ million) · quarterly basis, as reported
Net income ($ million) · quarterly basis, as reported
EPS ($) · quarterly basis, as reported
Operating cash flow ($ million) · quarterly basis, as reported
Cash ($ million) · annual basis, as reported
Debt ($ million) · annual basis, as reported
Net Debt ($ million) · annual basis, as reported
Capex ($ million) · annual basis, as reported
FCF ($ million) · annual basis, as reported
D&A ($ million) · annual basis, as reported
Cash ($ million) · quarterly basis, as reported
Debt ($ million) · quarterly basis, as reported
Net Debt ($ million) · quarterly basis, as reported
Capex ($ million) · quarterly basis, as reported
FCF ($ million) · quarterly basis, as reported
D&A ($ million) · quarterly basis, as reported
Shown: the most recent fiscal years. Full history since FY2016 is on record.

Fiscal years

Amounts in $ million · EPS in $ per share · as reported
Skyworks Solutions stock: key figures on annual basis, FY2023 to FY2025, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterRevenueOp. incomeOp. income (adj.)Net incomeEPS ($)EPS adj. ($)OCFSource
FY2025Q4/2024–Q3/20254,086.9500995.4477.13.085.931,300.825
FY2024Q4/2023–Q3/20244,178637.41,137.25963.696.271,824.715
FY2023Q4/2022–Q3/20234,772.41,1251,601.9982.86.138.521,856.48

Quarters

Amounts in $ million · EPS in $ per share · as reported
Skyworks Solutions stock: key figures on quarterly basis, 2023-Q1 to 2026-Q3, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedRevenueOp. incomeOp. income (adj.)Net incomeEPS ($)EPS adj. ($)FCFCashNet DebtSource
2026-Q3*Q2/20262026-07-28934.848.5~181.633.9~0.221.08-16.7790-293.1131
2026-Q2*Q1/20262026-05-05943.742.1188.935.60.241.15-32.11,413.3-416.7129
2026-Q1*Q4/20252026-02-031,035.4103.8252.179.20.531.543391,550.4-554.226
2025-Q4*Q3/20252025-10-281,100.2111264141.40.91*≈1.761441,161.3-165.523
2025-Q3*Q2/20252025-08-05965110.6224.41050.701.33252.61,185.9-190.521
2025-Q2*Q1/20252025-05-07953.297.3222.268.70.431.243711,387.8-392.7~19
2025-Q1*Q4/20242025-02-051,068.5181.1284.81621.001.60338.21,602.5-607.8~17
2024-Q4*Q3/20242024-11-121,024.959.5273.560.50.37*≈1.55393.21,368.6-374.315
2024-Q3*Q2/20242024-07-30905.5130.4219120.90.751.21249.11,263.4-269.413
2024-Q2*Q1/20242024-04-301,046189.2279.1183.31.141.55272.61,205.4-211.811
2024-Q1*Q4/20232024-01-301,201.5258.3365.7231.31.441.97752.71,029.7-36.59
2023-Q4*Q3/20232023-11-021,218.8254397.9244.81.53*≈2.20295.6718.8274.17
2023-Q3*Q2/20232023-08-071,071.2230.7326.6195.81.221.73274.4721.66205
2023-Q2*Q1/20232023-05-081,153.1273.3386.1232.81.462.02366.3832.6658.53
2023-Q1*Q4/20222023-02-061,329.3367491.3309.41.932.59709.9819.9870.41
* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.
Columns not reported in this reporting cadence are hidden: EBITDA (adj.) (not reported in any source for these periods).

Skyworks Solutions Balance Sheet & Cash Flow ($ million)

Balance sheet and cash flow of Skyworks Solutions up to Q3 FY2026 in $ million: net debt = financial debt minus cash, free cash flow = operating cash flow minus capex, every input sourced. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

Fiscal years

Amounts in $ million · as reported
Skyworks Solutions stock: balance sheet and cash flow on annual basis, FY2023 to FY2025, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
FY2025Q4/2024–Q3/20252025-10-281,161.3995.8-165.54631,300.81951,105.823
FY2024Q4/2023–Q3/20242024-11-121,368.6994.3-374.3451.31,824.71571,667.715
FY2023Q4/2022–Q3/20232023-11-02718.8992.9274.1613.71,856.4210.31,646.17

Quarters

Amounts in $ million · as reported
Skyworks Solutions stock: balance sheet and cash flow on quarterly basis, 2023-Q1 to 2026-Q3, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
2026-Q3Q2/20262026-07-28790496.9-293.1116.770.487.1-16.7131
2026-Q2Q1/20262026-05-051,413.3996.6-416.7112.450.382.4-32.1129
2026-Q1Q4/20252026-02-031,550.4996.2-554.2117.4395.556.533926
2025-Q4Q3/20252025-10-281,161.3995.8-165.5116.92005614423
2025-Q3Q2/20252025-08-051,185.9995.4-190.5115.9314.161.5252.621
2025-Q2Q1/20252025-05-071,387.8995.1~-392.7~114.2409.538.537119
2025-Q1Q4/20242025-02-051,602.5994.7~-607.8~116377.239338.217
2024-Q4Q3/20242024-11-121,368.6994.3-374.3115.447682.8393.215
2024-Q3Q2/20242024-07-301,263.4994-269.4112.3273.524.4249.113
2024-Q2Q1/20242024-04-301,205.4993.6-211.8110.8300.227.6272.611
2024-Q1Q4/20232024-01-301,029.7993.2-36.5112.8774.922.2752.79
2023-Q4Q3/20232023-11-02718.8992.9274.1143.2365.770.1295.67
2023-Q3Q2/20232023-08-07721.61,341.6620148.7305.731.3274.45
2023-Q2Q1/20232023-05-08832.61,491.1658.5150.4411.745.4366.33
2023-Q1Q4/20222023-02-06819.91,690.3870.4171.4773.463.5709.91
Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.

Skyworks Solutions Guidance Tracking (latest per metric/period · 16/30)

What Skyworks Solutions guided for Q3 FY2026 and beyond and whether the targets were met; ranges count as met when the actual lies within. NadirAlpha methodology

Actuals: revenue in $m · EPS in $ per share

Direction: confirmedinitiated Verdict: beatin linepending

Skyworks Solutions: guidance and actuals per metric and period, 30 entries. Compiled by NadirAlpha from SEC filings.
For periodGuided onMetricGuidedActualVerdictDirectionSource
2026-Q42026-07-28Revenue1,010–1,060–31
2026-Q42026-07-28EPS (non-GAAP)1.27–31
2026-Q32026-05-05Revenue900–950934.829
2026-Q32026-05-05EPS (non-GAAP)1.031.0829
2026-Q22026-02-03Revenue875–925943.726
2026-Q22026-02-03EPS (non-GAAP)1.041.1526
2026-Q12025-11-04Revenue975–1,0251,035.424
2026-Q12025-11-04EPS (non-GAAP)1.41.5424
2025-Q42025-08-05Revenue1,000–1,0301,100.222
2025-Q42025-08-05EPS (non-GAAP)1.41.7622
2025-Q32025-05-07Revenue920–96096520
2025-Q32025-05-07EPS (non-GAAP)1.241.3320
2025-Q22025-02-05Revenue935–965953.218
2025-Q22025-02-05EPS (non-GAAP)1.21.2418
2025-Q12024-11-12Revenue1,050–1,0801,068.515
2025-Q12024-11-12EPS (non-GAAP)1.571.615
2024-Q42024-07-30Revenue1,000–1,0401,024.913
2024-Q42024-07-30EPS (non-GAAP)1.521.5513
2024-Q32024-04-30Revenue882–918905.511
2024-Q32024-04-30EPS (non-GAAP)1.211.2111
2024-Q22024-01-30Revenue1,020–1,0701,0469
2024-Q22024-01-30EPS (non-GAAP)1.521.559
2024-Q12023-11-02Revenue1,175–1,2251,201.57
2024-Q12023-11-02EPS (non-GAAP)1.951.977
2023-Q42023-08-07Revenue1,190–1,2401,218.85
2023-Q42023-08-07EPS (non-GAAP)2.12.25
2023-Q32023-05-08Revenue1,050–1,0901,071.23
2023-Q32023-05-08EPS (non-GAAP)1.671.733
2023-Q22023-02-06Revenue1,125–1,1751,153.11
2023-Q22023-02-06EPS (non-GAAP)2.022.021

