Inside the research
Skyworks Solutions, Inc.
SWKS Research profile · latest available data
Price overview
$89.34
▲ +1.53 (+1.7%)
| 52w hi | $91.45 |
|---|---|
| 52w lo | $52.05 |
| Vol | 4.61M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.32
| Short | +0.17 |
|---|---|
| Medium | +0.58 |
| Long | +0.11 |
computed 2026-09-27
Key fundamentals
Skyworks Solutions, Inc.
Technology · Semiconductors
| Market cap | $13.44B |
|---|---|
| Enterprise value | $13.33B |
| Trailing P/E | 46.29x |
| Forward P/E | 18.00x |
| EV / EBITDA | 15.14x |
| P / S (ttm) | 3.35x |
| Profit margin | 7.2% |
| Return on equity | 5.1% |
| Revenue growth | -3.1% |
| Earnings growth | -68.6% |
| Debt / equity | 11.87 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.02 | |
| Sector | +0.19 | |
| Technical | +0.18 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.
Risk Metrics
| Beta vs SPX | 1.59 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 50.0% |
| Annual ret | +8.2% |
| Sharpe | 0.16 |
| Max DD | -50.8% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $74.16 |
|---|---|
| High / Low | $106.00 / $55.00 |
| Median | $72.00 |
| Analysts | 19 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 4 | |
| Hold | 17 | |
| Sell | 1 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-06 | UBS | → Neutral |
| 2026-05-06 | TD Cowen | → Hold |
| 2026-05-06 | Stifel | → Hold |
| 2026-05-06 | RBC Capital | → Sector Perform |
| 2026-05-06 | Keybanc | → Overweight |
| 2026-05-06 | JP Morgan | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-10 | Material Agreement, Material Obligation… | read |
| 2026-08-03 | Other Material Event | read |
| 2026-08-03 | Other Material Event, Exhibits | read |
| 2026-07-28 | Earnings Release, Other Material Event… | read |
| 2026-07-28 | Other Material Event, Exhibits | read |
| 2026-06-12 | Other Material Event, Exhibits | read |
| 2026-05-20 | Other Material Event, Exhibits | read |
| 2026-05-20 | Other Material Event, Exhibits | read |
| 2026-05-19 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-05 | Earnings Release, Other Material Event… | read |
| 2026-02-11 | Shareholder Vote | read |
| 2026-02-03 | Earnings Release, Other Material Event… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Turcke Maryann | Option exercise | 3.66K | — | |
| 2026-05-14 | SCHRIESHEIM ROBERT A | Interim CFO | Option exercise | 3.66K | — |
| 2026-05-14 | David P McGlade | Option exercise | 3.66K | — | |
| 2026-05-14 | McBride Suzanne E. | Option exercise | 3.66K | — | |
| 2026-05-14 | KING CHRISTINE | Option exercise | 4.07K | — | |
| 2026-05-14 | Guerin Eric | Option exercise | 3.66K | — | |
| 2026-05-14 | BEEBE KEVIN L | Option exercise | 3.66K | — | |
| 2026-05-14 | Batey Alan S. | Option exercise | 3.66K | — | |
| 2026-02-17 | Turcke Maryann | Option exercise | 692 | — | |
| 2025-11-19 | TERRY ROBERT JOHN | SVP, Gen. Counsel & Secre | Sell | 500 | $30.93K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 7 |
| Top-5 share | 98.3% |
| HHI | 3,988 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $599.74M | 8.85M |
| Capital Research / Capital World | $196.60M | 2.90M |
| Citadel Advisors | $88.61M | 1.31M |
| Fidelity / FMR LLC | $74.47M | 1.10M |
| AQR Capital Management | $41.92M | 618.29K |
| Millennium Management | $16.40M | 241.88K |
| T. Rowe Price Group | $793.90K | 11.71M |
As of 2026-06-30
Dividends
| Yield (TTM) | 1.59% |
|---|---|
| $ / share (TTM) | $1.42 |
| 5y CAGR | +8.4% |
Annual dividend per share
| 2021 | $2.12 |
|---|---|
| 2022 | $2.36 |
| 2023 | $2.60 |
| 2024 | $2.76 |
| 2025 | $2.82 |
| 2026 | $0.71 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $4.77B | +10.5% | |
| Gross profit | $1.72B | +11.4% | |
| Operating income | $637.40M | +13.9% | |
| Net income | $982.80M | +16.9% | |
| Cash from ops | $1.82B | +26.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $87.95 | $90.90 | $86.73 | $89.34 | 4.61M |
| Sep 24 | $91.15 | $91.66 | $87.39 | $87.81 | 3.91M |
| Sep 23 | $90.21 | $92.80 | $89.40 | $91.45 | 5.03M |
| Sep 22 | $88.88 | $90.84 | $88.09 | $89.96 | 4.50M |
| Sep 21 | $89.66 | $91.83 | $88.13 | $88.74 | 4.41M |
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