Skyworks Solutions, Inc. (SWKS)

In February 2025, Skyworks reported a decline in revenue and lower guidance, leading to a stock price drop and securities fraud investigations. In May 2025, Q2 revenue showed a decrease in mobile revenue but growth in broad markets, with $600 million returned to shareholders. August 2025 saw strong Q3 results with increased revenue and EPS, a dividend increase, and the announcement of a facility closure. Philip Carter was appointed as SVP and CFO in August 2025. In September 2025, a quarterly dividend was declared. Analyst ratings in early October 2025 indicated a consensus recommendation of "Reduce," but some analysts upgraded the stock.

Demand for Skyworks Solutions' products exhibits seasonality, particularly in its mobile segment, which often experiences sequential declines. The Broad Markets division has shown more consistent growth. Mobile revenue can be influenced by factors like customer sell-through and new product launches, but the overall mobile segment is projected to experience sequential declines in certain quarters.

Skyworks Solutions, Inc. is an American semiconductor company specializing in analog and mixed-signal semiconductors, operating within the Technology sector and focusing on radio frequency (RF) solutions. Its product portfolio enables wireless connectivity across various markets, including aerospace, automotive, broadband, and smartphones, offering products like amplifiers, filters, front-end modules, and switches.

Skyworks Solutions has a global presence with facilities in Asia, Europe, and North America, including 19 design centers, 15 sales offices, and 7 manufacturing sites. It operates in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific, with its headquarters in Irvine, California.

Skyworks Solutions has a reputation for innovation in analog semiconductors and wireless communication technologies, receiving awards for its products and operational excellence. However, its reputation has been impacted by a securities fraud investigation and related class-action lawsuits following a stock price drop in February 2025.

Skyworks Solutions is primarily controlled by institutional shareholders, owning approximately 87% to 97.39% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Pzena Investment Management LLC.