SW

Skyworks Solutions, Inc. stock research

Jun 27, 2025

FY2025 Q3

Skyworks Solutions (SWKS) Gross Margin — Quarter Ended Jun 27, 2025

Revenue, gross profit, and cost of revenue all increased compared to both the prior quarter and the same quarter last year. Gross margin improved relative to both periods, reflecting a larger proportion of revenue flowing through to gross profit.

Gross margin takeaway

Quarter ended Jun 27, 2025 · FY2025 Q3

Revenue, gross profit, and cost of revenue all increased compared to both the prior quarter and the same quarter last year. Gross margin improved relative to both periods, reflecting a larger proportion of revenue flowing through to gross profit.

  • Gross profit grew faster than revenue when compared to both the prior quarter and the year-ago quarter, which drove the gross margin higher. The relationship between cost of revenue and revenue shifted favorably, as cost of revenue increased at a slower rate than revenue.
  • Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all higher, and gross margin improved. Compared to the same quarter one year earlier, all three metrics were higher, and gross margin also improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

41.6%

Gross profit

$401.0M

Revenue

$965.0M

Cost of revenue

$564.0M

Quarter-over-quarter change

+0.5 pts

Year-over-year change

+1.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 27, 2024$1.0B$429.8M$595.2M41.9%
Dec 27, 2024$1.1B$441.9M$626.6M41.4%
Mar 28, 2025$953.2M$391.6M$561.6M41.1%
Jun 27, 2025$965.0M$401.0M$564.0M41.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 28, 2025

+0.5 pts

Year-over-year change

Jun 28, 2024

+1.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit grew faster than revenue when compared to both the prior quarter and the year-ago quarter, which drove the gross margin higher. The relationship between cost of revenue and revenue shifted favorably, as cost of revenue increased at a slower rate than revenue.

Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all higher, and gross margin improved. Compared to the same quarter one year earlier, all three metrics were higher, and gross margin also improved.

Monitor the trend in cost of revenue relative to revenue, as its growth rate has been slower than revenue in the current quarter.