SWKS at a glance
Skyworks Solutions (SWKS, SEC CIK 4127) filed its latest 10-K annual report on November 7, 2025, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended October 3, 2025 (FY2025), Skyworks Solutions (SWKS) reported revenue of $4.1 billion (down 2.2% from FY2024) and net income of $477.1 million. Diluted EPS was $3.08.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Skyworks Solutions (SWKS) shares worth $6.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.1B
- −2.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 39 funds
- $6.2B · −2 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Oct 3, 2025
Business Overview
- Core business model: developer and manufacturer of analog and mixed-signal semiconductor solutions for wireless connectivity and diverse end markets
- Emphasis on next-generation 5G, AI-driven applications, and expanding segments: electric/hybrid vehicles, data centers, smart home, industrial, automotive infotainment
- Strategic diversification beyond mobile devices into automotive, factory automation, aerospace, and medical markets leveraging broad product portfolio and customer base of ~6,900
- Over 5,200 patents underpin broad technological capabilities including advanced filters, front-end modules, and system-in-package solutions
- Customer concentration: Apple remains key, contributing over 10% of net revenue; top three accounts represent 82% of gross accounts receivable at fiscal 2025 year-end
Risk Factors
- Regulatory risk: Hart-Scott-Rodino Antitrust Act waiting period and other antitrust approvals required for Qorvo merger closing early 2027
- Geopolitical risk: Foreign investment regime approvals critical for merger valued at $22.0 billion between Skyworks and Qorvo
- Operational risk: Completion of merger subject to Qorvo stockholder approval, with only 8% shares pledged by Starboard Value investors
- Market risk: Integration challenge from merging with Qorvo, competitor in connectivity and power solutions with overlapping semiconductor products
- Financial risk: $3,050 million senior unsecured bridge loan arranged with Goldman Sachs to fund $32.50 cash per Qorvo share in merger deal
Management Discussion & Analysis
- Revenue $4,086.9M, down 2.2% YoY from $4,178.0M driven by decreased market share at major customer
- Gross margin 41.2% flat YoY; operating margin 12.2% vs 15.3% in prior year, net income margin 11.7% vs 14.3%
- Mobile and Wi-Fi products demand increased; significant customer segment revenue declined (exact segment breakdown not provided)
- Cash, cash equivalents, and marketable securities $1,388.4M, down 11.8% driven by $830.2M share buybacks, $432.6M dividends, $195M capex; operating cash flow $1,300.8M
- Leadership changes: new CEO Philip Brace appointed Feb 2025, new SVPs for Sales & Marketing and CFO appointed mid-2025
AI summary of the SWKS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Revenue $934.8M, down 3.1% YoY from $965.0M, driven by lower market share at a significant customer
- Gross margin 40.1% vs 41.6% YoY; operating margin 5.2% vs 11.5%; net margin 3.6% vs 10.9%
- Automotive and data center demand increased; weakest product factor, significant-customer market-share decline
- Cash, equivalents, and marketable securities $813.8M; quarterly operating cash flow $70.4M
- Capital deployment: $500.0M debt repayment, $106.9M dividends, $87.1M capital expenditures; Qorvo closing increasingly expected within calendar year, subject to regulatory approval
Risk Factors
- No Risk Factors section provided; supplied text covers equity repurchases, exhibits, and signatures
- New repurchase authorization through January 31, 2029, replacing the program expiring February 3, 2027
- 1% excise tax under the Inflation Reduction Act reduces funds available for share repurchases
- $1.2 billion remaining under the repurchase program as of July 3, 2026
AI summary of the SWKS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Proposed Skyworks–Qorvo mergers remain the material event; investor outcome depends on closing and anticipated transaction benefits
- Registration Statement declared effective December 23, 2025, enabling shareholder voting and issuance of Skyworks common stock
Item EX-99.1: Item EX-99.1
- All regulatory clearances obtained, materially reducing execution risk for the Skyworks-Qorvo combination
- Closing targeted for October 5, 2026, subject to customary remaining conditions
Item 8.01: Other Events
