SWKS
FY2026 Q2 · Calendar Q2 2026
Skyworks Solutions, Inc.
Skyworks delivered a Q2 FY2026 beat with revenue of $943.7 million and EPS of $1.15, driven by strong mobile execution and 30% year-over-year broad-market growth. The standout development is a multigenerational Android OEM design win exceeding $1 billion through 2030, which materially expands revenue diversification beyond the company's largest customer. Despite the beat, the stock fell 10.5% in the session following the report before subsequently recovering over 23%. Management maintained a confident tone and reaffirmed its Q3 revenue outlook of $900-$950 million while advancing the pending Qorvo merger toward a late-2026 close with $500 million-plus in targeted synergies.
EPS surprise+10.6%
Market move-10.5%
