Skyworks Solutions, Inc. · Brief

Next report

3 days

Nov 3 · after closeest.Q4 FY26

Earnings

Expected move

No implied move.

Implied vs realized

8 reportsHistory

2 of 7≥ implied

avg implied: ±8.5%
avg realized: ±6.8%

Nov 12 '24±7.5%▼−4.43%×0.59

Feb 5 '25±7.2%▼−24.67%×3.43

May 7 '25±9.0%▲+0.61%×0.07

Q3 FY25±8.7%▼−0.16%×0.02

Q4 FY25±9.0%▲+2.04%×0.23

Q1 FY26±9.2%▲+5.49%×0.60

Q2 FY26±8.9%▼−10.47%×1.17

Q3 FY26—▼−5.40%—

quarterimplied−25%0+25%realized×

Q3 FY26—▼−5.40%—

Q2 FY26±8.9%▼−10.47%×1.17

Q1 FY26±9.2%▲+5.49%×0.60

Q4 FY25±9.0%▲+2.04%×0.23

Q3 FY25±8.7%▼−0.16%×0.02

May '25±9.0%▲+0.61%×0.07

2 older reports

Feb '25±7.2%▼−24.67%×3.43

Nov '24±7.5%▼−4.43%×0.59

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 3 report · est.

Bull2

12tracked funds holding SWKSN-PORT · Aug 31 '26

716managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

5 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

5 of 7recent reports where the move came in under the options-implied rangeEarnings history

AI captions · Oct 26 '26once per report · top 2 per case

Linked exposure

SWKS report session

Customers 4

CIENCiena×0.36 AAPLApple×0.25 CSCOCisco×0.22 HONHoneywell×0.18

× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 22impliedImplied move: ±11.8% into Nov 3 earnings (Oct 22 close).Source

Oct 13impliedImplied move: ±13.5% into Oct 27 earnings (Oct 13 close).Source

Oct 78-KMaterial agreement: Indenture with U.S. Bank Trust Company, National Association (the "Trustee").Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.