Skyworks Solutions Stock: Price & Chart

Price history of Skyworks Solutions stock (SWKS) as a TradingView chart, loaded only after a click, alongside the trend of the key figures from the tables. NadirAlpha methodology

Daily candles with news and earnings markers. Loads only on click.

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Skyworks Solutions Event Timeline

What happened at Skyworks Solutions since 2023: events from the filings, grouped by quarter, with the source date and a clickable source number. NadirAlpha methodology

Overview: one dot per event · click jumps to the period
earningsrevenuemarginguidancestrategyfinancials2023-Q12023-Q22023-Q32023-Q42024-Q12024-Q22024-Q32024-Q42025-Q12025-Q22025-Q32025-Q42026-Q12026-Q22026-Q3
2026 · 11 events

Revenue decelerating 2026-07-28
Revenue decreased 3.1% to 934.8 million, driven by decreased market share at a significant customer, partially offset by increased demand for automotive and data center products 30
Acquisition 2026-07-28
Qorvo merger parties certified substantial compliance with FTC Second Request; company expressed optimism about closing within calendar year 2026; expected leadership team for combined company announced 30 31
Strategic pivot 2026-07-28
Announced $2 billion stock repurchase authorization and suspension of quarterly dividends; plans to raise approximately $2 billion in acquisition debt financing for the Qorvo combination 31

“We delivered another strong quarter, reflecting consistent execution and improving momentum across our portfolio. Mobile outperformed expectations on healthy demand, while Broad Markets continues to accelerate, delivering double-digit year-over-year growth driven by Wi-Fi, data center, and automotive.”

Phil Brace, Chief Executive Officer and President 29
Revenue decelerating 2026-05-05
Revenue of 943.7 million decreased year-over-year driven by lower market share at a significant customer; Broad Markets delivered double-digit year-over-year growth in Wi-Fi, data center, and automotive 28 29
Margin compressing 2026-05-05
Gross profit margin at 40.8%, down from 41.1% in the prior year period, primarily due to unfavorable product mix 28
Regulation 2026-05-05
FTC issued a Second Request on February 5, 2026, extending the HSR Act waiting period for the pending Qorvo merger 28
Operating income halved 2026-05-05
Operating income more than halved YoY (97.3 to USD 42.1 million, -57%). 129

“We delivered results above our expectations for the fourth consecutive quarter, with outperformance across revenue, gross margin, and non-GAAP earnings. Mobile exceeded our outlook on the strength of continued healthy sell-through and solid operational execution, while Broad Markets continued to scale with accelerating growth led by Wi-Fi 7 and data center and cloud infrastructure programs.”

Phil Brace, Chief Executive Officer and President 26
Revenue decelerating 2026-02-05
Revenue decreased 3.1% to 1,035.4 million, driven by market share loss at a significant customer, partially offset by increased Wi-Fi product demand 27
Acquisition 2026-02-05
Merger agreement with Qorvo signed October 27, 2025; combined company valued at approximately $22.0 billion, closing anticipated early 2027 27
Net income halved 2026-02-03
Net income more than halved YoY (162.0 to USD 79.2 million, -51%). 26
Net cash build 2026-02-03
Net cash position expanded to USD 554.2 million from USD 165.5 million in 2025-Q4 (+235%, derived from reported financial debt minus cash). 26
2025 · 14 events

“This was our third straight quarter of strong execution, with revenue and non-GAAP EPS both exceeding expectations. In Mobile, underlying demand trends remain solid, supported by healthy sell-through and new product launches. Looking ahead, we expect rising AI-driven data traffic to drive greater RF complexity, an area where Skyworks is well positioned. Broad markets growth was led by Wi-Fi 7 adoption, strong automotive sales, and product ramps in data center and cloud infrastructure.”

Phil Brace, Chief Executive Officer and President 24
Revenue accelerating 2025-11-04
Q4 revenue increased to USD 1,100.2 million from $1.02 billion year-over-year 24
Margin compressing 2025-11-04
Non-GAAP operating margin was 24.0% in Q4 2025 compared to 26.7% in Q4 2024 24
Acquisition 2025-10-28
Announced definitive agreement to combine with Qorvo in cash-and-stock transaction valuing the combined company at approximately $22.0 billion, expected to close early calendar year 2027 23
Net income doubled 2025-10-28
Net income more than doubled YoY (60.5 to USD 141.4 million, +134%). 124

“Skyworks delivered another strong quarter, with revenue up 7% year-over-year and both gross margin and non-GAAP EPS exceeding the high-end of our guidance. We're encouraged by the momentum in Mobile and steady strength across our Broad Markets, driven by long-term growth trends in edge IoT, automotive and data center.”

Phil Brace, Chief Executive Officer and President 22
Revenue accelerating 2025-08-05
Revenue reached USD 965 million, up 7% year-over-year, driven by increased demand for mobile and Wi-Fi products 22
Guidance cut 2025-08-05
Beginning Q4 fiscal 2025, revenues expected to be negatively impacted by decreased market share at a significant customer 21
Strategic pivot 2025-08-05
Initiated consolidation of Woburn, Massachusetts wafer fabrication facility into Newbury Park, California operations 21

“Skyworks delivered solid results this quarter, underscored by our diversified product portfolio, disciplined execution, and strategic engagements with customers. Leveraging our strong free cash flow generation, we returned over $600 million to shareholders through share repurchases and dividends, representing the highest quarterly return ever. Despite recent market volatility, we remain focused on executing our strategy and supporting our customers across a broad set of markets.”

Phil Brace, Chief Executive Officer and President 20
Revenue decelerating 2025-05-07
Revenue decreased 8.9% to USD 953.2 million, driven by decreased mobile product demand partially offset by increased non-mobile demand 19
Margin expanding 2025-05-07
Gross profit margin improved to 41.1% from 40.2% in Q2 2024 despite lower net revenue 19
Strategic pivot 2025-05-07
Mark P. Dentinger appointed CFO and Todd J. Lepinski appointed SVP Sales and Marketing, both effective June 2, 2025 19
Net income halved 2025-05-07
Net income more than halved YoY (183.3 to USD 68.7 million, -63%). 129

“Skyworks started the new fiscal year with solid results, growing revenue 4% sequentially and surpassing the midpoint of our guidance. We have observed consistent improvement in demand indicators within Broad Markets, while we have successfully supported multiple new product launches in Mobile. Furthermore, we posted another quarter of impressive free cash flow with margins exceeding 30%.”

