Skyworks reported strong financial performance, with record revenue and EPS, and significant growth in both mobile and broad markets segments. The strategic combination with Qorvo is expected to enhance scale and diversification. However, the company faces challenges with higher operating expenses and anticipated declines in mobile revenue in the upcoming quarter. Despite these challenges, the overall performance and strategic initiatives suggest a positive outlook.

Company Guidance

During Skyworks' fourth fiscal quarter 2025 earnings call, the company reported notable achievements and provided guidance for the upcoming quarter. Skyworks posted revenue of $1.1 billion, with a non-GAAP earnings per share (EPS) of $1.76, surpassing expectations. The company generated $1.1 billion in free cash flow, reflecting a 27% free cash flow margin. Mobile revenue saw a sequential 21% increase and a 7% year-over-year rise, driven by strong sell-through and an improved product mix. Broad Markets also performed well, with a 3% sequential and 7% year-over-year growth, fueled by demand in edge IoT, automotive, and data center sectors. For the first quarter of fiscal 2026, Skyworks anticipates revenue between $975 million and $1.025 billion, with a gross margin of 46% to 47% and operating expenses ranging from $230 million to $240 million. The company expects diluted EPS of $1.40 at the midpoint of its revenue outlook.

Record Revenue and EPS Performance

Skyworks achieved revenue of $1.1 billion and delivered earnings per share of $1.76, both exceeding expectations. For the full fiscal year, they generated $1.1 billion in free cash, representing a 27% free cash flow margin.

Strong Mobile Segment Growth

Mobile revenue increased by 21% sequentially and 7% year-over-year, driven by healthy sell-through and a richer product mix at the top customer, along with continued growth in Android.

Broad Markets Segment Momentum

Broad Markets grew 3% sequentially and 7% year-over-year, driven by demand across edge IoT, automotive, and data center segments. The segment is now approximately a $1.5 billion business.

Strategic Acquisition with Qorvo

Skyworks announced an agreement to combine with Qorvo, a transformative deal expected to add scale, diversification, and a complementary technology and product portfolio.

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
Feb 04, 2026	2026 (Q1)	1.40 / -	1.6	―	―	―
Oct 03, 2025	2025 (Q4)	1.52 / 1.76	1.55	13.55% (+0.21)	―	―
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)	―

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
Oct 03, 2025	$77.10	$76.91	-0.25%
Aug 05, 2025	$67.00	$66.90	-0.15%
May 07, 2025	$65.59	$66.00	+0.63%
Feb 05, 2025	$84.51	$63.67	-24.66%

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.