Skyworks Solutions (SWKS) Q1 2026 10-Q Quarterly Report

Filed: Feb 5, 2026Period ending Jan 2, 2026
Information Technology
Semiconductors & Related DevicesSEC EDGAR

Skyworks Solutions (SWKS) 10-Q quarterly report for Q1 2026, filed with SEC EDGAR on Feb 5, 2026 for the fiscal period ending Jan 2, 2026. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Skyworks Solutions Q1 2026 10-Q Analysis

Management Discussion & Analysis

  • Revenue $1,035.4M, down 3.1% YoY from $1,068.5M, decline driven by market share loss at key customer, offset by Wi-Fi demand growth
  • Operating margin 10.0% vs 17.0% YoY; gross margin 41.3% vs 41.4%; R&D expense 19.6% of revenue vs 16.5% YoY; SG&A 10.5% vs 7.7% YoY
  • Best performer Wi-Fi products growth; worst impacted significant customer market share loss, no explicit segment revenue given
  • Cash, equivalents, marketable securities $1,568.6M, up $180.2M from prior quarter; operating cash flow $395.5M, CapEx $56.5M, dividends $106.4M
  • Pending Qorvo merger on track for early 2027 close; increased professional expenses related to deal; with regulatory review ongoing, potential timing risk noted by management

Risk Factors

  • No new or changed risk factors reported since 2025 10-K
  • Carryforward risks include supply chain disruptions impacting production volumes
  • Exposure to global semiconductor market cyclicality affecting near-term revenue
  • Potential adverse impacts from ongoing international trade policies and tariffs
  • Liquidity depends on cash flows and access to credit facilities with $500M borrowing capacity

Skyworks Solutions Q1 2026 Quarterly Financials
XBRL

Revenue

$1.0B

-3.1% YoY

Net Income

$79M

-51.1% YoY

Net Margin

7.6%

-751bp YoY

Source: XBRL data from Skyworks Solutions Q1 2026 10-Q filing on SEC EDGAR. All figures in USD.

Other Skyworks Solutions Quarterly Reports

Get deeper insights on Skyworks Solutions

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.