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Skyworks Solutions, Inc.. (SWKS) Stock Fundamental Analysis & AI Rating 2026

SWKS Nasdaq Semiconductors & Related Devices DE CIK: 0000004127
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2026-01-02
Combined AI Rating
HOLD
77% Confidence
STRONG AGREEMENT
HOLD
72% Conf
HOLD
82% Conf

📊 SWKS Key Takeaways

Revenue: $1.0B
Net Margin: 7.6%
Free Cash Flow: $339.0M
Current Ratio: 2.40x
Debt/Equity: 0.09x
EPS: $0.53
AI Rating: HOLD with 72% confidence
Skyworks Solutions, Inc.. (SWKS) receives a HOLD rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 7.6%, and return on equity (ROE) of 1.4%, Skyworks Solutions, Inc.. demonstrates mixed fundamentals in the Technology sector. Below is our complete SWKS stock analysis for 2026.

Is Skyworks Solutions, Inc.. (SWKS) a Good Investment?

Claude

Skyworks demonstrates solid financial health with strong liquidity metrics (2.4x current ratio), excellent free cash flow generation (32.7% FCF margin, $339M annually), and conservative leverage (0.09x debt-to-equity). However, the company faces significant headwinds with flat revenue growth and declining profitability (net income down 19.9% YoY, EPS down 16.5%), coupled with weak return metrics (1.4% ROE, 1.0% ROA), suggesting operational challenges despite operational cash generation capability.

ChatGPT

Skyworks Solutions shows solid underlying financial health, with a strong net cash position, low leverage, ample liquidity, and very strong free cash flow generation relative to revenue. However, flat revenue and meaningful year-over-year declines in net income and EPS indicate weakening earnings quality and margin pressure, which offsets the balance sheet strength. The fundamentals support resilience, but not a clearly improving growth or profitability trajectory.

Why Buy Skyworks Solutions, Inc.. Stock? SWKS Key Strengths

Claude
  • + Strong free cash flow generation ($339M) with excellent 32.7% FCF margin demonstrates operational efficiency
  • + Excellent liquidity position (2.4x current ratio, 1.8x quick ratio) with $1.6B cash and minimal leverage (0.09x debt-to-equity)
  • + Robust interest coverage (16.5x) provides substantial financial flexibility and debt servicing capability
ChatGPT
  • + Strong balance sheet with $1.55B in cash, low debt, and debt/equity of just 0.09x
  • + Healthy liquidity profile with 2.40x current ratio and 1.80x quick ratio
  • + Robust cash generation with $339.0M in free cash flow and a 32.7% FCF margin

SWKS Stock Risks: Skyworks Solutions, Inc.. Investment Risks

Claude
  • ! Revenue stagnation (0% YoY growth) signals potential market share losses or industry headwinds in semiconductor segment
  • ! Profitability deterioration with net income down 19.9% YoY and net margin at only 7.6%, indicating margin compression or elevated costs
  • ! Weak capital returns (1.4% ROE, 1.0% ROA) despite $5.8B equity base suggests inefficient asset utilization or operational underperformance
ChatGPT
  • ! Revenue is flat year over year, signaling limited near-term growth momentum
  • ! Net income fell 19.9% and diluted EPS declined 16.5%, indicating earnings pressure
  • ! Operating profitability is modest for the sector, with a 10.0% operating margin and low reported ROE/ROA

Key Metrics to Watch

Claude
  • * Revenue growth trajectory - must return to positive YoY growth to demonstrate market recovery
  • * Gross margin sustainability - monitor whether 41.3% level can be maintained amid cost pressures
  • * Operating leverage recovery - track if operating income can grow despite flat revenues through cost management
  • * Return on equity trend - ROE must improve above 1.4% to validate effective capital deployment
ChatGPT
  • * Revenue growth acceleration and diversification of end-market demand
  • * Operating margin and net income trend relative to free cash flow sustainability

Skyworks Solutions, Inc.. (SWKS) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$79.2M
EPS (Diluted)
$0.53
Free Cash Flow
$339.0M
Total Assets
$7.9B
Cash Position
$1.6B

💡 AI Analyst Insight

The 32.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 2.40x current ratio provides a solid financial cushion.

