Skyworks Solutions Performance degli utili passati
Criteri Il passato verificati 1/6
Gli utili di Skyworks Solutions sono diminuiti a un tasso medio annuo di -26.3%, mentre il settore Semiconductor ha visto gli utili crescere a un tasso medio annuo di 1.3%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 5.6%. Il ritorno sul capitale proprio di Skyworks Solutions è 6.3% e ha margini netti di 8.9%.
Informazioni chiave
-26.34%
Tasso di crescita degli utili
-25.10%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 27.66% |
| Tasso di crescita dei ricavi | -5.55% |
| Rendimento del capitale proprio | 6.26% |
| Margine netto | 8.93% |
| Ultimo aggiornamento sugli utili | 03 Apr 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 04
SWKS: Mixed Handset Outlook And 6G Initiatives Will Shape Future Returns
Analysts have made a small upward adjustment to the Skyworks Solutions fair value estimate to $67.21, reflecting updated discount rate and P/E assumptions after a mix of recent rating changes, price target cuts and a fresh upgrade on the stock. Analyst Commentary Recent Street research around Skyworks Solutions has been mixed, with both bullish and bearish analysts updating their views and price targets.Aggiornamento della narrazione • Apr 20
SWKS: Higher Future P/E Will Offset Recent Target Cuts
Skyworks Solutions' analyst price target has been trimmed by about $1, reflecting slightly lower assumptions for revenue growth and profit margins, partly offset by a higher assumed future P/E multiple as analysts reassess the stock following a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Skyworks Solutions points to a reset in expectations, with several bearish analysts trimming price targets and reassessing the balance between execution risk and long term growth potential.
Aggiornamento della narrazione • Apr 06
SWKS: Recalibrated Outlook Will Highlight Handset Risk And Future P/E Rerating Potential
Analysts have trimmed their price targets on Skyworks Solutions, with one internal fair value estimate moving from about $109.78 to $89.37 as they factor in a higher discount rate, assume a lower profit margin, and apply a richer future P/E multiple. Analyst Commentary Street research on Skyworks Solutions has recently centered on recalibrating price targets, with a cluster of firms revisiting their assumptions around discount rates, margins, and handset exposure.
Aggiornamento della narrazione • Mar 22
SWKS: Handset Concentration And Neutral Sector Positioning Will Shape Future Returns
Analysts have trimmed Skyworks Solutions' price targets by up to $28 to around the mid $60s to upper $60s, citing updated views on handset exposure, sector preferences that currently favor areas like AI accelerators and wafer fab equipment, as well as refreshed assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Skyworks Solutions clusters around a common theme, with multiple firms cutting price targets into the mid to upper US$60s range and leaning toward more neutral positioning.Aggiornamento della narrazione • Mar 08
SWKS: Higher Future P/E And 6G Pipeline Will Support Margin Resilience
Analysts have trimmed their average price target for Skyworks Solutions to reflect a shift toward lower fair value estimates near $68, a higher assumed P/E of about 26x, and expectations for a different balance of revenue growth and profit margins ahead. Analyst Commentary Recent Street research around Skyworks has tilted cautious, with several firms revisiting their models and trimming price targets.Aggiornamento della narrazione • Feb 22
SWKS: Recalibrated Outlook Sets Stage For Future P/E Multiple Re Rating
Analysts have reduced their Skyworks Solutions price targets. Our fair value estimate has shifted to $109.78 from $117.40 as they factor in more tempered revenue growth and profit margins, alongside a higher assumed future P/E multiple of 28.64x.Seeking Alpha • Feb 08
Skyworks: Buy This Undervalued Dividend Machine
Summary Skyworks Solutions is undervalued, trading at a 13.3 forward P/E and offering a 4.6% dividend yield. SWKS is diversifying beyond Apple, with broad market segment sales up 11% YoY and strong growth in automotive, IoT, and data centers. The pending Qorvo merger is expected to generate $500 million in annual synergies and reduce revenue cyclicality. I maintain a 'buy' rating on SWKS, citing undervaluation, robust cash flow, and double-digit total return potential. Read the full article on Seeking AlphaAggiornamento della narrazione • Feb 08
SWKS: Handset Headwinds And Qorvo Merger Synergies Will Shape Future Returns
Analysts have reduced their fair value estimate for Skyworks Solutions to $58 from $70, reflecting a lower future P/E assumption, updated views on revenue growth and margins, and recent price target cuts across the Street. Analyst Commentary Recent research on Skyworks has tilted cautious, with a cluster of bearish analysts cutting price targets and revisiting their assumptions on growth, margins, and capital allocation.Aggiornamento della narrazione • Jan 24
