🇺🇸 SECSkyworks Solutions Inc.Codex · 实盘不做把握 4/10
北京时间·🕒 发布 04:03:36时区推断·⟳ 抓取 08-03 13:25:12·⚡ 决策 07-29 04:06:16 −5d09h·90.6 天前
Skyworks盘后提交8-K目录但未披露可判定的业绩惊喜
本次抓取内容是SEC归档目录页，未在可读正文中提供Q3实际收入、EPS或下一季指引相对一致预期的明确差异。
📄 原文Skyworks Solutions Inc.↗ 原文
Item 8.01 Other Events · Item 9.01 Financial Statements and Exhibits
Directory List of /Archives/edgar/data/4127/000000412726000045 Search Options Skip to Main Content About What We Do Com…
不做 Skyworks Solutions（SWKS.US）
当前信号只提供SEC归档目录，且业绩发布时间和一致预期已提前公开；未确认实际业绩或指引相对预期的正负 surprise，方向不明，不做。
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
消息传播链
- 公司提前公告将在2026-07-28美股盘后发布Q3 FY2026业绩并于16:30 ET召开电话会，说明披露日程已被市场预期。
- Zacks在业绩前整理一致预期：非GAAP EPS约1.03美元、收入约9.2208亿美元，并提示手机业务季节性走弱与Broad Markets增长预期。
- SEC EDGAR接收Skyworks 8-K归档目录；当前可读抓取仅为文件目录，未形成可直接判断业绩超预期或低于预期的正文证据。
关键理由
- 本次抓取内容是SEC归档目录页，未在可读正文中提供Q3实际收入、EPS或下一季指引相对一致预期的明确差异。
- Skyworks此前已公告7月28日盘后发布Q3 FY2026业绩并召开电话会，事件本身属于排期内披露，不是低扩散突发催化。
- 市场公开预期已围绕收入约9.22亿至9.26亿美元、非GAAP EPS约1.03美元交易；没有确认的超预期增量前不建立方向仓。
主要风险
- 若随后可读业绩稿显示收入、EPS或指引显著偏离一致预期，应由新的业绩信号重新研判。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-24 · 影响 weakens
业绩日和一致预期已公开传播；没有实际超预期数据前，多头缺少新增edge。
检索:Skyworks Q3 2026 earnings expectations EPS revenue consensus 原文 ↗
原文全文
展开原文 · 1,668 字
Directory List of /Archives/edgar/data/4127/000000412726000045
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/4127/000000412726000045
Parent Directory
Name
Size
Last Modified
0000004127-26-000045-index-headers.html
2026-07-28 16:03:36
0000004127-26-000045-index.html
0000004127-26-000045.txt
0000004127-26-000045-xbrl.zip
18277
a8-klx1ex991.htm
26778
FilingSummary.xml
1651
MetaLinks.json
17237
R1.htm
38080
report.css
2766
Show.js
1085
swks-20260728.htm
39087
swks-20260728.xsd
3006
swks-20260728_htm.xml
2718
swks-20260728_lab.xml
21885
swks-20260728_pre.xml
12540
swksletterheadv3.jpg
19419
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/4127/000000412726000045
Parent Directory
Name
Size
Last Modified
0000004127-26-000045-index-headers.html
2026-07-28 16:03:36
0000004127-26-000045-index.html
0000004127-26-000045.txt
0000004127-26-000045-xbrl.zip
18277
a8-klx1ex991.htm
26778
FilingSummary.xml
1651
MetaLinks.json
17237
R1.htm
38080
report.css
2766
Show.js
1085
swks-20260728.htm
39087
swks-20260728.xsd
3006
swks-20260728_htm.xml
2718
swks-20260728_lab.xml
21885
swks-20260728_pre.xml
12540
swksletterheadv3.jpg
19419
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
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。