Skyworks Solutions (SWKS) AI Stock Analysis

• Market Cap: $10.99B
• Dividend Yield: 3.71%
• Average Volume (3M): 2.46M
• Price to Earnings (P/E): 29.5
• Beta (1Y): 1.50
• Revenue Growth: -8.24%
• EPS Growth: -48.31%
• Country: US
• Employees: 10,100
• Sector: Technology
• Sector Strength: 88
• Industry: Semiconductors
• EPS (TTM): 1.07
• Shares Outstanding: 148,427,570
• 10 Day Avg. Volume: 2,147,272
• 30 Day Avg. Volume: 2,455,936
• PEG Ratio: -0.67
• Price to Book (P/B): 2.50
• Price to Sales (P/S): 3.79
• P/FCF Ratio: 9.49
• Enterprise Value/Market Cap: 1.01
• Enterprise Value/Revenue: 2.78
• Enterprise Value/Gross Profit: 6.69
• Enterprise Value/Ebitda: 11.69
• 1Y Price Target: $69.00
• Price Target Upside: -9.02% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 15

• Rating: 71 Outperform
• Price Target: $84.00 ▲(10.76% Upside)

Skyworks Solutions' overall stock score reflects its stable financial performance and strong earnings call results, which highlight growth and strategic initiatives. However, technical analysis and valuation suggest caution, with potential overvaluation and mixed market signals. Key risks include high customer concentration and extended smartphone replacement cycles.

Positive Factors

Cash Flow Management

Strong cash flow management ensures that Skyworks can invest in growth opportunities and return value to shareholders, supporting long-term financial stability.

Manufacturing Optimization

Manufacturing optimization will enhance operational efficiency and reduce costs, strengthening Skyworks' competitive position in the semiconductor industry.

Broad Markets Expansion

Expansion in broad markets like IoT and automotive diversifies revenue streams and reduces reliance on the mobile segment, enhancing long-term growth prospects.

Negative Factors

High Customer Concentration

High customer concentration poses a risk to revenue stability, as any changes in the relationship or demand from this customer could significantly impact financial performance.

Declining Margins

Declining margins indicate challenges in maintaining profitability, which could affect the company's ability to reinvest in growth and innovation over the long term.

Extended Smartphone Replacement Cycles

Longer smartphone replacement cycles may slow down sales growth in the mobile segment, impacting revenue and necessitating a shift in strategic focus.

Skyworks Solutions Business Overview & Revenue Model

Company Description

Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, timing devices, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators. The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. The company was incorporated in 1962 and is headquartered in Irvine, California.

How the Company Makes Money

Skyworks Solutions generates revenue through the sale of its semiconductor products, which are utilized in mobile phones, broadband, and other wireless applications. The company's primary revenue streams come from supplying components to major smartphone manufacturers, such as Apple and Samsung, as well as other consumer electronics and automotive companies. They also earn income from the growing IoT market by providing solutions that enable smart devices to communicate effectively. Additionally, partnerships with key players in the industry, along with ongoing investments in research and development, contribute to the company's ability to innovate and maintain a competitive edge, ensuring a steady flow of revenue from both existing and new products.

Skyworks Solutions Financial Statement Overview

Summary

Skyworks Solutions exhibits a stable financial performance with strengths in cash flow management and a solid balance sheet. However, the income statement reveals challenges in maintaining profitability and operational efficiency. The company shows resilience with positive revenue growth and effective cash generation, but declining margins and returns on equity indicate areas for improvement.

Income Statement

Skyworks Solutions shows a mixed performance in its income statement. The TTM (Trailing-Twelve-Months) gross profit margin is healthy at 41.47%, but there is a noticeable decline from previous years. The net profit margin has decreased to 9.88% in the TTM, indicating reduced profitability. Revenue growth is slightly positive at 1.51% in the TTM, recovering from a decline in the previous year. However, EBIT and EBITDA margins have also decreased, reflecting challenges in maintaining operational efficiency.

Balance Sheet

The balance sheet of Skyworks Solutions is relatively strong with a low debt-to-equity ratio of 0.21 in the TTM, indicating prudent financial leverage. The return on equity has decreased to 6.51% in the TTM, showing a decline in shareholder returns. The equity ratio remains stable, suggesting a solid capital structure. Overall, the company maintains a stable financial position with manageable debt levels.

