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Skyworks Solutions

Skyworks Solutions (SWKS) Q2 2026 Earnings

Reported May 5, 2026 at 4:05 PM ET · SEC Source

Q2 26 EPS

$1.15

BEAT +10.10%

Est. $1.04

Q2 26 Revenue

$943.7M

BEAT +4.65%

Est. $901.8M

vs S&P Since Q2 26

-3.1%

TRAILING MARKET

SWKS +2.3% vs S&P +5.4%

Market Reaction

Did SWKS Beat Earnings? Q2 2026 Results

Skyworks Solutions delivered a clean beat across both top and bottom lines in fiscal Q2 2026, with revenue of $943.70 million coming in 4.65% above the $901.79 million consensus estimate, even as sales slipped 1.0% from the year-ago quarter. Non-GAAP… Read more Skyworks Solutions delivered a clean beat across both top and bottom lines in fiscal Q2 2026, with revenue of $943.70 million coming in 4.65% above the $901.79 million consensus estimate, even as sales slipped 1.0% from the year-ago quarter. Non-GAAP diluted EPS of $1.15 exceeded the $1.04 consensus by 10.10%, though it compared to $1.24 in the prior-year period as margin pressure weighed on profitability. The most material driver behind the upbeat quarter was a landmark multi-generational design win with a leading Android OEM, a deal expected to generate over $1.00 billion in revenue through 2030 that meaningfully broadens Skyworks' mobile revenue base and addresses long-standing customer concentration concerns. Broad Markets also contributed positively, posting double-digit year-over-year growth on the strength of Wi-Fi 7, data center timing solutions, and new automotive engagements. Looking ahead, Skyworks guided fiscal Q3 revenue of $900 million to $950 million, with non-GAAP diluted EPS of $1.03 at the midpoint, as Mobile follows seasonal patterns and Broad Markets continues its gradual expansion toward roughly 43% of sales.

Key Takeaways

  • • Mobile outperformed expectations on healthy demand
  • • Broad Markets delivered double-digit year-over-year growth driven by Wi-Fi, data center, and automotive
  • • Exceeded high end of revenue and non-GAAP EPS guidance
24/7 Wall St

SWKS YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

“We delivered another strong quarter, reflecting consistent execution and improving momentum across our portfolio. Mobile outperformed expectations on healthy demand, while Broad Markets continues to accelerate, delivering double-digit year-over-year growth driven by Wi-Fi, data center, and automotive.”

— Phil Brace, Q2 2026 Earnings Press Release

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