Skip to content
AnalystLens

Skyworks Solutions 8-K Report, Financial Results (Nov 4, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed November 4, 2025
Period End
November 4, 2025
Security
SWKS
In the record · 2016–202610-K2110-Q338-K121

SWKS filed 21 annual reports (10-K), 33 quarterly reports (10-Q) and 121 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Aug ’18Aug ’18
  2. Leadership change8-K · Dec ’20Dec ’20
  3. Leadership change8-K · Dec ’22Dec ’22
  4. Material agreement8-K · Oct ’26Oct ’26

01—Abstract

Summary

Summary of the 8-K filed November 4, 2025. Cited figures are marked; the original filing is the authoritative source.

Skyworks Solutions, Inc. (Nasdaq: SWKS) reported fourth-quarter and full-year fiscal 2025 results for the periods ended October 3, 2025, via a press release attached as Exhibit 99.1.

Fourth-quarter revenue was $1.10 billiona (net revenue $1,100.2 million, up from $1,024.9 million a year earlier). GAAP operating income was $111.0 million and GAAP diluted EPS was $0.94; non-GAAP operating income was $264.0 million and non-GAAP diluted EPS was $1.76. For the full fiscal year, net revenue was $4,086.9 million (versus $4,178.0 million), GAAP diluted EPS was $3.08, and non-GAAP diluted EPS was $5.93.

Operating cash flow for the year was $1,300.8 millionb and non-GAAP free cash flow was $1,105.8 million. Management guided fiscal first-quarter 2026 revenue to $975 million to $1,025 million, with non-GAAP diluted EPS of $1.40 at the midpoint of the revenue range. The CFO expects Mobile revenue to decline low- to mid-teens sequentially, while Broad Markets are expected to be up slightly sequentially and represent 39% of sales.

The company also declared a quarterly cash dividend of $0.71c per share, payable December 9, 2025, to holders of record on November 18, 2025. The release notes that the proposed merger with Qorvo, Inc. and the indebtedness tied to the Silicon Laboratories Inc. transaction and the expected Qorvo transaction are key risk factors. Investors should weigh the strong quarterly execution against the sequential Mobile decline guided for the coming quarter and the transaction-related uncertainties described in the forward-looking statements.

02—Key points

Key Highlights

  1. Q4 FY2025 net revenue of $1,100.2 million, compared with $1,024.9 million in the prior-year quarter.
  2. Q4 GAAP diluted EPS of $0.94 and non-GAAP diluted EPS of $1.76; GAAP operating income of $111.0 million and non-GAAP operating income of $264.0 million.
  3. Full-year FY2025 net revenue of $4,086.9 million, GAAP diluted EPS of $3.08, and non-GAAP diluted EPS of $5.93.
  4. Full-year operating cash flow of $1,300.8 million and non-GAAP free cash flow of $1,105.8 million; Q4 non-GAAP free cash flow was $144.0 million.
  5. Q1 FY2026 guidance: revenue of $975 million to $1,025 million and non-GAAP diluted EPS of $1.40 at the revenue midpoint; Mobile expected to decline low- to mid-teens sequentially.
  6. Quarterly dividend of $0.71 per share declared, payable December 9, 2025 to holders of record on November 18, 2025.
  7. Pending transactions with Qorvo, Inc. and the Silicon Laboratories Inc. indebtedness are highlighted as material risk factors in the safe harbor statement.

03—Questions

Frequently Asked Questions

  1. How did Skyworks perform in the fourth quarter of fiscal 2025?

    Net revenue was $1,100.2 million, up from $1,024.9 million a year earlier. GAAP gross margin was 40.7% and non-GAAP gross margin was 46.5%. GAAP net income was $141.4 million, versus $60.5 million in the prior-year quarter.

  2. What is the company guiding for the first quarter of fiscal 2026?

    Revenue is expected to be between $975 million and $1,025 million, with non-GAAP diluted EPS of $1.40 at the midpoint. Management expects Mobile to decline low- to mid-teens sequentially and Broad Markets to be up slightly, representing 39% of sales.

  3. How did full-year fiscal 2025 results compare with fiscal 2024?

    Net revenue was $4,086.9 million versus $4,178.0 million in fiscal 2024. GAAP operating income was $500.0 million versus $637.4 million, and GAAP diluted EPS was $3.08 versus $3.69. Non-GAAP diluted EPS was $5.93 versus $6.27.

  4. Will shareholders receive a dividend, and when?

    Yes. The Board declared a cash dividend of $0.71 per share, payable December 9, 2025, to stockholders of record at the close of business on November 18, 2025.

  5. What transaction-related risks does the filing highlight?

    The safe harbor statement cites the proposed merger with Qorvo, Inc., including the possibility that expected benefits may not materialize, regulatory approvals may be delayed or conditioned, and integration may disrupt operations. It also notes the reduced flexibility from indebtedness incurred in connection with the Silicon Laboratories Inc. transaction and the substantial additional indebtedness expected from the Qorvo transaction.

04—Continue

← View all 8-K filings