SWKS

EX-99.1

2 q2268-kex991earningsrelease.htm

EX-99.1

Document

Exhibit 99.1

Media Relations:

Constance Griffiths

(949) 230-4867

Constance.Griffiths@skyworksinc.com

Investor Relations:

Raji Gill

(949) 508-0973

Raji.Gill@skyworksinc.com

Skyworks Delivers Strong Second Quarter Fiscal Year 2026 Results

•Revenue of $944 Million, GAAP Diluted EPS of $0.24 and Non-GAAP Diluted EPS of $1.15

•Secured Multi-Generational Android OEM Design Win with Expected $1 Billion+ Revenue Through 2030

•Exceeded the High-End of Revenue and Non-GAAP EPS Guidance

•Broad Markets Delivered Double-Digit Year-over-Year Growth

IRVINE, Calif., May 5, 2026 – Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported second fiscal quarter results for the period ended April 3, 2026.

Revenue for the second fiscal quarter of 2026 was $944 million. On a GAAP basis, operating income for the second fiscal quarter was $42 million with diluted earnings per share of $0.24. On a non-GAAP basis, operating income was $189 million with non-GAAP diluted earnings per share of $1.15.

“We delivered another strong quarter, reflecting consistent execution and improving momentum across our portfolio,” said Phil Brace, chief executive officer and president of Skyworks. “Mobile outperformed expectations on healthy demand, while Broad Markets continues to accelerate, delivering double-digit year-over-year growth driven by Wi-Fi, data center, and automotive.”

Second Fiscal Quarter Business Highlights

•Secured a significant, multi-generational design win with a leading Android OEM, expected to generate over $1 billion in revenue through 2030

•Wi-Fi 7 momentum across enterprise access points and home connectivity platforms with marquee OEM partners

•Secured in-vehicle infotainment engagements with BYD and a leading German Tier-1 supplier

•Broadened timing solutions portfolio with next-generation clock buffers targeting data center, wireless infrastructure, and emerging PCIe Gen 7 applications

•Advanced 6G innovation leadership with the debut of a FR3 frequency range RF front-end (RFFE) power amplifier at Mobile World Congress 2026

Third 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 June quarter, we anticipate revenue of $900 million to $950 million, with non-GAAP diluted earnings per share of $1.03 at the mid-point of the revenue range,” said Philip Carter, chief financial officer and senior vice president of Skyworks.

“We expect Mobile to follow typical seasonal patterns, declining low-single digits sequentially, while Broad Markets is expected to grow modestly sequentially, representing approximately 43% of sales, and up high-single-digits year-over-year.”

Dividend Payment

Skyworks’ board of directors also declared a cash dividend on the Company’s common stock of $0.71 per share. The dividend is payable on June 16, 2026, to stockholders of record at the close of business on May 26, 2026.

Skyworks’ Second Quarter 2026 Conference Call

Skyworks will host a conference call with analysts to discuss its second quarter fiscal 2026 results and business outlook on May 5, 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 May 5, 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.

Safe Harbor Statement

This earnings release includes “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Refo

swks-202602030000004127false00000041272026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported):February 3, 2026

Skyworks Solutions, Inc. (Exact name of registrant as specified in its charter)

Delaware001-0556004-2302115 (State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)

5260 California Avenue92617 Irvine, California

(Address of principal executive offices) (Zip Code)

(949)231-3000 (Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.25 per share SWKSNasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. The information contained in this Item 2.02 and in the exhibit attached hereto as Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. On February 3, 2026, Skyworks Solutions, Inc. (the “Registrant”), issued a press release in which it announced financial results for the three-month period ended January 2, 2026. A copy of the press release is attached hereto as Exhibit 99.1. Item 8.01 Other Events. Dividend On February 3, 2026, the Registrant announced that its board of directors had declared a cash dividend on the Registrant’s common stock of $0.71 per share, payable on March 17, 2026, to its stockholders of record as of the close of business on February 24, 2026. Item 9.01 Financial Statements and Exhibits. (d) Exhibits

Exhibit NumberDescription 99.1Registrant’s Press Release dated February 3, 2026

104Cover Page Interactive Data File (formatted as Inline XBRL with applicable taxonomy extension information contained in Exhibit 101)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Skyworks Solutions, Inc.

February 3, 2026By:/s/ Philip Carter Name:Philip Carter Title:Senior Vice President and Chief Financial Officer

swks-202511040000004127false00000041272025-11-042025-11-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported):November 4, 2025

Skyworks Solutions, Inc. (Exact name of registrant as specified in its charter)

Delaware001-0556004-2302115 (State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)

5260 California Avenue92617 Irvine, California

(Address of principal executive offices) (Zip Code)

(949) 231-3000

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.25 per shareSWKSNasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. The information contained in this Item 2.02 and in the exhibit attached hereto as Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. On November 4, 2025, Skyworks Solutions, Inc. (the “Registrant”), issued a press release in which it announced financial results for the three- and twelve-month periods ended October 3, 2025. A copy of the press release is attached hereto as Exhibit 99.1. Item 9.01 Financial Statements and Exhibits. (d) Exhibits

Exhibit NumberDescription 99.1Registrant’s Press Release dated November 4, 2025

104Cover Page Interactive Data File (formatted as Inline XBRL with applicable taxonomy extension information contained in Exhibit 101)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Skyworks Solutions, Inc.

November 4, 2025By:/s/ Philip Carter Name:Philip Carter Title:Senior Vice President and Chief Financial Officer