A Business at a Glance
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SKYWORKS SOLUTIONS, INC.
SWKS
$9.3B
Mkt Cap
$60.21
-0.43%
SKYWORKS SOLUTIONS, INC. (SWKS) has a current P/E ratio of 22.8, compared to its historical median P/E of 16.2. The stock is currently considered Expensive based on its historical valuation range.
SKYWORKS SOLUTIONS, INC. (SWKS) has a 5-year average return on invested capital (ROIC) of 16.5%. This indicates strong capital allocation and a potential competitive advantage.
SKYWORKS SOLUTIONS, INC. (SWKS) has a market capitalization of $9.1B. It is classified as a mid-cap stock.
Yes, SKYWORKS SOLUTIONS, INC. (SWKS) pays a dividend with a trailing twelve-month yield of 4.67%. The company also returns capital through share buybacks, with a buyback yield of 9.17%.
Based on historical P/E analysis, SKYWORKS SOLUTIONS, INC. (SWKS) appears expensive. The current P/E of 22.8 is 41% above its historical median of 16.2. The estimated fair value CAGR (P/E method) is -5.5%.
SKYWORKS SOLUTIONS, INC. (SWKS) operates in the Semiconductors & Related Devices industry, within the Technology sector.
Skyworks Solutions is a leading developer, manufacturer, and provider of analog and mixed-signal semiconductor products serving aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment, gaming, industrial, medical, smartphone, tablet, and wearables applications. The company operates a hybrid manufacturing model combining highly specialized internal capabilities with strategic alliances for leading-edge technologies, enabling flexible capacity management and low product costs while integrating multiple technologies into sophisticated multi-chip modules. Skyworks' extensive portfolio spans amplifiers, filters (including SAW, TC-SAW, and BAW), front-end modules, power isolators, timing devices, and wireless system-on-chip solutions, supported by approximately 5,200 worldwide issued patents and intellectual property. The company serves approximately 6,900 customers across 4,900 unique products through a worldwide distribution network spanning Asia, Europe, and North America, with key customers including Apple, Amazon, Cisco, Ericsson, Google, Honeywell, Nokia, Samsung, and Tesla. Skyworks differentiates through industry-leading technology addressing 5G, Wi-Fi 8, IoT, and automotive electrification; deep customer relationships with OEMs and baseband reference design partners; and a diversified addressable market spanning mobile devices, automotive, data center, wireless infrastructure, aerospace and defense, and smart home applications.
【AI-driven content expansion】 Management expects continued growth driven by AI-capable smartphones reaching scale, with early demand signals encouraging and potential for inflection in upgrade cycles and increased RF content over time. The company secured a significant multi-generational design win with a leading Android OEM expected to generate over a billion dollars in revenue through 2030, validating the RF content platform and technology differentiation in premium AI-enabled devices. Automotive is expected to grow nearly 50% this year, with structural tailwinds from higher data rates and rack density driving demand for precision timing and advanced power delivery, supported by healthy customer demand and lean channel inventory. Broad markets are anticipated to continue growing with strength spanning Wi-Fi, data center, and automotive, while the company remains engaged in early collaboration with customers on Wi-Fi 8 programs positioning it well for the next cycle.
| Metric | Target | Period |
|---|---|---|
| Revenue | $900 million–$950 million | Q3 fiscal 2026 |
| Gross margin | 44.5%–45.5% | Q3 fiscal 2026 |
| Diluted earnings per share | $1.03 | Q3 fiscal 2026 |
| Design win revenue | over a billion dollars | through 2030 |
Revenue (Q3 fiscal 2026): “Looking ahead to the third quarter of fiscal 2026, we expect revenue to range between $900 million-$950 million.”
Gross margin (Q3 fiscal 2026): “Gross margin is projected to be approximately 44.5%-45.5%, flat sequentially, reflecting seasonally lower volume and higher input costs.”
Diluted earnings per share (Q3 fiscal 2026): “At the midpoint of our revenue outlook of $925 million, this equates to expected diluted earnings per share of $1.03.”
