SKYWORKS SOLUTIONS, INC. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 78/100
What the filing says
Skyworks completed its acquisition of Qorvo (closed after Q4 FY2026 end), creating a combined company with ~$1.98B in September-quarter revenue. Skyworks standalone Q4 FY2026 revenue was $1.046B (down 5% YoY); combined entity targets $500M+ annual cost synergies over 24–36 months, with $150M expected in FY2027 (weighted to H2). Q1 FY2027 guidance: $1.80–$1.90B revenue; non-GAAP EPS $1.25 on ~241M diluted shares. Debt increased from $996M to $2.473B to finance the deal.
Why this rating
Large M&A transforming portfolio and scale; $500M synergy target is ~5% of combined revenue. Debt nearly 2.5x; integration risk high. Moderate positive (diversification, growth markets) offset by execution risk and near-term margin pressure from integration costs.
Price action (we called it neutral)
before filing · preread $74.62 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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