Every material Form 8-K Skyworks Solutions has filed with the SEC since August 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Skyworks reported fiscal fourth-quarter 2026 results for the period ended October 2, 2026, with revenue of $1,045.7 million, down from $1,100.2 million a year earlier, and GAAP diluted EPS of $0.15 versus $0.94. The company completed its Qorvo combination after the quarter ended, and its December-quarter revenue outlook of $1.80 billion to $1.90 billion, with non-GAAP EPS of $1.25 at the midpoint, is the first guidance for the combined company. Shareholders face lower reported profit and a larger share count and interest cost ahead, with the company targeting $500 million or more in annual cost synergies within 24 to 36 months of close.
Q4 revenue $1,045.7 million vs $1,100.2 million a year earlier; non-GAAP diluted EPS $1.28 vs $1.76
Fiscal 2026 revenue $3.96 billion vs $4.09 billion; GAAP diluted EPS $1.14 vs $3.08
December-quarter revenue outlook $1.80 billion to $1.90 billion; non-GAAP EPS of $1.25 at midpoint on about 241 million diluted shares
Restructuring, impairment and other charges of $82.1 million in the fourth quarter
On October 7, 2026, Skyworks completed exchange offers for Qorvo senior notes due 2029 and 2031, issuing new Skyworks notes with matching coupon rates and maturity years in exchange. Skyworks issued $778,096,000 of new 2029 notes and $646,805,000 of new 2031 notes, so these become direct senior unsecured obligations of Skyworks. The filing does not state the effect of the exchange on Skyworks' total debt or interest costs.
Accepted and retired $779,384,000 of 4.375% 2029 Qorvo Notes and $647,096,000 of 3.375% 2031 Qorvo Notes; $70,616,000 and $52,904,000 remain outstanding.
Issued $778,096,000 of 4.375% New 2029 Skyworks Notes maturing October 15, 2029, and $646,805,000 of 3.375% New 2031 Skyworks Notes maturing April 1, 2031.
Exchange offers expired at 5:00 p.m. New York City time on October 5, 2026, and the notes are governed by an indenture dated August 10, 2026 with U.S. Bank Trust Company, National Association.
The new notes are senior unsecured obligations of Skyworks and are structurally subordinated to all obligations of its subsidiaries.
Skyworks completed its combination with Qorvo on October 5, 2026. Each Qorvo share was converted into 0.960 Skyworks shares plus $32.50 in cash, and Skyworks says the deal is immediately accretive to non-GAAP EPS and expects $500 million or more in annualized cost synergies within 24 to 36 months. Shareholders face a larger share count and new debt, since Skyworks issued $2.0 billion of senior notes in August to fund the cash portion.
Qorvo holders receive 0.960 Skyworks shares and $32.50 in cash for each Qorvo share.
Legacy Skyworks shareholders own about 63% of the combined company and legacy Qorvo shareholders about 37%, on a fully diluted basis.
Skyworks notes issued August 10, 2026: $800 million due 2028, $600 million due 2032 and $600 million due 2036, used to finance the cash consideration.
Skyworks board expands to 11 directors; General Counsel Robert Terry's last day is October 5, 2026, and Jason K. Givens becomes SVP and General Counsel.
Skyworks Solutions issued $2.0 billion of senior notes in three tranches due 2028, 2032 and 2036, to help finance about $3.00 billion in cash consideration for its planned acquisition of Qorvo. The 2028 and 2036 notes carry a special mandatory redemption if the Qorvo merger is not completed, which shifts some financing risk back to the company if the deal fails.
Issued $800 million of 5.000% notes due 2028, $600 million of 5.750% notes due 2032 and $600 million of 6.250% notes due 2036
Proceeds, together with existing cash, are intended to fund about $3.00 billion in cash consideration for the Qorvo merger
2028 and 2036 notes must be redeemed early if the Qorvo merger does not close by 11:59 p.m. Pacific Time on November 3, 2027, or if the company abandons or the merger agreement is terminated
Notes were issued under an indenture with U.S. Bank Trust Company, National Association, as trustee
Skyworks reported fiscal third-quarter 2026 revenue of $935 million, down from $965 million a year earlier, and GAAP diluted EPS of $0.22 versus $0.70. The company said it will stop paying quarterly dividends and authorized a new $2.0 billion stock repurchase program, both tied to its pending Qorvo combination. Shareholders lose a regular cash dividend, and the new buyback program runs through January 31, 2029.
