Skyworks Solutions, Inc. · SWKS · Next earnings

Skyworks Solutions, Inc. reports Tuesday, Oct 27, 2026

SWKS reports after market close with consensus EPS at $1.27 and revenue at $1.04B. Last quarter: Skyworks Beats Q2 Estimates, Secures $1B Android Design Win

Reports After market close37 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.27 Calendar consensus
Consensus revenue $1.04B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where SWKS left off: FY2026 Q2

Full report

Skyworks Beats Q2 Estimates, Secures $1B Android Design Win

EPS surprise +10.6% Reported $1.15 vs $1.04
Revenue surprise +4.7% Reported $943.7M vs $901.8M
Stock move -10.5% Event window
Subsequent drift +23.0% Up to 20 sessions

Management maintained its guidance sentiment, reaffirming the Q3 revenue outlook of $900-$950 million, which implies a modest sequential decline from Q2 but stable margins. The prior quarter had guided Q2 revenue to $875-$925 million, which was exceeded. Capex outlook was not addressed this quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory approvals for the Qorvo merger, particularly China's Phase II SAMR review, could delay or block the transaction.
  • Dependence on the largest customer for approximately 60% of revenue creates concentration risk.
  • Input cost volatility, including gold and expedited fees, may pressure gross margins.
  • Seasonal weakness in the mobile segment could affect near-term revenue.
  • Supply chain dynamics and memory pricing pressures may impact demand visibility.

Questions analysts left open

  • Content trajectory at the largest customer and potential for future share gains.
  • Seasonality impact on Q3 mobile performance.
  • Pricing adjustments and their effect on gross margin.
  • Exposure to China revenues and potential strategic shifts.
  • Timing and certainty of the Qorvo merger closing.

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Recent SWKS quarters

All SWKS earnings
-10.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.