Skyworks Solutions
Makes RF, connectivity, timing and power chips for mobile and broader electronics markets.
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Profile
Sells analog and mixed-signal chips for mobile devices, automotive systems, data centers, industry and connected infrastructure, chiefly through design wins with equipment makers. RF front-end products remain central, Apple-related programs generate most revenue, and manufacturing combines internal factories with outside partners.
Designs and manufactures analog and mixed-signal semiconductors that handle wireless signals, timing and power. The portfolio spans RF front-end modules, amplifiers, switches, antenna tuners, SAW and BAW filters, automotive tuners and digital radios, precision timing devices, and digital power isolators. These components serve smartphones and wearables alongside automotive, data-center, industrial, connected-home, communications-infrastructure, aerospace and defense systems.
Pairs specialized internal fabrication, assembly and test capabilities with external foundries and subcontractors. Early collaboration with device makers, system-level RF expertise and multi-chip integration support customer design work, while sales and operations span North America, Asia and Europe.
Apple-related programs generate most revenue, tying results closely to one customer’s product volumes and design decisions. Manufacturing also relies on complex internal processes, selected third parties and some sole-source inputs. A proposed combination with Qorvo remains pending regulatory approvals and other closing conditions.
Company facts
Key statistics
Year to date +2.2% · Average volume (30d) 5.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | BMO Capital | Initiate | Market Perform | $185 | $70 | |
| Jul 29, 2026 | RBC Capital | Reiterate | Sector Perform | $80 | $70 | |
| Jul 29, 2026 | Morgan Stanley | Reiterate | Equal Weight | $65 | $72 | |
| Jul 29, 2026 | Mizuho Securities | Target | $55 | $52 | ||
| Jul 29, 2026 | Stifel Nicolaus | Target | $75 | $70 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q3 FY26 | $1.03 | $1.08 | +4.9% | $926.0M | $934.8M | +1.0% | −5.40% |
| May 5, 2026Q2 FY26 | $1.04 | $1.15 | +10.6% | $901.8M | $943.7M | +4.7% | −10.46% |
| Feb 3, 2026Q1 FY26 | $1.40 | $1.54 | +10.0% | $1.00B | $1.04B | +3.4% | +5.49% |
| Oct 28, 2025Q4 FY25 | $1.52 | $1.76 | +15.8% | $1.04B | $1.10B | +5.6% | −1.89% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $953.2M | $965.0M | $1.10B | $1.04B | $943.7M | $934.8M | |
| Gross profit | $391.6M | $401.0M | $447.5M | $427.2M | $385.3M | $375.0M | |
| Operating income | $97.3M | $110.6M | $111.0M | $115.2M | $42.1M | $48.5M | |
| Net income | $68.7M | $105.0M | $141.4M | $79.2M | $35.6M | $33.9M | |
| Diluted EPS | $0.43 | $0.70 | $0.94 | $0.53 | $0.24 | $0.22 | |
| Gross margin | 41.1% | 41.6% | 40.7% | 41.3% | 40.8% | 40.1% | |
| Operating margin | 10.2% | 11.5% | 10.1% | 11.1% | 4.5% | 5.2% |
Fiscal years (4-quarter sums)FY21 $5.11B · FY22 $5.49B · FY23 $4.77B · FY24 $4.18B · FY25 $4.09B
Revenue by geography · Q3 FY26
Balance sheet, Jul 3, 2026Cash & short-term investments $799.2M · Total debt $681.1M · Total assets $7.43B · Shareholders' equity $5.74B
Dividends
Raised for 10 straight years — most recently to $0.71 from $0.70 in Aug 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 26, 2026 | May 26 | Jun 16 | $0.71 | |
| Feb 24, 2026 | Feb 24 | Mar 17 | $0.71 | |
| Nov 18, 2025 | Nov 18 | Dec 9 | $0.71 | |
| Aug 26, 2025 | Aug 26 | Sep 16 | $0.71 | raised from $0.70 |
| May 27, 2025 | May 27 | Jun 17 | $0.70 | |
| Feb 24, 2025 | Feb 24 | Mar 17 | $0.70 | |
| Dec 3, 2024 | Dec 3 | Dec 24 | $0.70 | |
| Aug 20, 2024 | Aug 20 | Sep 10 | $0.70 | raised from $0.68 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 150.47M · Float 149.74M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 20.55M | 13.66% | 13F | Aug 7, 2026 |
| Pzena Investment Management LLC | 15.97M | 10.62% | 13F | Aug 7, 2026 |
| T. Rowe Price Associates, Inc. | 11.75M | 7.80% | 13G | Aug 14, 2026 |
| Price T Rowe Associates Inc /MD/ | 11.71M | 7.78% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 9.81M | 6.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 19, 2025 | Reza Kasnavi | officer: EVP, Chief Ops & Tech Officer | −7,332 | $62.26 |
| Nov 19, 2025 | Robert John Terry | officer: SVP, Gen. Counsel & Secretary | −4,945 | $62.28 |
Peers
- Qorvo
Direct RF front-end, filters, connectivity, and defense RF overlap
- Qualcomm
Mobile modem-RF, RFFE, filters, and automotive/IoT connectivity
- Broadcom
FBAR filters, RF modules, and Wi-Fi/Bluetooth connectivity overlap
- Analog Devices
Broad analog, RF/microwave, power, and signal-chain overlap
- Texas Instruments
Broad analog power, isolation, clocks, and signal-chain overlap
- NXP Semiconductors
Automotive, RF, UWB/NFC, and wireless-connectivity overlap
- MACOM Technology Solutions
RF, microwave, millimeter-wave, and optical signal-chain overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Skyworks Solutions | $65.74 | −0.12% | $9.90B | 34.1 | 13.7 | 2.5 | −3.1% |
| Qorvo | $95.63 | +0.97% | $8.36B | 22.0 | 12.2 | 2.3 | −4.2% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| MACOM Technology Solutions | $262.56 | −1.05% | $20.24B | 85.3 | 32.2 | 17.4 | +35.8% |
| Median | 39.3 | 22.6 | 12.1 | +22.8% |