SWKS Profit Margin, ROE & Profitability Analysis

Gross Margin 41.3%
Operating Margin 10.0%
Net Margin 7.6%
ROE 1.4%
ROA 1.0%
FCF Margin 32.7%

SWKS vs Technology Sector: How Skyworks Solutions, Inc.. Compares

How Skyworks Solutions, Inc.. compares to Technology sector averages

Net Margin
SWKS 7.6%
vs
Sector Avg 18.0%
SWKS Sector
ROE
SWKS 1.4%
vs
Sector Avg 22.0%
SWKS Sector
Current Ratio
SWKS 2.4x
vs
Sector Avg 2.5x
SWKS Sector
Debt/Equity
SWKS 0.1x
vs
Sector Avg 0.5x
SWKS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Skyworks Solutions, Inc.. Stock Overvalued? SWKS Valuation Analysis 2026

Based on fundamental analysis, Skyworks Solutions, Inc.. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
1.4%
Sector avg: 22%
Net Profit Margin
7.6%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.09x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Skyworks Solutions, Inc.. Balance Sheet: SWKS Debt, Cash & Liquidity

Current Ratio
2.40x
Quick Ratio
1.80x
Debt/Equity
0.09x
Debt/Assets
26.8%
Interest Coverage
16.48x
Long-term Debt
$496.6M

SWKS Revenue & Earnings Growth: 5-Year Financial Trend

SWKS 5-year financial data: Year 2021: Revenue $5.1B, Net Income $853.6M, EPS $4.89. Year 2022: Revenue $5.5B, Net Income $814.8M, EPS $4.80. Year 2023: Revenue $5.5B, Net Income $1.5B, EPS $8.97. Year 2024: Revenue $5.5B, Net Income $1.3B, EPS $7.81. Year 2025: Revenue $4.8B, Net Income $982.8M, EPS $6.13.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Skyworks Solutions, Inc..'s revenue has remained relatively flat over the 5-year period, with a 7% decline. The most recent EPS of $6.13 reflects profitable operations.

SWKS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
32.7%
Free cash flow / Revenue

SWKS Quarterly Earnings & Performance

Quarterly financial performance data for Skyworks Solutions, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.0B $79.2M $0.53
Q3 2025 $905.5M $68.7M $0.70
Q2 2025 $953.2M $68.7M $0.43
Q1 2025 $1.1B $162.0M $1.00
Q3 2024 $905.5M $120.9M $0.75
Q2 2024 $1.0B $183.3M $1.14
Q1 2024 $1.2B $231.3M $1.44
Q3 2023 $1.1B $195.8M $1.22

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Skyworks Solutions, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$395.5M
Cash generated from operations
Stock Buybacks
$830.2M
Shares repurchased (TTM)
Capital Expenditures
$56.5M
Investment in assets
Dividends Paid
$106.4M
Returned to shareholders

SWKS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Skyworks Solutions, Inc.. (CIK: 0000004127)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 DEF 14A tm261577-5_def14a.htm View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771451891.xml View →
Feb 11, 2026 8-K tm265879d1_8k.htm View →
Feb 5, 2026 10-Q swks-20260102.htm View →
Feb 3, 2026 8-K swks-20260203.htm View →

Frequently Asked Questions about SWKS

What is the AI rating for SWKS?

Skyworks Solutions, Inc.. (SWKS) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are SWKS's key strengths?

Claude: Strong free cash flow generation ($339M) with excellent 32.7% FCF margin demonstrates operational efficiency. Excellent liquidity position (2.4x current ratio, 1.8x quick ratio) with $1.6B cash and minimal leverage (0.09x debt-to-equity). ChatGPT: Strong balance sheet with $1.55B in cash, low debt, and debt/equity of just 0.09x. Healthy liquidity profile with 2.40x current ratio and 1.80x quick ratio.

What are the risks of investing in SWKS?

Claude: Revenue stagnation (0% YoY growth) signals potential market share losses or industry headwinds in semiconductor segment. Profitability deterioration with net income down 19.9% YoY and net margin at only 7.6%, indicating margin compression or elevated costs. ChatGPT: Revenue is flat year over year, signaling limited near-term growth momentum. Net income fell 19.9% and diluted EPS declined 16.5%, indicating earnings pressure.

What is SWKS's revenue and growth?

Skyworks Solutions, Inc.. reported revenue of $1.0B.

Does SWKS pay dividends?

Skyworks Solutions, Inc.. pays dividends, with $106.4M distributed to shareholders in the trailing twelve months.

Where can I find SWKS SEC filings?

Official SEC filings for Skyworks Solutions, Inc.. (CIK: 0000004127) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SWKS's EPS?

Skyworks Solutions, Inc.. has a diluted EPS of $0.53.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SWKS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Skyworks Solutions, Inc.. has a HOLD rating with 77% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SWKS stock overvalued or undervalued?

Valuation metrics for SWKS: ROE of 1.4% (sector avg: 22%), net margin of 7.6% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy SWKS stock in 2026?

Our dual AI analysis gives Skyworks Solutions, Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SWKS's free cash flow?

Skyworks Solutions, Inc..'s operating cash flow is $395.5M, with capital expenditures of $56.5M. FCF margin is 32.7%.

How does SWKS compare to other Technology stocks?

Vs Technology sector averages: Net margin 7.6% (avg: 18%), ROE 1.4% (avg: 22%), current ratio 2.40 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2026-01-02 | Powered by Claude AI