Latest revenue
$943.7M
as of 2026-04-03
Latest net income
$35.6M
as of 2026-04-03
Net margin
3.8%
as of 2026-04-03
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $12.40B
- Enterprise value
- $11.84B
- P/E (trailing)
- 26.0×
- Forward P/E
- —
- P/B
- 2.15×
- Dividend yield
- 3.4%
- 52-wk high
- $90.90
- 52-wk low
- $51.93
- Beta
- —
- Shares out
- 150.4M
5-year trend
What this company does
Skyworks Solutions designs analog and mixed-signal chips that handle wireless connectivity in smartphones, cars, Wi-Fi gear, industrial equipment, and infrastructure. The company makes money selling these radio-frequency and mixed-signal semiconductors to original equipment manufacturers, with Apple historically driving the bulk of sales through smartphone content. Profitability is sliding sharply, with quarterly net income falling roughly 51% year-over-year to $79 million as revenue dipped and R&D and SG&A spending climbed.
Generated from SWKS's filing dated 2025-11-07
Key risks
- Earnings collapse: Q1 net income fell 51% YoY to $79.2M and operating income dropped 43% to $103.8M despite only 3% revenue decline.
- Margin compression: Operating margin fell to 10% from 17% as R&D rose 15% and SG&A jumped 31% YoY, outpacing revenue.
- Shrinking equity base: Share count declined from 160.4M to 149.5M and retained earnings fell $403M YoY, while $499.6M debt is current.
Generated from SWKS's filing dated 2025-11-07
Profitability
Gross margin
41.2%
0.1%Operating margin
12.2%
19.8%Net margin
11.7%
18.2%Return on equity
8.3%
15.4%Return on assets
6.0%
16.2%Leverage
Debt / equity
0.38×
3.7%Long-term debt / equity
0.09×
47.3%Debt / assets
27.3%
2.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q2 2026 2026-04-03 | $943.7M | -1.0% | $35.6M | -48.2% | 3.8% |
Q1 2026 2026-01-02 | $1.04B | -3.1% | $79.2M | -51.1% | 7.6% |
Q4 2025 2025-10-03 | $1.10B | +7.3% | $141.4M | +133.7% | 12.9% |
Q2 2025 2025-06-27 | $965.0M | +6.6% | $105.0M | -13.2% | 10.9% |
Q1 2025 2025-03-28 | $953.2M | -8.9% | $68.7M | -62.5% | 7.2% |
Q4 2024 2024-12-27 | $1.07B | -11.1% | $162.0M | -30.0% | 15.2% |
Q3 2024 2024-09-27 | $1.02B | — | $60.5M | — | 5.9% |
Q2 2024 2024-06-28 | $905.5M | -15.5% | $120.9M | -38.3% | 13.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Semiconductors & Related Devices · SIC 3674
Your notes
Keep private notes on SWKS — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$0
Insider selling
$764.5K
Net activity
−$764.5K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SWKS
Institutional value
$5.36B
Total shares held
103.0M
Distinct holders
462
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 21.4M | $1.15B | — | New |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | 16.1M | $862.6M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.1M | $541.6M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.8M | $523.5M | — | New |
| 5 | Invesco Ltd. | 6.3M | $337.1M | — | New |
| 6 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $247.0M | — | New |
| 7 | FIRST TRUST ADVISORS LP | 2.2M | $118.8M | — | New |
| 8 | UBS Group AG | 2.1M | $112.6M | — | New |
| 9 | Bank of New York Mellon Corp | 2.1M | $112.3M | — | New |
| 10 | Capital Research Global Investors | 2.0M | $108.3M | — | New |
| 11 | CITIGROUP INC | 1.6M | $85.9M | — | New |
| 12 | Allianz Asset Management GmbH | 1.4M | $75.8M | — | New |
| 13 | JPMORGAN CHASE & CO | 1.4M | $73.9M | — | New |
| 14 | Russell Investments Group, Ltd. | 1.1M | $59.7M | — | New |
| 15 | LETKO, BROSSEAU & ASSOCIATES INC | 912.7K | $48.9M | — | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | 845.7K | $45.3M | — | New |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 837.2K | $44.8M | — | New |
| 18 | DEUTSCHE BANK AG\ | 772.2K | $41.4M | — | New |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 661.6K | $35.4M | — | New |
| 20 | FEDERATED HERMES, INC. | 643.4K | $34.5M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Operating income collapsed 43% YoY to $103.8M despite only 3% revenue decline—what specifically drove SG&A jumping 31% and R&D up 15%?
- 2
With Apple reportedly insourcing RF content, quantify your fiscal 2026 dollar-content exposure at your largest customer and pricing concessions already conceded.
- 3
You amended the fiscal 2025 10-K on January 30—what specifically was restated or corrected, and were any material weaknesses identified?
Refreshed when SWKS files a new report · last from 2025-11-07