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Screener / SEC EDGAR /CIK 0000004127 /10-K filed Nov 10, 2026, compared with Nov 7, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
SWKSLITETRMBMPWRPDDOG
Nasdaq Technology · Semiconductors

Skyworks Solutions SWKS

SWKS quote by TradingView

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a U.S.-based global leader in high-performance radio frequency (“RF”), power management, and analog and mixed-signal semiconductor products and solutions. 10-K, Item 1

Headquarters
Irvine, CA
CEO
Philip G. Brace
Next results
around Feb 2, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $4.0B through the costs to a net profit of $172.1M · income statement of the 10-K

5% operating margin
Revenue to Gross profit: $1.6BRevenue to Cost of revenue: $2.3BGross profit to Operating profit: $216.7MGross profit to Operating expenses: $1.4BOperating profit to Net profit: $172.1MOperating profit to Tax & other: $44.6MOperating expenses to R&D: $837.0MOperating expenses to Sales, admin & other: $561.2M Revenue: $4.0B REVENUE $4.0B −3% Y/Y Gross profit: $1.6B · 41% margin GROSS PROFIT $1.6B 41% margin · −4% Y/Y Cost of revenue: $2.3B · 59% of revenue COST OF REVENUE $2.3B 59% of revenue Operating profit: $216.7M · 5% margin OPERATING PROFIT $216.7M 5% margin · −57% Y/Y Operating expenses: $1.4B · 35% of revenue OPERATING EXPENSES $1.4B 35% of revenue Net profit: $172.1M · 4% margin NET PROFIT $172.1M 4% margin · −64% Y/Y Tax & other: $44.6M · 1% of revenue TAX & OTHER $44.6M 1% of revenue R&D: $837.0M · 21% of revenue R&D $837.0M 21% of revenue Sales, admin & other: $561.2M · 14% of revenue SALES, ADMIN & OTHER $561.2M 14% of revenue
Gross profit $1.6B 41% margin · −4% Y/Y
Operating profit $216.7M 5% margin · −57% Y/Y
Net profit $172.1M 4% margin · −64% Y/Y
The full income statement, year by year

SWKS among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: -3.1%, above 1% of 74 peers (their median 14.1%) REVENUE GROWTH -3.1% · above 1% Gross margin: 40.8%, above 19% of 67 peers (their median 58.0%) GROSS MARGIN 40.8% · above 19% Operating margin: 5.5%, above 10% of 70 peers (their median 23.8%) OPERATING MARGIN 5.5% · above 10% Net margin: 4.3%, above 11% of 74 peers (their median 19.2%) NET MARGIN 4.3% · above 11% FCF margin: 5.8%, above 13% of 70 peers (their median 23.7%) FCF MARGIN 5.8% · above 13% Return on capital: 2.1%, above 8% of 61 peers (their median 12.7%) RETURN ON CAPITAL 2.1% · above 8%
SWKS Peer median Below the median

What changed

34 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Nov 10, 2026 against Nov 7, 2025.

Risk factors
34 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Inventory growing faster than revenue
Inventory +41.8% vs revenue -3.1% (+44.9 pts)
10-K · XBRL
Accounting checks
10 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Inventory growing faster than revenue
    Inventory +41.8% vs revenue -3.1% (+44.9 pts)
  • Receivables -17.3% vs revenue -3.1% (-14.2 pts)
9 more checks with nothing to note
  • Cash from operations $549.9M vs net income $172.1M (FY ending Oct 2, 2026)
  • Same auditor in both 10-Ks: KPMG LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Application of tax laws and regulations
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

34 paragraphs in Risk Factors that were not in the 10-K filed Nov 7, 2025. Quoted as filed.

All 34 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Nov 7, 2025 10-K, ITEM 1A
    Operating expenses and certain working capital items related to our foreign-based operations are, in some instances, denominated in the local foreign currencies and therefore are affected by changes in the U.S. dollar exchange rate in relation to foreign currencies, such as the Euro, Japanese Yen, Mexican Peso, and Singapore Dollar.…
  2. Item 1A · new paragraph · not in the 10-K filed Nov 7, 2025 10-K, ITEM 1A
    The Company is subject to a corporate alternative minimum tax (“CAMT”) of 15% on adjusted financial statement income, as well as an excise tax on corporate stock repurchases under the Inflation Reduction Act (“IRA”). The IRA could have a material impact depending on various factors, including the amount and frequency of our stock…
  3. Item 1A · new paragraph · not in the 10-K filed Nov 7, 2025 10-K, ITEM 1A
    Changes in our effective tax rate may adversely impact our results of operations and cash flow. We are subject to taxation in the U.S. and numerous foreign jurisdictions. Our effective tax rate is subject to fluctuations and impacted by a number of factors, including the following:
  4. Item 1A · new paragraph · not in the 10-K filed Nov 7, 2025 10-K, ITEM 1A
    We face risks of a loss of revenue if contracts with the U.S. government or defense and aerospace contractors are canceled or delayed or if defense spending is reduced. We receive a portion of our revenue from the U.S. government and from prime contractors on U.S. government-sponsored programs, principally for defense and aerospace…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$4.8B$4.2B$4.1B$4.0B
Net income$982.8M$596.0M$477.1M$172.1M
Operating cash flow$1.9B$1.8B$1.3B$549.9M
Free cash flow$1.6B$1.7B$1.1B$229.3M

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$4.0B ▼ 3.1% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings
New risks34 new paragraphs in Risk Factors in the new 10-K

About the company

Skyworks Solutions, Irvine, CA · from the 10-K filed Nov 10, 2026

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a U.S.-based global leader in high-performance radio frequency (“RF”), power management, and analog and mixed-signal semiconductor products and solutions. On October 5, 2026, the Company completed its combination with Qorvo, Inc.

Headquarters
Irvine, CA
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
October 2
Last results
Nov 3, 2026
Incorporated in
DE

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Sources

The 10-K filed Nov 10, 2026 (open at SEC), compared with the 10-K filed Nov 7, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/SWKS/export.csv") into a cell.