Q3 25 EPS
$1.33
BEAT +7.01%
Est. $1.24
Q3 25 Revenue
$965.0M
BEAT +2.56%
Est. $940.9M
vs S&P Since Q3 25
-12.1%
TRAILING MARKET
SWKS +3.8% vs S&P +15.9%
Market Reaction
Did SWKS Beat Earnings? Q3 2025 Results
Skyworks Solutions delivered a clean beat in fiscal Q3 2025, with revenue of $965 million rising 6.6% year-over-year and non-GAAP diluted EPS of $1.33 coming in 7.01% ahead of the $1.24 consensus estimate, as renewed momentum in Mobile, anchored by 5… Read more Skyworks Solutions delivered a clean beat in fiscal Q3 2025, with revenue of $965 million rising 6.6% year-over-year and non-GAAP diluted EPS of $1.33 coming in 7.01% ahead of the $1.24 consensus estimate, as renewed momentum in Mobile, anchored by 5G content wins in premium Samsung Galaxy devices, provided the primary lift. Non-GAAP gross margin improved to 47.1% from 46.0% a year earlier, though operating expenses climbed meaningfully, with R&D spend jumping to $199.4 million from $160.7 million as the company invested in Wi-Fi 7 and AI data center clock products. Free cash flow of $252.7 million supported $330.2 million in buybacks and a 1% dividend increase to $0.71 per share quarterly. Still, the results arrive against a backdrop of investor concern over customer concentration and the company's positioning outside the AI semiconductor wave. Looking ahead, management guided fiscal Q4 revenue of $1.0 billion to $1.03 billion, with non-GAAP EPS of $1.40 at the midpoint, projecting mid-single-digit sequential Mobile growth and accelerating Broad Markets performance.
Key Takeaways
- • Revenue up 7% year-over-year driven by Mobile momentum and Broad Markets strength
- • Non-GAAP gross margin expanded to 47.1% from 46.0% year-over-year
- • Long-term growth trends in edge IoT, automotive, and data center
- • Both gross margin and non-GAAP EPS exceeded high-end of guidance
SWKS YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“Skyworks delivered another strong quarter, with revenue up 7% year-over-year and both gross margin and non-GAAP EPS exceeding the high-end of our guidance.”
— Phil Brace, Q3 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% |