Skyworks公布2026财年第四季业绩：单季营收10.46亿美元、全年营收39.6亿美元，与Qorvo合并完成、合并后首季指引18亿至19亿美元
美国加利福尼亚州欧文市消息—射频与混合信号芯片厂商 Skyworks Solutions（思佳讯，纳斯达克：SWKS）11月3日公布截至2026年10月2日的2026财年第四季度及全年业绩，并确认其与 Qorvo 的合并已于10月5日完成。由于合并交割发生在财季结束之后，本季报表数字仍为 Skyworks 单独口径，合并后的首个季度（12月季度）将改按合并口径报告。
按公司业绩稿正文，Skyworks 第四财季营收为10.46亿美元，美国通用会计准则（GAAP）稀释每股收益为0.15美元，非通用会计准则稀释每股收益为1.28美元。2026财年全年营收为39.6亿美元，GAAP稀释每股收益为1.14美元，非通用会计准则稀释每股收益为5.05美元。公司财务总监 Philip Carter 表示，两家公司9月季度合并营收约为19.83亿美元，其中 Skyworks 为10.46亿美元、Qorvo 为9.37亿美元，Qorvo 该季包含额外一周、贡献约7000万美元营收。
合并后首季指引方面，公司预计12月季度营收为18亿至19亿美元，中点包括原 Skyworks 约10.7亿美元与原 Qorvo 约7.8亿美元；按中点计算，非通用会计准则稀释每股收益预计为1.25美元。公司预计智能手机营收将环比下降十几个百分点，多元化增长市场营收环比增长低个位数、占销售额四成以上。业绩稿同时披露协同目标：2027财年内实现约1.5亿美元运营费用协同，2027财年退出时年化运行率达到2.5亿至3亿美元，并在交割后24至36个月内实现每年5亿美元或以上的成本协同。
业务进展方面，业绩稿称合并完成后穆迪已将公司评级上调至投资级 Baa3，惠誉确认 BBB+ 评级并将展望由负面上调至稳定；公司已取得面向人工智能数据中心网络的定时芯片设计定点，包括1.6T交换设备，并开始为主要人工智能超大规模厂商的机架级系统出货高性能时钟；汽车领域则获得一家德国高端车企的电动车牵引逆变器栅极驱动芯片定点。总裁兼首席执行官 Phil Brace 在业绩稿中表示，与 Qorvo 的合并使公司具备引领无线技术下一阶段的规模与技术广度。
Skyworks Reports Fiscal Fourth-Quarter Revenue of $1.046 Billion and Full-Year Revenue of $3.96 Billion After Completing Qorvo Combination; First Combined Quart
IRVINE, California — Skyworks Solutions, Inc. (Nasdaq: SWKS) reported on November 3 its fourth fiscal quarter and fiscal year 2026 results for the period ended October 2, 2026, and confirmed that its combination with Qorvo closed on October 5. Because the combination closed after the end of the fiscal fourth quarter, the reported September-quarter results reflect Skyworks on a standalone basis, while the December quarter will be the first reported on a combined basis.
According to the company's earnings release, fourth-quarter revenue was $1,046 million, with GAAP diluted earnings per share of $0.15 and non-GAAP diluted earnings per share of $1.28. For fiscal year 2026, revenue was $3.96 billion, with GAAP diluted earnings per share of $1.14 and non-GAAP diluted earnings per share of $5.05. Chief Financial Officer Philip Carter said combined September-quarter revenue was approximately $1.98 billion, comprising $1,046 million from Skyworks and $937 million from Qorvo, whose fiscal quarter included an additional week contributing approximately $70 million.
For the December quarter, its first as a combined company, Skyworks expects revenue of $1.80 billion to $1.90 billion, including at the midpoint approximately $1.07 billion from legacy Skyworks and approximately $780 million from legacy Qorvo, with non-GAAP diluted earnings per share of $1.25 at the midpoint. The company expects Smartphone revenue to decline in the low teens percent sequentially and Diversified Growth Markets revenue to grow in the low single digits sequentially, representing more than 40 percent of sales. The release also set out synergy targets of approximately $150 million of operating-expense synergies within fiscal 2027, an annualized run rate of approximately $250 million to $300 million exiting fiscal 2027, and $500 million or more of annual cost synergies within 24 to 36 months of closing.
The release said Moody's had upgraded the company to investment grade at Baa3 following the combination and Fitch had affirmed BBB+ with the outlook revised to Stable from Negative. Business highlights included timing design wins across AI data center networking, including 1.6T switches, initial shipments of high-performance clocks for leading AI hyperscalers' rack-scale systems, and an EV traction inverter gate driver win with a German premium automaker. President and Chief Executive Officer Phil Brace said in the release that combining with Qorvo gives the company the scale and technology breadth to lead the next era of wireless.
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来源：Skyworks Solutions 公司公告（
发布：GSM·美国（发布链接）
图片来源：Skyworks Solutions（思佳讯）位于加州尔湾的总部。（Wikimedia Commons／CC BY-SA 4.0）| Skyworks Solutions headquarters in Irvine, California. (Wikimedia Commons / CC BY-SA 4.0)
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