Skyworks Solutions' SEC filings document the semiconductor company's operating results, governance practices, capital structure and material corporate events. Form 8-K reports cover financial results, dividends on common stock, credit-agreement amendments, executive incentive arrangements and other event disclosures.
The company's proxy materials describe annual meeting procedures, stockholder voting matters and board-governance disclosures. Other filings identify its common stock, par value $0.25 per share, traded on the Nasdaq Global Select Market under SWKS, and include material-agreement, risk-factor, shareholder-vote and capital-structure disclosure categories tied to its public-company reporting obligations.
State Street Corporation reported beneficial ownership of 5.6% of Skyworks Solutions Inc. common stock as of 03/31/2026. The filing lists 8,443,107 shares beneficially owned and shows shared voting power of 6,181,525 shares and shared dispositive power of 8,438,458 shares.
The Schedule 13G names multiple State Street advisory subsidiaries as holders and is signed by a company officer for State Street. The filing is a passive ownership disclosure under Schedule 13G and does not describe trading activity or transaction intent.
Skyworks Solutions conducted its Q2 FY2026 earnings call and provided an update on the proposed combination with Qorvo. Management said regulatory reviews are progressing and that the China SAMR review has entered Phase II. The company reiterated an expected closing in early 2027 but noted increasing hope to close in late 2026, and reaffirmed anticipated synergies of $500 million or more. Skyworks said it supported Qorvo's $400 million share repurchase during the quarter in accordance with operating covenants and the merger agreement. The filing also notes the Form S-4 registration statement (File No. 333-291947) was declared effective on December 23, 2025 and that the Joint Proxy Statement/Prospectus was mailed on or about that date.
Skyworks Solutions conducted its Q2 FY2026 earnings call and provided an update on the proposed combination with Qorvo. Management said regulatory reviews are progressing and that the China SAMR review has entered Phase II. The company reiterated an expected closing in early 2027 but noted increasing hope to close in late 2026, and reaffirmed anticipated synergies of $500 million or more. Skyworks said it supported Qorvo's $400 million share repurchase during the quarter in accordance with operating covenants and the merger agreement. The filing also notes the Form S-4 registration statement (File No. 333-291947) was declared effective on December 23, 2025 and that the Joint Proxy Statement/Prospectus was mailed on or about that date.
Skyworks Solutions reported softer results for the quarter ended April 3, 2026. Net revenue slipped to $943.7 million from $953.2 million a year earlier, while net income fell to $35.6 million from $68.7 million, cutting diluted EPS to $0.24 from $0.43 as operating expenses rose.
For the first six months of fiscal 2026, revenue was $1.98 billion versus $2.02 billion and net income was $114.8 million versus $230.7 million, reflecting higher research and development and Qorvo deal-related costs. Gross margin stayed around 41%, but operating margin narrowed sharply.
The company ended the quarter with $1.44 billion in cash, cash equivalents, and marketable securities and $996.6 million of senior notes outstanding, plus an undrawn $750 million revolver. Skyworks is moving ahead with its pending cash-and-stock merger with Qorvo, valued at about $22.0 billion, offering Qorvo holders 0.960 Skyworks share and $32.50 in cash per share. Stockholders of both companies have approved the transaction, which faces ongoing antitrust review after an FTC Second Request. Skyworks also has a $1.5 billion bridge loan commitment available to help fund the cash portion.
Skyworks Solutions reported second fiscal quarter 2026 revenue of $944 million, with GAAP diluted EPS of $0.24 and non-GAAP diluted EPS of $1.15, exceeding the high end of its prior revenue and non-GAAP EPS guidance.
GAAP operating income was $42.1 million and net income was $35.6 million, reflecting higher research and development and selling, general and administrative expenses compared with the prior year period. Non-GAAP operating income reached $188.9 million, implying a 20.0% non-GAAP operating margin versus a 4.5% GAAP operating margin.
Management highlighted strong performance in Mobile and double-digit year-over-year growth in Broad Markets, driven by Wi‑Fi, data center and automotive demand. The company secured a multi-generational design win with a leading Android OEM expected to generate over $1 billion in revenue through 2030, and guided June-quarter revenue to $900 million to $950 million with non-GAAP diluted EPS of $1.03 at the midpoint. The board declared a cash dividend of $0.71 per share, payable June 16, 2026, to stockholders of record on May 26, 2026.
Vanguard Capital Management reports beneficial ownership of Skyworks Solutions Inc. common stock. The filing states it beneficially owns 11,096,564 shares, representing 7.37% of the class as of 03/31/2026. The filing attributes voting and dispositive power to Vanguard and affiliates and notes these holdings include securities held by Vanguard funds and managed accounts.
Vanguard Portfolio Management reported beneficial ownership of 10,152,543 shares of Skyworks Solutions Inc Common Stock, representing 6.75% of the class as of 03/31/2026. The filing shows sole voting power for 39,062 shares and sole dispositive power for 10,152,543 shares. The Schedule 13G was signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
Skyworks Solutions is asking stockholders to vote at its 2026 virtual annual meeting on May 13, 2026 at 11:00 a.m. PDT on director elections, auditor ratification, executive pay and several governance and incentive plan items.
The board highlights fiscal 2025 net revenue of $4.1 billion, GAAP operating margin of 12.2% (24.4% non-GAAP), GAAP diluted EPS of $3.08 ($5.93 non-GAAP), and operating cash flow of $1.301 billion. Skyworks generated free cash flow of $1.106 billion, raised its quarterly dividend to $0.71 per share, and returned about $1.263 billion through buybacks and dividends.
The proxy also reviews the CEO transition to Philip G. Brace, the announced merger agreement with Qorvo, Inc., proposed charter amendments to eliminate supermajority voting, a new 2026 long‑term incentive plan, and an advisory vote on named executive officer compensation.
Skyworks Solutions Inc filing: The Vanguard Group filed an amendment to a Schedule 13G/A reporting 0 shares beneficially owned in the issuer, representing 0% of the class as of the amendment.
The filing explains that on January 12, 2026 The Vanguard Group, Inc. completed an internal realignment and certain subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538; the amendment is signed 03/27/2026.
Skyworks Solutions, Inc. is asking shareholders to elect nine directors and vote on routine corporate matters at its 2026 Annual Meeting, including ratifying KPMG as auditor, an advisory "say-on-pay" vote, approval of a 2026 Long-Term Incentive Plan, and four charter amendments to eliminate supermajority vote provisions. The company highlights fiscal year 2025 results: $4.1 billion net revenue, GAAP operating margin of 12.2% (non-GAAP 24.4%), GAAP diluted EPS of $3.08 (non-GAAP $5.93), annual operating cash flow of $1.301 billion, and approximately $1.263 billion returned to stockholders. The proxy reiterates the Board’s support for the announced merger agreement with Qorvo, Inc., notes that stockholders approved the business combination at a special meeting in February 2026, and describes governance, compensation, and director nomination practices.