Skyworks Solutions, Inc. (SWKS)

Over the past six months, Skyworks Solutions' stock price has declined. Key events impacting the stock include Q1 and Q2 fiscal 2025 earnings reports, analyst downgrades, and leadership changes. The company reported revenue of $1.07 billion for Q1 and $953 million for Q2, with adjusted EPS of $1.60 and $1.24 respectively. Despite beating estimates, the stock declined after both reports. New CFO and SVP of sales and marketing were appointed.

Skyworks Solutions' sales are subject to seasonal fluctuations, with the highest demand in the first and fourth fiscal quarters and the lowest in the second and third. This seasonality is particularly evident in the mobile segment, though broad markets are expected to grow.

Skyworks Solutions, Inc. is a global technology company specializing in analog and mixed-signal semiconductor products and solutions. The company's products enable wireless connectivity across a wide range of markets, including smartphones, tablets, wearables, aerospace, automotive, broadband, and more. Skyworks' products are utilized by major companies like Amazon, Apple Inc., and Samsung.

Skyworks Solutions is headquartered in Irvine, California, and maintains a global presence with facilities across Asia, Europe, and North America. The company has six manufacturing sites, located in the United States, Mexico, Japan, and Singapore. Its net sales are geographically distributed, with the United States accounting for the largest portion.

Skyworks Solutions is known for its innovation in analog semiconductors and its impact on high-tech applications. The company's reputation has been affected by earnings performance, stock decline, analyst downgrades, leadership changes, and a legal investigation.

Skyworks Solutions has significant institutional ownership, with 97.37% of its shares held by institutional shareholders. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual ownership accounts for 1.46% of the company's shares, with Liam K. Griffin serving as the CEO.