Q3 revenue of $935 million vs. $965 million a year earlier; GAAP diluted EPS $0.22 vs. $0.70; non-GAAP diluted EPS $1.08 vs. $1.33
Board will not declare quarterly cash dividends going forward
New $2.0 billion repurchase program authorized July 27, 2026, through January 31, 2029; replaces the program approved February 4, 2025, which was terminated
Fourth-quarter revenue outlook of $1,010 million to $1,060 million; non-GAAP EPS of $1.27 at the revenue midpoint
At its May 13, 2026 annual meeting, Skyworks stockholders elected all nine nominated directors and approved the 2026 Long-Term Incentive Plan. They did not approve the advisory vote on executive compensation, with 54,542,944 votes against and 54,203,161 for, and did not approve four charter amendments to remove supermajority vote provisions. The filing does not state a reason for the results.
Advisory vote on named executive officer compensation failed: 54,203,161 for, 54,542,944 against, 188,373 abstentions.
2026 Long-Term Incentive Plan approved: 87,120,961 for, 21,664,734 against.
Four proposals to eliminate supermajority vote provisions in the charter were not approved, each with about 108 million votes for.
KPMG LLP ratified as independent auditor for fiscal 2026 with 112,917,728 votes for.
Skyworks reported fiscal second-quarter 2026 revenue of $944 million, down from $953.2 million a year earlier, with GAAP diluted EPS of $0.24 versus $0.43 and non-GAAP diluted EPS of $1.15 versus $1.24. The company said results exceeded the high end of its revenue and non-GAAP EPS guidance, and it guided June-quarter revenue to $900 million to $950 million, with non-GAAP EPS of $1.03 at the midpoint. The board also declared a $0.71 per share dividend.
Q2 revenue of $943.7 million versus $953.2 million in the year-earlier quarter; GAAP operating income $42.1 million versus $97.3 million
GAAP diluted EPS $0.24 versus $0.43; non-GAAP diluted EPS $1.15 versus $1.24
June-quarter guidance: revenue of $900 million to $950 million and non-GAAP diluted EPS of $1.03 at the revenue midpoint
Cash dividend of $0.71 per share, payable June 16, 2026, to holders of record on May 26, 2026
Skyworks reported first-quarter fiscal 2026 revenue of $1.035 billion, down from $1.07 billion in the year-earlier quarter, and GAAP diluted EPS of $0.53 versus $1.00. It forecast March-quarter revenue of $875 million to $925 million and declared a $0.71 per share dividend, so shareholders see lower year-over-year results and a lower sales outlook for the next quarter.
Q1 revenue of $1.035 billion versus $1.07 billion for the quarter ended December 27, 2024
GAAP diluted EPS of $0.53 versus $1.00; non-GAAP diluted EPS of $1.54 versus $1.60
March-quarter revenue outlook of $875 million to $925 million; non-GAAP EPS of $1.04 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable March 17, 2026, to holders of record on February 24, 2026
On December 11, 2025, Skyworks' Compensation Committee approved a Fiscal Year 2026 Executive Incentive Plan for senior management, including named executive officers. Cash awards depend on meeting revenue and non-GAAP operating income goals set in advance, with minimum thresholds that must be reached before any payouts. The filing sets pay levels but reports no financial results, so it does not show how the company performed.
Approved December 11, 2025 by the Compensation and Talent Committee
CEO eligible for cash awards of 160% of base salary at target; CFO 100%
Other named executive officers eligible for 90% (Chief Operations and Technology Officer) or 80% (SVP Human Resources and SVP General Counsel) of base salary at target
Awards can reach up to 2 times target if the company exceeds its performance metrics; committee may pay in common stock instead of cash
Skyworks Solutions entered into a Second Amendment to its Revolving Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent, dated November 18, 2025. The amendment extends the maturity date of the revolver to November 18, 2030. The filing does not state the facility size or pricing changes, and it describes a routine amendment to existing borrowing terms.
Second Amendment to the Revolving Credit Agreement dated November 18, 2025, with JPMorgan Chase Bank, N.A. as administrative agent
Maturity date extended to November 18, 2030
Original revolving credit agreement dated May 21, 2021; First Amendment dated March 6, 2023
Full amendment filed as Exhibit 10.1; some schedules and exhibits omitted under Item 601(a)(5) of Regulation S-K
Skyworks Solutions' Compensation Committee adopted a Severance and Change in Control Benefits Plan on November 11, 2025, covering Senior Vice Presidents and above who report to the CEO, excluding the CEO. The plan sets severance terms for terminations with and without a change in control, and it replaces existing change-in-control agreements for participants who sign on.