Liam K. Griffin, Chief Executive Officer and President 18
Revenue decelerating 2025-02-05
Revenue declined 11.1% to USD 1,068.5 million, driven by decreased demand for mobile products 17
Guidance initiated 2025-02-05
Q2 2025 guidance set at $935-$965 million revenue with non-GAAP diluted EPS of $1.20 at midpoint; mid-to-high teens sequential decline in mobile anticipated 18
Strategic pivot 2025-02-05
Philip Brace appointed Chief Executive Officer, effective February 17, 2025 17
2024 · 13 events

“Skyworks' fourth fiscal quarter revenue grew 13% sequentially, above the midpoint of our guidance. For the second year in a row, we generated over $1.6 billion of free cash flow and ended fiscal 2024 with a record 40% free cash flow margin. Looking ahead, we believe AI is poised to ignite a transformative smartphone upgrade cycle, propelling the demand for higher levels of RF complexity. We are in the early stages of this multi-year trend and Skyworks is well-positioned to capitalize on it.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 15
Margin compressing 2024-11-15
Full-year gross margin declined to 41.2% from 44.2%, with operating income falling to 15.3% of net revenue from 23.6%, impacted by impairment and restructuring charges of $150.0 million 16
revenue 2024-11-12
Q4 revenue of USD 1,024.9 million, up 13% sequentially 15
Operating income halved 2024-11-12
Operating income more than halved YoY (254.0 to USD 59.5 million, -77%). 124
Net income halved 2024-11-12
Net income more than halved YoY (244.8 to USD 60.5 million, -75%). 124

“Skyworks generated solid results and strong profitability consistent with our guidance. Exiting the June quarter, our mobile business is ramping up while our broad markets business continues to recover. Over the medium-to-long-term, we expect generative AI applications will migrate to the edge, including the smartphone, driving a meaningful replacement cycle and leading to higher levels of RF complexity.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 13
Revenue decelerating 2024-07-31
Revenue decreased 15.5% to USD 905.5 million, driven by decreased demand for mobile and mixed-signal products 14
Margin compressing 2024-07-31
Gross margin contracted to 40.2% from 43.3% in the prior year period 14
Guidance initiated 2024-07-30
Q4 FY2024 guidance set at revenue of $1.00 billion to $1.04 billion with non-GAAP diluted EPS of $1.52 at midpoint; mobile expected up approximately 20% sequentially 13

“Skyworks delivered solid results and strong cash generation in a challenging macroeconomic environment. During the March quarter, in our mobile business, we saw below normal seasonal trends, with lower-than-expected end market demand. Over the long-term, we intend to leverage our connectivity technology across edge-connected IoT devices, automotive electrification and advanced safety systems, and AI infrastructure.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 11
Revenue decelerating 2024-05-01
Revenue declined 9.3% to USD 1,046 million, driven primarily by decreased demand for non-mobile analog and mixed-signal products; mobile business experienced below normal seasonal trends 12
Margin compressing 2024-05-01
Gross profit decreased 20.3% due to unfavorable product mix, lower unit volumes, and lower average selling prices 12
Net cash build 2024-04-30
Net cash position expanded to USD 211.8 million from USD 36.5 million in 2024-Q1 (+480%, derived from reported financial debt minus cash). 120

“Skyworks continues to execute well and generate robust profitability in light of ongoing macroeconomic volatility. We delivered record quarterly free cash flow of $753 million, which reflects strong working capital management and moderating capex intensity. We are seeing signs that the Android smartphone market is recovering. In broad markets, we are well positioned for long-term growth in edge-connected IoT devices, automotive electrification and advanced safety systems, and AI-enabled workloads driving cloud and data center upgrades.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 9
Revenue decelerating 2024-01-31
Revenue decreased 9.6% to USD 1,201.5 million, driven by decreased demand for non-mobile products, partially offset by increased demand for mobile products from Android smartphone customers 10
Margin compressing 2024-01-31
Gross margin declined from 48.0% to 42.2% due to unfavorable product mix, lower unit volumes, and lower average selling prices 10
Net debt to net cash 2024-01-30
Net debt position flipped (+274.1 to -USD 36.5 million vs 2023-Q4). 9
2023 · 11 events

“Skyworks delivered solid results despite macroeconomic headwinds reflecting our resilient business model and operational excellence. We generated record free cash flow well above $1.6 billion for fiscal 2023, increasing 76% year-over-year. In light of the cycle volatility, we continue to make strategic investments in growth areas, expanding our customer base and diversifying the reach of our business.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 7
Regulation 2023-11-17
Beginning FY2023, required to capitalize R&D expenses and amortize over five or fifteen years, increasing tax liability and reducing near-term cash flows 8
Revenue decelerating 2023-11-02
Q4 FY2023 revenue USD 1,218.8 million; full-year revenue USD 4,772.4 million, down 13% year-over-year 7
Margin compressing 2023-11-02
Full-year GAAP gross margin 44.2%, down from 47.5% in FY2022; Q4 GAAP gross margin 39.2%; non-GAAP gross margin 49.1%, down from 51.2% 7

“Skyworks' resilient business model and disciplined execution enabled us to deliver record operating and free cash flow for the first three quarters of the fiscal year. Our targeted investments in next-generation technologies are generating solid momentum going into the second half of calendar year 2023.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 5
Revenue decelerating 2023-08-08
Net revenue decreased 13.1% to USD 1,071.2 million from $1,232.6 million in the prior year quarter 6
Margin compressing 2023-08-08
Gross profit margin declined to 43.3% from 47.3% in the prior year quarter due to lower average selling prices and unit volumes 6
New market 2023-08-07
Ramped timing solutions for AI data centers at a leading cloud provider 5

“Despite a challenging macro backdrop, the fundamentals of our business remained strong in the second quarter with solid profitability and robust cash generation. At a higher level, we are driving operational efficiency while leveraging our leading-edge technologies and world-class manufacturing capabilities to capture new opportunities across an expanding set of customers.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 3
Revenue decelerating 2023-05-09
Net revenue decreased 13.7% to USD 1,153.1 million from $1,335.6 million in Q2 2022, driven by decreased demand for mobile products from Asia-Pacific smartphone customers 4
Margin compressing 2023-05-09
Gross profit declined 17.3% to $527.4 million primarily due to lower average selling prices and unit volumes 4

“Skyworks delivered solid first quarter results, leveraging our increasingly diverse portfolio of mobile and IoT solutions. Revenue exceeded consensus estimates, and we delivered record quarterly operating cash flow. Moving forward, Skyworks is well positioned to navigate a challenging macro backdrop with its highly profitable business model, leading connectivity technologies and an expanding set of customers across many of the strongest market segments.”

Liam K. Griffin, Chairman, Chief Executive Officer and President 1
Revenue decelerating 2023-02-07
Net revenue decreased 12.0% to USD 1,329.3 million, driven primarily by decreased demand for mobile products from smartphone customers in Asia-Pacific 2
Margin expanding 2023-02-07
Gross profit margin improved to 48.0% from 47.3% due to favorable product mix, though absolute gross profit declined due to lower unit volumes 2
Partnership 2023-02-06
Partnered with AT&T to launch Wi-Fi 6 PON gateways 1

Skyworks Solutions Business Model

What Skyworks Solutions does and how the company earns its money, written AI-editorially from the original reports alone, without any assessment of our own. NadirAlpha methodology

Skyworks Solutions designs and markets proprietary semiconductor products, primarily radio frequency and mixed-signal chips used in mobile handsets and other wireless devices, as well as in automotive, data center, industrial, and infrastructure applications. Revenue is generated through the sale of custom and catalog semiconductor solutions to original equipment manufacturers, with historically significant concentration in the mobile end-market alongside growing contributions from automotive and data center customers.

