Skyworks Solutions, Inc. (SWKS)

Skyworks Solutions' stock price has experienced significant fluctuations in the past six months. On January 7, 2026, the stock declined by 10.5% to $59.34, reflecting broader market challenges in the semiconductor industry. On October 28, 2025, Skyworks announced a definitive agreement to combine with Qorvo in a cash-and-stock transaction, aiming to create a $22 billion U.S.-based leader, expected to close in early calendar year 2027. For Q4 2025, Skyworks reported revenue of $1.10 billion and non-GAAP diluted EPS of $1.76, exceeding analysts' expectations, while in Q3 2025, revenue was $965 million and EPS was $1.33, also exceeding guidance.

Skyworks Solutions experiences demand seasonality, particularly in its mobile business, which historically sees sequential declines. However, in Q3 and Q4 fiscal 2025, mobile revenue exceeded seasonal trends due to strong sell-through at its top customer and new product launches in Android. The company's Broad Markets segment has shown consistent growth, and management anticipates continued growth in this area. The first wave of AI-capable phones is also reaching scale, with encouraging early demand signals.

Skyworks Solutions, Inc. is an American semiconductor company specializing in analog and mixed-signal semiconductor products and solutions for wireless connectivity, operating within the cyclical and rapidly advancing semiconductor industry. The company's product portfolio includes power amplifiers, filters, switches, and integrated front-end modules, serving large smartphone manufacturers and expanding into non-handset applications such as wireless routers, medical devices, automobiles, and data centers. Skyworks' products support various wireless systems and protocols, including cellular (5G, GSM, WCDMA, LTE), Wi-Fi, GPS, and Bluetooth.

Skyworks Solutions operates globally with facilities in Asia, Europe, and North America. As of May 2025, its workforce of approximately 11,000 employees was distributed geographically, with 57% in Mexico, 23% in the United States, 18% in Asia, 1% in Canada, and less than 1% in Europe. The company distributes its products worldwide through a direct sales force, electronic component distributors, and independent sales representatives.

Skyworks Solutions' brand reputation has been influenced by its financial performance, strategic moves, and market challenges. The proposed merger with Qorvo is seen as strengthening its competitive position, while concerns about potential share loss in Apple's iPhone 17 series and investor investigations related to the merger have posed challenges. Skyworks maintains strong financial health and a commitment to corporate responsibility, including reducing CO2e emissions and implementing ISO 14001 certified environmental management systems.

Skyworks Solutions, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold approximately 82.50% of the company's stock, with major holders including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Vanguard Group Inc. is the largest individual institutional shareholder, owning 13.93% of the company. Insider ownership is relatively low at 0.22%.