Skyworks Solutions, Inc.

SWKS Technology Semiconductors

Skyworks Solutions, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $4.1 billion, down 2.18% from fiscal 2024.

Revenue
−3.13%
EPS
−67.1%
Free cash flow
−106.9%
Total debt
−50.1%

Quarter to June 2026, against a year earlier

85.31 2.27 −2.59%
Market cap
$20.6B
P/E
44.9×
Fwd P/E
57.9×
Dividend yield
2.43%
F-score
6/9
Altman Z
5.29
Beneish M
−2.90
Dividend safety
68/100

Revenue by regions Fiscal 2025

  • United States
  • Taiwan
  • China
  • South Korea
  • Europe, Middle East, and Africa
  • Other Asia-Pacific

Every year since 2009 →

Insider Decisions last twelve months

Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios $m

Size
Market Cap 20,600.00
Revenue ttm 4,014.10
Net income ttm 290.10
Free cash flow ttm 408.60
Net debt Q (302.30)
Valuation
P/E 44.91 (above 35: high)
Forward P/E 57.90 (above 35: high)
Price / sales 3.28
Forward P/S Powerpack
Price / FCF 32.24
Price / book 2.30
Financial health
Current ratio Q 3.10 (at or above 1.5: strong)
Debt / equity Q 0.09 (at or below 0.5: strong)
Interest coverage Q 8.22
Growth
Revenue growth Q −3.13% (below 0%: shrinking)
Operating income growth Q −56.15% (below 0%: shrinking)
EPS, this year −15.00% (below 0%: weak)
EPS, next year A −0.28% (below 0%: weak)
Revenue, next year A −3.40% (below 0%: weak)
EPS, past 5 yrs −8.49% (below 0%: weak)
EPS, next 5 yrs A −0.75% (below 0%: weak)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 99.56%
10-year low 10-year high
P/S against its own 10 years 27.69%
10-year low 10-year high
P/B against its own 10 years 18.03%
10-year low 10-year high
EV/Sales against its own 10 years 29.23%
10-year low 10-year high
EV/FCF against its own 10 years 98.75%
10-year low 10-year high

Dividends

Yield
2.43%
Annual rate
2.13
Payout ratio
110.4%
Growth, 2016–25
+11.3%/yr
  1. 1.08 ’16
  2. 1.20 ’17 +11%
  3. 1.40 ’18 +17%
  4. 1.64 ’19 +17%
  5. 1.88 ’20 +15%
  6. 2.12 ’21 +13%
  7. 2.92 ’22 +38%
  8. 3.28 ’23 +12%
  9. 2.76 ’24 −16%
  10. 2.82 ’25 +2%
  11. 2.12 ’26e −25%
paid forecast Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 734 1,563 1,374 799
Receivables 864 509 598 348
Inventory 1,120 785 755 1,016
Other 461 485 350 548
3,180 3,341 3,077 2,711
2023 2024 2025 Q'26
Payables 159 172 236 269
ST’ Debt 299 — 499 —
Other 403 303 407 432
956 603 1,323 874

Compound Annual Growth %

10y 5y 3y
Sales 2.29% 4.02% (9.34%)
Cash Flow 2.74% 1.55% (2.98%)
Earnings (5.02%) (10.15%) (27.94%)
Book Value 6.18% 6.69% 1.73%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Dec Mar Jun Sep Year
’26 0.53 0.24 0.22 — —
’25 1.00 0.43 0.70 0.94 3.08
’24 1.44 1.14 0.75 0.37 3.69
’23 1.93 1.46 1.22 1.52 6.13
’22 2.40 1.86 1.66 1.88 7.81
’21 3.05 1.95 2.02 1.95 8.97
’20 1.50 1.06 0.77 1.46 4.80
Fiscal quarters ending in the months shown.

Revenue $m

Dec Mar Jun Sep Year
’26 1,035 944 935 — —
’25 1,069 953 965 1,100 4,087
’24 1,202 1,046 906 1,025 4,178
’23 1,329 1,153 1,071 1,219 4,772
’22 1,510 1,336 1,233 1,407 5,486
’21 1,510 1,172 1,116 1,311 5,109
’20 896 766 737 957 3,356
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Dec Mar Jun Sep Year
’26 396 50 70 — —
’25 377 409 314 200 1,301
’24 775 300 273 476 1,825
’23 773 412 306 366 1,856
’22 582 393 214 236 1,425
’21 485 616 273 398 1,772
’20 398 280 259 267 1,205
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Dec Mar Jun Sep Year
’26 325 (37) (17) — —
’25 328 363 246 138 1,076
’24 745 265 244 387 1,642
’23 702 359 271 288 1,620
’22 480 258 94 83 915
’21 362 473 156 128 1,120
’20 287 220 180 120 806
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to September

