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Jul 02, 2021

Skyworks Q3 2021 Earnings Report

Skyworks delivered record third quarter results, with strong year-over-year growth in both revenue and earnings per share.

Key Takeaways

Skyworks reported record third quarter revenue of $1.116 billion, up 52% year-over-year. GAAP diluted EPS was $2.02, up 162% year-over-year, and non-GAAP diluted EPS was $2.15, up 72% year-over-year. The company guides to strong year-over-year revenue and earnings growth in Q4 FY21 and increases the quarterly dividend by 12% to $0.56 per share.

Delivered record third quarter revenue of $1.116 billion, up 52% Y-o-Y

Posts GAAP Diluted EPS of $2.02, up 162% Y-o-Y; Non-GAAP Diluted EPS of $2.15, up 72% Y-o-Y

Guides to Strong Y-o-Y Revenue and Earnings Growth in Q4 FY21

Increases Quarterly Dividend by 12% to $0.56 Per Share

Total Revenue
$1.12B
Previous year: $737M
+51.5%
EPS
$2.15
Previous year: $1.25
+72.0%
Gross Profit
$559M
Previous year: $334M
+67.2%
Cash and Equivalents
$2.85B
Previous year: $791M
+259.5%
Free Cash Flow
$158M
Previous year: $187M
-15.6%
Total Assets
$7.49B
Previous year: $5.07B
+47.6%

Skyworks

Skyworks

Forward Guidance

Based on continued robust demand for connectivity solutions in mobile and broad markets and the inclusion of a partial quarter of revenue from the recently completed acquisition of the Infrastructure and Automotive business from Silicon Labs, we expect further strong year-over-year growth in the September quarter.

Positive Outlook

  • Revenue to be between $1.270 billion and $1.330 billion
  • Non-GAAP diluted earnings per share of $2.53 at the midpoint of our revenue range
  • Revenue growth of 36%
  • Non-GAAP diluted earnings per share growth of 37%, compared to the fourth fiscal quarter of 2020
  • Another substantial increase to our quarterly dividend