Post-earnings recap
Reported
Tue, May 5, 2026
EPS actual
$1.15
EPS est.
$0.67
EPS surprise
+70.88%
1-day move
+5.39%
Skyworks Solutions reported better-than-expected earnings per share, which likely contributed to the stock's 5.39% increase. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS surprise positively, indicating stronger profitability than anticipated.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.15 | $1.04 | +70.88% |
| Revenue | — | $902M | — |
No transcript is on record, and the analysis is based solely on numerical results.
Skyworks Solutions, Inc. is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors. As a key player in the Information Technology sector, Skyworks is crucial for enabling wireless communication technologies, including 5G and Internet of Things (IoT) applications.
Last quarter
In Q1-2026, Skyworks reported an EPS of $1.54, significantly exceeding the estimate of $1.04, showcasing strong operational performance. However, the stock declined by 1.58% the following day, indicating market caution despite the positive earnings surprise.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+43.12%
Avg 1-day reaction
+0.05%
Analysts expect Skyworks to continue its strong earnings performance with a consensus EPS of $1.04 and revenue of $902 million. The market is closely watching for any signs of growth in demand for semiconductors, especially in mobile and IoT applications.
Bull case
If Skyworks can exceed the EPS estimate and show strong revenue growth, it could indicate robust demand for its products, leading to a positive market reaction.
Bear case
Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about demand and profitability, potentially leading to a decline in stock price.
Key metrics to watch
EPS
$1.04Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$902MRevenue figures will provide insight into overall sales performance and demand for Skyworks' products, particularly in the context of ongoing technological advancements.
The print will turn on these.
Q1
Will Skyworks provide specific guidance on revenue growth in the mobile segment?
Given the increasing demand for mobile devices and IoT applications, guidance on this segment will be crucial for assessing future performance.
Q2
How does Skyworks plan to address potential supply chain challenges?
Supply chain issues have affected many semiconductor companies, and understanding how Skyworks is managing these challenges will be key to evaluating its operational resilience.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The Street may be underestimating the potential for revenue growth in the mobile segment, particularly given the recent surge in demand for 5G technology.
Supporting evidence
Skyworks has consistently beaten EPS estimates in the past, indicating strong operational performance.
The options market is pricing in a larger move than historical averages, suggesting heightened expectations for volatility.
Key risk
If mobile segment revenue growth significantly exceeds expectations, it could shift market sentiment positively.
Pre-commit to what would confirm each case.
The market is currently weighing the potential for continued growth against the backdrop of supply chain challenges and demand fluctuations.
Bull confirmed if
Exceeding the EPS estimate of $1.04 and reporting revenue above $902 million would confirm strong demand and operational efficiency.
Bear confirmed if
Falling short of the EPS estimate and revenue expectations would indicate potential weaknesses in demand and profitability.
What the market is pricing for the move.
Implied Move
±11.35%
Historical Avg
±2.3%
The options market is pricing in a significant move of approximately 11.35%, suggesting that investors are anticipating volatility around the earnings announcement.
Options are pricing ±11.3% while SWKS has averaged ±2.3% over the last 8 prints — setup is pricing rich.
ATM IV
0.8%
30d HV
44.2%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Semiconductors
Fade rate: X of Y (Z%)
This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 4.9%, with a raw directional average of +0.4% (modestly positive historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
78.99%
of float
Insider
0.26%
of float
Holders
973
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
20,554,331 sh · $1.7B
13.66%
-4.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Skyworks beats expectations, history suggests the stock could rise by an average of 1.58% the following day, confirming a strong demand narrative.
In line / cautious
If results are in line with expectations but management expresses caution, the stock may experience a muted reaction as investors reassess future growth prospects.
Miss
Should the company miss expectations, history indicates a potential decline of around 1.58%, reflecting investor disappointment.
The lines on the call that would change the story.
Pzena Investment Management LLC
15,973,040 sh · $1.3B
10.62%
-0.8%
Price (T.Rowe) Associates Inc
11,709,459 sh · $976.9M
7.78%
5408.3%
Vanguard Capital Management LLC
9,814,222 sh · $818.8M
6.52%
0.4%
State Street Corporation
8,845,765 sh · $738.0M
5.88%
4.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.