Companies /Technology
Skyworks Solutions Inc
NASDAQ: SWKS Semiconductors
$80.75
▼ $2.68 (−3.21%) today
Markets closed · 9:02pm ET

Skyworks Solutions (SWKS) Q3 2025 Earnings

Reported Aug 5, 2025, 4:04pm ET · SEC source
$1.33
Beat +7.01%
EPS · est. $1.24
$965.0M
Beat +2.56%
Revenue · est. $940.9M
+9.5%
Beating market
SWKS vs S&P since report
6 quarters
Consecutive EPS beats

How Did SWKS Stock React to Q3 2025 Earnings?

% change · around the report
−8%−4%0Aug 5Aug 6report 4:04pm ETearnings+0.9%−8.3%
−8%−4%0Aug 5Aug 6earnings+0.9%−8.3%
SWKS −8.3%S&P 500 +0.9%
−8%−4%0Aug 5Aug 6report 4:04pm ETearnings+1.4%−8.3%
−8%−4%0Aug 5Aug 6earnings+1.4%−8.3%
SWKS −8.3%NASDAQ +1.4%
−8%−4%0Aug 4Aug 13report 4:04pm ETearnings+2.7%−1.0%
−8%−4%0Aug 4Aug 13earnings+2.7%−1.0%
SWKS −1.0%S&P 500 +2.7%
−10%−5%0+5%Aug 4Aug 13report 4:04pm ETearnings+3.7%−1.0%
−10%−5%0+5%Aug 4Aug 13earnings+3.7%−1.0%
SWKS −1.0%NASDAQ +3.7%
−0.16%
Day of report
+1.53%
Next session
+9.08%
One week
+12.01%
30 days

S&P 500 over the same 30 days: +2.54%.

Did SWKS Beat Earnings? Q3 2025 Results

Yes. Skyworks Solutions reported Q3 2025 earnings of $1.33 a share on Aug 5, 2025, beating the $1.24 consensus estimate by 7.0%. Revenue was $965.0M against a $940.9M estimate.

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

“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.”

Skyworks Solutions CEO, on the earnings call

What Was Skyworks Solutions's Outlook in Q3 2025?

For fiscal Q4 2025 (September quarter), Skyworks anticipates revenue of $1.00 billion to $1.03 billion, with non-GAAP diluted EPS of $1.40 at the midpoint of the revenue range. Mobile remains healthy with solid order patterns and projected sequential growth of mid-single digits. Broad Markets is on track for another quarter of sequential growth and accelerating year-over-year performance.

SWKS YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$300.0M$600.0M$900.0M$905.5M$965.0MRevenue$363.9M$401.0MGross Profit$132.0M$110.6MOperating Income$120.9M$105.0MNet Income
$0$300.0M$600.0M$900.0MRevenueGross ProfitOperating IncomeNet Income
SWKS income statement, Q3 2025 versus Q3 2024
Metric Q3 2025 Q3 2024 Year over year
Revenue $965.0M $905.5M +6.6%
Gross Profit $401.0M $363.9M +10.2%
Operating Income $110.6M $132.0M −16.2%
Net Income $105.0M $120.9M −13.2%

Figures from SEC filings and company reports. Not investment advice.