🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:07:10时区推断·⟳ 抓取 04:07:31·⚡ 决策 07-29 04:31:07 +23m36s·90.6 天前
思佳讯第三财季业绩小幅超预期并披露20亿美元回购授权
本条是思佳讯同一第三财季业绩与指引信息的社交媒体转述，近72小时内已被系统以 news_center 和 SEC 文件处理过。
📄 原文Wall St Engine@wallstengine↗ 原文
SKYWORKS $SWKS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $935M (Est. $920.3M) 🟢; -3% YoY 🔹 Adj. EPS: $1.08 (Est. $1.02) 🟢; -…
不做 思佳讯（SWKS.US）
同一具体财报催化已在近时段由 news_center/SEC 相关信号处理过，本条只是社交媒体重复摘要，不再重复出卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本条是思佳讯同一第三财季业绩与指引信息的社交媒体转述，近72小时内已被系统以 news_center 和 SEC 文件处理过。
- 业绩本身为收入和EPS小幅超预期、下一季收入指引略高于一致预期但EPS基本持平，属于排期财报后的温和正面信息。
- 20亿美元回购授权相对约97亿美元市值有量级，但该事实与业绩包一并披露，当前重复推送不应再次出卡。
主要风险
- 若后续公司电话会披露显著超预期的Qorvo并购时间、协同或回购执行节奏，应由新增事实重新研判。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 994 字
SKYWORKS $SWKS Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $935M (Est. $920.3M) 🟢; -3% YoY
🔹 Adj. EPS: $1.08 (Est. $1.02) 🟢; -19% YoY
🔹 Adj Oper Margin: 19.4%; -390 bps YoY
🔸 Qorvo Merger: Regulatory approvals progressing, expects close within fiscal year
Q4'26 Guide:
🔹 Adj. EPS: $1.27 (Est. $1.28) 🟡
🔹 Revenue: $1.01B-$1.06B (Est. $1.02B) 🟢
🔹 Broad Markets Revenue Growth: ~5% YoY
Capital Return:
🔹 New Stock Repurchase Authorization: $2 Billion
Comments:
🔸 “We delivered a solid quarter with revenue and earnings above expectations, reflecting consistent execution across the portfolio.”
🔸 “We continue to advance the regulatory process for our pending combination with Qorvo. We are now optimistic that we can close within the calendar year, and we will be preparing to close as early as within the fiscal year.”
🔸 “For the September quarter, we anticipate revenue of $1,010 million to $1,060 million, with non-GAAP diluted earnings per share of $1.27 at the mid-point of the revenue range.”
🔹 Revenue: $935M (Est. $920.3M) 🟢; -3% YoY
🔹 Adj. EPS: $1.08 (Est. $1.02) 🟢; -19% YoY
🔹 Adj Oper Margin: 19.4%; -390 bps YoY
🔸 Qorvo Merger: Regulatory approvals progressing, expects close within fiscal year
Q4'26 Guide:
🔹 Adj. EPS: $1.27 (Est. $1.28) 🟡
🔹 Revenue: $1.01B-$1.06B (Est. $1.02B) 🟢
🔹 Broad Markets Revenue Growth: ~5% YoY
Capital Return:
🔹 New Stock Repurchase Authorization: $2 Billion
Comments:
🔸 “We delivered a solid quarter with revenue and earnings above expectations, reflecting consistent execution across the portfolio.”
🔸 “We continue to advance the regulatory process for our pending combination with Qorvo. We are now optimistic that we can close within the calendar year, and we will be preparing to close as early as within the fiscal year.”
🔸 “For the September quarter, we anticipate revenue of $1,010 million to $1,060 million, with non-GAAP diluted earnings per share of $1.27 at the mid-point of the revenue range.”
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。