Skyworks Solutions (SWKS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
$81.21-2.06%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
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 2026-11-04.
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=6380).
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.
We remain fully committed to $500 million or more of annual cost synergies within 24 to 36 months of close.”
Stated in 1 of 8 supplied quarters. Management reported: “We expect to realize approximately $150 million of synergies in operating expenses within fiscal 2027, weighted to the second half of the year, and to exit fiscal 2027 at an annualized run-rate of approximately $250 million to $300 million.” “We remain fully committed to $500 million or more of annual cost synergies within 24 to 36 months of close.””
“We remain fully committed to $500 million or more of annual cost synergies within 24 to 36 months of close.””
In Diversified Growth Markets, our complementary RF GaN, power, and timing solutions expand our reach across Physical AI and Connected Edge, Defense and Aerospace, Infrastructure, and Automotive.
Stated in 1 of 8 supplied quarters. Management reported: ““Combining with Qorvo gives us the scale and the technology breadth to lead the next era of wireless, as AI moves from the infrastructure to the devices, vehicles and machines around us.” “In Diversified Growth Markets, our complementary RF GaN, power, and timing solutions expand our reach across Physical AI and Connected Edge, Defense and Aerospace, Infrastructure, and Automotive.”
Dividend Increase and Payment Skyworks’ board of directors has declared a cash dividend of $0.71 per share of the Company’s common stock, representing a 1% increase from the prior quarterly dividend…
Stated in 2 of 8 supplied quarters. Management reported: “Dividend Increase and Payment Skyworks’ board of directors has declared a cash dividend of $0.71 per share of the Company’s common stock, representing a 1% increase from the prior quarterly dividend of $0.70 per share.” ““Leveraging our strong free cash flow generation, we returned over $600 million to shareholders through share repurchases and dividends, representing the highest quarterly return ever.”
“Mobile exceeded our outlook on the strength of continued healthy sell-through and solid operational execution, while Broad Markets continued to scale with accelerating growth led by Wi-Fi 7 and data…
Dividend Payment Skyworks’ board of directors also declared a cash dividend on the Company’s common stock of $0.71 per share.
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 51% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
25 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.
“In Diversified Growth Markets, our complementary RF GaN, power, and timing solutions expand our reach across Physical AI and Connected Edge, Defense and Aerospace, Infrastructure, and Automotive.”
“Dividend Increase and Payment Skyworks’ board of directors has declared a cash dividend of $0.71 per share of the Company’s common stock, representing a 1% increase from the prior quarterly dividend…”
““Leveraging our strong free cash flow generation, we returned over $600 million to shareholders through share repurchases and dividends — representing the highest quarterly return ever.”