- Merger with Qorvo remains subject to regulatory approvals, completion conditions and potential transaction-related disruptions
- Expected synergies and operating efficiencies may not materialize, while integration costs, litigation and added indebtedness could pressure results
Item EX-99.1: Item EX-99.1
- Exchange offer expiration extended to September 11, 2026, preserving flexibility ahead of the planned Qorvo merger
- 90.30% of Qorvo’s $850 million 2029 notes tendered, supporting conversion into Skyworks debt
AI summaries of SWKS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SWKS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Carter Philip Matthew | M | Sep 8, 2026 | 9,917 | - |
| Carter Philip Matthew | F | Sep 8, 2026 | 5,046 | $75.38 |
| Carter Philip Matthew | M | Sep 8, 2026 | 9,917 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $4.8B | $4.2B | $4.1B |
| Gross Profit | - | $1.7B | $1.7B |
| Operating Income | - | $637.4M | $500.0M |
| Net Income | - | $596.0M | $477.1M |
| Gross Margin | - | 41.2% | 41.2% |
| Op. Margin | - | 15.3% | 12.2% |
| Net Margin | - | 14.3% | 11.7% |
| Balance Sheet | |||
| Total Assets | - | $8.3B | $7.9B |
| Equity | $6.1B | $6.3B | $5.8B |
| ROE | - | 9.4% | 8.3% |
| Per Share | |||
| EPS | - | $3.69 | $3.08 |
| Cash Flow | |||
| Operating CF | - | $1.8B | $1.3B |
| CapEx | - | $157.0M | $195.0M |
Source: XBRL data in Skyworks Solutions (SWKS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SWKS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $6.22B |
| Q1 2026 | 41 | $4.45B |
| Q4 2025 | 41 | $4.85B |
| Q3 2025 | 42 | $5.75B |
| Q2 2025 | 41 | $5.35B |
| Q1 2025 | 37 | $3.30B |
| Q4 2024 | 33 | $3.89B |
| Q3 2024 | 29 | $1.90B |
- T. Rowe Price Group+11.50M (+5408%)
- Goldman Sachs Group+1.45M (+68%)
- Dimensional Fund Advisors+765.1K (+17%)
- Bank of America Corp+538.7K (+25%)
- State Street Corp+407.3K (+5%)
- Vanguard Portfolio Management LLC−1.43M (-14%)
- Two Sigma Investments−1.33M (-38%)
- Invesco Ltd−1.21M (-19%)
- AQR Capital Management−1.13M (-65%)
- BlackRock−886.5K (-4%)
- Allstate−19.6K
- TOMPKINS FINANCIAL CORP−100
Source: 13F-HR filings on SEC EDGAR (aggregated from 303 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SWKS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 19, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Feb 11, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Jan 2, 2026 | Analysis | |
| 8-K | Feb 3, 2026 | - | - | |
| 8-K | Jan 30, 2026 | - | - | |
| 8-K | Dec 12, 2025 | - | - | |
| 8-K | Nov 24, 2025 | - | - |
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SWKS SEC filings: frequently asked questions
Which institutions hold SWKS stock?
As of June 30, 2026, the largest Skyworks Solutions (SWKS) holders among the 13F filers tracked by SignalX were BlackRock ($1.4 billion), T. Rowe Price Group ($793.9 million), Vanguard Capital Management LLC ($665.4 million), State Street Corp ($599.7 million), Vanguard Portfolio Management LLC ($588.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SWKS's revenue in fiscal year 2025?
For the fiscal year ended October 3, 2025 (FY2025), Skyworks Solutions (SWKS) reported revenue of $4.1 billion (down 2.2% from FY2024) and net income of $477.1 million. Diluted EPS was $3.08. The figures come from the XBRL data in the 10-K.
What are the main risks in SWKS's latest 10-K?
In the 10-K filed November 7, 2025, Skyworks Solutions (SWKS) flagged: Regulatory risk: Hart-Scott-Rodino Antitrust Act waiting period and other antitrust approvals required for Qorvo merger closing early 2027. Geopolitical risk: Foreign investment regime approvals critical for merger valued at $22.0 billion between Skyworks and Qorvo. (AI summary of the Risk Factors section.)
What did SWKS report in its latest 8-K?
Skyworks Solutions (SWKS) filed an 8-K on September 30, 2026 reporting Item 8.01 (Other Events). Proposed Skyworks–Qorvo mergers remain the material event; investor outcome depends on closing and anticipated transaction benefits.
What are the latest SWKS SEC filings?
Skyworks Solutions (SWKS) filed its latest 10-K annual report on November 7, 2025, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on September 9, 2026.
What is SWKS's SEC CIK number?
Skyworks Solutions (SWKS)'s SEC Central Index Key (CIK) is 4127. EDGAR lists every SWKS filing under that number.
Ask anything about SWKS
The research agent reads SWKS's filings, financials, insider trades and 13F holders, then answers with sources.