Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$74.02+3.52%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · SWKS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks SWKS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 75% of the last 4 guided quarters · 4.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Complete the proposed mergers with Qorvo, subject to regulatory approvals and closing conditions, to combine the companies and create a larger entity.
Stated as a priority in 3 of last 3 quarters. The merger agreement was signed in 2025-Q4, and stockholders approved it in 2026-Q1. Skyworks filed the registration statement and expects closing within the calendar year, subject to regulatory approvals. The trajectory shows active progress toward closing.
“Skyworks has filed with the SEC a registration statement on Form S-4 in connection with the proposed mergers with Qorvo.”
“The stockholders of both Qorvo and Skyworks approved the Merger Agreement at each company's special meeting on February 11, 2026.”
“On October 27, 2025, the Company entered into an Agreement and Plan of Merger with Skyworks for the proposed mergers.”
Continue to secure significant design wins with leading Android OEMs expected to generate substantial revenue through 2030.
Stated as a priority in 4 of last 4 quarters. Management highlighted securing multi-generational Android OEM design wins, including a $1 billion+ revenue design win through 2030 in 2026-Q2. Prior quarters showed consistent 5G content wins with premium Android smartphones. The trajectory is delivering sustained design win momentum.
Accelerate growth in Broad Markets including Wi-Fi, data center, automotive, and other non-mobile segments.
Stated as a priority in 4 of last 4 quarters. Management consistently emphasized double-digit year-over-year growth in Broad Markets driven by Wi-Fi, data center, and automotive. Revenue in 2026-Q2 was $944M, slightly down from $1.035B in 2026-Q1, reflecting some seasonality, but the segment growth narrative is supported by management commentary. The trajectory shows ongoing growth focus with some seasonal fluctuations.
“Broad Markets delivered double-digit year-over-year growth driven by Wi-Fi, data center, and automotive.”
Continue regular cash dividend payments to shareholders with stable or slightly increased dividend per share.
Stated as a priority in 6 of last 6 quarters. Skyworks consistently declared quarterly dividends of $0.70 or $0.71 per share, with a 1% increase to $0.71 in 2025-Q3 maintained through 2026-Q2. This reflects stable dividend policy and delivery on capital return commitments.
Issue quarterly revenue and earnings guidance to set market expectations and communicate business outlook.
Stated as a priority in 4 of last 4 quarters. Management consistently provided quarterly revenue guidance, ranging from $875M-$925M in 2025-Q4 to $1.01B-$1.06B in 2026-Q2. This demonstrates ongoing communication of business outlook with a generally upward guidance trend.
Over the trailing year it converted 2.91x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
20 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.
“Secured multi-generational Android OEM design win with expected $1 billion+ revenue through 2030.”
“Strengthened our 5G position in premium Android smartphones, including Samsung’s Galaxy S26 and others.”
“Secured 5G content across premium Android smartphones, including Google Pixel 10, Samsung Galaxy S25, and others.”
“Secured 5G content across premium Android smartphones, including a flagship model from Samsung Galaxy.”
“Broad Markets continued to scale with accelerating growth led by Wi-Fi 7 and data center and cloud infrastructure programs.”
“Broad markets growth was led by Wi-Fi 7 adoption, strong automotive sales, and product ramps in data center and cloud infrastructure.”
“Steady strength across our Broad Markets, driven by long-term growth trends in edge IoT, automotive and data center.”
“Declared a cash dividend on the Company’s common stock of $0.71 per share payable June 16, 2026.”
“Declared a cash dividend on the Company’s common stock of $0.71 per share payable March 17, 2026.”
“Declared a cash dividend on the Company’s common stock of $0.71 per share payable December 9, 2025.”
“Increased quarterly dividend by 1% to $0.71 per share payable September 16, 2025.”
“Declared a cash dividend on the Company’s common stock of $0.70 per share payable June 17, 2025.”
“Declared a cash dividend on the Company’s common stock of $0.70 per share payable March 17, 2025.”
“For the September quarter, we anticipate revenue of $1,010 million to $1,060 million.”
“For the June quarter, we anticipate revenue of $900 million to $950 million.”
“For the March quarter, we anticipate revenue of $875 million to $925 million.”
“For the December quarter, we anticipate revenue of $975 million to $1,025 million.”