SWKS: Qorvo Merger Synergies Will Support Stronger Margins Despite Regulatory Overhang
Analysts have nudged their Skyworks Solutions price target lower to about $78 from roughly $84, reflecting slightly higher discount assumptions, even as they highlight improved margin and revenue outlooks following recent merger focused research updates. Analyst Commentary Recent research on Skyworks Solutions centers on the proposed merger with Qorvo and a reset in price targets across the semiconductor group.Aggiornamento della narrazione • Jan 09
SWKS: Merger With Qorvo Will Create Scale Synergies And Pricing Power
Analysts made only a slight upward adjustment to their fair value estimate for Skyworks Solutions to about $117 per share, reflecting modestly higher assumptions for revenue growth, profit margins, and future P/E following the Qorvo merger related research updates. Analyst Commentary Street research around the proposed merger with Qorvo has been a major driver of recent opinion on Skyworks, with several firms rethinking both ratings and price targets as they factor in potential cost savings and scale benefits.Aggiornamento della narrazione • Dec 26
SWKS: Qorvo Merger Will Drive Synergies And Strengthen RF Industry Position
We are raising our Skyworks Solutions fair value estimate from $91.67 to $117.09 per share, as analysts cite accelerating revenue growth, modest margin expansion, and meaningful valuation synergies from the proposed Qorvo merger. These factors support higher future earnings and a richer multiple, despite a slightly higher discount rate.Aggiornamento della narrazione • Dec 12
SWKS: Merger Synergies With Qorvo Will Offset Ongoing Handset And Apple Risks
Our updated narrative lifts Skyworks Solutions' fair value estimate to $70, up from $58, as analysts cite the Qorvo merger's valuation and cost synergies as sufficient to offset lingering handset and Apple exposure headwinds. Analyst Commentary Recent Street research around the Skyworks and Qorvo merger has shifted from outright skepticism to a more balanced, wait and see stance.Aggiornamento della narrazione • Nov 27
SWKS: Qorvo Merger Will Deliver Synergy And Margin Upside Despite Sector Risks
Skyworks Solutions' analyst price target was raised to $73 from $65, as analysts point to the anticipated valuation and cost synergies from its planned merger with Qorvo. These factors are expected to help offset ongoing challenges in the handset market.Articolo di analisi • Nov 14
Skyworks Solutions' (NASDAQ:SWKS) Soft Earnings Don't Show The Whole Picture
Investors were disappointed with the weak earnings posted by Skyworks Solutions, Inc. ( NASDAQ:SWKS ). However, our...Aggiornamento della narrazione • Nov 13
SWKS: Upcoming Qorvo Merger Will Unlock Margin Upside And Synergy Benefits
Skyworks Solutions’ analyst price target has increased slightly to $83.63, as analysts cite anticipated synergies from the Qorvo merger, an improved margin outlook, and benefits from industry consolidation supporting this upward revision. Analyst Commentary Following the announcement of the Skyworks Solutions and Qorvo merger, analysts have offered both optimistic and cautious perspectives on the future of the combined company.Aggiornamento della narrazione • Oct 30
Merger With Qorvo Will Drive Wireless Market Synergies Amid Competitive Risks
Analysts have raised their price target for Skyworks Solutions from approximately $72 to $84 per share. They cite the favorable outlook following the Qorvo merger, improved industry positioning, and expectations for margin expansion despite ongoing regulatory and market headwinds.Aggiornamento della narrazione • Sep 04
Advanced Wireless And IoT Expansion Will Drive Future Opportunity
Analysts remain cautious on Skyworks Solutions, balancing potential upside from near-term Apple-driven demand against weaker supply chain execution and muted industry growth expectations, resulting in an unchanged consensus price target of $72.47. Analyst Commentary Bullish analysts see potential for upside in Skyworks due to possible stronger-than-expected near-term Apple iPhone demand, driven by tariff-induced order pull-forwards and stable build expectations in the Asia supply chain.Articolo di analisi • Aug 20
Skyworks Solutions (NASDAQ:SWKS) Is Increasing Its Dividend To $0.71
Skyworks Solutions, Inc. ( NASDAQ:SWKS ) has announced that it will be increasing its periodic dividend on the 16th of...Articolo di analisi • Aug 03
Skyworks Solutions, Inc.'s (NASDAQ:SWKS) Share Price Not Quite Adding Up
Skyworks Solutions, Inc.'s ( NASDAQ:SWKS ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a sell...Articolo di analisi • Jul 20
Are Investors Undervaluing Skyworks Solutions, Inc. (NASDAQ:SWKS) By 38%?
