NASDAQ · Technology

SKYWORKS SOLUTIONS INC SWKS

Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

Semiconductors

Company profile

Business mix

  • The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters.
  • It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices.
  • The company sells its products through direct sales force, electronic component distributors, and independent sales representatives.
  • Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductors?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.58 FCF 6.36% Buyback 6.59%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $37.9M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $5.7M Estimated from net added shares
Reduction amount $163.8M Estimated from net reduced shares
Net share change / base shares -73.6% -1,972,787 / 2,680,267
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.3% 13F value change -$10.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 24.4% 13F value change +$1.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 600,530 Last 2 periods +106,950 (+17.8%) Total shares 707,480 Value $37.9M
Coatue Management Philippe Laffont 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$98.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 1,272,952 Last 2 periods -1,272,952 (-100.0%) Total shares 0 Value $0
Vulcan Value Partners C.T. Fitzpatrick 2 filing periods
13F 2025-09-30 Filed 2025-11-10
Major reduction Shares -61.4% 13F value change -$41.8M
13F 2025-12-31 Filed 2026-02-09
Sold out Shares -100.0% 13F value change -$24.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-09
Base shares 806,785 Last 2 periods -806,785 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.