Tearsheet

Skyworks Solutions (SWKS)


Market Price (9/17/2025): $74.21 | Market Cap: $11.1 Bil
Sector: Information Technology | Industry: Semiconductors

Skyworks Solutions (SWKS)


Market Price (9/17/2025): $74.21
Market Cap: $11.1 Bil
Sector: Information Technology
Industry: Semiconductors

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.5%, Dividend Yield is 3.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.0%, FCF Yield is 12%
Weak multi-year price returns
2Y Excs Rtn is -66%, 3Y Excs Rtn is -83%
Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.4%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%
  
2 Low stock price volatility
Vol 12M is 49%
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.5%, Dividend Yield is 3.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.0%, FCF Yield is 12%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%
2 Low stock price volatility
Vol 12M is 49%
3 Weak multi-year price returns
2Y Excs Rtn is -66%, 3Y Excs Rtn is -83%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.4%

Market Valuation

 9/17/252024202320222021
Share Price CYE$74.21$86.07$106.08$83.82$139.58
Market Cap CYE ($ Bil)11.113.817.013.423.0
Total Debt ($ Bil)1.21.21.52.42.4
Total Cash ($ Bil)1.31.60.70.61.0
Enterprise Value ($ Bil)11.015.018.515.825.4
Valuation Ratios     
P/S TTM2.83.43.82.75.0
P/EBIT TTM22.721.315.79.715.9
P/E TTM28.123.818.211.617.1
Sector Ratios     
P/S TTM (Sector)3.23.12.82.55.0
P/EBIT TTM (Sector)4.0-0.0-0.1-0.51.7
P/E TTM (Sector)-0.4-0.3-0.4-0.50.0
 9/17/2520242023
Share Price CYE$74.21$86.07$106.08
Market Cap CYE ($ Bil)11.113.817.0
Total Debt ($ Bil)1.21.21.5
Total Cash ($ Bil)1.31.60.7
Enterprise Value ($ Bil)11.015.018.5
Valuation Ratios   
P/S TTM2.83.43.8
P/EBIT TTM22.721.315.7
P/E TTM28.123.818.2
Sector Ratios   
P/S TTM (Sector)3.23.12.8
P/EBIT TTM (Sector)4.0-0.0-0.1
P/E TTM (Sector)-0.4-0.3-0.4

Business Description

Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, timing devices, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators. The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. Show more

Price Returns Compared

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 202020212022202320242025Total [1]
Returns
SWKS Return28%3%-40%27%-19%-14%-30%
Peers Return63%44%-30%85%52%27%489%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: AVGO, QCOM, ADI, QRVO, NVDA. See SWKS Returns vs. Peers.
[3] 2025 data is for the year up to 9/16/2025 (YTD)

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Peer Comparisons for Skyworks Solutions

Financials

SWKSAVGOQCOMADIQRVONVDAMedian
NameSkyworks.Broadcom Qualcomm Analog D.Qorvo NVIDIA  
Mkt Price74.22360.00164.14244.1086.94174.88169.51
Mkt Cap11.11,697.0179.2120.78.14,261.1150.0
Rev LTM4,01259,92643,25710,3873,651165,21826,822
Op Inc LTM60423,36612,0192,63021795,9817,324
FCF LTM1,32524,93011,6223,67858772,0237,650
FCF 3Y Avg1,43020,31910,3513,43959743,0446,895
CFO LTM1,57725,43812,6634,16272477,0358,413
CFO 3Y Avg1,67320,82111,6544,31073645,8667,982

Growth & Margins

SWKSAVGOQCOMADIQRVONVDAMedian
NameSkyworks.Broadcom Qualcomm Analog D.Qorvo NVIDIA  
Rev Chg LTM-8.2%28.0%15.8%7.1%-8.8%71.6%11.4%
Rev Chg 3Y Avg-9.4%24.0%1.4%-0.6%-4.5%92.0%0.4%
Rev Chg Q6.6%22.0%10.3%24.6%-7.7%55.6%16.2%
QoQ Delta Rev Chg LTM1.5%5.0%2.3%5.8%-1.8%11.2%3.7%
Op Mgn LTM15.0%39.0%27.8%25.3%5.9%58.1%26.6%
Op Mgn 3Y Avg20.3%38.4%26.5%27.5%5.1%51.0%27.0%
QoQ Delta Op Mgn LTM-0.7%1.5%0.6%1.8%0.8%0.1%0.7%
CFO/Rev LTM39.3%42.4%29.3%40.1%19.8%46.6%39.7%
CFO/Rev 3Y Avg37.8%44.6%29.4%39.5%20.3%44.5%38.6%
FCF/Rev LTM33.0%41.6%26.9%35.4%16.1%43.6%34.2%
FCF/Rev 3Y Avg32.3%43.5%26.1%31.5%16.4%41.3%31.9%

Valuation

SWKSAVGOQCOMADIQRVONVDAMedian
NameSkyworks.Broadcom Qualcomm Analog D.Qorvo NVIDIA  
Mkt Cap11.11,697.0179.2120.78.14,261.1150.0
P/S2.828.34.111.62.225.87.9
P/EBIT22.773.813.845.545.342.243.8
P/E28.189.615.561.6100.049.255.4
P/CFO7.166.714.229.011.255.321.6
Total Yield7.5%1.1%8.6%3.2%1.0%2.1%2.6%
Dividend Yield3.9%0.0%2.1%1.6%0.0%0.0%0.8%
FCF Yield 3Y Avg9.7%3.1%5.8%3.2%6.2%1.5%4.5%
D/E0.10.00.10.10.20.00.1
Net D/E-0.00.00.00.00.0-0.00.0

Returns

SWKSAVGOQCOMADIQRVONVDAMedian
NameSkyworks.Broadcom Qualcomm Analog D.Qorvo NVIDIA  
1M Rtn0.5%17.5%4.6%5.8%-2.7%-3.1%2.6%
3M Rtn4.7%44.7%6.9%7.7%8.4%21.4%8.1%
6M Rtn6.8%91.8%6.3%17.7%20.7%51.5%19.2%
12M Rtn-20.7%122.0%0.7%11.2%-13.5%49.8%6.0%
3Y Rtn-18.7%659.1%40.8%72.4%1.2%1,226.6%56.6%
1M Excs Rtn-1.9%15.1%2.1%3.4%-5.1%-5.5%0.1%
3M Excs Rtn-5.4%33.6%-4.3%-3.8%-1.8%11.4%-2.8%
6M Excs Rtn-9.2%69.7%-11.3%-0.1%2.6%29.9%1.3%
12M Excs Rtn-41.3%103.2%-16.3%-6.0%-35.7%28.8%-11.2%
3Y Excs Rtn-83.3%567.8%-29.2%4.5%-69.5%1,054.6%-12.4%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity13,035,727
Short Interest: % Change Since 815202510.6%
Average Daily Volume1,986,192
Days-to-Cover Short Interest6.56
Basic Shares Quantity150,000,000
Short % of Basic Shares8.7%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/5/2025-0.2%6.0%11.4%
5/7/20250.6%8.0%8.1%
2/5/2025-24.7%-24.0%-15.7%
11/12/2024-4.4%-4.0%3.8%
7/30/2024-3.5%-15.7%-8.7%
4/30/2024-15.3%-13.2%-14.3%
1/30/20240.1%-1.2%1.2%
11/2/20231.7%-3.4%11.4%
...
SUMMARY STATS   
# Positive7913
# Negative171511
Median Positive5.8%6.0%8.1%
Median Negative-4.3%-5.5%-10.8%
Max Positive12.5%13.2%19.5%
Max Negative-24.7%-24.0%-15.7%

SEC Filings

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Report DateFiling DateFiling
6302025805202510-Q 6/27/2025
3312025507202510-Q 3/28/2025
12312024205202510-Q 12/27/2024
93020241115202410-K 9/27/2024
6302024731202410-Q 6/28/2024
3312024501202410-Q 3/29/2024
12312023131202410-Q 12/29/2023
93020231117202310-K 9/29/2023
6302023808202310-Q 6/30/2023
3312023509202310-Q 3/31/2023
12312022207202310-Q 12/30/2022
93020221123202210-K 9/30/2022
6302022805202210-Q 7/1/2022
3312022504202210-Q 4/1/2022
12312021204202210-Q 12/31/2021
93020211124202110-K 10/1/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0BRACE PHILIP GCEO and President2272025Buy66.1310,000661,300661,300Form
1BORI CARLOS SSVP, Sales & Marketing10162024Sell97.164,301417,8853,196,758Form
2BORI CARLOS SSVP, Sales & Marketing9132024Sell101.979,321950,4623,793,590Form