Skyworks Solutions, Inc. (SWKS) · Oct 5, 2026 · Acquisition

Skyworks merger closes with Qorvo; $500M synergy test begins

$500M+ synergies — At least $500 million in annual synergies within 24–36 months

Skyworks’ acquisition of Qorvo is complete, creating a broader chip platform—but the value now depends on integration and $500M-plus synergies.

Skyworks is moving from a mobile-heavy RF chip supplier toward a broader semiconductor platform spanning mobile, automotive, defense, aerospace, networking and AI infrastructure. The Qorvo deal was already the central strategic plan, with the companies previously describing a roughly $7.7 billion combined business, immediate EPS accretion and at least $500 million of annual cost synergies.

The transaction is now operational, not merely strategic. Skyworks announced the successful completion of its combination with Qorvo. 〔0〕 The close removes the approval risk and starts the integration phase, but the filing does not yet provide combined financial results, realized savings or a revised earnings outlook.

Deal metric	Filing detail
Annual cost synergies	$500 million or more, expected within 24–36 months post-close (Synergies discussion)
Qorvo consideration	$32.50 cash plus 0.960 Skyworks share per Qorvo share (Merger consideration)
Pro forma ownership	63% Skyworks shareholders; 37% Qorvo shareholders (Ownership)
Engineering base	Approximately 8,000 engineers (Combined company description)
Patents	More than 12,000 issued and pending (Combined company description)

The strategic rationale is unchanged, but the execution burden is now real. Management says the combination more than doubles Skyworks’ addressable market and adds RF GaN, low-voltage power and wired broadband capabilities. 〔1〕 That broadens the business beyond handset cycles, but it also leaves Skyworks responsible for integrating two complex product portfolios, manufacturing footprints and customer relationships.

The headline financial benefit remains a target, not a delivered result. Skyworks says annualized cost synergies of $500 million or more should arrive only after the companies are fully integrated over 24 to 36 months. Because that target was already public, the close itself is not a fresh estimate upgrade; the new information is that management must now demonstrate implementation against it.

The first concrete financial checkpoint is November 3. The company says the transaction should be immediately accretive to non-GAAP EPS, but gives no combined-company figures in this filing. 〔2〕 Skyworks will provide fiscal-fourth-quarter guidance on its November 3 earnings call, which should establish the starting point for judging whether the expected accretion and integration benefits are appearing in reported results.

Bottom line: The merger advances Skyworks’ diversification plan from presentation to execution, but it does not yet prove the promised financial payoff. The next meaningful read is whether November guidance supports immediate accretion while integration begins.

What to watch next

Fiscal Q4 earnings call and guidance, November 3

Original filing on SEC EDGAR

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the raw filing — read the original on SEC.gov↗

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

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Skyworks merger closes with Qorvo; $500M synergy test begins

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