Skyworks vs MACOM
On this page, Skyworks and MACOM are compared across business models, financial performance, and market context. The content provides neutral, accessible information to help readers understand how each company operates, performs, and positions itself within the industry. Educational content, not financial advice.
On this page, Skyworks and MACOM are compared across business models, financial performance, and market context. The content provides neutral, accessible information to help readers understand how eac...
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Skyworks
SWKS
Pros
- Skyworks exceeded Q4 2025 revenue forecasts with $1.1 billion, driven by strong sequential growth in mobile (+21%) and broad markets (+3%).
- The company showed strong expansion into automotive and IoT markets, with automotive reaching a record $65 million quarterly run rate.
- Skyworks is considered undervalued based on discounted cash flow analysis and has a decent value score amid current market conditions.
Considerations
- Despite revenue beat, Skyworks’ Q4 operating margin contracted 270 basis points year over year, and EPS merely met expectations with no upside.
- Mobile segment, contributing about 65% of revenues, is projected to decline in Q1 FY2026, raising concerns about near-term growth.
- Skyworks shares are down around 18.8% year to date and 20.7% over the last 12 months, reflecting investor uncertainty and competitive pressure.
MACOM
MTSI
Pros
- MACOM Technology Solutions specializes in high-performance analog semiconductor products critical for communications and aerospace.
- The company benefits from design wins and growing demand in datacenter, 5G, and automotive sectors supporting multiple growth drivers.
- MACOM has been targeted by AI-driven analysis tools as a strong competitor in the semiconductor sector with solid fundamental and technical metrics.
Considerations
- MACOM faces significant execution risk given the cyclicality of semiconductor markets and heavy reliance on a few key end markets.
- The company operates in a highly competitive environment with pressures from larger semiconductor firms with broader portfolios and scale.
- MACOM’s stock has experienced volatility and underperformance compared with broader semiconductor peers, indicating market concerns about consistent profitability.
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