Skyworks Solutions, Inc. (SWKS) · Nov 3, 2026 · Earnings

Skyworks earnings beat estimates, but Qorvo integration starts cautiously

Beat — Non-GAAP EPS $1.28 vs ~$1.27 consensus; revenue $1.046B vs ~$1.04B

Skyworks earnings narrowly beat Q4 expectations, while its first Qorvo-inclusive guidance points to modest near-term revenue pressure and gradual synergy delivery.

Skyworks is entering its first operating quarter as the combined Skyworks-Qorvo RF, power and timing chipmaker, using the merger to diversify beyond smartphones into data centers, defense, automotive and connected-edge applications. The Qorvo combination itself was already public and closed on October 5, 2026, with management previously targeting at least $500 million of annual cost synergies over 24–36 months.

The standalone quarter beat a low bar, but underlying earnings weakened. Revenue of $1.046 billion was slightly above the published consensus of roughly $1.04 billion, and non-GAAP diluted EPS of $1.28 narrowly exceeded the roughly $1.27 consensus. However, revenue fell 5.0% year over year, non-GAAP operating margin declined to 21.7% from 24.0%, and non-GAAP EPS dropped from $1.76 to $1.28. The beat is therefore real but modest, not evidence of a broad acceleration.

	Q4 2026	Q4 2025	Consensus
Revenue (Income Statement)	$1,045.7M (-5.0%)	$1,100.2M	$1,040M
Non-GAAP diluted EPS (Non-GAAP Reconciliation)	$1.28 (-27.3%)	$1.76	$1.27
Non-GAAP operating margin (Non-GAAP Reconciliation)	21.7% (-2.3 pts)	24.0%
Free cash flow (Cash Flow Reconciliation)	$(61.0)M	$144.0M

The first combined-company outlook is more of a transition guide than a growth signal. December-quarter revenue is guided to $1.80–$1.90 billion, or $1.85 billion at the midpoint, with roughly $1.07 billion from legacy Skyworks and $780 million from legacy Qorvo. That midpoint is about 3% below combined September revenue after removing Qorvo’s extra reporting week, while the expected $1.25 non-GAAP EPS is burdened by approximately $50 million of acquisition-related interest expense.

Synergies are being phased in gradually, leaving execution as the main test. Management expects approximately $150 million of operating-expense synergies in fiscal 2027 and a $250–$300 million annualized run rate exiting that year, versus the longer-term $500 million-plus target. That supports the merger thesis, but most of the payoff remains ahead rather than visible in this quarter.

Cash generation and leverage are the less comfortable parts of the reset. Quarterly free cash flow was negative $61 million as capital spending rose and working capital absorbed cash; full-year operating cash flow fell to $549.9 million from $1.30 billion. Debt also increased to $2.47 billion from $996 million after roughly $2.0 billion of debt issuance to fund the combination, even though cash and marketable securities rose to $2.61 billion. The company reported favorable credit-rating actions, but the merged business now has less room for integration missteps.

Bottom line: This is a narrow earnings beat that modestly clears expectations, but the more important Qorvo transition begins with weaker standalone margins, negative quarterly free cash flow and a cautious first combined-company outlook. The event is slightly better than expected, yet the business story is still about proving the merger can convert scale into growth and synergies.‌

What to watch next

Q1 fiscal 2027 combined-company report, early February

Original filing on SEC EDGAR

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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

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Skyworks earnings beat estimates, but Qorvo integration starts cautiously

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