Skyworks Solutions Stock: Share-Price Drivers

What determines the business trajectory of Skyworks Solutions according to management, summarised from the reports up to Q3 FY2026. NadirAlpha methodology

Pending combination with Qorvo
Skyworks announced a planned combination with Qorvo, with the merger expected to close in early calendar year 2027 and completion anticipated within calendar year 2026 per company statements; stockholder special meetings were set for 2026-02-11 and the transaction drew an FTC Second Request, making deal progress and regulatory clearance the dominant swing factor for the company (30, 31)
Qorvo combination and regulatory process
Skyworks is pursuing the Qorvo combination, with Skyworks and Qorvo stockholder special meetings on 2026-02-11 and an FTC Second Request received 2026-02-05; the company expects completion within calendar year 2026 and closing in early calendar year 2027 (30, 31)
Mobile 5G smartphone content
Skyworks ships 5G content into premium Android devices including Samsung Galaxy flagship and Google Pixel models, but group revenue moved lower to USD 934.8 million from USD 943.7 million and USD 1,035.4 million, with growth described as decelerating (22, 24, 131)
Wi-Fi 7 broad-markets connectivity
Skyworks reports expanding Wi-Fi 7 design activity and RF front-end modules across enterprise access points, cable, retail, networking and home connectivity, including earlier design wins with TP-Link, NETGEAR, Linksys, CommScope and Charter; the Wi-Fi 7 ramp points to gaining traction in broad markets (15, 22, 24, 26)
Automotive connectivity and infotainment
Skyworks won new automotive programs for 5G telematics and in-vehicle infotainment with BYD, Ford, Geely, Nissan, Stellantis, Volkswagen, a German Tier-1 supplier and a major Japanese OEM, indicating widening automotive engagement (22, 24, 26, 29)
AI data center and infrastructure products
Skyworks introduced ultra-low jitter clocks supporting simultaneous Ethernet and PCI Express outputs for AI data center applications, clock buffers for high-speed Ethernet and PCIe Gen 7, and next-generation isolation solutions for high-voltage AI server power supplies, extending the company into data center infrastructure (22, 24, 26)

Sector trend: Skyworks is operating in a soft RF and mobile semiconductor demand environment, with group revenue and adjusted operating income trending lower over recent quarters and growth characterised as decelerating (131). Skyworks Solutions is shifting mix toward broad markets such as Wi-Fi 7, automotive connectivity and AI data center infrastructure, where demand is described as building, while mobile content remains the larger but softer base (22, 24, 26).

Skyworks Solutions Products & announcements (21/51 active+recent)

What Skyworks Solutions launched, had approved or announced, from the filings up to Q3 FY2026, each row with the date of first mention. NadirAlpha methodology

Status: PlannedLaunched

Skyworks Solutions: product announcements from the filings, 51 entries. Compiled by NadirAlpha from SEC filings.
Product/LineSinceStatusSource
2026
Wi-SUN/LoRaWAN RF front-end modules for smart home and smart city applications2026-0326
Wi-Fi 7 RF front-end modules for enterprise access points, networking, home connectivity2026-0326
Next-generation isolation solutions for high-voltage AI server power supplies2026-0326
Advanced EV architecture isolation solutions2026-0326
5G connectivity programs with Volkswagen and BYD2026-0326
FR3 frequency range RF front-end power amplifier202629
2025
Wi-Fi 7 networking programs (2x)2025-1224
Wi-Fi 7 home connectivity platforms2025-1224
Ultra-low jitter clock buffers for high-speed Ethernet and PCIe Gen 72025-1224
Bridge loan commitment from Goldman Sachs2025-1027
Wi-Fi 7 design activity expansion across cable, retail, and enterprise access points2025-0922
New automotive programs with BYD, Ford, Geely, and Nissan for 5G telematics and in-vehicle infotainment2025-0922
Industry's first single-chip ultra-low jitter clocks supporting simultaneous Ethernet and PCI Express outputs for AI data center applications2025-0922
Consolidation of Woburn facility into Newbury Park2025-0922
5G content across premium Android smartphones including Samsung Galaxy flagship model2025-0922
Wi-Fi 7 design wins enterprise access points, consumer routers, home mesh networks2025-0620
5G design wins Samsung Galaxy, Google Pixel, Oppo2025-0620
Gemtek AI router with voice-enabled healthcare service2025-0318
2023
Battery management systems across automotive OEMs (4×)2023-1220
TP-Link quad-band Wi-Fi 7 router (10×)2023-0318
Stock repurchase program (2×)2023-0318
2024
Oppo Reno12 5G smartphone2024-0913
Cash dividend of $0.70 per share (2×)2024-0915
Itron residential gas meter with next-generation smart energy solution2024-039
Google Nest temperature sensor with next-generation smart energy solution2024-039
Design win with major Indian operator for optical transport products2024-039
Design win with Cisco enterprise access point2024-039
Design win for 5G small cells timing devices for private networks2024-039
Automotive design wins in telematics, infotainment and CV2X (2×)2024-0313
Wi-Fi 7 design wins with TP-Link (5×)202415
Oppo OnePlus 5G content202415
2023
Trilliant next-generation smart meters2023-127
Samsara environmental monitors2023-127
Onboard chargers across automotive OEMs2023-127
NETGEAR Wi-Fi 7 mesh system2023-127
Linksys Velop Pro 6E tri-band mesh router2023-127
Google Pixel 9 5G content (4×)2023-1215
Telematics applications designs2023-095
Sky5 platforms for 5G customer premise equipment2023-095
Samsung Galaxy 5G content (8×)2023-0915
Power isolation portfolio for EV suppliers2023-095
Bell Wi-Fi 6E Giga Hub home gateway2023-095
5G small cell deployments2023-095
5 GHz cognitive wireless audio system on chip2023-095
Wi-Fi 6 PON gateways2023-031
Timing solutions for AI data centers (2×)2023-035
Power-over-Ethernet functionality for enterprise switches2023-031
EV on-board charging solutions2023-031
Automotive digital radio platforms2023-031
6 GHz fixed wireless access points2023-031
5G Massive MIMO timing solutions2023-031

Skyworks Solutions Transactions & Events (9)

9 transactions and events of Skyworks Solutions from the original reports, financing measures and management changes are not listed here, cancelled items in grey. NadirAlpha methodology

Acquisitions by Skyworks Solutions

Skyworks Solutions: Acquisitions, 6 entries. Compiled by NadirAlpha from SEC filings.
Transaction / stakeDateTypeSource
2026
Android OEM multi-generational design win2026-06Completed29
Qorvo Stockholder Special Meeting (2×)2026-02Completed30
FTC Second Request in connection with Qorvo merger2026-02Completed30
Qorvo combination2026Completed31
2025
BYD in-vehicle infotainment programs (4x)2025-12Completed29
Qorvo merger2025-10Completed30

Divestitures and exits by Skyworks Solutions

Skyworks Solutions: Divestitures / exits, 3 entries. Compiled by NadirAlpha from SEC filings.
Transaction / stakeDateTypeSource
2030
Singapore Filter Manufacturing Facility relocation2030-07Divested25
2025
Woburn, Massachusetts wafer fabrication facility closure2025-08Divested25
2024
IPR&D project abandonment2024-09Divested14

Skyworks Solutions Risks (131 since the annual report of 2025-11-07, 251 tracked in total)

NadirAlpha lists 131 active risks of Skyworks Solutions from the filings, the category as a coloured dot with legend, the wording as a short summary of the filing with no assessment of our own. NadirAlpha methodology

