SWKS · NASDAQ · Semiconductors

Skyworks Solutions (SWKS)

Makes RF, connectivity, timing and power chips for mobile and broader electronics markets.

$90.65
vs last close+1.91 (+2.15%)
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Skyworks Solutions, Inc.SWKS
Information Technology

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

CEOPhilip Gordon Brace
ListedSep 7, 1984
ExchangeNASDAQ
HeadquartersIrvine, CA
CountryUnited States
Employees10,000
CIK0000004127
ISINUS83088M1027

Market cap$13.35B
EPS (ttm)$1.93
P/E (ttm)45.98
ROE5.0%
P/B2.33
P/S3.33
Dividend yieldDiv yield3.20%
Beta1.49vs XLK 0.48

Price target$70.00−21.1%Average of 60 analysts
ConsensusBuy35 of 60 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 20, 2026BMO CapitalInitiate
Rating: Target: $185
Rating: Market PerformTarget: $70
Jul 29, 2026RBC CapitalReiterate
Rating: Target: $80
Rating: Sector PerformTarget: $70
Jul 29, 2026Morgan StanleyReiterate
Rating: Target: $65
Rating: Equal WeightTarget: $72
Jul 29, 2026Mizuho SecuritiesTarget
Target: $55
Target: $52
Jul 29, 2026Stifel NicolausTarget
Target: $75
Target: $70

Next report
Oct 27, 26
in 35 days
EPS estimate
$1.27
Revenue estimate
$1.04B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$1.60$1.24$1.33$1.76$1.54$1.15$1.08Pending
Estimate$1.57$1.20$1.24$1.52$1.40$1.04$1.03$1.27
Surprise+1.9%+3.3%+7.3%+15.8%+10.0%+10.6%+4.9%

RevenueReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$1.07B$953.2M$965.0M$1.10B$1.04B$943.7M$934.8MPending
Estimate$1.07B$951.5M$1.01B$1.04B$1.00B$901.8M$926.0M$1.04B
Surprise+0.2%+0.2%−4.9%+5.6%+3.4%+4.7%+1.0%
Estimate$1.27
ReportedDue Oct 27, 2026
Estimate$1.04B
ReportedDue Oct 27, 2026
View details

Debt to equity11.90%
Current ratio310.10%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$1.03B$1.07B$953.2M$965.0M$1.10B$1.04B$943.7M$934.8M
Net income$60.5M$162.0M$68.7M$105.0M$141.4M$79.2M$35.6M$33.9M
Net margin5.9%15.2%7.2%10.9%12.9%7.6%3.8%3.6%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$59.4M$181.1M$97.3M$110.6M$111.0M$115.2M$42.1M$48.5M
YoY growth−76.6%−29.9%−48.6%−15.2%+86.9%−36.4%−56.7%−56.1%

Balance sheet, Jul 3, 2026Cash & short-term investments $799.2M · Total debt $681.1M · Total assets $7.43B · Shareholders' equity $5.74B

Revenue
$934.8M
Operating income
$48.5M
Net income
$33.9M
View details

Dividend yield
3.20%
Next ex-date
Nov 26, 26
estimated · in 65 days
Annual dividend
$2.84
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Aug '24Dec '24Feb '25May '25Aug '25Nov '25Feb '26May '26
Dividend$0.70$0.70$0.70$0.70$0.71$0.71$0.71$0.71
Annual yield2.58%3.15%4.18%3.92%3.71%4.53%4.72%3.40%
Ex-dateAug 20Dec 3Feb 24May 27Aug 26Nov 18Feb 24May 26
Payment dateSep 10Dec 24Mar 17Jun 17Sep 16Dec 9Mar 17Jun 16
View details

Unavailable right now.

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  • MACOM Technology Solutions

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Compare

CompanyPriceChange
Skyworks Solutions$90.65+2.15%$13.35B46.018.93.3−3.1%
Qorvo$119.09+1.60%$10.34B27.215.32.8−4.2%
Qualcomm$197.26+1.56%$203.94B22.221.34.6−4.0%
Broadcom$363.32+0.18%$1.73T46.321.019.4+85.5%
Analog Devices$386.56+0.93%$186.55B45.424.113.4+39.6%
Texas Instruments$270.50−0.14%$247.37B41.228.412.7+22.8%
NXP Semiconductors$235.36+1.27%$58.61B19.814.14.4+19.5%
MACOM Technology Solutions$278.50−0.22%$21.29B89.733.718.3+35.8%
Median41.221.312.7+22.8%