Skyworks Solutions, IncNasdaq: SWKS

On June 12, 2026, Skyworks announced results of early participation in its exchange offers and consent solicitations for Qorvo's 4.375% senior notes due 2029 and 3.375% senior notes due 2031, with roughly 89.4% and 93.1% of the respective principal amounts tendered. Holders receive $950 of new Skyworks notes plus a $50 early-participation premium per $1,000 tendered. The high tender rates clear a key financing/consent step for Skyworks' previously announced stock-and-cash merger with Qorvo, which would consolidate two of the largest RF chip suppliers. The deal remains subject to regulatory approval, and the FTC has already issued an HSR Second Request extending the antitrust waiting period. The bear case: the combined company still faces customer-concentration and revenue-decline concerns, and the Second Request signals heightened antitrust scrutiny that could delay or imperil the merger.

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Skyworks reported Q2 FY2026 revenue of $944 million with non-GAAP diluted EPS of $1.15, beating consensus of $1.04. The company secured a major multi-generational Android OEM design win expected to generate $1 billion+ in revenue through 2030. For Q3, the company guided revenue of $900M-$950M, with Mobile expected to decline low-single digits and Broad Markets up modestly. The board declared a $0.71 per share dividend payable June 16, 2026. At the May 13 annual meeting, shareholders approved the 2026 LTIP and re-elected nine directors but rejected executive pay. Regulatory reviews for the Qorvo merger are progressing with closing anticipated in early 2027, possibly late 2026.

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Skyworks delivered fiscal Q2 2026 revenue of $944M (above the high end of guidance) with non-GAAP diluted EPS of $1.15, beating consensus of $1.04. The company secured a multi-generational Android OEM design win expected to generate $1B+ in revenue through 2030. Q3 guidance calls for revenue of $900-950M with non-GAAP EPS of $1.03 at the midpoint, with Broad Markets growing to ~43% of sales. The board declared a $0.71/share dividend payable June 16, 2026. The Qorvo combination is progressing through Phase II of the China SAMR review, and management is increasingly optimistic about a late-2026 close. The stock traded around $70.35 on May 18 amid upbeat sentiment.

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Skyworks Solutions reported Q2 FY2026 earnings on May 5, 2026 with EPS of $1.15 vs forecast $1.04 and revenue of $944M vs expected $901.77M. Broad markets segment posted 10% YoY growth for the ninth consecutive quarter, and the company secured an Android OEM design win expected to generate $1B+ through 2030. CEO Philip Gordon Brace cited a multigenerational design win with a leading Android device maker reflecting expanding footprint in premium AI-enabled devices. Despite beating expectations, shares sank 13% during early trading on margin concerns. Q3 FY2026 guidance projects revenue of $900M-$950M with gross margin of 44.5%-45.5%, with mobile segment expected to decline slightly. SWKS announced a $0.71 dividend with ex-date May 26, 2026. Stock trades at $68.33.

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Skyworks reported Q2 FY26 results on May 5 with EPS of $1.15 vs $1.04 expected and revenue of $944M, with Mobile (58% of sales) outperforming and Broad Markets (42%) up 10% year-over-year. The company secured a multi-generational design win with a leading Android OEM expected to generate over $1B in revenue through 2030. Q3 guidance came in at $900M-$950M revenue and $1.03 EPS, both above consensus. Regulatory review of the planned Qorvo merger is progressing through Phase II at China's SAMR, with closure targeted late 2026 or early 2027 and reaffirmed synergy potential of $500M+. The risk is margin compression noted by analysts and sequential mobile decline expected next quarter.

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Skyworks reported Q2 FY2026 results on May 5, 2026 with revenue of $944 million and EPS of $1.15, both above the high end of guidance. Broad markets revenue grew 10% YoY representing 42% of sales, driven by Wi-Fi, data center and automotive growth. Mobile accounted for 58% of revenue beating expectations. The company secured a significant multi-generational design win with a leading Android OEM expected to generate over $1 billion in revenue through 2030. New products include BAW filters for early 6G FR3 spectrum, next-gen RF front-end solutions above 7 GHz, and timing portfolio expansion. The Qorvo merger is advancing through regulatory reviews with potential late 2026 close (early 2027 target), and expected synergies of $500M+. Q3 FY2026 guidance: revenue $900-950M and EPS ~$1.03 vs $0.86 consensus.

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Skyworks Solutions reported strong Q2 FY2026 results beating EPS by 6.2% and revenue by 4.8%, with revenues of $944M and EPS of $0.24 ahead of forecasts. Loop Capital boosted price target from $60 to $70 and Craig Hallum raised target from $75 to $85 on May 7, 2026. Stockholders approved the merger with Qorvo, Inc. and noted complementary technologies and expected growth in Broad Markets and defense. Despite strong quarterly results, concerns persist about longer-term trends with analyst caution on revenue (projected -3.5% for year) and softer margins.

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Skyworks Solutions reported Q2 fiscal 2026 revenue of $944 million, exceeding guidance by ~$20 million, with diluted EPS of $1.15 above the high end of guidance. Mobile revenue drove results at 58% of total, reflecting healthy sell-through and new launches. The company secured a landmark multigenerational Android OEM design win expected to deliver over $1 billion through 2030. Gross margin held at 45% as expected. Despite beating estimates, shares dropped 11.92% as rising inventory concerns and operational challenges overshadowed strong results. Multiple analysts raised price targets: Loop Capital to $70 from $60 and Craig Hallum to $85 from $75.

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Skyworks Solutions reported Q2 FY2026 earnings on May 5, exceeding expectations with EPS of $1.15 vs. forecast $1.04 and revenue of $944M vs. expected $901.77M. Mobile represented 58% of revenue while Broad Markets grew 10% YoY. The company secured a strategic design win with a leading Android OEM expected to generate over $1 billion through 2030. However, gross margin headwinds persist from increased input costs, and the largest customer accounted for approximately 60% of revenue. Q2 guidance provided for $900-950M revenue.

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