Skyworks Solutions (NASDAQ:SWKS) Releases Q4 2026 Earnings Guidance

Skyworks Solutions (NASDAQ:SWKS) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.270-1.270 for the period, compared to the consensus earnings per share estimate of 1.230. The company issued revenue guidance of $1.0 billion-$1.1 billion, compared to the consensus revenue estimate of $1.0 billion.

Skyworks Solutions Stock Up 2.0%

Shares of SWKS traded up $1.24 during mid-day trading on Tuesday, hitting $64.68. 8,032,685 shares of the company’s stock were exchanged, compared to its average volume of 4,415,902. The company has a quick ratio of 1.70, a current ratio of 2.38 and a debt-to-equity ratio of 0.09. The stock has a market cap of $9.73 billion, a price-to-earnings ratio of 26.84 and a beta of 1.50. Skyworks Solutions has a twelve month low of $51.93 and a twelve month high of $90.90. The firm has a fifty day moving average of $69.32 and a two-hundred day moving average of $62.80.

Skyworks Solutions (NASDAQ:SWKS) last posted its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.11. The company had revenue of $943.70 million for the quarter, compared to analyst estimates of $901.76 million. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.The business’s revenue was down 1.0% compared to the same quarter last year. During the same period last year, the company earned $1.24 earnings per share. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. On average, sell-side analysts forecast that Skyworks Solutions will post 3.62 earnings per share for the current year.

Skyworks Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, May 26th were issued a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date was Tuesday, May 26th. Skyworks Solutions’s dividend payout ratio is 117.84%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on SWKS shares. KeyCorp lowered Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a report on Tuesday, July 14th. B. Riley Financial upped their price target on Skyworks Solutions from $60.00 to $68.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Morgan Stanley increased their price objective on Skyworks Solutions from $69.00 to $76.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. boosted their target price on shares of Skyworks Solutions from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Finally, Mizuho reiterated an “underperform” rating and set a $46.00 target price (down from $60.00) on shares of Skyworks Solutions in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $77.47.

Key Skyworks Solutions News

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Skyworks reported $934.8 million in revenue and non-GAAP diluted EPS of $1.08, exceeding analyst estimates of approximately $926 million and $1.03, respectively. Skyworks Solutions Exceeds Q2 Expectations
• Positive Sentiment: Fourth-quarter guidance calls for EPS of $1.27 and revenue of $1.0 billion to $1.1 billion, with the midpoint slightly above consensus estimates. This suggests improving near-term demand and earnings momentum.
• Positive Sentiment: Management cited continued momentum in automotive and data-center markets, which are becoming important growth drivers beyond Skyworks’ traditional mobile-device exposure. Skyworks Fiscal Third-Quarter Results
• Positive Sentiment: Skyworks authorized a new $2 billion share-repurchase program, potentially supporting per-share results and signaling confidence in the company’s cash-generation outlook.
• Neutral Sentiment: Skyworks and Qorvo announced the expected leadership team for their combined company, while regulatory approvals for the transaction continue to progress. The appointments reduce some integration uncertainty, but the deal remains subject to closing conditions. Expected Leadership Team for Combined Company
• Negative Sentiment: Revenue declined approximately 3% year over year, indicating that the earnings beat was driven more by execution and profitability than by top-line growth.
• Negative Sentiment: The planned Qorvo transaction is expected to require approximately $2 billion of acquisition debt financing. Additional leverage and integration costs could pressure future cash flow and increase execution risk.

Institutional Investors Weigh In On Skyworks Solutions

A number of institutional investors have recently added to or reduced their stakes in the stock. CYBER HORNET ETFs LLC bought a new stake in shares of Skyworks Solutions in the 2nd quarter valued at approximately $32,000. MUFG Securities EMEA plc bought a new position in shares of Skyworks Solutions during the 2nd quarter worth approximately $33,000. Brown Brothers Harriman & Co. boosted its stake in Skyworks Solutions by 70.7% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 560 shares of the semiconductor manufacturer’s stock valued at $43,000 after buying an additional 232 shares in the last quarter. Atlas Capital Advisors Inc. acquired a new stake in Skyworks Solutions in the 4th quarter valued at $48,000. Finally, Smartleaf Asset Management LLC boosted its stake in Skyworks Solutions by 46.2% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,121 shares of the semiconductor manufacturer’s stock valued at $84,000 after buying an additional 354 shares in the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

Skyworks Solutions Company Profile

Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.

Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.