正在加载公司
Just reported
Q4 FY2026 results
From Skyworks Solutions's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
US$1.05B
-5.0% y/y
+12% q/qGuided
US$1.04B
midpoint
Within guide+1.0%EPS, GAAP
Actual
US$0.15
-84% y/y
-32% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$22.3M
-80% y/y
-54% q/qGuided
—
No guide given
Company outlook
Q1 FY2027
- RevenueUS$1.8B – US$1.9B+79% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Skyworks Solutions is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
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MUMicron Technology, Inc.US$880.4BA+
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TXNTexas Instruments Inc.US$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Sales of semiconductor chips and modules
竞争对手
卖什么6
Radio-frequency front-end modules
Packages that combine parts used to send, receive, and filter radio signals in devices such as phones.
Filters
Parts that separate wanted radio signals from other signals. Types include surface acoustic wave, temperature-compensated surface acoustic wave, and bulk acoustic wave filters.
Amplifiers
Parts that strengthen a wireless signal so it can travel between a device and a base station.
再显示 3 项
Antenna tuners
Parts that adjust how an antenna works across different signal frequencies.
Digital power isolators
Parts that transfer control signals between electrical circuits while keeping the circuits electrically separated; used in industrial equipment and electric vehicles.
Timing devices
Clock generators, oscillators, and related parts that help electronics keep signals timed accurately.
谁在买6
- Apple buys Skyworks parts for devices including smartphones, tablets, computers, and watches, through distributors and contract manufacturers. Apple accounted for more than 10% of net revenue (fiscal 2025, high confidence).
- Samsung and other smartphone makers buy wireless components for their devices.
- Networking and communications equipment makers, including Cisco, buy parts for network equipment.
再显示 3 项
- Automotive companies, including Tesla, buy connectivity and other electronic components for vehicles.
- Industrial and home-electronics manufacturers buy parts for equipment such as factory controls, connected-home devices, and audio products.
- Customers buy directly from Skyworks, through electronic-component distributors, or through contract manufacturers and other makers that build finished products.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Apple accounted for more than 10% of net revenue (fiscal 2025, high confidence); changes in its product demand or Skyworks' share of its business can affect sales.
- 2Skyworks relies on outside suppliers for some materials and services, including a limited number of sole-source or limited-source suppliers.
- 3Some products depend on outside companies for manufacturing, assembly, or testing, alongside Skyworks' own manufacturing.
- 4Customers can cancel or delay many orders with limited notice before shipment.
可能出什么问题
- 1The proposed combination with Qorvo may be delayed or fail to close because of regulatory approvals or other closing conditions; combining the businesses could also bring integration demands and additional debt.
- 2A small number of customers account for a substantial portion of sales. Apple exceeded 10% of net revenue (fiscal 2025, high confidence), and a market-share decline at a significant customer contributed to lower revenue in the quarter ended July 3, 2026.
- 3Complex manufacturing, reliance on outside suppliers and manufacturers, and customers' ability to cancel or defer orders can disrupt production or leave Skyworks with excess or outdated inventory.
关于Skyworks Solutions, Inc.
Skyworks designs and makes analog and mixed-signal semiconductor chips and modules that handle wireless signals, power, and timing in electronic devices. Its parts are used in smartphones, cars, home and factory equipment, wireless networks, and data centers. It sells directly to equipment makers and manufacturers, and through electronic-component distributors.
- 总部
- Irvine, California
- 成立于
- 2002
- 员工人数
- Approximately 10,000 (October 3, 2025, medium confidence)
- 上市于
- Nasdaq
- 财年结束
- Early October
基于 Skyworks Solutions, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
