The earnings call expressed optimism with strong revenue achievements and strategic advancements, particularly in quantum computing and the successful acquisition of Fab 25. However, challenges remain in the aerospace and defense sector due to government funding delays, and gross margin compression is anticipated short-term due to the acquisition. Overall, the highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During the SkyWater Technology Second Quarter 2025 Conference Call, the company provided several key metrics and guidance. The second-quarter revenue reached just over $59 million, aligning with the upper end of their guidance. SkyWater completed the acquisition of Infineon's Fab 25 in Austin, Texas, with an upfront payment of $93 million, and expected this to double their revenue scale and adjusted EBITDA immediately. The acquisition is supported by a multiyear supply agreement with Infineon projected to exceed $1 billion. For the third quarter, SkyWater forecasted ATS revenues of approximately $50 million, with an additional $75 million to $80 million in revenue from Fab 25. They also anticipated a full-year revenue of $600 million and adjusted EBITDA of at least $60 million in 2026. The company noted strong momentum in quantum computing, expecting over 30% revenue growth in that segment for 2025. Additionally, they projected that the acquisition of Fab 25 could add $75 million to $80 million in quarterly revenue, contributing to significant top-line growth in both 2025 and 2026.

Revenue Achievement

Second quarter revenue of $59.1 million came in at the upper end of guidance, driven by stronger ATS revenues versus forecast.

Fab 25 Acquisition

Completed acquisition of Infineon's Fab 25, expected to double revenue scale and adjusted EBITDA immediately, with a $1 billion multiyear supply agreement.

Quantum Computing Growth

Revenue growth in the quantum computing segment is expected to exceed 30% in 2025, with continued expansion into 2026.

Advanced Packaging Progress

Advanced packaging operations in Florida are ahead of schedule, with a significant increase in ATS revenues expected towards year-end.

SkyWater Technology (SKYT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SKYT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.17 / -	0.08	―	―	―
Aug 06, 2025	2025 (Q2)	-0.18 / -0.11	0.02	-650.00% (-0.13)
May 07, 2025	2025 (Q1)	-0.13 / -0.08	-0.08	0.00% (0.00)
Feb 26, 2025	2024 (Q4)	-0.06 / 0.04	-0.02	300.00% (+0.06)
Nov 07, 2024	2024 (Q3)	-0.02 / 0.08	-0.05	260.00% (+0.13)
Aug 07, 2024	2024 (Q2)	-0.11 / 0.02	-0.14	114.29% (+0.16)
May 08, 2024	2024 (Q1)	-0.05 / -0.08	-0.06	-33.33% (-0.02)
Feb 26, 2024	2023 (Q4)	-0.12 / -0.02	-0.03	33.33% (<+0.01)
Nov 08, 2023	2023 (Q3)	-0.16 / -0.05	-0.13	61.54% (+0.08)
Aug 07, 2023	2023 (Q2)	-0.13 / -0.14	-0.27	48.15% (+0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SKYT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$8.87	$12.85	+44.87%
May 07, 2025	$7.25	$7.61	+4.97%
Feb 26, 2025	$8.84	$10.19	+15.27%
Nov 07, 2024	$10.43	$8.99	-13.81%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does SkyWater Technology (SKYT) report earnings?

SkyWater Technology (SKYT) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is SkyWater Technology (SKYT) earnings time?

SkyWater Technology (SKYT) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SKYT EPS forecast?

SKYT EPS forecast for the fiscal quarter 2025 (Q3) is -0.17.

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