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Skyworks Solutions, Inc.

Q2 FY26Semiconductors and Semiconductor Equipment

Skyworks Solutions, Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

What the Q2 FY26 call signalled

2 of 4 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned
Order bookOrder book rising
Price₹81
Market cap₹12.2K Cr
P/E34.8

The short version

- Revenue opportunity expected to rise year-over-year, acting as a growth tailwind through 2030 (Page 8). - Skyworks expects revenue in Q3 fiscal 2026 to range between $900 million and $950 million.

From Skyworks Solutions, Inc.'s Q2 FY26 earnings-call transcript · updated 30 May 2026.

Revenue & Sales Performance

Moderate growth
  • Revenue opportunity expected to rise year-over-year, acting as a growth tailwind through 2030 (Page 8).
  • Significant multigenerational Android design win anticipated to generate over $1 billion revenue through 2030, representing incremental and premium segment growth (Pages 5, 6, 7).
  • Increase in RF content driven by more bands, advanced MIMO, power needs, and smaller devices, creating sustained growth in content per device (Page 8).
  • Mobile business growth supported by increasing unit volumes and shortened refresh cycles (Page 8).
  • Broad markets (WiFi, data center, automotive) showing strong growth with 9 consecutive quarters of expansion and double-digit year-over-year gains (Page 2).
  • AI-driven workloads and next-gen standards (6G, WiFi 7) expected to boost RF content and revenue (Page 2).

2 more points from Skyworks Solutions, Inc.'s call on revenue

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Profitability & Margins

See what Skyworks Solutions, Inc. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
Relevant points include: - Skyworks is actively funding key R&D initiatives while maintaining tight control of discretionary spending, as noted in operating expenses guidance for Q3 FY26 ($235M-$245M). - The company is focused on product innovation, including new BAW filters targeting early 6G FR3 spectrum, RF front-end solutions for >7 GHz frequencies, and expanded timing portfolio products, implying ongoing investment in technology development. - Integration planning for the Qorvo merger is progressing, with expected synergies of $500 million or more, indicating strategic investment toward combination benefits.

2 more points from Skyworks Solutions, Inc.'s call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

Order book rising
  • Book-to-bill ratio is above 1, indicating healthy demand exceeding supply.
  • Inventories are low, reflecting efficient inventory management.
  • Strong demand signals are coming from across the customer base.
  • Lead times are long, but customers adjust forecasts continuously.
  • The company is monitoring the dynamic supply environment closely.

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Frequently Asked Questions

What were Skyworks Solutions, Inc. Q2 FY26 results?

- Revenue opportunity expected to rise year-over-year, acting as a growth tailwind through 2030 (Page 8). - Skyworks expects revenue in Q3 fiscal 2026 to range between $900 million and $950 million.

What is Skyworks Solutions, Inc. share price analysis?

Skyworks Solutions, Inc. currently shows a below-average growth signal. The stock trades at a P/E of 34.8 with a market cap of $12,245. Investors should review the full earnings analysis for detailed insights.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.