Equity Profile

SWKS

Skyworks Solutions, Inc.

Information TechnologySemiconductors$8.8B

May5Tue

Post-Earnings Recap

ReportedQ2-2026After Close4:01 PM EDT

Skyworks Solutions Beats on EPS, Stock Up 5.39%

Metric	Actual	Expected	Surprise
EPS	$1.15	$1.04	+70.88%
Revenue	—	$902M	—

management commentary, guidance changes, and full analysis available with Pro.

Skyworks Solutions Beats on EPS, Stock Up 5.39%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.15	$1.04	+70.88%
Revenue	—	$902M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Skyworks Solutions reported better-than-expected earnings per share, which likely contributed to the stock's 5.39% increase. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS surprise positively, indicating stronger profitability than anticipated.

Company Snapshot

Skyworks Solutions, Inc. is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.04

Revenue

Revenue figures will provide insight into overall sales performance and demand for Skyworks' products, particularly in the context of ongoing technological advancements.

$902M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Skyworks Solutions, Inc. is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors. As a key player in the Information Technology sector, Skyworks is crucial for enabling wireless communication technologies, including 5G and Internet of Things (IoT) applications.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+37.96%

Avg Stock Reaction

-0.16%

Last Quarter Recap

In Q1-2026, Skyworks reported an EPS of $1.54, significantly exceeding the estimate of $1.04, showcasing strong operational performance. However, the stock declined by 1.58% the following day, indicating market caution despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Skyworks to continue its strong earnings performance with a consensus EPS of $1.04 and revenue of $902 million. The market is closely watching for any signs of growth in demand for semiconductors, especially in mobile and IoT applications.

Bull Case

If Skyworks can exceed the EPS estimate and show strong revenue growth, it could indicate robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a decline in stock price.

Key Metrics to Watch

EPS

$1.04

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$902M

Revenue figures will provide insight into overall sales performance and demand for Skyworks' products, particularly in the context of ongoing technological advancements.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Skyworks provide specific guidance on revenue growth in the mobile segment?

Given the increasing demand for mobile devices and IoT applications, guidance on this segment will be crucial for assessing future performance.

How does Skyworks plan to address potential supply chain challenges?

Supply chain issues have affected many semiconductor companies, and understanding how Skyworks is managing these challenges will be key to evaluating its operational resilience.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth in the mobile segment, particularly given the recent surge in demand for 5G technology.

Supporting Evidence

Skyworks has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations for volatility.

Key Risk

If mobile segment revenue growth significantly exceeds expectations, it could shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is currently weighing the potential for continued growth against the backdrop of supply chain challenges and demand fluctuations.

Bull Confirmed If

Exceeding the EPS estimate of $1.04 and reporting revenue above $902 million would confirm strong demand and operational efficiency.

Bear Confirmed If

Falling short of the EPS estimate and revenue expectations would indicate potential weaknesses in demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±11.35%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move of approximately 11.35%, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±11.3% while SWKS has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

44.2%

Calls (230K)P/C Ratio: 0.17Puts (38K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 4.9%, with a raw directional average of +0.4% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Skyworks beats expectations, history suggests the stock could rise by an average of 1.58% the following day, confirming a strong demand narrative.

In-Line / Cautious

If results are in line with expectations but management expresses caution, the stock may experience a muted reaction as investors reassess future growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.58%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the mobile and IoT markets.
2Insights into how supply chain issues are being managed.
3Comments on pricing strategies and margin outlook.
4Any new product announcements or technological advancements.
5Management's view on competitive pressures in the semiconductor industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May4

GRABReported

Grab Holdings Limited

RecapView

May4

GBDCReported

Company Snapshot

Skyworks Solutions, Inc. is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.04

Revenue

Revenue figures will provide insight into overall sales performance and demand for Skyworks' products, particularly in the context of ongoing technological advancements.

$902M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+37.96%

Avg Stock Reaction

-0.16%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Skyworks can exceed the EPS estimate and show strong revenue growth, it could indicate robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a decline in stock price.

Key Metrics to Watch

EPS

$1.04

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$902M

Revenue figures will provide insight into overall sales performance and demand for Skyworks' products, particularly in the context of ongoing technological advancements.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Skyworks provide specific guidance on revenue growth in the mobile segment?

Given the increasing demand for mobile devices and IoT applications, guidance on this segment will be crucial for assessing future performance.

How does Skyworks plan to address potential supply chain challenges?

Supply chain issues have affected many semiconductor companies, and understanding how Skyworks is managing these challenges will be key to evaluating its operational resilience.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth in the mobile segment, particularly given the recent surge in demand for 5G technology.

Supporting Evidence

Skyworks has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations for volatility.

Key Risk

If mobile segment revenue growth significantly exceeds expectations, it could shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is currently weighing the potential for continued growth against the backdrop of supply chain challenges and demand fluctuations.

Bull Confirmed If

Exceeding the EPS estimate of $1.04 and reporting revenue above $902 million would confirm strong demand and operational efficiency.

Bear Confirmed If

Falling short of the EPS estimate and revenue expectations would indicate potential weaknesses in demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±11.35%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a significant move of approximately 11.35%, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±11.3% while SWKS has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

44.2%

Calls (230K)P/C Ratio: 0.17Puts (38K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Skyworks beats expectations, history suggests the stock could rise by an average of 1.58% the following day, confirming a strong demand narrative.

In-Line / Cautious

If results are in line with expectations but management expresses caution, the stock may experience a muted reaction as investors reassess future growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.58%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the mobile and IoT markets.
2Insights into how supply chain issues are being managed.
3Comments on pricing strategies and margin outlook.
4Any new product announcements or technological advancements.
5Management's view on competitive pressures in the semiconductor industry.