Skyworks Solutions, Inc.SWKS
NasdaqGS•Technology•Semiconductors
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.
Skyworks Solutions, Inc. (SWKS) reported trailing twelve months revenue of $4.05B as of December 2025, a 0.2% increase year-over-year. Quarterly revenue reached $1.04B, reflecting continued top-line momentum.
Skyworks Solutions, Inc. generated $394.30M in TTM net income, with quarterly EBITDA of $233.40M. The operating margin contracted from 16.9% to 11.1%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (11.1%) and net margin (7.6%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 15.2% a year ago, reflecting increased costs or interest expense.
SWKS trades at a P/E of 24.6x (in line with broad market averages) and a P/S of 2.4x. The price-to-book ratio of 1.7x reflects a moderate premium to book value.
The company generated $339.00M in free cash flow over the trailing twelve months, a 0.2% increase year-over-year, indicating strong cash generation ability. The balance sheet shows $7.87B in total assets with $496.60M in long-term debt against $5.76B in stockholders equity for a debt-to-equity ratio of 0.1, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are positive at ~12.3% on average, but show some variability — pricing power may be sensitive to market conditions.
ROE is positive at ~9.1% on average, adequate but below the threshold typically associated with wide moats.
8 of the last 8 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
Revenue has been flat or declining over recent quarters, which may indicate eroding demand or competitive pressure.
Data-driven red flags and warnings across 21 quarters
Operating margins dropped 22.4% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF covers net income by 3.1x on average — earnings are well-supported by cash generation.
D/E ratio is 0.1 — conservative capital structure with low financial risk.
Revenue declined in 5 of the last 7 quarters — persistent contraction signals a fundamental problem.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 6.8% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation