Reading the tape
NASDAQ: SWKS
Skyworks Solutions, Inc.
Technology · Semiconductors
Market Cap
$10.44B
52w High
$90.90
52w Low
$51.93
P/E
26.31
Volume
4.20M
Outstanding Shares
150.41M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 6.39%Revenue (TTM): 0.22%FCF (TTM): -11.53%P/FCF: 8th pct
What changed
The stock rose 6.39% over the last year. Revenue grew 0.22% over the trailing twelve months. Operating margin moved from 13.85% to 10.71%. Free cash flow declined 11.53% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 10.71%. A decisive move in revenue — currently up 0.22% — would be the clearest signal to resolve the ambiguity.
Company profile
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.
CEOPhilip Gordon Brace
SectorTechnology
IndustrySemiconductors
Employees10,100
IPO dateSep 7, 1984
Valuation
Forward P/E—
EV/EBITDA11.75
Enterprise value$11.95B
Stock splits
Apr 20, 2000↑ Forward
Every 1 shares became 2
Feb 19, 1999↑ Forward
Every 2 shares became 3
Dec 14, 1982↑ Forward
Every 1 shares became 2
Mar 4, 1980↑ Forward
Every 2 shares became 3
Profitability & growth
Revenue growth-3.1%
Gross margin41.13%▼0.07%vs FY2024
Operating margin10.71%▼19.81%vs FY2024
ROE8.29%▼11.89%vs FY2024
Analyst consensus
RatingBuy
Target price$62.75▼9.58%
36
Buy
21
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $1.04 · Revenue est $901.76M
View
Dividends
$2.83/shareQuarterlyDividend Achiever · 11yrAt RiskSWKS pays a dividend with a 4.08% dividend yield, 11 consecutive years of growth, growing at 7.84% annually, covered 2.6× by free cash flow.
Dividend Yield
4.08%
Annual Div / Share
$2.83
5yr CAGR
+7.84%
Doubles every ~9.2yr
Payout Ratio
108.17%
At Risk
Dividend Growth Rate
3yr CAGR
+5.36%
5yr CAGR
+7.84%
10yr CAGR
+12.01%
Dividend Safety
6/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$2.83+1.8%
2024$2.78+4.5%
2023$2.66+9.9%
2022$2.42+11.0%
2021$2.18+12.4%
2020$1.94+14.1%
2019$1.70+16.4%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$41/yr
$3/mo
In 5 yrs
$59/yr+46%
$5/mo
In 10 yrs
$87/yr+113%
$7/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$41/yr $3/mo | $59/yr+46% $5/mo | $87/yr+113% $7/mo |
Yield-on-cost grows from 4.08% → 8.68% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
SWKS has raised its dividend for 11 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 2.6× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 7.84% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
High payout ratio
With 108.17% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.