Category: FinancialCyberMacroTechnologyPeopleLegalMarketRegulatorySupply chainGeopoliticsCustomersCompetitionESGqualitaetStrategy

Skyworks Solutions: risk factors as reported, 131 since the last annual report, 251 tracked. Compiled by NadirAlpha from SEC filings.
RiskCategoryLast reported
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2026-07-28 (2026-Q3), source 31
Substantial additional indebtedness expected in connection with Qorvo transaction.=
Risk of theft of intellectual property and breaches of IT systems.=
Skyworks Solutions: first mention in 10-Q quarterly report of 2026-07-28 (2026-Q3), source 30
Future financing for merger may be required; financing receipt is not condition to merger obligation=
Forward-looking statements identify geopolitical conflicts, tariffs, and export controls as potential risks=
Anticipated continued decline in average selling prices of established semiconductor products=
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2026-05-05 (2026-Q2), source 29
Ability to retain and hire key executives and technical personnel.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-11-04 (2025-Q4), source 24
Completion of Qorvo transaction dependent on regulatory approvals and uncertain timing.2026-Q3
2026-07-28 31
Market acceptance of new emerging technologies such as AI uncertain.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-10-28 (2025-Q4), source 23
Qorvo merger subject to regulatory approvals; FTC Second Request may extend waiting period2026-Q3
2026-07-28 30
Skyworks Solutions: first mention in 10-Q quarterly report of 2024-01-31 (2024-Q1), source 10
Potential litigation relating to proposed Qorvo transactions.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-11-02 (2023-Q4), source 7
Susceptibility to economic cycles, inflation, and recession.2026-Q3
2026-07-28 31
Evolving legal and regulatory regimes affecting operations.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-08-07 (2023-Q3), source 5
Availability and pricing of foundry capacity, materials, and logistics services.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-05-08 (2023-Q2), source 3
Trade war, tariffs, and export restrictions affecting sourcing and sales.2026-Q3
2026-07-28 31
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-02-06 (2023-Q1), source 1
Reliance on small number of key customers for large percentage of sales.2026-Q3
2026-07-28 31
Decreased gross margins and loss of market share from increased competition.2026-Q3
2026-07-28 31
Forward-looking statements identify inflation and recession as potential risks2026-Q3
2026-07-28 30
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2026-05-05 (2026-Q2), source 29
Ability to prevent theft of intellectual property disclosure of confidential information.=
Skyworks Solutions: first mention in 10-Q quarterly report of 2026-05-05 (2026-Q2), source 28
Forward-looking statements reference possible impacts of geopolitical conflicts, tariffs, and export controls.=
Merger closing subject to FTC clearance under HSR Act and other regulatory approvals.=
Skyworks Solutions: first mention in 10-Q quarterly report of 2026-02-05 (2026-Q1), source 27
Significant customer market share loss during quarter=
FTC issued Second Request on 2026-02-05 extending HSR waiting period; merger subject to antitrust and foreign investment approvals=
Merger completion subject to regulatory approvals including HSR Act and antitrust review=
OECD Pillar Two GloBE rules and OBBBA enacted; tax impacts under continuing evaluation=
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2026-02-03 (2026-Q1), source 26
Reduced operating flexibility from indebtedness related to Qorvo transaction=
Mix and volume of phone models sold by largest customer=
Regulatory approvals for Qorvo transaction not timely obtained or subject to conditions=
Optimize manufacturing footprint and achieve financial benefits from facility relocation=
Availability and pricing of foundry, assembly, test capacity, raw materials, components=
Economic, social, military, geopolitical conditions in operating countries, Ukraine and Middle East conflicts=
Changes in laws, regulations, policies affecting operations and customer demand=
Transition to smaller geometry process technologies and achieve higher integration=
Skyworks Solutions: first mention in 10-K annual report of 2025-11-07 (FY2025), source 25
Decrease in market share at significant customer drove revenue decline for the period.2026-Q2
2026-05-05 28
Unfavorable capital market conditions could prevent timely financing on favorable terms.=
Covenants in debt agreements restrict liens, business changes, and mergers; failure could trigger default.=
Forecasting demand through multiple parties and indirect channels is difficult and may be inaccurate.=
Cancellations, deferrals, or returns could result in excess or obsolete inventory requiring write-downs.=
Merger contemplates substantial additional indebtedness; financing conditions and terms uncertain.=
US 2025 tariffs on Chinese goods and Chinese countermeasures directly impacting manufacturing costs and sales=
US export restrictions and Entity List additions limiting sales to certain Chinese customers and entities=
Geopolitical changes in China-Taiwan relations could disrupt supplier operations and industry-wide capacity=
Apple exceeds 10% of net revenue across fiscal 2025/2024/2023; three largest AR balances represent 82% of gross AR=
Customers may cancel or defer orders; distributors have rights to return non-conforming products.=
Dependent on limited sources for gallium, germanium, antimony, tungsten, molybdenum, scandium, rare earth metals=
Dependence on few third-party carriers and logistics providers for shipments.=
Dependent on third-party foundries with risks including capacity constraints, financial difficulties, delays=
Suppliers may have financial difficulties impairing timely payment for accounts receivable.=
Loss of senior management or inability to attract qualified personnel could materially harm business operations.=
Two derivative lawsuits filed April 2025 alleging breaches of fiduciary duties and securities law violations.=
Warranty and indemnification obligations for product defects may result in substantial remediation costs.=
Class action lawsuit filed March 4, 2025 in U.S. District Court alleging federal securities law violations.=
Singapore Filter facility relocation by 2030; Woburn closure planned; consolidation risks include production delays=
Security breaches and cyberattacks could result in intellectual property theft or data disclosure.=
Products using open source software pose cybersecurity and licensing compliance risks.=
Ransom-style cyberattacks impeding system access could adversely affect business operations.=
Suppliers and third-party service providers subject to cybersecurity incidents affecting operations.=
Cannot assure continuation of cash dividends; future dividend declarations subject to Board discretion.=
Stock repurchase programs may be reduced or eliminated affecting stock price.=
Credit ratings affect cost and availability of future borrowings; no assurance of maintaining ratings.=
May be unable to refinance senior notes on favorable terms or rates.=
Uncertainty in international economic and political conditions impacts forecasting.=
Changes in U.S. tax, fiscal, and trade policies could negatively impact business.=
Dependence on third-party foundries and subcontractors for manufacturing capacity and transitions.=
Semiconductor industry highly cyclical subject to significant downturns affecting demand and pricing=
Stock price influenced by analyst recommendations, financial news, and investor sentiment.=
Semiconductor industry is highly cyclical; uncertain economic conditions make forecasting difficult.=
Industry downturns characterized by diminished demand, overcapacity, inventory charges, and asset impairment.=
Significant resources required for patent, copyright, and trade secret enforcement litigation.=
Potential termination fees of $298.7 million or $100.0 million depending on circumstances=