Cash Flow

Skyworks Solutions demonstrates robust cash flow management. The free cash flow growth rate is positive at 15% in the TTM, indicating improved cash generation. The operating cash flow to net income ratio is strong at 1.31, and the free cash flow to net income ratio is 0.85, reflecting efficient cash conversion. These metrics highlight the company's ability to generate and manage cash effectively.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	4.01B	4.18B	4.77B	5.49B	5.11B	3.36B
Gross Profit	1.66B	1.72B	2.12B	2.51B	2.49B	1.60B
EBITDA	951.90M	1.12B	1.76B	2.21B	2.05B	1.26B
Net Income	396.20M	596.00M	982.80M	1.28B	1.50B	814.80M
Balance Sheet
Total Assets	7.71B	8.28B	8.43B	8.87B	8.59B	5.11B
Cash, Cash Equivalents and Short-Term Investments	1.32B	1.56B	734.40M	586.30M	1.02B	974.80M
Total Debt	1.21B	1.20B	1.51B	2.41B	2.41B	178.90M
Total Liabilities	2.06B	1.95B	2.34B	3.40B	3.29B	942.50M
Stockholders Equity	5.65B	6.34B	6.08B	5.47B	5.30B	4.16B
Cash Flow
Free Cash Flow	1.33B	1.67B	1.62B	914.90M	1.12B	806.00M
Operating Cash Flow	1.58B	1.82B	1.86B	1.42B	1.77B	1.20B
Investing Cash Flow	-374.30M	-355.90M	-224.40M	-378.90M	-3.13B	-581.40M
Financing Cash Flow	-1.28B	-819.00M	-1.48B	-1.36B	1.68B	-907.70M

Skyworks Solutions Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 75.84
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SWKS, the sentiment is Positive. The current price of 75.84 is above the 20-day moving average (MA) of 75.01, above the 50-day MA of 75.58, and above the 200-day MA of 71.25, indicating a bullish trend. The MACD of -0.19 indicates Negative momentum. The RSI at 51.54 is Neutral, neither overbought nor oversold. The STOCH value of 69.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SWKS.

Skyworks Solutions Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RMBS	―	$11.34B	49.89	20.30%	―	35.17%	0.10%
SWKS	―	$10.99B	29.50	6.61%	3.71%	-8.24%	-48.31%
LSCC	―	$9.47B	312.36	4.57%	―	-22.15%	-83.34%
ENTG	―	$13.87B	47.05	8.08%	0.42%	-1.86%	59.60%
QRVO	―	$8.40B	107.53	2.33%	―	-8.84%	―
Sector *	―	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
MTSI	―	$10.49B	-145.30	-5.96%	―	33.50%	-197.38%

Skyworks Solutions Corporate Events

Skyworks Solutions Reappoints Philip Carter as CFO

On August 25, 2025, Skyworks Solutions announced the reappointment of Philip Carter as Senior Vice President and Chief Financial Officer, effective September 8, 2025. Carter, who previously served as Vice President, Corporate Controller at Skyworks, will succeed Robert A. Schriesheim, the interim CFO since May 2025. This strategic move is expected to strengthen Skyworks’ financial leadership, with Carter bringing experience from his recent role at Advanced Micro Devices. The announcement includes details of Carter’s compensation package and severance agreement, highlighting the company’s commitment to securing top talent for its leadership team.

The most recent analyst rating on (SWKS) stock is a Buy with a $79.00 price target. To see the full list of analyst forecasts on Skyworks Solutions stock, see the SWKS Stock Forecast page.

Skyworks Solutions Reports Strong Earnings Amid Strategic Challenges

Skyworks Solutions’ recent earnings call painted a picture of robust growth and strategic challenges. The company showcased strong performance in its Mobile and Broad Markets segments, while also addressing issues like customer concentration and operational restructuring.

Skyworks Solutions Reports Strong Q3 2025 Results

Skyworks Solutions, Inc. is a prominent developer and manufacturer of analog and mixed-signal semiconductors, catering to a wide range of applications across industries such as aerospace, automotive, and cellular infrastructure. The company is a key player in the semiconductor sector and is part of the S&P 500 market index.