Q2 25 EPS
$1.24
BEAT +3.09%
Est. $1.20
Q2 25 Revenue
$953.2M
BEAT +0.18%
Est. $951.5M
vs S&P Since Q2 25
-13.7%
TRAILING MARKET
SWKS +16.1% vs S&P +29.8%
Market Reaction
Did SWKS Beat Earnings? Q2 2025 Results
Skyworks Solutions posted a modest but clean beat in its fiscal second quarter of 2025, delivering non-GAAP diluted EPS of $1.24 against a consensus estimate of $1.20, a 3.09% beat, while revenue of $953.20 million edged past the $951.50 million esti… Read more Skyworks Solutions posted a modest but clean beat in its fiscal second quarter of 2025, delivering non-GAAP diluted EPS of $1.24 against a consensus estimate of $1.20, a 3.09% beat, while revenue of $953.20 million edged past the $951.50 million estimate by 0.18%. The headline results came despite an 8.9% year-over-year revenue decline from $1.05 billion, with non-GAAP net income slipping to $196.80 million from $250.70 million a year ago as heavier R&D investment, rising to $186.50 million from $154.40 million, compressed the non-GAAP operating margin to 23.3% from 26.7%. The quarter's clearest bright spot was cash generation, with operating cash flow reaching $409.50 million and free cash flow hitting $371.00 million, both well ahead of year-ago levels. Design wins across Samsung, Google Pixel, and Oppo flagships, along with Wi-Fi 7 and automotive infotainment traction, underscored the company's diversification efforts. Looking ahead, Skyworks guided Q3 revenue of $920 million to $960 million with non-GAAP EPS of $1.24 at the midpoint, as Broad Markets momentum is expected to partially offset typical mobile seasonality.
Key Takeaways
- • Diversified product portfolio and disciplined execution
- • Strong free cash flow generation with 43% operating cash flow margin and 39% free cash flow margin
- • Non-GAAP gross margin expansion to 46.7% from 45.0% year-over-year
- • Strategic customer engagements across 5G, automotive, and Wi-Fi 7 markets
SWKS YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“Skyworks delivered solid results this quarter, underscored by our diversified product portfolio, disciplined execution, and strategic engagements with customers.”
— Phil Brace, Q2 2025 Earnings Press Release
SWKS Earnings Trends
SWKS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SWKS EPS Trend
Earnings per share: estimate vs actual
SWKS Revenue Trend
Quarterly revenue: estimate vs actual
SWKS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $1.04 | $1.15 | +10.10% | $943.7M | +4.65% |
| Q1 26 BEAT | $1.40 | $1.54 | +10.08% | $1.04B | +3.38% |
| Q4 25 BEAT FY | $1.53 | $1.76 | +15.33% | $1.10B | +5.09% |
| FY Full Year | — | $5.93 | — | $4.09B | — |
| Q3 25 BEAT | $1.24 | $1.33 | +7.01% | $965.0M | +2.56% |
| Q2 25 BEAT | $1.20 | $1.24 | +3.09% | $953.2M | +0.18% |