Skyworks Solutions, Inc. Q4 2025 Earnings Recap

Skyworks Solutions delivered robust Q4 2025 results, with revenue hitting $1.1 billion and earnings per share of $1.76, driven by strong performance in mobile and broad markets.

Key Takeaways

• Q4 revenue exceeded guidance, with mobile sales up 21% sequentially and 7% year-over-year, accounting for 65% of total revenue.
• Gross profit reached $511 million, resulting in a gross margin of 46.5%, despite slightly elevated operating expenses due to increased employee incentives.
• The company announced a transformative combination with Qorvo, expected to enhance scale and diversify its technology portfolio.
• Skyworks generated $1.1 billion in free cash flow for the fiscal year, representing a solid 27% free cash flow margin.
• Strong demand was reported across edge IoT, automotive, and data center, with solid order trends and design win activity indicating positive growth momentum heading into fiscal '26.