Skyworks Solutions (SWKS)

Company Profile

skyworks solutions, inc. is empowering the wireless networking revolution. our highly innovative analog semiconductors are connecting people, places and things spanning a number of new and previously unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. headquartered in woburn, massachusetts, skyworks is a global company with engineering, marketing, operations, sales, and service facilities located throughout asia, europe and north america.

Company profile

Ticker

SWKS

Exchange

NASDAQ

Website

www.skyworksinc.com/

CEO

Liam Griffin

Incorporated

Delaware

Location

California

Fiscal year end

Sep 29

Sector

Manufacturing > Semiconductor and Related Device Manufacturing

Industry (SIC)

Semiconductors & Related Devices

Intel • Broadcom • Texas Instruments • Micron Technology • Marvell Technology • ST Microelectronics - New York Shares • NXP Semiconductors • Analog Devices • NVIDIA • Yingli Green Energy Holding ...

Former names

ALPHA INDUSTRIES INC, SKYWORKS SOLUTIONS INC

SEC CIK

0000004127

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Skyworks Filter Solutions Japan Co., Ltd. • Skyworks Filter Solutions Korea, Inc. • Skyworks Global Pte. Ltd. • Skyworks Hungary Kft • Skyworks International • Skyworks Ireland Limited • Skyworks Solutions Canada Inc. • Skyworks Solutions Commercial (Shenzhen) Co., Ltd. • Skyworks Solutions Co., Ltd. • Skyworks Solutions de Mèxico, S. de R.L. de C.V. ...

IRS number

42302115

SWKS stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$125.00

Low target

$115.00

High target

$135.00

Latest filings (excl ownership)

View all

7 Aug 23

Skyworks Reports Q3 FY23 Results

7 Aug 23

Conflict minerals disclosure

26 May 23

8-K

Departure of Directors or Certain Officers

16 May 23

8-K/A

Departure of Directors or Certain Officers

12 May 23

8-K

Departure of Directors or Certain Officers

8 May 23

Skyworks Reports Q2 FY23 Results

8 May 23

ARS

2022 FY

Annual report to shareholders

24 Mar 23

DEFA14A

Additional proxy soliciting materials

24 Mar 23

Transcripts

View all

SWKS

Earnings call transcript

2023 Q3

7 Aug 23

SWKS

Earnings call transcript

2023 Q2

8 May 23

SWKS

Earnings call transcript

2023 Q1

6 Feb 23

SWKS

Earnings call transcript

2022 Q4

3 Nov 22

SWKS

Earnings call transcript

2022 Q3

5 Aug 22

SWKS

Earnings call transcript

2022 Q2

4 May 22

SWKS

Earnings call transcript

2022 Q1

4 Feb 22

SWKS

Earnings call transcript

2021 Q4

5 Nov 21

SWKS

Earnings call transcript

2021 Q3

30 Jul 21

SWKS

Earnings call transcript

2021 Q2

30 Apr 21

Latest ownership filings

View all

Reza Kasnavi

31 Aug 23

144

Notice of proposed sale of securities

Notice of proposed sale of securities

Notice of proposed sale of securities

17 Aug 23

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart SWKS financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 22	Oct 21	Oct 20	Sep 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	721.60 mm	721.60 mm	721.60 mm	721.60 mm	721.60 mm	721.60 mm
Cash burn (monthly)	37.00 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	115.80 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	605.80 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	16.4	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2023

SWKS institutional ownership history Ownership history

80.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	846	903	-6.3%
Opened positions	77	151	-49.0%
Closed positions	134	100	+34.0%
Increased positions	303	316	-4.1%
Reduced positions	318	289	+10.0%

13F shares	Current	Prev Q	Change
Total value	13.90 tn	14.21 tn	-2.1%
Total shares	127.89 mm	124.22 mm	+3.0%
Total puts	3.42 mm	2.13 mm	+60.5%
Total calls	2.10 mm	2.38 mm	-11.5%
Total put/call ratio	1.6	0.9	+81.4%

Largest owners	Shares	Value	Change
Vanguard	18.48 mm	$2.05 tn	+1.4%
BLK Blackrock	13.44 mm	$1.49 tn	+3.3%
STT State Street	7.68 mm	$850.56 bn	+0.1%
FMR	5.27 mm	$582.89 bn	+24.2%
Victory Capital Management	4.00 mm	$442.41 bn	+5.2%
Vulcan Value Partners	3.63 mm	$402.17 bn	+0.8%
Geode Capital Management	3.60 mm	$397.93 bn	+1.9%
Barrow Hanley Mewhinney & Strauss	3.37 mm	$372.70 bn	NEW
IVZ Invesco	2.71 mm	$300.41 bn	+9.3%
FIL	2.46 mm	$272.49 bn	+10.8%

Largest transactions	Shares	Bought/sold	Change
Barrow Hanley Mewhinney & Strauss	3.37 mm	+3.37 mm	NEW
LSV Asset Management	1.40 mm	+1.27 mm	+991.4%
FMR	5.27 mm	+1.03 mm	+24.2%
Envestnet Asset Management	495.83 k	-911.58 k	-64.8%
Baupost	0.00	-703.87 k	EXIT
Pacer Advisors	748.98 k	+655.72 k	+703.1%
Renaissance Technologies	632.78 k	+619.90 k	+4811.8%
Nordea Investment Management Ab	0.00	-573.31 k	EXIT
Contour Asset Management	343.39 k	-500.08 k	-59.3%
Congress Asset Management	580.17 k	-470.13 k	-44.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SWKS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
29 Aug 23	Reza Kasnavi	Common Stock	Sell	Dispose S	No	Yes	105.38	900	94.84 k	16,094
24 Aug 23	Kris Sennesael	Common Stock	Sell	Dispose S	No	Yes	107.68	7,744	833.87 k	87,823
24 Aug 23	Kris Sennesael	Common Stock	Sell	Dispose S	No	Yes	106.99	9,837	1.05 mm	95,567
24 Aug 23	Kris Sennesael	Common Stock	Sell	Dispose S	No	Yes	105.92	9,090	962.81 k	105,404
24 Aug 23	Kris Sennesael	Common Stock	Sell	Dispose S	No	Yes	105.18	13,329	1.40 mm	114,494
24 Aug 23	Kris Sennesael	Common Stock	Option exercise	Acquire M	No	Yes	75.22	40,000	3.01 mm	127,823
24 Aug 23	Kris Sennesael	Employee Stock Option Common Stock	Option exercise	Dispose M	No	Yes	75.22	40,000	3.01 mm	0
17 Aug 23	Griffin Liam	Common Stock	Sell	Dispose S	No	Yes	104.08	13,211	1.38 mm	52,540
17 Aug 23	Griffin Liam	Common Stock	Option exercise	Acquire M	No	Yes	77.66	13,211	1.03 mm	65,751
17 Aug 23	Griffin Liam	Employee Stock Option Common Stock	Option exercise	Dispose M	No	Yes	77.66	13,211	1.03 mm	0