Skyworks Solutions (SWKS) reported fiscal third-quarter 2026 revenue of $935 million for the period ended July 3, 2026. GAAP operating income was $49 million, GAAP diluted earnings per share were $0.22, and GAAP net income was $33.9 million.
The company said Broad Markets delivered year-over-year growth led by automotive and data center, while Mobile performed well on healthy demand. Skyworks also announced steps tied to its pending Qorvo combination, including expected leadership, acquisition debt financing plans and a new capital allocation framework.
- Revenue: $935 million in fiscal Q3 2026.
- GAAP EPS: Diluted earnings per share were $0.22.
- Net income: GAAP net income was $33.9 million.
- Outlook: Fiscal Q4 revenue is expected to be $1.01 billion to $1.06 billion, with non-GAAP diluted EPS of $1.27 at the midpoint.
- Capital allocation: Skyworks approved a new $2 billion stock repurchase program and said it will not declare quarterly dividends going forward.
- Qorvo transaction: The company expects to raise about $2 billion of acquisition debt financing and said regulatory approvals are progressing.
$SWKS Hedge Fund Activity
We have seen 313 institutional investors add shares of $SWKS stock to their portfolio, and 315 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PZENA INVESTMENT MANAGEMENT LLC added 3,481,658 shares (+27.6%) to their portfolio in Q1 2026, for an estimated $186,442,785
- BLACKROCK, INC. added 1,961,415 shares (+10.1%) to their portfolio in Q1 2026, for an estimated $105,033,773
- STATE STREET CORP added 1,837,658 shares (+27.8%) to their portfolio in Q1 2026, for an estimated $98,406,585
- GEODE CAPITAL MANAGEMENT, LLC added 1,499,333 shares (+34.6%) to their portfolio in Q1 2026, for an estimated $80,289,282
- TWO SIGMA INVESTMENTS, LP added 1,281,207 shares (+58.5%) to their portfolio in Q1 2026, for an estimated $68,608,634
- CANADA PENSION PLAN INVESTMENT BOARD added 1,274,100 shares (+325.2%) to their portfolio in Q1 2026, for an estimated $68,228,055
- AQR CAPITAL MANAGEMENT LLC added 1,027,383 shares (+142.2%) to their portfolio in Q1 2026, for an estimated $55,016,359
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SWKS Congressional Stock Trading
Members of Congress have traded $SWKS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SWKS stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
