The earnings call indicated strong financial performance with significant revenue growth in both Mobile and Broad Markets segments, and a clear strategy for manufacturing optimization. However, high customer concentration and long smartphone replacement cycles pose potential risks. The highlights, particularly in revenue and strategic growth areas, significantly outweigh the lowlights.

Company Guidance -

Q4 2025

During Skyworks' Third Quarter Fiscal Year 2025 Earnings Call, the company reported impressive financial metrics. Skyworks posted revenue of $965 million, surpassing their guidance range, and earnings per share of $1.33, which exceeded expectations by $0.09. The company also generated free cash flow of $253 million, representing 26% of revenue. Skyworks returned $430 million to shareholders through share repurchases and dividends. The largest customer accounted for 63% of revenue, with Mobile representing 62% of total revenue, up 1% sequentially and 8% year-over-year. Gross profit was $454 million with a gross margin of 47.1%, and operating income reached $224 million, translating to an operating margin of 23.3%. Operating expenses were $230 million, and the effective tax rate was 11.2%. For the next quarter, Skyworks anticipates revenue between $1 billion and $1.03 billion, with gross margins projected to be around 47% and operating expenses expected to be between $235 million and $245 million.

Strong Financial Performance

Skyworks delivered revenue of $965 million, exceeding the high end of guidance, with gross margins of 47.1% and earnings per share of $1.33. Free cash flow was $253 million, and $430 million was returned to shareholders through dividends and share repurchases.

Mobile Segment Growth

Mobile revenue represented 62% of total revenue, up 1% sequentially and 8% year-over-year, driven by stronger sell-through at the top customer and new product launches in Android.

Expansion in Broad Markets

Broad Markets, including edge IoT and automotive, grew 2% sequentially and 5% year-over-year, marking the sixth consecutive quarter of growth. Automotive revenue is now approximately $60 million per quarter.

Manufacturing Optimization

The planned closure of the Woburn manufacturing facility and consolidation into Newbury Park is expected to drive higher fab utilization, lower fixed costs, and improved efficiency.

Skyworks Solutions (SWKS) Earnings, Revenues Date & History

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SWKS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q4)	1.40 / -	1.55	―	―	―
Aug 05, 2025	2025 (Q3)	1.24 / 1.33	1.21	9.92% (+0.12)	―
May 07, 2025	2025 (Q2)	1.20 / 1.24	1.55	-20.00% (-0.31)	―
Feb 05, 2025	2025 (Q1)	1.57 / 1.60	1.97	-18.78% (-0.37)	―
Nov 12, 2024	2024 (Q4)	1.52 / 1.55	2.2	-29.55% (-0.65)	―
Jul 30, 2024	2024 (Q3)	1.21 / 1.21	1.73	-30.06% (-0.52)	―
Apr 30, 2024	2024 (Q2)	1.52 / 1.55	2.02	-23.27% (-0.47)	―
Jan 30, 2024	2024 (Q1)	1.95 / 1.97	2.59	-23.94% (-0.62)	―
Nov 02, 2023	2023 (Q4)	2.10 / 2.20	3.02	-27.15% (-0.82)	―
Aug 07, 2023	2023 (Q3)	1.67 / 1.73	2.44	-29.10% (-0.71)	―

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

SWKS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$67.63	$67.52	-0.16%
May 07, 2025	$66.20	$66.61	+0.62%
Feb 05, 2025	$85.30	$64.26	-24.67%
Nov 12, 2024	$84.59	$80.84	-4.43%

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.