Skyworks Solutions, Inc.

Company facts

Industry

Semiconductors & Related Devices

Headquarters

Irvine, California

Most recent report

8-K, filed Sep 2, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 4127

Fiscal year ends

October

Filer status

Large accelerated filer

What to read: Jul 2026 10-Q

SECSift found 2 of 10 sections worth reading, with 0 positive, 5 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Revenue and net income down; Qorvo merger; dividend cut; new buyback; legal updates.
  Notable

  • IRS began examination of fiscal 2024 federal income tax return during Q3 2026.
  • New $2B buyback program approved July 27, 2026; no shares bought in current quarter.
  • Qorvo merger timeline accelerated: 'increasingly hopeful' close within calendar year 2026.
  Negative

  • Securities class action survived motion to dismiss on May 6, 2026; Company intends to vigorously defend.

• Management's Discussion (Item 2)

  Pending $22B Qorvo merger, falling revenue and margins, cash burn, debt repayment, and merger update.
  Notable

  • Pending $22.0B merger with Qorvo: Skyworks holders get 63% of combined firm; FTC second request received.
  • Repaid $500M of 1.80% Senior Notes due 2026 in Q3 2026; now only $500M of 3.00% notes due 2031 remain.
  Negative

  • Net revenue down 3.1% in Q3 2026 vs prior year, driven by market share loss at a key customer.
  • Cash and marketable securities sank $574.6M to $813.8M as of July 3, 2026, from debt repayment and dividends.

What changed: Jul 2026 vs. Apr 2026

About 12% of SWKS's Jul 2026 10-Q is new information. 24 paragraphs were added, 93 changed, and 16 removed. Below are the most important lines SECSift identified.

• Item 1 36
• Item 2 36
• Item 6 5
• Item 3 4
• Item 4 3