Design win revenue (through 2030): “we secured a significant multi-generational design win with a leading Android OEM expected to generate over a billion dollars in revenue through 2030.”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q2 FY2026 Earnings Call, Q1 FY2026 Earnings Call, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 0 | 4.1B | 4.2B | 4.8B | 5.5B | 5.1B |
| Net Income | 0 | 477M | 596M | 983M | 1.3B | 1.5B |
| EPS | $0.00 | $3.08 | $3.69 | $6.13 | $7.81 | $8.97 |
| Free Cash Flow | 0 | 1.1B | 1.7B | 1.6B | 935M | 1.1B |
| ROIC | - | 8.0% | 9.8% | 15.5% | 19.2% | 29.9% |
| Gross Margin | - | 41.2% | 41.2% | 44.2% | 47.5% | 49.2% |
| Debt/Equity | 0.00 | 0.17 | 0.16 | 0.21 | 0.40 | 0.42 |
| Dividends/Share | $0.00 | $2.81 | $2.74 | $2.54 | $2.30 | $2.06 |
| Operating Income | 0 | 500M | 637M | 1.1B | 1.5B | 1.6B |
| Operating Margin | 0.0% | 12.2% | 15.3% | 23.6% | 27.8% | 31.6% |
| ROE | 0.0% | 7.9% | 9.6% | 17.0% | 23.7% | 31.7% |
| Shares Outstanding | 150M | 155M | 162M | 160M | 163M | 167M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 2.3B | 3.3B | 3.3B | 3.7B | 3.9B | 3.4B | 3.4B | 5.1B | 5.5B | 4.8B | 4.2B | 4.1B | 0 |
| Gross Margin | 44.6% | 47.7% | 50.6% | 50.4% | 50.4% | 47.5% | 48.1% | 49.2% | 47.5% | 44.2% | 41.2% | 41.2% | N/A |
| R&D | 252M | 303M | 312M | 355M | 405M | 424M | 464M | 532M | 618M | 607M | 632M | 786M | 786M |
| SG&A | 179M | 191M | 196M | 205M | 208M | 198M | 231M | 323M | 330M | 314M | 301M | 372M | 372M |
| EBIT | 565M | 1.0B | 1.1B | 1.3B | 1.3B | 952M | 892M | 1.6B | 1.5B | 1.1B | 637M | 500M | 0 |
| Op. Margin | 24.7% | 31.4% | 34.0% | 34.3% | 34.1% | 28.2% | 26.6% | 31.6% | 27.8% | 23.6% | 15.3% | 12.2% | 0.0% |
| Net Income | 458M | 798M | 995M | 1.0B | 918M | 854M | 815M | 1.5B | 1.3B | 983M | 596M | 477M | 0 |
| Net Margin | 20.0% | 24.5% | 30.3% | 27.7% | 23.7% | 25.3% | 24.3% | 29.3% | 23.2% | 20.6% | 14.3% | 11.7% | 0.0% |
| Non-Recurring | 300K | 3.4M | 4.8M | 600K | 800K | 6.8M | 26M | 16M | 51M | 93M | 150M | 24M | 24M |
| Returns on Capital | |||||||||||||
| ROIC | 25.7% | 36.3% | 34.8% | 32.6% | 28.7% | 26.3% | 25.2% | 29.9% | 19.2% | 15.5% | 9.8% | 8.0% | N/A |
| ROE | 19.8% | 28.1% | 29.7% | 26.6% | 22.5% | 20.8% | 19.7% | 31.7% | 23.7% | 17.0% | 9.6% | 7.9% | 0.0% |
| ROA | 17.2% | 23.9% | 26.3% | 24.0% | 19.5% | 17.7% | 16.4% | 21.9% | 14.6% | 11.4% | 7.1% | 5.9% | 0.0% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 772M | 993M | 1.1B | 1.5B | 1.3B | 1.4B | 1.2B | 1.8B | 1.4B | 1.9B | 1.8B | 1.3B | 0 |
| Free Cash Flow | 564M | 563M | 888M | 1.2B | 838M | 969M | 815M | 1.1B | 935M | 1.6B | 1.7B | 1.1B | 0 |
| Owner Earnings | 564M | 697M | 752M | 1.1B | 862M | 950M | 684M | 1.2B | 547M | 1.1B | 1.2B | 605M | -695M |
| CapEx | 209M | 430M | 189M | 303M | 422M | 398M | 389M | 638M | 489M | 210M | 157M | 195M | 0 |
| Maint. CapEx | 123M | 196M | 248M | 255M | 291M | 338M | 364M | 419M | 683M | 614M | 451M | 463M | 463M |
| Growth CapEx | 86M | 234M | 0 | 48M | 132M | 61M | 25M | 219M | 0 | 0 | 0 | 0 | 0 |
| D&A | 123M | 196M | 248M | 255M | 291M | 338M | 364M | 419M | 683M | 614M | 451M | 463M | 463M |
| CapEx/OCF | 27.0% | 43.3% | 17.6% | 20.8% | 33.5% | 29.1% | 32.3% | 36.0% | 34.4% | 11.3% | 8.6% | 15.0% | 0.0% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 42M | 124M | 201M | 214M | 243M | 274M | 307M | 341M | 373M | 405M | 439M | 433M | 0 |
