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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Skyworks Solutions (SWKS) is 3/10.
Skyworks secured a billion-dollar multigenerational Android design win as revenue of $944 million exceeded guidance for the fifth consecutive quarter, with broad markets achieving its ninth consecutive growth quarter at 30% year-over-year gains. However, input cost headwinds from expedite fees, gold prices, and supply dynamics pressured gross margin while GAAP earnings were compressed by Qorvo transaction costs. The Qorvo regulatory review entered Phase 2 at SAMR with timeline uncertainty, and Q3 guidance targeted $900-$950 million.
Scored from Skyworks Solutions’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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On August 3, 2026, Skyworks disclosed that the HSR waiting period for its pending merger with Qorvo has expired and that the FTC allowed the timing agreement, under which Skyworks agreed not to close before August 1, 2026, to expire without further action. China's State Administration for Market Regulation and the Korea Fair Trade Commission are the only jurisdictions that remain open. Skyworks said it is hopeful of closing within the calendar year.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.02B | -15.9% | $0.37 | -75.8% | 41.9% | 5.8% | 5.9% | $387M |
| FY2025 Q1 | $1.07B | -11.1% | $1.00 | -30.6% | 41.4% | 16.9% | 15.2% | $338M |
| FY2025 Q2 | $953M | -8.9% | $0.43 | -62.3% | 41.1% | 10.2% | 7.2% | $363M |
| FY2025 Q3 | $965M | +6.6% | $0.70 | -6.7% | 41.6% | 11.5% | 10.9% | $246M |
| FY2025 Q4 | $1.10B | +7.3% | $0.94 | +154.1% | 40.7% | 10.1% | 12.9% | $144M |
| FY2026 Q1 | $1.04B | -3.1% | $0.53 | -47.0% | 41.3% | 11.1% | 7.6% | $339M |
| FY2026 Q2 | $944M | -1.0% | $0.24 | -44.2% | 40.8% | 4.5% | 3.8% | $-32M |
| FY2026 Q3 | $935M | -3.1% | $0.22 | -68.6% | 40.1% | 5.2% | 3.6% | $-17M |