Financial Performance
5Y price score: (64)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 26.2%
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51.9
52-week range
92.8
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Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
1.6 %
Dividend Yield TTM
3.5 %
Market cap $
$ 12,151
Price / Earnings TTM
41.8
Price / Book TTM
2.1
PEG TTM
(2.5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
9.8 %
(42.1) %
26.2 %
Free cash flow per share growth
(203.2) %
50.3 %
146.9 %
Earnings per share growth
(68.6) %
(35.8) %
(24.9) %
Founded: 2,002
Employees: 10,100
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q3 (Jul 28, 2026)
1) Strategic Developments & Leadership Changes
- Skyworks is progressing with the Qorvo combination, with regulatory reviews advancing to phase III in China, and optimism about closing the deal within the calendar year.
- A new leadership team for the combined company has been announced, ensuring a strong foundation for execution post-merger.
- The board has approved a new capital allocation framework focusing on share repurchases, de-leveraging, and strategic M&A, with a $2 billion stock repurchase program replacing the previous dividend strategy.
2) Financial Performance & Segment Results
- For Q3 2026, Skyworks reported revenue of $935 million, exceeding guidance, with non-GAAP diluted EPS at $1.08, $0.05 above the midpoint.
- Mobile revenue accounted for 57% of total sales, while broad markets contributed 43%, with broad markets growing 8% YoY.
- The company anticipates Q4 revenue between $1.01 billion and $1.06 billion, with mobile expected to grow in the high teens sequentially.
3) Demand Environment & Operational Challenges
- Demand remains steady, with lean channel inventories and solid mobile demand heading into the fall launch cycle.
- Broad markets are experiencing strong demand, particularly in Wi-Fi, data centers, and automotive, which collectively grew 15% YoY.
- Input costs are a headwind, impacting gross margins, which are expected to be in the range of 44%-45% for Q4 due to rising costs and a shift in product mix.
4) Guidance & Future Outlook
- The company is optimistic about the long-term growth prospects driven by increasing RF complexity and demand for advanced connectivity solutions, including AI applications.
- Skyworks is focused on executing its growth strategy, leveraging the Qorvo merger to enhance its RF portfolio and expand into new markets.
- The long-term outlook remains positive, with expectations for increased RF content per device as the industry evolves.
5) Missing Information
- The call did not provide specific details on the anticipated synergies from the Qorvo merger beyond the stated $500 million or more. Additionally, there was limited discussion on the competitive landscape and how the company plans to regain market share lost to competitors.
Bottom line: Skyworks is well-positioned for growth with strong financial performance, a strategic merger on the horizon, and a focus on enhancing shareholder value through a new capital allocation framework. The company’s long-term growth thesis remains intact, driven by increasing demand for complex RF solutions across various sectors.
Annual Reports, Presentations And IR Contacts
Go to the websiteSkyworks Solutions — Financial Overview, Stock Price, Market Cap
Skyworks Solutions is a company. Founded in 2002. As of October 9, 2026, the company's market capitalization is $12150677147 with a current stock price of $80.75.