Post-earnings recap
Reported
Tue, Jul 28, 2026
EPS actual
$1.08
EPS est.
$0.65
EPS surprise
+67.18%
1-day move
+1.95%
Skyworks Solutions reported earnings that missed expectations on EPS, which typically raises concerns among investors. However, the stock reacted positively, rising by 1.95%. This could indicate that investors are optimistic about other aspects of the company, despite the EPS miss.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.08 | $1.27 | +67.18% |
| Revenue | — | $1.0B | — |
No transcript is on record for the earnings call, and the analysis is based solely on numerical results.
Skyworks Solutions, Inc. (SWKS) is a semiconductor company that designs and manufactures high-performance analog and mixed-signal semiconductors. These components are crucial for mobile communications, automotive applications, and the growing Internet of Things (IoT) sector, making the company significant in the tech landscape.
Last quarter
In Q2-2026, Skyworks reported an impressive EPS of $1.15, significantly beating estimates by 70.88%. The stock reacted positively, gaining 5.39% the following day.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+43.12%
Avg 1-day reaction
+0.05%
Analysts expect Skyworks to deliver solid earnings this quarter, with a consensus EPS of $1.27 and revenue of $1.0B. Investors are eager to see if the company can maintain its strong performance amidst industry challenges.
Bull case
If Skyworks exceeds EPS estimates and shows robust revenue growth, it could signal strong demand for its products and boost investor confidence.
Bear case
Conversely, if the company fails to meet expectations or provides cautious guidance, it may raise concerns about future growth in a competitive market.
Key metrics to watch
EPS
$1.27Earnings per share is a key indicator of profitability, and investors will closely watch if Skyworks can meet or exceed expectations.
Revenue
$1.0BTotal revenue is critical for assessing the company's growth and market demand, especially in a competitive semiconductor industry.
The print will turn on these.
Q1
Will Skyworks achieve an EPS of $1.27 or higher?
This figure is critical for validating the company's growth trajectory and profitability, especially after recent strong performances.
Q2
What insights will management provide on revenue growth in the IoT segment?
Given the increasing importance of IoT, any guidance on this area will be closely scrutinized for future growth potential.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.5%
Why consensus could be wrong
While the consensus expects steady growth, Skyworks may be underestimating the impact of emerging technologies like 5G and IoT, which could drive higher demand than anticipated.
Supporting evidence
The company has consistently beaten EPS estimates, indicating stronger operational performance.
Options pricing suggests a higher expected move than historical averages, hinting at potential surprises.
Recent trends in semiconductor demand may not be fully reflected in current estimates.
Key risk
If IoT revenue significantly exceeds expectations, it could shift the market's perception of Skyworks' growth potential.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will indicate whether the company can sustain its growth momentum in a challenging semiconductor market.
Bull confirmed if
An EPS of $1.30 or higher, coupled with strong revenue growth, would confirm the bull case.
Bear confirmed if
An EPS below $1.25 or disappointing revenue guidance would support the bear case.
What the market is pricing for the move.
Implied Move
±7.10%
Historical Avg
±2.3%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±7.1% while SWKS has averaged ±2.3% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
72.5%
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 see an average 1-day move of +2.10%, confirming strong demand and operational efficiency.
In line / cautious
If results come in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.
Miss
Should the company miss expectations, history indicates a potential average 1-day move of -0.16%, raising concerns about its competitive position.
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.