| Dividend Yield | 0.7% | 0.9% | 1.8% | 1.5% | 1.6% | 2.4% | 1.8% | 1.4% | 2.1% | 2.7% | 2.9% | 3.9% | N/A |
| Share Buybacks | 166M | 237M | 526M | 432M | 760M | 658M | 648M | 196M | 887M | 175M | 77M | 830M | 830M |
| Buyback Yield | 1.9% | 2.0% | 4.4% | 2.6% | 6.1% | 4.8% | 3.2% | 0.8% | 6.9% | 1.4% | 0.5% | 6.8% | 9.2% |
| Stock-Based Comp | 86M | 100M | 78M | 89M | 108M | 80M | 157M | 192M | 195M | 185M | 180M | 232M | 232M |
| Debt Repayment | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 250M | 50M | 900M | 300M | 0 | 0 |
| Balance Sheet | |||||||||||||
| Net Debt | N/A | N/A | N/A | N/A | N/A | N/A | -975M | 1.2B | 1.6B | 558M | -568M | -378M | 0 |
| Cash & Equiv. | 1.1B | 1.1B | 1.1B | 1.6B | 733M | 851M | 567M | 883M | 566M | 719M | 1.4B | 1.2B | N/A |
| Long-Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | 0 | 2.2B | 1.7B | 993M | 994M | 496M | 496M |
| Debt/Equity | 0.17 | 0.18 | 0.09 | 0.12 | 0.18 | 0.17 | 0.00 | 0.42 | 0.40 | 0.21 | 0.16 | 0.17 | 0.00 |
| Interest Coverage | N/A | N/A | N/A | 482.2 | 321.8 | N/A | N/A | 120.4 | 31.9 | 17.5 | 20.8 | 18.5 | 18.5 |
| Equity | 2.5B | 3.2B | 3.5B | 4.1B | 4.1B | 4.1B | 4.2B | 5.3B | 5.5B | 6.1B | 6.3B | 5.8B | 0 |
| Total Assets | 3.0B | 3.7B | 3.9B | 4.6B | 4.8B | 4.8B | 5.1B | 8.6B | 8.9B | 8.4B | 8.3B | 7.9B | 0 |
| Total Liabilities | 441M | 560M | 314M | 508M | 732M | 717M | 943M | 3.3B | 3.4B | 2.3B | 1.9B | 2.2B | 2.2B |
| Intangibles | 75M | 45M | 67M | 68M | 144M | 108M | 54M | 1.7B | 1.4B | 1.2B | 901M | 809M | 722M |
| Retained Earnings | 795M | 1.5B | 2.3B | 3.1B | 3.7B | 4.3B | 4.8B | 5.2B | 5.4B | 5.9B | 6.0B | 5.7B | 5.7B |
| Working Capital | 1.1B | 1.5B | 1.8B | 2.2B | 1.9B | 1.9B | 1.9B | 2.2B | 2.0B | 2.2B | 2.7B | 1.8B | 1.8B |
| Current Assets | 1.4B | 1.9B | 2.0B | 2.6B | 2.3B | 2.2B | 2.3B | 2.9B | 3.2B | 3.2B | 3.3B | 3.1B | 3.1B |
| Current Liabilities | 298M | 464M | 210M | 388M | 390M | 374M | 448M | 659M | 1.2B | 956M | 603M | 1.3B | 1.3B |
| Per Share Data | |||||||||||||
| EPS | 2.38 | 4.10 | 5.18 | 5.41 | 5.01 | 4.89 | 4.80 | 8.97 | 7.81 | 6.13 | 3.69 | 3.08 | 0.00 |
| Owner EPS | 2.93 | 3.58 | 3.91 | 5.96 | 4.70 | 5.44 | 4.03 | 6.95 | 3.35 | 6.60 | 7.39 | 3.91 | -4.62 |
| Book Value | 13.17 | 16.23 | 18.43 | 21.77 | 22.35 | 23.62 | 24.53 | 31.71 | 33.50 | 37.94 | 39.23 | 37.17 | 0.00 |
| Cash Flow/Share | 4.02 | 5.10 | 5.61 | 7.80 | 6.88 | 7.83 | 7.10 | 10.61 | 8.73 | 11.58 | 11.30 | 8.40 | 3.08 |
| Dividends/Share | 0.22 | 0.65 | 1.06 | 1.16 | 1.34 | 1.58 | 1.82 | 2.06 | 2.30 | 2.54 | 2.74 | 2.81 | 0.00 |
| Shares Out. | 192.3M | 194.7M | 192.1M | 186.7M | 183.3M | 174.6M | 169.8M | 167.0M | 163.3M | 160.3M | 161.5M | 154.9M | 150.4M |
| Valuation | |||||||||||||
| P/E Ratio | 18.6 | 15.1 | 11.9 | 16.4 | 13.5 | 16.0 | 25.2 | 16.6 | 10.1 | 13.2 | 24.5 | 25.5 | N/A |
| P/FCF | 15.1 | 21.4 | 13.3 | 14.4 | 14.8 | 14.1 | 25.2 | 21.9 | 13.7 | 7.9 | 8.8 | 11.0 | N/A |
| EV/EBIT | N/A | N/A | N/A | N/A | N/A | N/A | 21.9 | 16.2 | 9.5 | 12.0 | 22.0 | 23.5 | N/A |
| Price/Book | 3.4 | 3.8 | 3.3 | 4.1 | 3.0 | 3.3 | 4.9 | 4.7 | 2.3 | 2.1 | 2.3 | 2.1 | N/A |
| Price/Sales | 2.7 | 4.1 | 3.4 | 4.0 | 3.9 | 3.4 | 5.2 | 4.9 | 3.2 | 3.2 | 3.7 | 2.7 | N/A |
