Loading...
•
Oct 03
Skyworks Q4 2025 Earnings Report
Skyworks Solutions, Inc. reported strong fourth fiscal quarter results, with revenue exceeding expectations and solid performance in both Mobile and Broad Markets.
Key Takeaways
Skyworks Solutions, Inc. announced its fourth fiscal quarter and full year FY25 results, reporting a revenue of $1.10 billion, which exceeded expectations. The company posted GAAP diluted EPS of $0.94 and non-GAAP diluted EPS of $1.76. Annual operating cash flow reached $1.30 billion, with free cash flow at $1.11 billion. The strong performance was driven by solid demand in Mobile and growth in Broad Markets, particularly with Wi-Fi 7 adoption and automotive sales.
Fourth fiscal quarter revenue reached $1.10 billion, surpassing expectations.
GAAP diluted EPS was $0.94, and non-GAAP diluted EPS was $1.76.
Annual operating cash flow stood at $1.30 billion, with annual free cash flow at $1.11 billion.
Strong execution was noted for the third consecutive quarter, with both revenue and non-GAAP EPS exceeding expectations.
Skyworks
Skyworks
Forward Guidance
For the first fiscal quarter of 2026, Skyworks anticipates revenue between $975 million and $1,025 million, with non-GAAP diluted earnings per share of $1.40 at the midpoint. Mobile revenue is expected to decline low- to mid-teens sequentially, while Broad Markets are projected to be up slightly sequentially and mid- to high-single digits year-over-year, representing 39% of sales.
Positive Outlook
- Anticipated revenue range of $975 million to $1,025 million for Q1 2026.
- Non-GAAP diluted EPS of $1.40 at the midpoint of the revenue range for Q1 2026.
- Broad Markets expected to be up slightly sequentially in Q1 2026.
- Broad Markets expected to grow mid- to high-single digits year-over-year in Q1 2026.
- Broad Markets will represent 39% of total sales in Q1 2026.
Challenges Ahead
- Mobile revenue is anticipated to decline low- to mid-teens sequentially in Q1 2026.
- Reconciliation of non-GAAP guidance to GAAP is difficult to estimate due to future events outside of control.
- Unanticipated changes in GAAP effective tax rate could impact actual results.
- Potential one-time charges related to asset impairments (fixed assets, inventory, intangibles, or goodwill) could occur.
- Acquisition-related expenses, settlements, gains, losses, and impairments, and other non-recurring items may not be reflective of ongoing operations.