CluenexSkyworks Solutions SWKS
Skyworks Solutions scores weak on business quality (4.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Skyworks Solutions does
Skyworks Solutions designs analog and mixed-signal semiconductors, generating revenue primarily by supplying radio frequency and mobile components to smartphone manufacturers.
- What it does best
Skyworks excels at high-volume mobile radio frequency integration, supported by a 40.7% gross margin that outpaces peers like FSLR at 44.0% while anchoring smartphone designs.
- The main risk
Revenue contraction of 2.2% highlights severe customer concentration risks tied to smartphone upgrade cycles and handset demand weakness.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at 8.7% with a net margin of 7.2%, reflecting compressed returns as revenue scales downward.
Customer switching costs create a modest moat in mobile handsets, but a sector gross margin percentile of 23 limits true pricing power.
Revenue fell to $4.0B from $4.8B in 2023, confirming growth has faded significantly against its own multi-year history.
Debt-to-equity of 0.2 and interest coverage of 13.1x keep debt manageable, but free cash flow dropped to $408M as the business softens.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on SWKS
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Skyworks Solutions scores weak on the Cluenex quality check (4.2 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 29, 2026, after the close.
See SWKS today
- Today's verdict on SWKS, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Skyworks Solutions (SWKS)”, https://cluenex.com/stocks/swks/, data as of Oct 10, 2026.