Skyworks Solutions, Inc. · SWKS · Next earnings

Skyworks Solutions, Inc. reports Tuesday, Feb 2, 2027

SWKS reports after market close with consensus EPS at $1.30 and revenue at $1.85B. Last quarter: Skyworks’ Qorvo merger broadens portfolio as smartphone softness persists

Reports After market close89 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.30 Calendar consensus
Consensus revenue $1.85B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session After market close 89 days away

Where SWKS left off: FY2026 Q4

Full report

Skyworks’ Qorvo merger broadens portfolio as smartphone softness persists

EPS surprise +0.8% Reported $1.28 vs $1.27
Revenue surprise +0.9% Reported $1.05B vs $1.04B
Stock move -6.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management characterized guidance as maintained. The December-quarter revenue outlook is $1.8–$1.9 billion, with smartphone revenue expected to decline sequentially while diversified growth markets expand at double-digit rates year over year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Android smartphone weakness and reliance on a single largest customer, identified in the analysis as approximately 62% of revenue.
  • Input-cost inflation and potential difficulty passing cost increases through to smartphone customers.
  • Supply constraints in growth markets could limit the ability to meet demand.
  • Integration, factory-consolidation and synergy-realization timelines may affect the path toward management’s margin ambitions.

Questions analysts left open

  • Whether high growth rates in diversified markets are sustainable and how much gross-margin improvement comes from mix versus synergies.
  • How the targeted $150 million of operating-expense synergies will be allocated and the path to 50–55% gross margin.
  • The largest-customer award process and the timing of a bottom in the Android market.

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Recent SWKS quarters

All SWKS earnings
-6.9%FY2026 Q4-10.5%FY2026 Q2+5.5%FY2026 Q1-1.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.