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SWKS

Skyworks Solutions, Inc.

SWKS

Skyworks Solutions, Inc. • NASDAQ
$65.95 ▲ 0.93% (+0.61)
Market Cap $9.81 B
52w High $95.46
52w Low $47.93
Dividend Yield 3.52%
P/E 21.41
Volume 1.13M
Outstanding Shares 148.67M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q4-2025 $1.1B ▲ $336.6M ▲ $141.4M ▲ 12.852% ▲ $0.95 ▲ $245.7M ▲
Q3-2025 $965M ▲ $290.4M ▼ $105M ▲ 10.881% ▲ $0.7 ▲ $234.5M ▲
Q2-2025 $953.2M ▼ $294.3M ▲ $68.7M ▼ 7.207% ▼ $0.43 ▼ $223.4M ▼
Q1-2025 $1.069B ▲ $260.8M ▲ $162M ▲ 15.161% ▲ $1.01 ▲ $313.2M ▲
Q4-2024 $1.025B $237.6M $60.5M 5.903% $0.38 $180.8M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q4-2025 $1.374B ▲ $7.917B ▲ $2.16B ▲ $5.757B ▲
Q3-2025 $1.318B ▼ $7.715B ▼ $2.062B ▲ $5.652B ▼
Q2-2025 $1.507B ▼ $7.886B ▼ $1.945B ▲ $5.94B ▼
Q1-2025 $1.739B ▲ $8.331B ▲ $1.93B ▼ $6.401B ▲
Q4-2024 $1.563B $8.283B $1.947B $6.337B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q4-2025 $141.4M ▲ $200M ▼ $-131.1M ▼ $-93.5M ▲ $-24.6M ▲ $144M ▼
Q3-2025 $105M ▲ $314.2M ▼ $-77.5M ▼ $-438.6M ▲ $-201.9M ▲ $246M ▼
Q2-2025 $68.7M ▼ $409.4M ▲ $-32.9M ▼ $-591.2M ▼ $-214.7M ▼ $363.3M ▲
Q1-2025 $162M ▲ $377.2M ▼ $7.5M ▲ $-150.8M ▼ $233.9M ▲ $338.2M ▼
Q4-2024 $60.5M $476.1M $-271.4M $-99.5M $105.2M $387.4M

Five-Year Company Overview

Income Statement

Income Statement Revenue and profits have come down from their recent peak, reflecting a softer smartphone and handset cycle, but the business remains clearly profitable. Margins are lower than a few years ago, yet still solid for an analog/RF semiconductor company. Earnings per share have stepped down, not collapsed, which suggests pressure rather than structural damage. Overall, the income statement shows a good business working through a down cycle rather than a broken model, but it also highlights how dependent results are on a few large customers and mobile demand.

Balance Sheet

Balance Sheet The balance sheet looks generally healthy. Total assets have been steady, equity has grown, and debt has come down from earlier levels, reducing financial risk. Cash on hand has improved most recently, giving the company more flexibility. There is still some leverage, but not an aggressive amount for this sector. Overall, the balance sheet appears sturdy enough to support ongoing R&D, capital investment, and industry cycles without obvious strain.

Cash Flow

Cash Flow Cash generation is a key strength. Operating cash flow has held up better than reported earnings, and free cash flow has improved as capital spending has normalized from earlier, heavier investment years. The company seems able to convert a good share of its profits into actual cash, even in a softer revenue environment. This supports dividends, buybacks, and ongoing investment without depending heavily on new borrowing.

Competitive Edge

Competitive Edge Skyworks occupies a solid, though not unassailable, position in RF and analog solutions. It has strong relationships with top smartphone makers and a reputation for high-performance, integrated front-end modules. This creates switching frictions for customers and some pricing power. At the same time, reliance on a few large accounts—especially Apple—creates concentration risk. Competition from other major RF players is intense, and technology cycles move quickly. Diversification into automotive, IoT, Wi‑Fi, and infrastructure is helping, but the core mobile exposure still defines much of its competitive reality.

Innovation and R&D

Innovation and R&D Innovation is a clear pillar of the company’s strategy. Skyworks invests heavily in R&D, holds a large patent portfolio, and focuses on advanced RF technologies such as GaAs power amplifiers, BAW filters, and integrated 5G and Wi‑Fi 7 platforms. The company’s ability to co-design custom solutions with big customers reinforces its technical relevance. It is also pushing into newer areas like automotive connectivity, IoT, and data center timing solutions, and positioning for AI-related demand in smartphones and infrastructure. The main uncertainty is not whether Skyworks can innovate, but how quickly these new areas can offset the maturity and cyclicality of its traditional smartphone business and how effectively it executes any large combinations, such as the planned tie-up with Qorvo.

Summary

Skyworks looks like a mature, profitable RF semiconductor company navigating a cyclical downturn rather than a structural crisis. The income statement shows lower, but still healthy, profitability; the balance sheet is solid; and cash flow remains a strong anchor. Technologically, it holds a defensible niche with meaningful switching costs and deep customer ties, but its dependence on a few big handset customers and a competitive RF landscape are real risks. Ongoing R&D investment, expansion into automotive, IoT, Wi‑Fi, and data-center adjacent products, and the potential Qorvo combination offer growth avenues—but they also introduce execution and integration risk. Overall, Skyworks appears financially sound and innovation-driven, with outcomes closely tied to the pace of 5G, smartphone upgrades, and diversification into newer connectivity markets.

NEWS

November 25, 2025 · 8:01 AM UTC

Skyworks to Present at UBS Global Technology and AI Conference

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November 6, 2025 · 8:01 AM UTC

Skyworks Introduces New Programmable Bulk Acoustic Wave Clocks for 5G, 6G, and Data Center Applications

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November 4, 2025 · 4:01 PM UTC

Skyworks Reports Q4 and Full Year FY25 Results

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October 29, 2025 · 7:38 PM UTC

Qorvo Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Qorvo, Inc. - QRVO

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October 28, 2025 · 5:30 PM UTC

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS)

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