Plan adopted by the Compensation Committee on November 11, 2025; it does not apply to the Chief Executive Officer
Without a change in control, eligible executives receive a lump sum equal to annual base salary, plus prorated short-term incentive and up to 12 months of COBRA premiums
Change in control benefits include a lump sum of 1.5 times base salary plus target short-term cash incentive, with COBRA premiums for up to 18 months
Skyworks reported fiscal fourth-quarter 2025 revenue of $1.10 billion, up from $1,024.9 million a year earlier, with GAAP diluted EPS of $0.94 versus $0.37. Full-year revenue fell to $4.09 billion from $4.18 billion, and full-year GAAP diluted EPS was $3.08 versus $3.69, so the results point in mixed directions for shareholders. Guidance for the December quarter calls for revenue of $975 million to $1,025 million.
Q4 revenue of $1.10 billion; GAAP diluted EPS $0.94 and non-GAAP diluted EPS $1.76 (vs. $1.55 a year earlier)
Full-year revenue of $4,086.9 million vs. $4,178.0 million; full-year GAAP diluted EPS $3.08 vs. $3.69
First-quarter fiscal 2026 guidance: revenue of $975 million to $1,025 million and non-GAAP diluted EPS of $1.40 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable Dec. 9, 2025, to holders of record on Nov. 18, 2025
Skyworks reported preliminary fourth-quarter and fiscal 2025 results and announced a definitive agreement to combine with Qorvo in a cash-and-stock transaction. The company also declared a quarterly dividend of $0.71 per share. The Qorvo deal is expected to close in early calendar 2027, subject to regulatory approvals and shareholder approvals, and the preliminary results may change after the year-end audit.
Preliminary fourth-quarter revenue was $1.10 billion, with GAAP diluted EPS of $1.07 versus $0.37 a year earlier and non-GAAP diluted EPS of $1.76 versus $1.55.
Preliminary fiscal 2025 revenue was $4.09 billion, with GAAP diluted EPS of $3.20 versus $3.69 and non-GAAP diluted EPS of $5.93 versus $6.27 in fiscal 2024.
The Qorvo combination is expected to close in early calendar 2027, subject to regulatory and shareholder approvals.
The $0.71 per share dividend is payable December 9, 2025, to holders of record on November 18, 2025.
Skyworks Solutions agreed to merge with Qorvo in a cash-and-stock transaction that the companies say values the combined enterprise at about $22 billion. Qorvo shareholders would receive $32.50 in cash and 0.960 of a Skyworks share per Qorvo share, and Skyworks holders would own about 63% of the combined company, which is expected to close in early calendar 2027 subject to shareholder and regulatory approvals.
Qorvo holders receive $32.50 in cash plus 0.960 Skyworks common shares per Qorvo share; Skyworks shareholders would own about 63% of the combined company
Goldman Sachs Bank USA committed up to $3,050,000,000 in senior unsecured bridge term loans; receipt of financing is not a closing condition
Companies expect $500 million or more of annual cost synergies within 24-36 months after closing; the deal is expected to close early in calendar 2027
Phil Brace will be chief executive officer of the combined company; Robert Bruggeworth will be a Qorvo designee on the board
Skyworks Solutions said former company controller Philip Carter will return as Senior Vice President and Chief Financial Officer effective September 8, 2025. He replaces Robert Schriesheim, a board member who has served as interim CFO since May 2025, and Schriesheim will remain on the board.
Philip Carter becomes SVP and CFO effective September 8, 2025; the Board approved the appointment on August 23, 2025.
Carter previously was the company's Vice President, Corporate Controller from February 2017 through November 2024, and since November 2024 has been Corporate Vice President, Chief Accounting Officer at Advanced Micro Devices, Inc.
Offer letter provides a $600,000 annual base salary, a target cash incentive of 100% of base salary, and an $800,000 signing bonus.
Equity awards include $3,000,000 in restricted stock units and a $3,800,000 performance share award tied to absolute total shareholder return over fiscal years 2025 to 2028.
Skyworks reported fiscal third-quarter 2025 revenue of $965 million, up 7% from a year earlier, and non-GAAP diluted EPS of $1.33, up from $1.21. GAAP diluted EPS fell to $0.70 from $0.75. The company guided fourth-quarter revenue to $1.00 billion to $1.03 billion and non-GAAP EPS of $1.40 at the revenue midpoint, and raised its quarterly dividend 1% to $0.71 per share.
Q3 revenue $965 million vs. $905.5 million a year earlier; GAAP operating income $111 million
Non-GAAP diluted EPS $1.33 vs. $1.21; GAAP diluted EPS $0.70 vs. $0.75
Q4 fiscal 2025 outlook: revenue of $1.00 billion to $1.03 billion; non-GAAP EPS of $1.40 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable Sept. 16, 2025, to holders of record on Aug. 26, 2025; Woburn facility consolidation into Newbury Park begun
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