Merger completion uncertain; regulatory approvals and financing conditions not guaranteed until early 2027=
Increasing environmental regulations regarding chemical use and emissions require costly redesigns.=
RoHS Directive requires removal of restricted substances; alternatives may be unavailable or expensive.=
Expanding mandatory sustainability reporting and disclosure requirements increasing compliance complexity.=
AI tool implementation poses competitive, legal, regulatory, and intellectual property risks.=
Dependence on third-party foundries to manage process transitions successfully.=
Transitioning to smaller geometry processes poses risks of sub-optimal yields and delivery delays.=
Semiconductor industry characterized by constant technological change and short product life cycles.=
Larger competitors may adapt faster to new technologies and devote greater resources to development.=
Intense competition in wireless communications and analog semiconductor markets from major competitors.=
Reference design partners may bundle competing offerings or restrict interoperability.=
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-11-04 (2025-Q4), source 24
Skyworks and Qorvo unable to successfully implement integration or achieve expected synergies2026-Q1
2026-02-03 26
Volume and mix of phones sold by largest customer impacts business=
Trade war, tariffs, retaliatory measures, import/export restrictions, raw material sourcing2026-Q1
2026-02-03 26
Ability to prevent theft of intellectual property and breaches of IT systems=
Costs, fees, and expenses related to Qorvo transaction=
Availability and pricing of semiconductor foundry and assembly capacity=
Expected benefits from Qorvo transaction may not materialize as expected=
Regulatory approvals for Qorvo transaction may not be obtained timely=
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-10-28 (2025-Q4), source 23
Expected merger benefits may not materialize as expected; integration challenges possible.=
Proposed Qorvo merger requires regulatory approvals and may not be timely obtained.=
Conflicts in Ukraine and Middle East, geopolitical disruptions affect business operations.=
Skyworks Solutions: first mention in 10-Q quarterly report of 2025-08-05 (2025-Q3), source 21
Disruptions to manufacturing processes and relocation of key facilities impact operations.2025-Q4
2025-10-28 23
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-05-07 (2025-Q2), source 20
Senior management transitions in fiscal 2025 involve inherent risks including operational disruptions and customer relationship impacts.FY2025
2025-11-07 25
Economic social military geopolitical conditions in operating countries including conflicts.2026-Q2
2026-05-05 29
Market acceptance of products and emerging technologies including AI2026-Q1
2026-02-03 26
Quality of products and defect remediation costs2026-Q1
2026-02-03 26
Economic, social, military conditions including Ukraine and Middle East conflicts2025-Q4
2025-11-04 24
Disruptions to manufacturing from facility relocations2025-Q4
2025-11-04 24
Ability to obtain needed licenses from third parties.=
Skyworks Solutions: first mention in 10-Q quarterly report of 2025-05-07 (2025-Q2), source 19
Potential litigation involving customers, suppliers, competitors, and regulatory agencies regarding contract performance and intellectual property.=
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2025-02-05 (2025-Q1), source 18
Volatility of stock price2026-Q1
2026-02-03 26
Ability to make investments, acquisitions, integrate companies, enter strategic alliances2026-Q1
2026-02-03 26
Ability to grow intellectual property portfolio and obtain needed licenses from third parties2026-Q1
2026-02-03 26
Skyworks Solutions: first mention in 10-Q quarterly report of 2025-02-05 (2025-Q1), source 17
Trade war, tariffs, import/export restrictions affect international operations and supply chain.2025-Q4
2025-10-28 23
Skyworks Solutions: first mention in 10-K annual report of 2024-11-15 (FY2024), source 16
Tax holiday compliance required; non-compliance could require refund of $336.4 million in benefits over fiscal 2021-2025FY2025
2025-11-07 25
Manufacturing yield deviations substantially impact gross margins; new product yields initially lowerFY2025
2025-11-07 25
Product improvements depend on obtaining third-party technology licenses on commercially reasonable terms.FY2025
2025-11-07 25
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2024-11-12 (FY2024), source 15
Prevention of intellectual property theft, confidential information disclosure, IT breaches2026-Q1
2026-02-03 26
Skyworks Solutions: first mention in 10-Q quarterly report of 2024-07-31 (2024-Q3), source 14
Semiconductor industry typical of average selling price erosion; company anticipates continued decline over time.2026-Q2
2026-05-05 28
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2024-07-30 (2024-Q3), source 13
Ability to obtain design wins from customers2026-Q1
2026-02-03 26
Effects of global health crises on business conditions and operations2026-Q1
2026-02-03 26
Skyworks Solutions: first mention in 10-Q quarterly report of 2024-01-31 (2024-Q1), source 10
Existing cash and operations may be insufficient to fund future activities without additional capital.FY2025
2025-11-07 25
Operational expenses denominated in foreign currencies; dollar strength could impact competitiveness2026-Q1
2026-02-05 27
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2024-01-30 (2024-Q1), source 9
Delays in deployment of commercial 5G networks or consumer adoption of 5G devices2026-Q1
2026-02-03 26
Reduced flexibility from indebtedness related to Silicon Labs and Qorvo transactions2025-Q4
2025-11-04 24
Skyworks Solutions: first mention in 10-K annual report of 2023-11-17 (FY2023), source 8
Products used in aerospace, automotive, defense, and medical markets pose significant liability risks.FY2025
2025-11-07 25
Fluctuations in manufacturing yields from complex specialized processes2026-Q1
2026-02-03 26
Availability of rare earth minerals and supplier components2025-Q4
2025-11-04 24
Climate change regulations on emissions, water use, and energy management increasing operational costs.FY2025
2025-11-07 25
Conflict minerals verification and reporting requirements impose additional costs and source limitations.FY2025
2025-11-07 25
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-11-02 (2023-Q4), source 7
Ability to develop manufacture market innovative products avoid obsolescence.2026-Q2
2026-05-05 29
Timing, rescheduling, cancellation of significant customer orders and inventory management2026-Q1
2026-02-03 26
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-08-07 (2023-Q3), source 5
Reduced flexibility from indebtedness and substantial additional indebtedness from Qorvo transaction.2026-Q2
2026-05-05 29
Fluctuations in foreign currency exchange rates2025-Q4
2025-11-04 24
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-05-08 (2023-Q2), source 3
Ability to retain, recruit, hire key executives and technical personnel2026-Q1
2026-02-03 26
Prevention of intellectual property theft and confidential information disclosure.2025-Q3
2025-08-05 22
Skyworks Solutions: first mention in 10-Q quarterly report of 2023-02-07 (2023-Q1), source 2
Interest rate and general market risks relate to investment portfolio; 100 basis point reduction would result in immaterial impact.2026-Q2
2026-05-05 28
Skyworks Solutions: first mention in 8-K-EX99.1 earnings release of 2023-02-06 (2023-Q1), source 1
Uncertainties of litigation including potential disputes over intellectual property infringement rights.2026-Q2
2026-05-05 29
Availability pricing of foundry assembly test capacity raw materials supplier components.2026-Q2
2026-05-05 29
Delays in deployment of commercial 5G networks or consumer adoption of 5G devices.2026-Q2
2026-05-05 29
Ability to develop, manufacture, market innovative products and avoid obsolescence2026-Q1
2026-02-03 26
= last mention identical with the first mention (same source)