Key Insights Skyworks Solutions' estimated fair value is US$118 based on 2 Stage Free Cash Flow to Equity Skyworks...Articolo di analisi • Jul 07
Capital Allocation Trends At Skyworks Solutions (NASDAQ:SWKS) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Jun 23
Skyworks Solutions (NASDAQ:SWKS) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 15
Skyworks: Broad Market Stagnation Troubling As Apple Exercises Market Power (Rating Upgrade)
Summary Skyworks Solutions faces significant challenges due to its heavy reliance on Apple, which is shifting towards dual-sourcing, impacting Skyworks' revenue and profit margins. Despite efforts to diversify into emerging technologies like AI, 5G, and IoT, Skyworks has yet to demonstrate substantial growth outside of its Apple dependency. Skyworks' valuation has declined, making it relatively cheap in its sector, but high short interest and stagnant growth prospects keep me neutral on the stock. I expect Skyworks to maintain a price range of $55 to $75, with a forward P/E ratio of around 15X, reflecting its current stagnation. Crashing consumer sentiment may spell trouble for consumer electronics and iPhone sales, potentially adding to Skyworks' woes. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Skyworks: Price Crash Is Overblown
Summary Skyworks Solutions' shares dropped over 20% due to some negative news, despite better-than-expected earnings and guidance. The revenue decline was anticipated, and profitability exceeded estimates, making the share price reaction seem overblown. New CEO Philip Brace's appointment and concerns about Skyworks' role in iPhone 17 are insufficient to justify the market's harsh reaction. The current share price drop in SWKS presents a potential buying opportunity for long-term investors, given the company's solid fundamentals and guidance. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Skyworks Solutions guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 03 Apr 26 | 4,044 | 361 | 376 | 838 |
| 02 Jan 26 | 4,054 | 394 | 373 | 813 |
| 03 Oct 25 | 4,087 | 477 | 384 | 786 |
| 27 Jun 25 | 4,012 | 396 | 347 | 726 |
| 28 Mar 25 | 3,952 | 412 | 328 | 687 |
| 27 Dec 24 | 4,045 | 527 | 305 | 655 |
| 27 Sep 24 | 4,178 | 596 | 301 | 632 |
| 28 Jun 24 | 4,372 | 780 | 300 | 615 |
| 29 Mar 24 | 4,538 | 855 | 306 | 602 |
| 29 Dec 23 | 4,645 | 905 | 308 | 596 |
| 29 Sep 23 | 4,772 | 983 | 314 | 607 |
| 30 Jun 23 | 4,961 | 1,040 | 328 | 610 |
| 31 Mar 23 | 5,122 | 1,112 | 328 | 618 |
| 30 Dec 22 | 5,304 | 1,185 | 332 | 631 |
| 30 Sep 22 | 5,486 | 1,275 | 330 | 618 |
| 01 Jul 22 | 5,390 | 1,299 | 302 | 618 |
| 01 Apr 22 | 5,273 | 1,370 | 310 | 592 |
| 31 Dec 21 | 5,110 | 1,389 | 297 | 562 |
| 01 Oct 21 | 5,109 | 1,498 | 323 | 532 |
| 02 Jul 21 | 4,755 | 1,419 | 284 | 509 |
| 02 Apr 21 | 4,375 | 1,211 | 254 | 496 |
| 01 Jan 21 | 3,970 | 1,067 | 243 | 478 |
| 02 Oct 20 | 3,356 | 815 | 231 | 464 |
| 26 Jun 20 | 3,226 | 779 | 225 | 445 |
| 27 Mar 20 | 3,257 | 793 | 217 | 428 |
| 27 Dec 19 | 3,301 | 826 | 206 | 423 |
| 27 Sep 19 | 3,377 | 854 | 198 | 424 |
| 28 Jun 19 | 3,558 | 929 | 209 | 420 |
| 29 Mar 19 | 3,685 | 1,071 | 207 | 417 |
| 28 Dec 18 | 3,788 | 1,133 | 216 | 416 |
| 28 Sep 18 | 3,868 | 918 | 208 | 405 |
| 29 Jun 18 | 3,844 | 914 | 211 | 393 |
| 30 Mar 18 | 3,851 | 874 | 216 | 389 |
| 29 Dec 17 | 3,789 | 823 | 206 | 371 |
| 29 Sep 17 | 3,651 | 1,010 | 206 | 355 |
| 30 Jun 17 | 3,502 | 976 | 202 | 337 |
| 31 Mar 17 | 3,353 | 915 | 199 | 323 |
| 30 Dec 16 | 3,277 | 898 | 195 | 313 |
| 30 Sep 16 | 3,289 | 995 | 196 | 312 |
| 01 Jul 16 | 3,334 | 978 | 190 | 322 |
| 01 Apr 16 | 3,393 | 1,000 | 192 | 321 |
| 01 Jan 16 | 3,380 | 958 | 195 | 316 |
| 02 Oct 15 | 3,258 | 798 | 191 | 303 |
| 03 Jul 15 | 3,096 | 744 | 187 | 289 |
Guadagni di qualità: SWKS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SWKS (8.9%) sono inferiori rispetto allo scorso anno (10.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di SWKS sono diminuiti del 26.3% all'anno negli ultimi 5 anni.
Accelerare la crescita: SWKS ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: SWKS ha avuto una crescita negativa degli utili ( -12.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Semiconductor ( 15.4% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 6.3% ) di SWKS è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 19:54 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/04/03 |
| Utili annuali | 2025/10/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Skyworks Solutions, Inc. è coperta da 50 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |
| Cody Acree | Ascendiant Capital Markets LLC |