NASDAQ$SWKS

Skyworks Solutions · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Skyworks reported solid Q3 FY24 results with strong profitability, driven by mobile business ramping up and broad markets business recovering.

Skyworks Solutions, Inc. reported Q3 FY24 revenue of $906 million. GAAP diluted EPS was $0.75, and non-GAAP diluted EPS was $1.21. The company's mobile business is ramping up, and the broad markets business is recovering.

  • Delivered Revenue of $906 Million
  • Posted GAAP Diluted EPS of $0.75 and Non-GAAP Diluted EPS of $1.21
  • Increased Quarterly Dividend by 3% to $0.70 Per Share
  • Mobile business is ramping up while broad markets business continues to recover

Headline financials

Total Revenue

$906M

Previous: $1.07B-15.5%
EPS

$0.75

Previous: $1.73-56.6%
Capital Expenditures

-$74.2M

Previous: -$140M+47.1%
Free Cash Flow

$46.7M

Previous: $55.6M-16.0%
Net Income

$121M

Previous: $196M-38.3%
Operating Income

$130M

Previous: $231M-43.5%
Gross Profit

$364M

Previous: $464M-21.5%
Cash & Equivalents

$1.26B

Previous: $722M+75.1%
Total Assets

$8.24B

Previous: $8.46B-2.7%
R&D Expense

$161M

No prior period
Stock-Based Comp

$42.8M

Previous: $44.8M-4.5%

Revenue & EPS history

Skyworks · Revenue · Quarterly

$906M

Q3 2024-15.5%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

For the September quarter, Skyworks expects revenue to be $1.00 billion to $1.04 billion with non-GAAP diluted earnings per share of $1.52 at the mid-point of the revenue range.

Tailwinds

  • Mobile business to be up approximately 20% sequentially, as demand and supply patterns appear to be normalizing.
  • In broad markets, expects modest improvement, representing three consecutive quarters of sequential growth.
  • Solid capital structure
  • Strong year-to-date cash flow generation
  • Announcing another increase to our quarterly dividend.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.7%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-1.2%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+14.3%

Q3 2012

Best reaction

-24.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.9%-4.5%+1.5%
Q1 2026+5.5%+10.0%-2.0%
Q4 2025+2.1%-4.6%-17.8%
Q2 2025+0.6%+8.6%+7.0%
Q1 2025-24.7%-25.1%-16.6%
Q4 2024-5.5%-4.9%+1.9%
Q3 2024-3.2%-10.8%-8.3%
Q2 2024-16.3%-14.2%-15.9%
Q1 2024-1.6%-4.7%-1.2%
Q4 2023+4.6%+2.6%+12.8%
Q3 2023-0.5%-1.9%-2.9%
Q2 2023-4.1%-6.7%+0.9%
Q1 2023+9.3%+6.3%+2.0%
Q4 2022+5.4%+6.3%+12.7%
Q3 2022+0.7%-4.6%-12.1%
Q2 2022-4.2%-10.8%-6.5%
Q1 2022-9.0%-5.5%-8.5%
Q4 2021-5.4%-5.4%-13.9%
Q3 2021-3.9%-2.0%-4.5%
Q2 2021-7.7%-11.6%-13.4%
Q1 2021+8.6%+19.0%+14.1%
Q4 2020-1.8%+3.9%+1.5%
Q3 2020-3.4%-1.2%+4.2%
Q2 2020+5.9%+12.5%+28.8%
Q1 2020-2.1%-4.1%-8.3%
Q4 2019+0.8%-1.0%+11.1%
Q3 2019+3.4%-1.8%+2.8%
Q2 2019-1.0%-5.6%-24.7%
Q1 2019+13.1%+9.1%+6.2%
Q4 2018-7.2%-12.8%-18.2%
Q3 2018-4.9%-7.4%-10.0%
Q2 2018+5.3%+5.8%+10.5%
Q1 2018+5.7%+3.7%+12.7%
Q4 2017-1.8%-2.5%-14.8%
Q3 2017+2.0%+0.9%-3.0%
Q2 2017-3.1%-2.2%+2.8%
Q1 2017+11.9%+16.4%+21.5%
Q4 2016+0.1%+3.1%-2.3%
Q3 2016-6.7%-5.2%+4.0%
Q2 2016-7.6%
Q1 2016+10.9%
Q4 2015+7.2%
Q3 2015-1.9%
Q2 2015+5.0%
Q1 2015+4.6%
Q4 2014-1.6%
Q3 2014+10.7%
Q2 2014+12.1%
Q1 2014+4.9%
Q4 2013+4.8%
Q3 2013+4.7%
Q2 2013-0.1%
Q1 2013+13.1%
Q4 2012-14.7%
Q3 2012+14.3%
Q2 2012+10.3%
Q1 2012+12.1%
Q4 2011+2.7%
Q3 2011+4.5%
Q2 2011-4.6%
Q1 2010-1.0%
Q1 2011+1.7%
Q4 2010-2.1%
Q4 2008-2.1%
Q3 2009-5.7%
Q3 2010-5.7%
Q4 2009+1.6%
Q2 2010+1.6%
Q2 2009+1.6%

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