SWKS Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Skyworks Solutions delivered a stronger-than-expected fiscal fourth quarter, posting non-GAAP diluted EPS of $1.76, up from $1.55 a year earlier, as revenue climbed to $1.10 billion from $1.02 billion in the year-ago period, with CEO Phil Brace citin… Read more Skyworks Solutions delivered a stronger-than-expected fiscal fourth quarter, posting non-GAAP diluted EPS of $1.76, up from $1.55 a year earlier, as revenue climbed to $1.10 billion from $1.02 billion in the year-ago period, with CEO Phil Brace citing the result as the third consecutive quarter of execution above expectations. The improvement was aided by a sharp drop in settlements, gains, losses, and impairments charges, which fell to $21.40 million from $131.80 million a year ago, helping GAAP operating margin expand to 10.1% from 5.8%. Mobile momentum was supported by 5G content wins across Google Pixel 10 and Samsung Galaxy S25 handsets, while Broad Markets benefited from Wi-Fi 7 adoption, automotive program expansions with BYD and Stellantis, and early data center ramps tied to AI infrastructure buildout. Analysts have nudged their average price target higher following the results, reflecting cautious optimism around the company's positioning. Looking to the December quarter, Skyworks guided revenue of $975 million to $1.03 billion, with non-GAAP EPS of $1.40 at the midpoint, even as Mobile is expected to decline low- to mid-teens sequentially.