Stocklore

Skyworks Solutions Inc (SWKS)

Semiconductors · US stock

What changed in recent filings

  • Revenue -3% YoYQuarter ended Jul 3, 2026
  • United States segment 73% → 75%Jun 30, 2024 → Jun 30, 2026
  • Institutions — 1 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Skyworks Solutions Inc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 28, 2026
    Revenue -3.1% YoY · EPS $0.22
    Released after the close: Jul 28 close → Jul 29 close, the stock moved -5.4% · over the same window, market -1.5% · sector -5.5%
  • 26Q1Released May 5, 2026
    Revenue -1.0% YoY · EPS $0.24
    Released after the close: May 5 close → May 6 close, the stock moved -10.5% · over the same window, market +1.4% · sector +3.3%
  • 25Q4Released Feb 3, 2026
    Revenue -3.1% YoY · EPS $0.53
    Released after the close: Feb 3 close → Feb 4 close, the stock moved +5.5% · over the same window, market -0.5% · sector -1.8%
  • 25Q3Released Nov 4, 2025
    Revenue +7.3% YoY · EPS $0.94
    Released after the close: Nov 4 close → Nov 5 close, the stock moved +2.0% · over the same window, market +0.3% · sector +2.5%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Skyworks Solutions Inc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 62019 Q2 · 52019 Q3 · 22019 Q4 · 62020 Q1 · 42020 Q2 · 62020 Q3 · 52020 Q4 · 62021 Q1 · 22021 Q2 · 52021 Q3 · 52021 Q4 · 42022 Q1 · 82022 Q2 · 92022 Q3 · 62022 Q4 · 82023 Q1 · 62023 Q2 · 42023 Q3 · 42023 Q4 · 42024 Q1 · 52024 Q2 · 52024 Q3 · 42024 Q4 · 42025 Q1 · 42025 Q2 · 42025 Q3 · 32025 Q4 · 22026 Q1 · 22026 Q2 · 3
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 3 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Skyworks Solutions Inc

Institutions we track that reported holding this stock in their most recent 13F.

  • Pzena Investment Management3.18% of portfolio · since 2023 Q4
  • Caisse de depot (Quebec)under 0.01% of portfolio · since 2026 Q1
  • Capital World InvestorsNew this quarter0.02% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Skyworks Solutions, Inc. is a semiconductor company focused on developing, manufacturing, and marketing analog and mixed-signal products that enable wireless connectivity. Its portfolio supports radio frequency functions used in smartphones, tablets, wearables, and cellular infrastructure, while also serving aerospace, automotive, broadband, connected home, defense, industrial, medical, and Internet of Things applications. The company provides components and integrated solutions such as amplifiers, filters, switches, front-end modules, and other RF devices that help manage signal transmission and reception across connected systems. Skyworks Solutions, Inc. plays an important role in the technology supply chain by supplying chips and connectivity solutions to device makers and infrastructure customers across global markets.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

Skyworks Solutions Inc is classified under the Semiconductors sector. See peers below.

Skyworks Solutions Inc key financials

Based on SEC filings · as of Jul 3, 2026

Tap a metric name to see its meaning in the glossary.

Skyworks Solutions Inc vs Semiconductors sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
0.1%vs benchmark 10.4%↓ below
Operating margin
5.2%vs benchmark 17.3%↓ below
Net margin
7.2%vs benchmark 21.0%↓ below
ROE
8.3%vs benchmark 19.1%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

SWKS revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-07-03 revenue was $0.9B, -3.1% YoY.

The largest segment is US, 75.4% of revenue — a highly concentrated structure.

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

SWKS segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Dec '24Jun '25Dec '25Jun '26
United States 75%Taiwan 8%China 7%Europe, Middle East & Africa 5%South Korea 4%Other 1%

ETFs holding Skyworks Solutions Inc

Per SEC N-PORT · 2026-07-31 · by weight · factual

DVYiShares Select Dividend ETF
0.84%
SOXXiShares Semiconductor ETF
0.45%
SCHDSchwab U.S. Dividend Equity ETF
0.29%
RSPInvesco S&P 500 Equal Weight ETF
0.17%
SMHVanEck Semiconductor ETF
0.16%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.06%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.04%
IVViShares Core S&P 500 ETF
0.02%
SPY
0.02%
VOOVANGUARD 500 INDEX FUND
0.02%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%

SWKS on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Semiconductors average
See full SWKS analysis →

Peers · Semiconductors

SWKS FAQ

What is Skyworks Solutions Inc (SWKS)?

Skyworks Solutions, Inc. is a semiconductor company focused on developing, manufacturing, and marketing analog and mixed-signal products that enable wireless connectivity. Its portfolio supports radio frequency functions used in smartphones, tablets, wearables, and cellular infrastructure, while also serving aerospace, automotive, broadband, connected home, defense, industrial, medical, and Internet of Things applications. The company provides components and integrated solutions such as amplifiers, filters, switches, front-end modules, and other RF devices that help manage signal transmission and reception across connected systems. Skyworks Solutions, Inc. plays an important role in the technology supply chain by supplying chips and connectivity solutions to device makers and infrastructure customers across global markets.

What sector is Skyworks Solutions Inc in?

Skyworks Solutions Inc is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

What are Skyworks Solutions Inc's key financials?

As of Jul 3, 2026 in SEC filings: Revenue growth (YoY) 0.1%, Operating margin 5.2%, Net margin 7.2%, ROE 8.3%, Debt-to-equity 0.09x. Definitions and interpretation are available on Stocklore.

What are Skyworks Solutions Inc's main revenue segments?

The largest segment is US, about 75.4% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Skyworks Solutions Inc (SWKS) stock?

On Stocklore you can see SWKS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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