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 3,289 3,651 3,868 3,377 3,356 5,109 5,486 4,772 4,178 4,087 4,014 +2.4% 3,948 7,604 8,019 +25.2%
Gross margin, % 50.63 50.44 50.43 47.49 48.06 49.18 47.48 44.16 41.19 41.16 40.73 (9.5) pt
EBT 1,201 1,257 1,332 961 892 1,599 1,477 1,079 636 527 326 (8.7%)
EBT margin, % 36.50 34.43 34.44 28.46 26.57 31.29 26.92 22.60 15.23 12.89 8.12 (23.6) pt
Net income 995 1,010 918 854 815 1,498 1,275 983 596 477 290 (7.8%)
Per share, $
Per share, $ Revenue 17.43 19.81 21.33 19.46 19.92 30.93 33.78 29.94 26.10 26.47 26.69 +4.8%
Earnings 5.27 5.48 5.06 4.92 4.84 9.07 7.85 6.17 3.72 3.09 1.95 (5.8%)
Cash flow 5.71 7.90 6.95 7.88 7.15 10.73 8.77 11.65 11.40 8.42 4.76 +4.4%
Capex (1.03) (1.71) (2.38) (2.44) (2.36) (3.95) (3.14) (1.48) (1.14) (1.46) (2.05) +3.9%
Free cash flow 4.68 6.19 4.58 5.44 4.78 6.78 5.63 10.17 10.25 6.97 2.72 +4.5%
Book value 18.77 22.06 22.60 23.76 24.71 32.06 33.68 38.16 39.58 37.29 38.15 +7.9%
Shares, m 189 184 181 174 169 165 162 159 160 154 151 (2.2%)
Valuation, ×
Valuation, × P/E 14.45 18.66 18.04 16.17 30.06 18.17 10.89 15.92 26.55 24.91 44.91 19.4
P/S 4.37 5.16 4.29 4.07 7.31 5.33 2.52 3.28 3.78 2.91 3.28 4.3
P/B 4.06 4.64 4.05 3.34 5.89 5.14 2.53 2.57 2.50 2.06 2.30 3.7
EV/Sales 4.05 4.73 4.03 3.77 7.07 5.57 2.82 3.40 3.72 2.82 3.33 4.2
EV/FCF 15.00 14.98 18.79 13.49 29.92 25.42 16.89 10.01 9.47 10.70 32.72 16.5
Cash, $m
Cash, $m Operating cash flow 1,078 1,456 1,261 1,367 1,205 1,772 1,425 1,856 1,825 1,301 716 +2.1%
Capex (195) (315) (431) (423) (398) (652) (510) (236) (183) (225) (308) +1.6%
Free cash flow 882 1,141 830 944 806 1,120 915 1,620 1,642 1,076 409 +2.2%
Balance, $m
Balance, $m Working capital 1,792 2,246 1,873 1,861 1,869 2,207 2,003 2,224 2,738 1,754 1,837 (0.2%)
Net debt (1,084) (1,617) (1,027) (1,055) (796) 1,249 1,603 558 (568) (378) (302) (11.0%)
Shareholders’ equity 3,541 4,066 4,097 4,122 4,164 5,297 5,469 6,083 6,337 5,757 5,738 +5.5%
Returns, %
Returns, % ROA 26.28 23.97 19.54 17.66 16.38 21.88 14.60 11.36 7.13 5.89 3.83 (20.4) pt
ROIC 28.45 32.00 26.86 19.40 16.55 15.40 13.50 10.59 6.91 5.81 3.51 (22.6) pt
ROE 29.70 26.56 22.50 20.77 19.67 31.67 23.69 17.02 9.60 7.89 5.09 (21.8) pt
People
People Employees 7,300 8,400 9,400 9,000 10,000 11,000 11,150 9,750 10,100 10,000 — +3.6%
Revenue/emp, $m 0.45 0.43 0.41 0.38 0.34 0.46 0.49 0.49 0.41 0.41 — (1.1%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Business profile

Updated

Skyworks Solutions develops, manufactures and sells analog and mixed-signal semiconductors. These chips handle signals, power and timing in electronic equipment: they can strengthen and filter wireless signals, help devices connect over cellular and Wi-Fi networks, manage electrical power, or keep high-speed systems synchronized.

