Skyworks(US:SWKS) Jing Ji Guan Cha Wang·2026-02-13 16:21Core Viewpoint - The company Skyworks Solutions (SWKS.US) is facing potential revenue impacts due to customer concentration risk, particularly with Apple planning to reduce its reliance on the company [3]. Financial Performance - The management has provided revenue guidance for Q1 of fiscal year 2026, estimating a range of $975 million to $1.025 billion, with an expected earnings per share (EPS) of $1.40 [2]. - For Q4 of fiscal year 2025, multiple institutions forecast an EPS of $1.52 and revenue of approximately $1.042 billion [2]. Recent Events - The company is experiencing customer concentration risk, as Apple intends to decrease its dependency on Skyworks, which may affect future revenue structure [3]. Stock Performance - The company's stock has shown significant volatility, with a 2.90% increase on February 11, 2026, driven by a strong semiconductor sector and improved performance expectations. Conversely, on January 9, 2026, the stock fell by 0.81% with a notable decrease in trading volume [4].