Skyworks Solutions, Inc. stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideBalanced
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideStrong
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideVery strong
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Medium (24/100) · Gap confidence 58/100
Some evidence isn't yet fully priced in.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 58/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 65/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Capital returns
Latest buyback
Buyback approved · Approved a $2,000 million share buyback, running to 31 Jan 2029.
Filed 28 Jul 2026 · As stated in the filing →
Evidence timeline
- Expected
Mon 9 Nov · expected 10-K
Last year filed 7 Nov 2025.
Fri 5 Feb · expected 10-Q
Last year filed 5 Feb 2026.
- Filed
Tue 3 Nov · 8-K
Wed 7 Oct · 8-K
8-K · Items 1.01, 2.03 — Material agreement
Skyworks completed exchange offers converting ~$1.43B of Qorvo notes into new Skyworks notes at same rates (3.375%-4.375%), with minimal remaining Qorvo debt (~$123.5M). Administrative debt restructuring tied to Qorvo acquisition.
News flow: Balanced 51 → Balanced 56Recognition: Very strong 91 → Very strong 87Gap Low · 3 → High · 29The filings read more positively.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
Mon 5 Oct · 8-K
8-K · Items 2.01, 5.02, 8.01 — Acquisition or disposal of assets
Skyworks completed acquisition of Qorvo on October 5, 2026. Qorvo shareholders received 0.960 Skyworks shares plus $32.50 cash per share. Skyworks financed $2B cash portion via debt issuance in August 2026. Board expanded to 11 directors with 3 Qorvo designees.
News flow: Balanced 51 → Balanced 56Gap Low · 3 → Medium · 22The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Wed 30 Sep · 8-K
Wed 2 Sep · 8-K
Mon 10 Aug · 8-K
Mon 3 Aug · 8-K
Mon 3 Aug · 8-K
Tue 28 Jul · 8-K
8-K · Items 2.02, 8.01 — Results of operations
- Buyback approvedApproved a $2,000 million share buyback, running to 31 Jan 2029. As stated in the filing →
Tue 28 Jul · 10-Q
Quarterly report (10-Q), period ending 23 Jul 2026
Tue 28 Jul · 8-K
Fri 12 Jun · 8-K
Wed 20 May · 8-K
Wed 20 May · 8-K
Tue 19 May · 8-K
Tue 5 May · 10-Q
Quarterly report (10-Q), period ending 30 Apr 2026
Tue 5 May · 8-K
Wed 11 Feb · 8-K
Thu 5 Feb · 10-Q
Quarterly report (10-Q), period ending 3 Feb 2026
Tue 3 Feb · 8-K
Fri 30 Jan · 8-K
Fri 12 Dec · 8-K
Mon 24 Nov · 8-K
Fri 14 Nov · 8-K
Fri 7 Nov · 10-K
Annual report (10-K), FY2025
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.