SKYWORKS SOLUTIONS, INC（SWKS）の決算・業績分析
SKYWORKS SOLUTIONS, INCの2025年有価証券報告書をAI分析。売上高$4.1B(-2.2%)。営業利益$500M。Information Technology。
目次
SKYWORKS SOLUTIONS, INCの2025年度 業績サマリー
SKYWORKS SOLUTIONS, INC（証券コード: SWKS）の2025年度決算・業績分析。売上高は$4.1B（前年比-2.2%）。営業利益は$500M（前年比-21.6%）。純利益は$477M（前年比-19.9%）。有価証券報告書を基に、業績変化の要因・リスク・見通し・セグメント構成を AI が分析しました。
SKYWORKS SOLUTIONS, INCの2024年度 注目ポイント
※ 直近の2025年度XBRLデータは取込済みですが、AI分析は2024年度の10-Kを対象としています。
- Revenue grew 7.4% YoY to $5.5B (XBRL), driven by 5G and automotive demand, but operating income declined 5.3% YoY to $1.5B (XBRL).
- Net income fell 14.9% YoY to $1.3B (XBRL), despite strong operating cash flow of $1.4B (XBRL) and free cash flow of $935M (XBRL).
- Net debt remains low at $274M (0.1x EBITDA) (XBRL), with a robust current ratio of 3.33x (XBRL) and equity ratio of 62.9% (XBRL).
SKYWORKS SOLUTIONS, INCの売上高変化の要因
- •Revenue reached $5.5B (XBRL), up 7.4% YoY, with a 5-year CAGR of 4.3% (XBRL). Growth is driven by demand in 5G infrastructure, automotive (EVs), and industrial applications (10-K). However, operating income declined 5.3% YoY to $1.5B (XBRL), reflecting a 5-year CAGR of -3.1% (XBRL). The company's R&D expense of $618M (XBRL) underscores its focus on innovation in high-growth markets.
SKYWORKS SOLUTIONS, INCの営業利益変化の要因
- •Gross margin remained stable at 47.5% (XBRL), while operating margin fell to 27.8% (XBRL) (-5.3% YoY). Net margin declined to 23.2% (XBRL) (-14.9% YoY). EBITDA of $1.9B (35.0% of revenue) (XBRL) highlights strong profitability despite margin compression. The 5-year net income CAGR of +1.4% (XBRL) contrasts with recent YoY declines.
SKYWORKS SOLUTIONS, INCの事業リスクと対応
Global economic downturns and geopolitical tensions (e.g., US-China relations, Russia-Ukraine conflict) could disrupt operations and trade (10-K).
Currency exchange rate fluctuations and inflation/deflation risks may impact profitability (10-K).
Restrictive governmental actions (tariffs, export controls) could increase costs or limit market access (10-K).
Natural disasters, terrorism, and health crises may disrupt supply chains and operations (10-K).
Difficulty enforcing intellectual property rights in foreign jurisdictions poses legal and competitive risks (10-K).
SKYWORKS SOLUTIONS, INCの事業内容
Skyworks Solutions, Inc. (SWKS) develops and manufactures analog and mixed-signal semiconductor products for aerospace, automotive, and 5G infrastructure (10-K). Key products include wireless connectivity solutions (5G, Wi-Fi®, Bluetooth®), power isolation chips for electric vehicles, and in-vehicle infotainment systems (10-K). The company serves a diverse customer base, including Apple, Amazon, Cisco, Ericsson, and Tesla (10-K), with no significant customer concentration (10-K). Competitors include Analog Devices, Broadcom, Qorvo, and Texas Instruments (10-K). Skyworks' competitive advantages include investments in next-generation technologies (5G, IoT), technical talent, and fabrication capabilities (10-K).
SKYWORKS SOLUTIONS, INCのAI業績分析レポート（2024年度）
Skyworks Solutions, Inc. (SWKS) FY2024 Annual Report Analysis
Highlights
Business Overview
Skyworks Solutions, Inc. (SWKS) develops analog and mixed-signal semiconductor products for aerospace, automotive, and 5G infrastructure (10-K). Key products include wireless connectivity solutions (5G, Wi-Fi®, Bluetooth®), power isolation chips for electric vehicles, and in-vehicle infotainment systems (10-K). The company serves a diverse customer base, including Apple, Amazon, Cisco, Ericsson, and Tesla (10-K), with no significant customer concentration (10-K). Competitors include Analog Devices, Broadcom, Qorvo, and Texas Instruments (10-K). Skyworks' competitive advantages include investments in next-generation technologies (5G, IoT), technical talent, and fabrication capabilities (10-K).
Revenue Analysis
Revenue reached $5.5B (XBRL), up 7.4% YoY, with a 5-year CAGR of 4.3% (XBRL). Growth is driven by demand in 5G infrastructure, automotive (EVs), and industrial applications (10-K). However, operating income declined 5.3% YoY to $1.5B (XBRL), reflecting a 5-year CAGR of -3.1% (XBRL). The company's R&D expense of $618M (XBRL) underscores its focus on innovation in high-growth markets.
Profitability Analysis
Gross margin remained stable at 47.5% (XBRL), while operating margin fell to 27.8% (XBRL) (-5.3% YoY). Net margin declined to 23.2% (XBRL) (-14.9% YoY). EBITDA of $1.9B (35.0% of revenue) (XBRL) highlights strong profitability despite margin compression. The 5-year net income CAGR of +1.4% (XBRL) contrasts with recent YoY declines.
Balance Sheet Analysis
The company maintains a strong balance sheet with a 62.9% equity ratio (XBRL), 0.44x debt-to-equity ratio (XBRL), and $719M in cash (XBRL). Total assets declined slightly to $8.4B (XBRL) in FY2024, while total equity rose to $5.3B (XBRL). The current ratio of 3.33x (XBRL) indicates robust liquidity, and net debt of $274M (0.1x EBITDA) (XBRL) reflects disciplined capital management.
Cash Flow Analysis
Operating cash flow of $1.4B (XBRL) supported $935M in free cash flow (FCF) (XBRL), after $489M in CapEx (XBRL). Financing activities consumed $1.4B (XBRL), driven by $405M in dividends (XBRL) and $887M in share repurchases (XBRL). Investing cash flow was -$379M (XBRL), reflecting capital expenditures.
Working Capital Analysis
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Risks
Outlook
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Historical Time Series
| Metric | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | 3.9B | 3.4B | 3.4B | 5.1B | 5.5B | 4.8B |
| Operating Income | 1.3B | 952M | 892M | 1.6B | 1.5B | 1.1B |
| Net Income | 918M | 854M | 815M | 1.5B | 1.3B | 983M |
| Total Assets | 4.8B | 5.1B | 8.6B | 8.9B | 8.4B | 8.3B |
| Total Equity | 4.1B | 4.1B | 4.1B | 4.2B | 5.3B | 5.5B |
| Operating Cash Flow | 1.3B | 1.4B | 1.2B | 1.8B | 1.4B | 1.9B |
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