Skyworks Solutions (SWKS) AI Stock Analysis

• Market Cap: $10.92B
• Dividend Yield: 3.82%
• Average Volume (3M): 2.52M
• Price to Earnings (P/E): 29.3
• Beta (1Y): 1.44
• Revenue Growth: -8.24%
• EPS Growth: -48.31%
• Country: US
• Employees: 10,100
• Sector: Technology
• Sector Strength: 86
• Industry: Semiconductors
• EPS (TTM): 1.33
• Shares Outstanding: 148,427,570
• 10 Day Avg. Volume: 2,198,305
• 30 Day Avg. Volume: 2,523,379
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.02
• Enterprise Value/Revenue: 2.82
• Enterprise Value/Gross Profit: 6.84
• Enterprise Value/Ebitda: 13.29
• 1Y Price Target: $70.00
• Price Target Upside: -6.27% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 16

• Rating: 74 Outperform
• Price Target: $87.00 ▲(16.50% Upside)

Skyworks Solutions' overall stock score is driven by strong earnings performance and positive technical indicators, despite challenges in financial performance and valuation concerns. The company's strategic initiatives and leadership changes are expected to support future growth.

Positive Factors

Strong Financial Performance

Exceeding revenue and EPS expectations indicates robust operational execution and market demand, supporting long-term growth and profitability.

Manufacturing Optimization

Consolidating manufacturing operations should enhance efficiency, reduce costs, and improve margins, strengthening competitive positioning.

Expansion in Broad Markets

Consistent growth in IoT and automotive sectors diversifies revenue streams and reduces reliance on mobile, enhancing long-term stability.

Negative Factors

Declining Revenue and Margins

Decreasing revenue and margins indicate challenges in maintaining profitability, which could hinder long-term financial health if not addressed.

High Customer Concentration

Reliance on a single customer poses risks to revenue stability, as changes in demand or relationships can significantly impact financial performance.

Extended Smartphone Replacement Cycles

Longer replacement cycles slow down new sales in the mobile segment, potentially affecting revenue growth and market share in the long term.

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 faces challenges with declining revenue and margins but maintains a robust balance sheet with low leverage. While cash flow generation remains strong, the negative growth in Free Cash Flow is a concern. The company should focus on reversing revenue declines and improving profitability to enhance overall financial health.

Income Statement

Skyworks Solutions has seen a decline in both revenue and net income over the recent periods, with a negative revenue growth rate from 2024 to TTM. The TTM Gross Profit Margin stands at 41.17%, and the Net Profit Margin is 10.43%, indicating shrinking profitability compared to previous years. The EBIT Margin at 11.88% and EBITDA Margin at 21.19% are also lower compared to historical data, emphasizing the pressure on operational efficiency and profitability.

Balance Sheet

The company's balance sheet shows a healthy equity position with a substantial equity base of $5.94 billion, and a Debt-to-Equity Ratio of 0.20, indicating low financial leverage. The Return on Equity (ROE) for TTM is 6.94%, showcasing moderate efficiency in generating profits from equity. The Equity Ratio of 75.34% suggests a strong capitalization with minimal reliance on debt.

Cash Flow

Skyworks Solutions shows a solid cash flow position with an Operating Cash Flow to Net Income Ratio of 3.73, indicating strong cash conversion from earnings. However, Free Cash Flow has decreased over the periods, leading to a negative Free Cash Flow Growth Rate. The Free Cash Flow to Net Income Ratio is 3.23, highlighting effective cash generation relative to net income, despite the declining trend.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.95B	4.18B	4.77B	5.49B	5.11B	3.36B
Gross Profit	1.63B	1.72B	2.12B	2.51B	2.49B	1.60B
EBITDA	837.50M	1.12B	1.76B	2.21B	2.05B	1.26B
Net Income	412.10M	596.00M	982.80M	1.28B	1.50B	814.80M
Balance Sheet
Total Assets	7.89B	8.28B	8.43B	8.87B	8.59B	5.11B
Cash, Cash Equivalents and Short-Term Investments	1.51B	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	1.95B	1.95B	2.34B	3.40B	3.29B	942.50M
Stockholders Equity	5.94B	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	1.54B	1.82B	1.86B	1.42B	1.77B	1.20B
Investing Cash Flow	-324.80M	-355.90M	-224.40M	-378.90M	-3.13B	-581.40M
Financing Cash Flow	-1.03B	-819.00M	-1.48B	-1.36B	1.68B	-907.70M

Skyworks Solutions Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 74.68
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SWKS, the sentiment is Neutral. The current price of 74.68 is above the 20-day moving average (MA) of 74.64, above the 50-day MA of 73.11, and above the 200-day MA of 72.89, indicating a neutral trend. The MACD of 0.70 indicates Positive momentum. The RSI at 49.33 is Neutral, neither overbought nor oversold. The STOCH value of 60.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SWKS.

Skyworks Solutions Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RMBS	78 Outperform	$7.88B	35.28	20.30%	―	35.17%	0.10%
LSCC	75 Outperform	$9.06B	288.95	4.57%	―	-22.15%	-83.34%
SWKS	74 Outperform	$10.92B	29.33	6.61%	3.82%	-8.24%	-48.31%
ENTG	67 Neutral	$12.04B	40.83	8.08%	0.48%	-1.86%	59.60%
QRVO	66 Neutral	$8.26B	104.10	2.33%	―	-8.84%	―
Sector *	61 Neutral	$36.70B	12.21	-10.39%	1.84%	8.50%	-7.32%
MTSI	58 Neutral	$9.76B	138.48	-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.

Skyworks Solutions Appoints Interim CFO Robert Schriesheim

On May 29, 2025, Skyworks Solutions, Inc. appointed Robert A. Schriesheim as interim Chief Financial Officer following Mark P. Dentinger’s decision not to join the company due to an unforeseen medical condition. Schriesheim, a long-serving board member, brings extensive experience from previous CFO roles at major companies. His appointment includes a compensation package with a base salary and a Restricted Stock Unit award. This leadership change is expected to maintain stability in the company’s financial operations during the search for a permanent CFO.