Information Technology·Semiconductors·$9.6B
Skyworks Solutions Inc. (SWKS) is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors....
Earnings Per Share (EPS)
EPS is a crucial indicator of profitability and will show how well the company is managing costs and generating revenue.
Revenue Growth
Revenue growth is vital for assessing the company's ability to expand its market share and capitalize on demand for semiconductors.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+31.97%
Avg Stock Reaction
-0.98%
In Q1 2026, Skyworks reported an EPS of $1.54, significantly beating expectations by 48%. However, the stock declined by 1.58% the following day, indicating mixed investor sentiment despite the strong earnings.
Management Promises & Guidance
Investors are cautiously optimistic ahead of the earnings report, especially given the company's consistent history of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.
Bull Case
If Skyworks continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.
Bear Case
Conversely, if the company fails to provide clear guidance or reports weaker-than-expected revenue, it could raise concerns about future growth and lead to a sell-off.
Earnings Per Share (EPS)
N/AEPS is a crucial indicator of profitability and will show how well the company is managing costs and generating revenue.
Revenue Growth
N/ARevenue growth is vital for assessing the company's ability to expand its market share and capitalize on demand for semiconductors.
Gross Margin
N/AGross margin indicates how efficiently the company is producing its products and can signal future profitability.
The print will turn on these two things.
Q1
What is the expected revenue growth for the next quarter?
Revenue growth will be critical to understanding the company's market position and demand for its products, especially in a competitive sector.
Q2
How is Skyworks managing its gross margins in the current economic environment?
Gross margins will indicate how well the company is controlling costs and maintaining profitability amidst potential supply chain challenges.
Why consensus could be wrong
The Street may be underestimating the impact of new product launches and market expansion efforts, which could drive stronger revenue growth than anticipated.
Supporting Evidence
Skyworks has consistently beaten EPS estimates, indicating strong underlying performance.
The options market is pricing in a larger move than historical averages suggest, indicating potential for a significant surprise.
Recent trends in mobile technology adoption could boost demand for Skyworks' products.
Key Risk
If revenue growth exceeds 15%, it could challenge current bearish sentiment.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around whether Skyworks can sustain its growth trajectory while managing costs effectively.
Bull Confirmed If
A revenue growth rate of at least 15% year-over-year would confirm the bull case.
Bear Confirmed If
If gross margins fall below 40%, it would confirm the bear case.
Implied Move
±8.59%
Historical Avg
±1.6%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±8.6% while SWKS has averaged ±1.6% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Skyworks beats expectations and raises guidance, history suggests the stock could rise by an average of 1.58% on the day.
In-Line / Cautious
If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors weigh future prospects.
Miss
Should the company miss expectations, history suggests a potential decline of around 0.98% on the following trading day.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026