Skyworks Solutions Reported KPIs (as disclosed) (158)

Figures Skyworks Solutions discloses itself in addition to the standard financials, such as order intake, recurring revenue or unit counts, as reported and with no calculation of our own. NadirAlpha methodology

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.
Skyworks Solutions: reported KPIs as disclosed, 158 entries. Compiled by NadirAlpha from SEC filings.
KPIValue / changeSource
Skyworks Solutions, published 2026-07-28, period 2026-Q3
Total cash and marketable securities$813.830
Senior notes 3.00% due$500.030
Revolving credit agreement available$750.030
Marketable securities short-term$9.230
Marketable securities long-term$14.630
Cash and cash equivalents$790.030
Bridge commitment available$1,500.030
Skyworks Solutions, published 2026-05-05, period 2026-Q2
Short-term marketable securities$8.528
Revolving credit agreement capacity$750.028
Outstanding notes due$500.028
Outstanding notes due$500.028
Long-term marketable securities$14.628
Dividend payments$106.828
Cash, cash equivalents, and marketable securities$1,436.428
Cash equivalents and marketable securities$1,413.328
Cash and cash equivalents at end of period$1,413.328
Capital expenditures$82.328
Bridge term loan commitment$1,500.028
Skyworks Solutions, published 2025-11-04, period 2025-Q4
Non-GAAP Operating Margin24.0%24
Non-GAAP Gross Margin46.5%24
Skyworks Solutions, published 2025-10-28, period 2025-Q4
Q4 Revenue1.10 billion23
Q4 Quarterly Dividend Per Share0.7123
Q4 Operating Cash Flow200 million23
Q4 GAAP Operating Income135 million23
Q4 GAAP Diluted EPS1.0723
Q4 Free Cash Flow144 million23
FY2025 Revenue4.09 billion23
FY2025 Operating Cash Flow1.30 billion23
FY2025 GAAP Operating Income524 million23
FY2025 GAAP Diluted EPS3.2023
FY2025 Free Cash Flow1.11 billion23
Skyworks Solutions, published 2025-08-05, period 2025-Q3
YTD Operating Cash Flow$1.1 Billion22
YTD Free Cash Flow$962 Million22
Short-term marketable securitiesapproximately $132.021
Share Repurchases$330.221
Revolving credit agreement capacity$750.021
Quarterly Dividend$0.7122
Notes Due$500.021
Notes Due$500.021
Long-term marketable securitiesapproximately $18.821
Investment Portfolio - Cash and Cash Equivalentsapproximately $1,185.921
Dividend payments$103.921
Cash, cash equivalents, and marketable securities$1,336.721
Capital expenditures$61.421
Skyworks Solutions, published 2025-05-07, period 2025-Q2
Marketable securities short-term118.819
Marketable securities long-term21.119
Investment Portfolio Cash and Cash Equivalents1387.819
Cash, Cash Equivalents and Marketable Securities1527.719
Operating Cash Flow Margin43%20
Non-GAAP Operating Margin23.3%20
Non-GAAP Gross Margin46.7%20
GAAP Operating Margin10.2%20
GAAP Gross Margin41.1%20
Free Cash Flow Margin39%20
Skyworks Solutions, published 2025-02-05, period 2025-Q1
revolving credit facility750.017
outstanding notes due500.017
outstanding notes due500.017
Marketable securities short-term136.717
Marketable securities long-term15.617
investment portfolio cash equivalents1,602.517
dividend payments112.517
cash generated from operations377.217
Cash, Cash Equivalents and Marketable Securities1,754.817
capital expenditures39.017
borrowings outstanding revolving credit017
Operating Cash Flow Margin35%18
Non-GAAP Operating Margin %26.718
Non-GAAP Gross Margin %46.518
GAAP Operating Margin %16.918
GAAP Gross Margin %41.418
Free Cash Flow Margin32%18
Cash and marketable securities$1.75 billion18
Skyworks Solutions, published 2024-11-15, period FY2024
worldwide customersapproximately 6,00016
unique productsapproximately 6,00016
share repurchases$77.3 million16
revolving credit facility$750.0 million16
Patents and IPapproximately 5,000 worldwide patents16
outstanding notes due$500.0 million16
outstanding notes due$500.0 million16
Outstanding borrowings revolving credit$0 million16
Marketable securities short-term$194.1 million16
Marketable securities long-term$11.4 million16
Foreign exchange losses$5.2 million16
Foreign exchange losses$1.4 million16
Foreign exchange gains$1.7 million16
dividend payments$439.1 million16
Debt repayments$300.0 million16
Customer concentration three largest accounts80%16
Cash and cash equivalents$1,368.6 million16
capital expenditures$157.0 million16
Skyworks Solutions, published 2024-11-12, period FY2024
Operating Cash Flow Margin44%15
Non-GAAP Operating Margin %26.7%15
Non-GAAP Gross Margin %46.5%15
GAAP Operating Margin %5.8%15
GAAP Gross Margin %41.9%15
Free Cash Flow Margin40%15
Skyworks Solutions, published 2024-07-31, period 2024-Q3
Short-term marketable securities5.614
Share repurchases77.414
Revolving credit facility available750.014
Notes due500.014
Notes due500.014
Long-term marketable securities14.914
Dividend payments109.114
Cash generated from operations273.514
Cash, cash equivalents and marketable securities1,283.914
Capital expenditures24.414
Skyworks Solutions, published 2024-07-30, period 2024-Q3
Operating Cash Flow Margin (Year-to-Date)43%13
Non-GAAP Operating Margin24.2%13
Non-GAAP Gross Margin46.0%13
GAAP Operating Margin14.4%13
GAAP Diluted EPS$0.7513
Free Cash Flow Margin (Year-to-Date)40%13
Skyworks Solutions, published 2024-05-01, period 2024-Q2
term loan facility$1.0 billion12
revolving credit facility$750.0 million12
Notes due$500.0 million12
Notes due$500.0 million12
Marketable securities short-term$12.9 million12
Marketable securities long-term$3.0 million12
cash equivalents investments$1,205.4 million12
Cash, cash equivalents and marketable securities$1,221.3 million12
Skyworks Solutions, published 2024-04-30, period 2024-Q2
Quarterly Operating Cash Flow$300 million11
Quarterly Free Cash Flow$273 million11
Skyworks Solutions, published 2024-01-31, period 2024-Q1
work in process691.010
term loan facility1.0 billion10
Revolving credit facility available750.0 million10
raw materials44.710
Notes due500.0 million10
Notes due500.0 million10
Marketable securities short-term15.9 million10
Marketable securities long-term2.0 million10
finished goods191.110
cash equivalents investment portfolio1,029.7 million10
cash and equivalents1,047.6 million10
Cash and cash equivalents1,029.710
Skyworks Solutions, published 2024-01-30, period 2024-Q1
Record Operating Cash Flow$775 million9
Record Free Cash Flow$753 million9
Debt$993.29
Cash, cash equivalents, and marketable securities$1,047.69
Skyworks Solutions, published 2023-08-07, period 2023-Q3
Year-to-Date Operating Cash Flow1,491 billion5
Quarterly Operating Cash Flow305.75
Quarterly Dividend per Share$0.685
Skyworks Solutions, published 2023-05-09, period 2023-Q2
term loans outstanding$500.0 million4
revolving credit facility borrowings$0 million4
Revolving credit facility available$750.0 million4
Notes due$500.0 million4
Notes due$500.0 million4
notes due$500.0 million4
Marketable securities short-term$228.8 million4
Cash, Cash Equivalents and Marketable Securities$1,061.4 million4
cash and cash equivalents end$832.6 million4
cash and cash equivalents beginning$566.0 million4
Skyworks Solutions, published 2023-05-08, period 2023-Q2
Quarterly Operating Cash Flow411.73
Dividend per Share$0.623
Skyworks Solutions, published 2023-02-07, period 2023-Q1
term loan borrowings outstanding700.02
Marketable securities short-term172.72
Cash, Cash Equivalents and Marketable Securities992.62
cash and cash equivalents end of period819.92
Skyworks Solutions, published 2023-02-06, period 2023-Q1
Record Quarterly Operating Cash Flow773.41

Skyworks Solutions Development

A condensed summary of Skyworks Solutions per reporting period as running text: what changed operationally, which drivers management names, how earnings and cash flow developed. NadirAlpha methodology

FY2026: Skyworks Solutions

Skyworks reported revenue of USD 1,035.4 million, USD 943.7 million, and 934.8 million in fiscal Q1, Q2, and Q3 2026 respectively, with each quarter reflecting lower sales year-over-year driven primarily by decreased market share at a significant customer, partially offset by growth in Wi-Fi, automotive, and data center products 27 28 30. The defining strategic event of fiscal 2026 was the merger agreement with Qorvo signed October 27, 2025, valuing the combined company at approximately $22.0 billion; stockholders of both companies approved the transaction on February 11, 2026, and the company expressed optimism about closing within calendar year 2026 30 31. Gross profit margins were 41.3% in Q1 and 40.8% in Q2, both under pressure from unfavorable product mix 27 28. In Q3, Skyworks repaid $500.0 million of 1.80% Senior Notes due 2026 and announced a $2 billion stock repurchase authorization while suspending quarterly dividend payments and planning to raise approximately $2 billion in acquisition debt financing for the Qorvo combination 30 31.

