Skyworks earnings date and guidance
MyStockButler's October 2026 analysis: Skyworks next results are expected on November 3, 2026. For Skyworks, watch whether inventory becomes shipments and cash after the Qorvo closing.
What has Skyworks guided for the quarter ending in October 2026?
Management guided revenue to $1,010–$1,060 million for the quarter to October. It guided non-GAAP diluted EPS to $1.27. Gross margin guidance was 44.0%–45.0%. Management expected Broad Markets to grow approximately 5.0% year over year and represent approximately 39.0% of sales. This guidance predates the October 5, 2026 Qorvo closing and does not describe the combined company.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Revenue | Quarter to Oct 2026 | 1,010 | 1,060 | Jul 28, 2026 |
| Non-GAAP diluted earnings per share | Quarter to Oct 2026 | 1.27 | 1.27 | Jul 28, 2026 |
| Gross margin | Quarter to Oct 2026 | 44.0% | 45.0% | Jul 28, 2026 |
| Broad Markets year-over-year growth | Quarter to Oct 2026 | 5.0% | 5.0% | Jul 28, 2026 |
| Broad Markets share of sales | Quarter to Oct 2026 | 39.0% | 39.0% | Jul 28, 2026 |
What this means. The earnings-per-share forecast uses the company's adjusted measure, which leaves out some costs, so it is not the same as profit under standard accounting rules.
Has Skyworks kept its past promises?
Management’s record is solid. Across seven comparable quarters, revenue and gross margin met or exceeded their ranges, while adjusted EPS beat its midpoint target. The main exception was an operating-expense miss in FY2025 Q4, when stronger revenue increased employee incentive accruals.
| What management forecast | Checked | Above | Within | Below |
|---|---|---|---|---|
| Revenue | 7 quarters | 4 | 3 | 0 |
| Non-GAAP diluted earnings per share | 7 quarters | 7 | 0 | 0 |
| Gross margin | 7 quarters | 2 | 5 | 0 |
| Operating expenses | 7 quarters | 1 | 6 | 0 |
How have Skyworks revenue and profit changed?
Revenue was $934.8 million, down 3.1% year over year. Gross margin fell from 41.6% to 40.1%. Operating income dropped from $110.6 million to $48.5 million, leaving an operating margin of only 5.2%. Net income fell to $33.9 million, and diluted EPS fell to $0.22.
| Jul 2026 | Apr 2026 | Jan 2026 | Oct 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 934.8 | 943.7 | 1,035.4 | 1,100.2 | 965.0 | 953.2 | 1,068.5 | 1,024.9 |
| Gross margin | 40.1% | 40.8% | 41.3% | 40.7% | 41.6% | 41.1% | 41.4% | 41.9% |
| Operating income | 48.5 | 42.1 | 103.8 | 111.0 | 110.6 | 97.3 | 181.1 | 59.5 |
| Net income | 33.9 | 35.6 | 79.2 | 141.4 | 105.0 | 68.7 | 162.0 | 60.5 |
| EPS, diluted | 0.22 | 0.24 | 0.53 | 0.94 | 0.70 | 0.43 | 1.00 | 0.37 |
What this means. Free cash flow can be negative even when the company reports a profit because it spent more cash on equipment than its daily business brought in.
What should you watch in Skyworks earnings?
The next results should settle the outstanding FY2026 Q4 forecast and establish the enlarged company’s starting point. The estimated early-November reporting window should answer how much cash remains after closing, whether integration payments have begun and whether inventory is becoming shipments and cash.
Bond interest begins in early 2027, the first acquisition notes mature in August 2028, the full savings window falls around October 2028–October 2029, and Singapore production must move by July 2030. Those dates turn the merger promise into measurable tests.