Companies /Technology

Skyworks Solutions Inc

NASDAQ: SWKS Semiconductors
$64.84
▼ $2.52 (−3.74%) today
Markets open · 2:21pm ET

Q4 2025 Earnings

Reported Nov 4, 2025, 4:08pm ET · SEC source
$1.76
Beat +15.33%
EPS · est. $1.53
$1.1B
Beat +5.09%
Revenue · est. $1.0B
−5.3%
Trailing market
SWKS vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−2%0+2%Nov 4Nov 5report 4:08pm ETearnings+0.5%+0.3%
−2%0+2%Nov 4Nov 5earnings+0.5%+0.3%
SWKS +0.3%S&P 500 +0.5%
−2%0+2%Nov 4Nov 5report 4:08pm ETearnings+0.9%+0.3%
−2%0+2%Nov 4Nov 5earnings+0.9%+0.3%
SWKS +0.3%NASDAQ +0.9%
−4%0+4%Nov 3Nov 12report 4:08pm ETearnings+1.1%−4.8%
−4%0+4%Nov 3Nov 12earnings+1.1%−4.8%
SWKS −4.8%S&P 500 +1.1%
−4%0+4%Nov 3Nov 12report 4:08pm ETearnings+0.3%−4.8%
−4%0+4%Nov 3Nov 12earnings+0.3%−4.8%
SWKS −4.8%NASDAQ +0.3%
−5.94%
Day of report
+2.04%
Next session
−4.36%
One week
−3.71%
30 days

S&P 500 over the same 30 days: +1.55%.

Did SWKS Beat Earnings? Q4 2025 Results

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.

Key Takeaways
  • Third straight quarter of strong execution with revenue and non-GAAP EPS exceeding expectations
  • Solid Mobile underlying demand with healthy sell-through and new product launches
  • Broad Markets growth led by Wi-Fi 7 adoption, strong automotive sales, and data center/cloud infrastructure ramps
  • 5G content secured across premium Android smartphones including Google Pixel 10 and Samsung Galaxy S25

“This was our third straight quarter of strong execution, with revenue and non-GAAP EPS both exceeding expectations. In Mobile, underlying demand trends remain solid, supported by healthy sell-through and new product launches. Looking ahead, we expect rising AI-driven data traffic to drive greater RF complexity, an area where Skyworks is well positioned. Broad markets growth was led by Wi-Fi 7 adoption, strong automotive sales, and product ramps in data center and cloud infrastructure.”

Skyworks Solutions CEO, on the earnings call

Forward Guidance & Outlook

For Q1 fiscal 2026 (December quarter), Skyworks anticipates revenue of $975 million to $1,025 million, with non-GAAP diluted earnings per share of $1.40 at the midpoint of the revenue range. Mobile is expected to decline low- to mid-teens sequentially. Broad Markets is expected to be up slightly in Q1, representing 39% of sales, and up mid- to high-single digits year-over-year. The company expects rising AI-driven data traffic to drive greater RF complexity, positioning Skyworks favorably.

SWKS YoY Financials

Revenue$1.1B
Gross Profit$447.6M
Operating Income$111.0M
Net Income$141.4M

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