FY2025: Skyworks Solutions

Skyworks delivered full-year fiscal 2025 net revenue of USD 4,086.9 million, a decrease of 2.2% from fiscal 2024, driven by market share loss at a significant customer and partially offset by increased demand for mobile and Wi-Fi products 25. Operating income declined to USD 500 million, representing 12.2% of net revenue compared to 15.3% in fiscal 2024, as research and development expenses rose 24.3% to $785.5 million, or 19.2% of net revenue 25. Annual operating cash flow reached USD 1,300.8 million and free cash flow totaled USD 1,105.8 million 24. In October 2025, Skyworks announced a definitive agreement to combine with Qorvo in a cash-and-stock transaction valuing the combined company at approximately $22.0 billion, with the merger expected to close in early calendar year 2027 25.

FY2024: Skyworks Solutions

Skyworks reported fiscal 2024 net revenue of USD 4,178 million, a decrease of 12.5% from fiscal 2023, driven primarily by decreased demand for mobile, analog, and mixed-signal products 16. Full-year gross margin declined to 41.2% from 44.2%, and operating income as a percentage of net revenue fell to 15.3% from 23.6%, impacted by lower gross profit and increased impairment and restructuring charges of $150.0 million 16. GAAP net income was USD 596 million, with diluted EPS of 3.69 and non-GAAP diluted EPS of 6.27 124. Skyworks generated annual operating cash flow of USD 1,824.7 million at a 44% margin and free cash flow of USD 1,667.7 million at a 40% margin, while cash, cash equivalents, and marketable securities increased 113.1% year over year 15 16. Skyworks Solutions fully repaid its term loan borrowings during the year and continued expanding design win pipelines across 5G smartphones, Wi-Fi 7, and automotive applications 12 15.

FY2023: Skyworks Solutions

Skyworks reported full-year FY2023 revenue of USD 4,772.4 million, a decrease of 13.0% driven primarily by reduced demand for mobile products from Android ecosystem smartphone customers and weaker connectivity solutions in consumer and enterprise markets 8. Full-year GAAP diluted EPS was 6.13, down 21% year-over-year, and non-GAAP diluted EPS was 8.52, down 24% year-over-year 7. GAAP gross margin declined to 44.2% from 47.5% in FY2022, reflecting lower unit volumes, $47.5 million in impairment charges on long-term supply capacity deposits, and lower average selling prices, partially offset by $261.2 million in favorable product mix 8. Despite the revenue decline, full-year operating cash flow reached USD 1,856.4 million, up 30% year-over-year, and free cash flow was USD 1,646.1 million, up 76% year-over-year, while the company reduced total debt to $1.292 billion from $2.189 billion at the start of the fiscal year 7.

Glossary

  • Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
  • Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
  • Op. income (adj.): Adjusted operating income, verbatim and company-defined (non-GAAP), never derived.
  • Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
  • EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
  • EPS adj.: Adjusted earnings per share, verbatim and company-defined (non-GAAP).
  • FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
  • OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
  • Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
  • Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
  • *: derived, the formula is in the hover
  • ≈: calculated, approximation
  • ~: uncertain; the value stays visible, verdicts do not use it
  • °: repaired by a targeted query against the document, or curated with documentary evidence
  • EBIT: EBIT as a fallback: the income statement carries no operating line
  • basic: basic earnings per share as a fallback when diluted is missing

Sources: quarterly reports, annual reports and investor relations documents

The evidence base for Skyworks Solutions stock: every document with type and date, every figure in the report leads here by number and to the original by link. NadirAlpha methodology

48 documents · 2016 to 2026 · SEC EDGAR (USA)
Sources for Skyworks Solutions stock: 48 original documents, 2016 to 2026. Compiled by NadirAlpha.
#Document typePublished
#1 / #1018-K-EX99.1 earnings release2023-02-06
#210-Q quarterly report2023-02-07
#3 / #1038-K-EX99.1 earnings release2023-05-08
#410-Q quarterly report2023-05-09
#5 / #1058-K-EX99.1 earnings release2023-08-07
#610-Q quarterly report2023-08-08
#7 / #1078-K-EX99.1 earnings release2023-11-02
#810-K annual report2023-11-17
#9 / #1098-K-EX99.1 earnings release2024-01-30
#1010-Q quarterly report2024-01-31
#11 / #1118-K-EX99.1 earnings release2024-04-30
#1210-Q quarterly report2024-05-01
#13 / #1138-K-EX99.1 earnings release2024-07-30
#1410-Q quarterly report2024-07-31
#15 / #1158-K-EX99.1 earnings release2024-11-12
#1610-K annual report2024-11-15
#1710-Q quarterly report2025-02-05
#18 / #1188-K-EX99.1 earnings release2025-02-05
#1910-Q quarterly report2025-05-07
#20 / #1208-K-EX99.1 earnings release2025-05-07
#2110-Q quarterly report2025-08-05
#22 / #1228-K-EX99.1 earnings release2025-08-05
#238-K-EX99.1 earnings release2025-10-28
#24 / #1248-K-EX99.1 earnings release2025-11-04
#2510-K annual report2025-11-07
#26 / #1268-K-EX99.1 earnings release2026-02-03
#2710-Q quarterly report2026-02-05
#2810-Q quarterly report2026-05-05
#29 / #1298-K-EX99.1 earnings release2026-05-05
#3010-Q quarterly report2026-07-28
#31 / #1318-K-EX99.1 earnings release2026-07-28
Older sources (+17)
Older sources for Skyworks Solutions, 17 documents
#Document typePublished
#20210-K annual report2016-02-03
#20110-Q quarterly report2016-05-04
#20410-Q quarterly report2016-11-22
#20510-K annual report2016-11-22
#20310-Q quarterly report2017-05-03
#20710-K annual report2017-11-13
#20910-K annual report2017-11-13
#20610-Q quarterly report2018-05-04
#21310-K annual report2018-11-15
#20810-Q quarterly report2019-05-03
#21710-K annual report2019-11-14
#21010-Q quarterly report2020-01-24
#21110-Q quarterly report2020-05-05
#21210-Q quarterly report2020-07-24
#21410-Q quarterly report2021-01-29
#21510-Q quarterly report2021-04-30
#21610-Q quarterly report2021-07-30

Skyworks Solutions Stock FAQ

Does Skyworks Solutions pay a dividend?

The filings report on the dividend; most recent entry: dividends paid $106.8 (2026-Q2) (as reported, no assessment of our own). Details with source links are in the report chapters.

Where can I find the official investor relations documents of Skyworks Solutions?

NadirAlpha links all 48 original filings used (SEC filings) in the sources chapter: earnings release, quarterly report, annual report, each with type, publication date and a direct link; every figure in the report carries a source number.

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