Its products serve wireless connectivity applications across smartphones, tablets and wearables, as well as automotive, broadband, cellular infrastructure, connected-home, industrial, medical, aerospace, defense, entertainment and gaming equipment. The company supports wireless standards including cellular, Wi-Fi, GPS, Bluetooth, Thread, Zigbee and LoRa. Its customers use the components inside finished devices and network equipment rather than buying a consumer product from Skyworks.

Where the money comes from and where it goes Fiscal 2025

Fiscal 2025: revenue by regions, and margins
United States 3,157 77.25%
Taiwan 259 6.34%
China 254 6.22%
South Korea 190 4.65%
Europe, Middle East, and Africa 186 4.55%
Other Asia-Pacific 41 0.99%
Gross margin 41.16%
Operating margin 12.23%
Pre-tax margin 12.89%

Revenue by segment since 2009

Skyworks Solutions, Inc. vs peers in Semiconductors (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CRDO Credo Technology Group Holding Ltd. $28.4B 51.2× 34.2× +114.73% (above 0%: growing) +89.19% (above 0%: growing) +61.55% (above 0%: growing) 64.53% 25.20% Compare
ON ON Semiconductor Corporation $27.9B 45.4× 32.9× +9.18% (above 0%: growing) +41.46% (above 0%: growing) +284.55% (above 0%: growing) 38.43% 16.13% Compare
CBRS Cerebras Systems Inc. $24.4B — (loss-making) — — n/m — 14.19% (264.97%) Compare
GFS GlobalFoundries Inc. $23.0B 32.2× 32.3× +5.81% (above 0%: growing) −26.83% (below 0%: shrinking) −97.40% (below 0%: shrinking) 28.28% 9.74% Compare
SWKS Skyworks Solutions, Inc. $20.6B 44.9× 57.9× −3.13% (below 0%: shrinking) −67.14% (below 0%: shrinking) −106.87% (below 0%: shrinking) 40.12% 5.19%
TSEM Tower Semiconductor Ltd. $18.9B 64.8× 47.8× +23.66% (above 0%: growing) +90.48% (above 0%: growing) −180.73% (below 0%: shrinking) 29.95% 19.62% Compare
MTSI MACOM Technology Solutions Holdings, Inc. $17.9B 73.2× 57.0× +35.77% (above 0%: growing) +169.39% (above 0%: growing) +165.46% (above 0%: growing) 58.31% 22.53% Compare
SITM SiTime Corporation $13.4B 844× 108× +126.54% (above 0%: growing) n/m +1,018.94% (above 0%: growing) 62.97% 5.22% Compare
LSCC Lattice Semiconductor Corporation $13.2B 358× 118× +62.20% (above 0%: growing) +600.00% (above 0%: growing) +130.47% (above 0%: growing) 70.29% 11.12% Compare
Median of peers $20.9B 64.8× 47.8× +35.77% +89.84% +130.47% 48.37% 13.62%

All 68 Semiconductors stocks →

From the latest earnings call

Updated

  • Phil Brace said channel inventories were lean, mobile demand remained solid, and parts of broad markets faced demand above available supply.
  • Philip Carter said fourth-quarter mobile revenue was expected to grow sequentially in the high-teens range, supported by seasonal new-product launches.

Analyst rating changes each firm’s latest, last six months

Firm Date Action Rating Target
Riley Oct 7, 2026 Upgrade — —
Bank of America Oct 7, 2026 Target raised Underperform 78.00
RBC Oct 7, 2026 Target raised — 95.00
KeyBanc Oct 7, 2026 Downgrade Outperform → Hold —
B. Riley Oct 6, 2026 Upgrade — —

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 121.44%
Held by the ten largest 70.39%
Holder Shares Stake Change
BlackRock 20.55m 13.66% −886.52k
Vanguard 19.86m 13.19% −1.42m
PZENA INVESTMENT MANAGEMENT LLC 15.74m 10.46% −110.73k
T. Rowe Price 11.71m 7.78% +11.50m
State Street 8.85m 5.88% +407.31k
Capital Group 7.30m 4.85% +5.28m
Geode Capital Management 5.98m 3.97% +143.28k
Charles Schwab 5.42m 3.60% +490.38k
Dimensional Fund Advisors 5.38m 3.57% +765.07k
Fidelity International (FIL) 5.14m 3.42% −61.43k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Skyworks Solutions, Inc. (SWKS) Latest News

28 Oct

Impact 3 · · StockStory

17 Oct

Impact 4 · · Simply Wall St.

15 Oct

14 Oct

Impact 3 · · StockStory

8 Oct

5 Oct

Impact 4 · · GlobeNewswire

2 Oct

15 Sep

SWKS metrics, ten years each

stockrow.com/SWKS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com