Skyworks公布三季度业绩并宣布合并后停止季度分红、改以回购和降杠杆配置资本

Revenue of
$935 Million
, GAAP Diluted EPS of
$0.22
and Non-GAAP Diluted EPS of
$1.08
Continued Momentum Across Broad Markets Growth Engines, Led by Automotive and
Data Center
Qorvo Regulatory Approvals Progressing
Announces Expected Leadership Team for Combined Company
Anticipates Raising Approximately
$2 Billion
of Acquisition Debt Financing
Announces New Capital Allocation Framework for Combined Company; New Stock Repurchase Authorization of
$2 Billion
IRVINE, Calif.
,
July 28, 2026
(GLOBE NEWSWIRE) --
Skyworks Solutions, Inc.
(Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported third fiscal quarter results for the period ended
July 3, 2026
.
Revenue for the third fiscal quarter of 2026 was
$935 million
. On a GAAP basis, operating income for the third fiscal quarter was
$49 million
with diluted earnings per share of
$0.22
. On a non-GAAP basis, operating income was
$182 million
with non-GAAP diluted earnings per share of
$1.08
.
“We delivered a solid quarter with revenue and earnings above expectations, reflecting consistent execution across the portfolio,” said
Phil Brace
, chief executive officer and president of
Skyworks
. “Mobile performed well on healthy demand, and Broad Markets delivered another quarter of year-over-year growth, led by double-digit gains in automotive and data center.
“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. The steps we’re announcing today - our financing plans, the combined company’s expected leadership team, and a new capital allocation framework are about being ready to execute from day one.”
Recent Business Highlights
Expanded automotive design win pipeline, securing telematics and in-vehicle infotainment engagements with leading global OEMs
Expanded AI data center design win pipeline, including precision timing for a hyperscaler switch platform and isolation solutions for 800-volt HVDC power architectures
Introduced latest power and gate driver technologies, targeting next-generation AI data centers, electric vehicle platforms and industrial high-power applications
Fourth Fiscal Quarter 2026 Outlook
We provide earnings guidance on a non-GAAP basis because certain information necessary to reconcile such guidance to GAAP is difficult to estimate and dependent on future events outside of our control. Please refer to the attached Discussion Regarding the Use of Non-GAAP Financial Measures in this earnings release for further discussion of our use of non-GAAP measures, including quantification of known expected adjustment items.
“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,” said
Philip Carter
, chief financial officer and senior vice president of
Skyworks
. “Our guidance includes approximately
$5 million
in incremental net interest expense, or approximately
$0.03
per share, reflecting a partial quarter of financing costs associated with the pending Qorvo acquisition.
“We expect Mobile to grow sequentially in the high-teens range, supported by the seasonal ramp of new product launches at our largest customer, while Broad Markets is expected to grow approximately 5% year-over-year, representing approximately 39% of sales.”
Capital Allocation Framework
In conjunction with the pending Qorvo combination, Skyworks’ board of directors has approved a new capital allocation framework for the combined company. Reflecting the combined company’s expected robust free cash flow and adjusted EBITDA generation, the framework provides the flexibility to repurchase shares, de-lever the balance sheet, and pursue opportunistic, accretive M&A. Accordingly, the board has replaced the stock repurchase program expiring in
February 2027
with a new
$2 billion
stock repurchase program, and the company has decided not to declare any quarterly dividends going forward, redirecting that capital toward these higher-return uses. Repurchases may be made from time to time in the open market or through privately negotiated transactions, subject to market conditions and other factors; the program does not obligate the company to repurchase any minimum number of shares and may be suspended or discontinued at any time.
Skyworks’ Third Quarter 2026 Conference Call
Skyworks
will host a conference call with analysts to discuss its third quarter fiscal 2026 results and business outlook on
July 28, 2026
, at
4:30 p.m. EDT
.
To listen to the conference call, please visit the investor relations section of Skyworks’ website at
https://investors.skyworksinc.com/events-presentations
. Playback of the conference call will be available on Skyworks’ website at
www.skyworksinc.com/investors
beginning at
9 p.m. EDT
on
July 28, 2026
. Additionally, a transcript of the Company’s prepared remarks will be made available on our website promptly after their conclusion during the call.
About
Skyworks
Skyworks Solutions, Inc.
is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks
is a global company with engineering, marketing, operations, sales and support facilities located throughout
Asia
,
Europe
and
North America
and is a member of the S&P 500
®
market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website at:
www.skyworksinc.com
.
Important Information About the Proposed Transaction and Where to Find It
In connection with the proposed mergers (the “Mergers”) with Qorvo, Inc. (“Qorvo”),
Skyworks
has filed with the
SEC
a registration statement on Form S-4 (File No. 333-291947) (the “Registration Statement”), which includes a prospectus with respect to the shares of Skyworks’ common stock to be issued in the Mergers and a joint proxy statement for Skyworks’ and Qorvo’s respective stockholders (the “Joint Proxy Statement/Prospectus”). The Registration Statement was declared effective on
December 23, 2025
, and
Skyworks
filed a final prospectus on
December 23, 2025
, and Qorvo filed a definitive proxy statement on
December 23, 2025
. The Joint Proxy Statement/Prospectus was mailed to stockholders of
Skyworks
and Qorvo on or about
December 23, 2025
. Each of
Skyworks
and Qorvo may also file with or furnish to the
SEC
other relevant documents regarding the Mergers. This communication is not a substitute for the Registration Statement, the Joint Proxy Statement/Prospectus or any other document that
Skyworks
or Qorvo may mail to their respective stockholders in connection with the Mergers.
INVESTORS AND SECURITY HOLDERS OF SKYWORKS AND QORVO ARE URGED TO READ THE REGISTRATION STATEMENT AND THE JOINT PROXY STATEMENT/PROSPECTUS INCLUDED WITHIN THE REGISTRATION STATEMENT, AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC IN CONNECTION WITH THE MERGERS OR INCORPORATED BY REFERENCE INTO THE REGISTRATION STATEMENT AND THE JOINT PROXY STATEMENT/PROSPECTUS (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION REGARDING SKYWORKS, QORVO, THE MERGERS AND RELATED MATTERS.
The documents filed by
Skyworks
with the
SEC
also may be obtained free of charge at Skyworks’ website at
https://www.skyworksinc.com/investors
or upon written request to
Skyworks
at
investor.relations@skyworksinc.com
. The documents filed by Qorvo with the
SEC
also may be obtained free of charge at Qorvo’s website at
https://ir.qorvo.com/
or upon written request to Qorvo at
investor-relations@qorvo.com
. These documents filed with