| FCF Yield | 6.6% | 4.7% | 7.5% | 7.0% | 6.8% | 7.1% | 4.0% | 4.6% | 7.3% | 12.7% | 11.4% | 9.1% | N/A |
| Market Cap | 8.5B | 12.1B | 11.8B | 16.6B | 12.4B | 13.6B | 20.5B | 24.9B | 12.8B | 12.9B | 14.6B | 12.1B | 9.1B |
| Avg. Price | 32.29 | 69.33 | 57.52 | 78.43 | 81.42 | 65.97 | 102.35 | 148.96 | 107.55 | 93.90 | 94.85 | 72.45 | 60.21 |
| Year-End Price | 44.27 | 61.96 | 61.52 | 88.79 | 67.60 | 78.07 | 120.95 | 148.77 | 78.62 | 80.75 | 90.44 | 78.42 | 60.21 |
SKYWORKS SOLUTIONS, INC. passes 4 of 9 quality checks, suggesting mixed fundamentals.
SKYWORKS SOLUTIONS, INC. trades at 22.8x trailing earnings, compared to its 15-year median P/E of 16.2x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 8.2x vs a median of 13.9x. The company's 5-year average ROIC is 16.5% with a gross margin of 44.6%. Total shareholder yield (dividends + buybacks) is 13.8%. At current prices, the estimated annualized return to fair value is +11.6%.
SKYWORKS SOLUTIONS, INC. (SWKS) reported annual revenue of $4.1 billion in its most recent fiscal year, based on SEC EDGAR filings.
SKYWORKS SOLUTIONS, INC. (SWKS) has a net profit margin of 11.7%. This is a healthy margin.
SKYWORKS SOLUTIONS, INC. (SWKS) generated $1.1 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
SKYWORKS SOLUTIONS, INC. (SWKS) has a debt-to-equity ratio of 0.17. This indicates a conservatively financed balance sheet.
SKYWORKS SOLUTIONS, INC. (SWKS) reported earnings per share (EPS) of $3.08 in its most recent fiscal year.
SKYWORKS SOLUTIONS, INC. (SWKS) has a return on equity (ROE) of 7.9%. This indicates moderate shareholder returns.
SKYWORKS SOLUTIONS, INC. (SWKS) has a 5-year average gross margin of 44.6%. This indicates decent pricing power.
The Ledger Terminal provides 18 years of financial data for SKYWORKS SOLUTIONS, INC. (SWKS), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
SKYWORKS SOLUTIONS, INC. (SWKS) has a book value per share of $37.17, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects continued growth driven by AI-capable smartphones reaching scale, with early demand signals encouraging and potential for inflection in upgrade cycles and increased RF content over time. The company secured a significant multi-generational design win with a leading Android OEM expected to generate over a billion dollars in revenue through 2030, validating the RF content platform and technology differentiation in premium AI-enabled devices. Automotive is expected to grow nearly 50% this year, with structural tailwinds from higher data rates and rack density driving demand for precision timing and advanced power delivery, supported by healthy customer demand and lean channel inventory. Broad markets are anticipated to continue growing with strength spanning Wi-Fi, data center, and automotive, while the company remains engaged in early collaboration with customers on Wi-Fi 8 programs positioning it well for the next cycle.
Based on recent SEC filings and earnings calls, SKYWORKS SOLUTIONS, INC. (SWKS) has provided the following forward guidance: Revenue: $900 million–$950 million (Q3 fiscal 2026); Gross margin: 44.5%–45.5% (Q3 fiscal 2026); Diluted earnings per share: $1.03 (Q3 fiscal 2026); Design win revenue: over a billion dollars (through 2030).