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Skyworks Solutions, Inc.

SWKS

Technology · 62.64 +2.4% today

Jodie read · what matters now

Revenue decreased 1.0% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SWKS, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections26 verified links23 additional receipts in Pro
Organic co-movement groupSemiconductor Materials · LeaderDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-05 against the comparable filing from 2025-05-07.

cautious
OperationscautiousEvidence score -4
liquidityneutralEvidence score 0
valuationdiscount

What improved

No thresholded improvement was identified.

What weakened

  • Revenue decreased 1.0% versus the comparable filing period.
  • Operating margin fell 5.7 percentage points.
  • Net income decreased 48.2% versus the comparable filing period.

Filing receipts

e, net $ 10.8 (9.2)% $ 11.9 $ 23.0 (17.9)% $ 28.0 % of net revenue 1.1 % 1.2 % 1.2 % 1.4 % The decrease in other income, net for the three and six months ended April 3, 2026, as compared with the corresponding periods in fiscal 2025, was primarily due to a decrease in interest income generated from cash, cash equivalents, and marketable securities.

Restructuring, Impairment, and Other Charges Three Months Ended Six Months Ended (dollars in millions) April 3, 2026 Change March 28, 2025 April 3, 2026 Change March 28, 2025 Restructuring, impairment, and other charges $ 10.9 (44.4)% $ 19.6 $ 22.5 6.6% $ 21.1 % of net revenue 1.2 % 2.1 % 1.1 % 1.0 % Restructuring, impairment, and other charges for the three and six months ended April 3, 2026, was primarily due to costs associated with facility consolidation and closure.

The decrease in cash, cash equivalents, and marketable securities during the three months ended April 3, 2026 was primarily due to dividend payments of $106.8 million and capital expenditures of $82.3 million, partially offset by cash generated from operations of $50.3 million.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind SWKS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CIENCiena CorporationcustomerFull receipt with Pro →

Depended on by

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 23 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

SWKS is currently a Leader in the organic co-movement group Semiconductor Materials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.