Skyworks Solutions (SWKS) 10-K risk factor changes: FY2026 vs FY2025

- Failure to realize the benefits expected from the Mergers [added: (as defined below)] could adversely affect our business, results of operations, and financial condition.

- Efforts to [removed: complete the Mergers] [added: integrate Qorvo] could disrupt our relationships with third parties and [removed: employees,] [added: employees and] divert management’s attention, [removed: or result in negative publicity or legal proceedings, any of] which could adversely impact our operating results and ongoing business.

- We, our [removed: customers] [added: customers,] and our suppliers are subject to the risks of doing business in China.

Risks Related to [removed: Acquisitions] [added: Strategic Transactions] and Indebtedness

- [removed: In order to remain competitive, we must] [added: We may not] be able to successfully protect our intellectual property rights.

- There can be no assurance that we [added: will, or] will continue [removed: to declare cash dividends or] [added: to,] repurchase our [removed: stock.][added: stock or declare cash dividends.]

- integrating employees and related HR systems and benefits, maintaining employee [removed: productivity] [added: productivity,] and retaining key employees.

If we do not successfully manage these issues and the other challenges inherent in integrating a new business, then we may not achieve the anticipated benefits of the Mergers on our anticipated timeframe, if at all, and our business, revenue, expenses, operating results, financial [removed: condition] [added: condition,] and stock price could be materially adversely affected.

Efforts to [removed: complete the Mergers] [added: integrate Qorvo] could disrupt our relationships with third parties and [removed: employees,] [added: employees and] divert management’s attention, [removed: or result in negative publicity or legal proceedings, any of] which could adversely impact our operating results and ongoing business.

We have expended, and continue to expend, significant management time and resources [removed: in an effort to complete] [added: on] the [added: Mergers and now, following the closing of the] Mergers, [added: on integrating Qorvo’s business with ours,] which may have a negative impact on our ongoing business and operations.

The occurrence of any of these events individually or in [removed: combination] [added: aggregate] could have a material [removed: and] adverse effect on our business, results of operations, and financial condition.

We [removed: already] have substantial outstanding indebtedness.

We derive significant revenues from customers [removed: located outside the United States, primarily] [added: globally, including] in [added: North America and] countries located in the Asia-Pacific region and Europe.

[removed: We have] [added: In addition, our] suppliers [added: are] located [removed: outside] [added: throughout] the [removed: United States,] [added: world,] including third-party packaging, assembly, and test facilities and semiconductor foundries located in the Asia-Pacific region.

Our [removed: international] sales and operations are subject to a number of risks inherent in selling and operating in multiple jurisdictions.

- global, regional, and local economic and political conditions, including social, economic, political, and supply chain instability related to the uncertainty regarding the relationships [removed: among] [added: involving] the United States, China, Taiwan, Russia, Mexico, Israel, [added: Iran,] other Middle Eastern countries, Japan, Singapore, India, Canada and other foreign countries, and the international community at large, as well as related to armed conflicts, such as the conflict between Russia and Ukraine and the conflicts in [removed: Israel] [added: Israel, Iran,] and [removed: the] [added: other] Middle Eastern [removed: region,] [added: countries,] that exist, or in the future could exist, in various jurisdictions around the world,

- the imposition of or changes to tariffs, including the tariffs announced by the United States in 2025 [added: and 2026] with respect to numerous global trading partners and sectors, and any retaliatory tariffs or measures by any such trading partners, including countermeasures by China, have impacted and could further negatively impact trade between, or increase the cost of operating in, or increase the cost of or negatively impact the demand for, our products or our customers’ products in the countries in which we or our customers do business,

- labor market conditions and laws, [added: including changes in immigration laws,]

- changes in, or non-compliance with, legal or regulatory import/export requirements, including [added: penalties,] restrictions on selling to certain customers or into certain jurisdictions,

- direct or indirect government actions, subsidies, or policies aimed at supporting local industry or markets, [added: and]

- changes in [removed: the effective tax rate as a result of] our overall profitability and [removed: mix] [added: the amount] of [removed: earnings] [added: profit determined to be earned and taxed] in [removed: countries] [added: jurisdictions] with differing statutory tax rates,

Violations of one or more of these legal regimes’ laws and regulations in the conduct of our business could result in significant fines, penalties, or monetary damages, criminal [added: sanctions against us or our officers, prohibitions on doing business, negative action taken by our customers and partners, unfavorable publicity and other reputational damage, restrictions on our ability to process information, and allegations by our counterparties that we have not performed our contractual obligations.]

[removed: In addition, we] [added: We] may utilize the optional election to capitalize and amortize the domestic research and development expenses for tax purposes, where applicable, and which we expect will continue to increase, our taxes payable, resulting in reduced near-term cash flows.

Certain provisions became effective and were reflected in the Company’s fiscal [removed: 2025] [added: 2026] financial results, while others will become effective in future periods.

[removed: The] [added: For example, the] Company operates under a tax holiday in Singapore and is subject to the Company’s compliance with certain conditions, including maintaining certain employment and investment thresholds in Singapore.

For a discussion of the impact [added: of] the tax [removed: holiday has on Singapore taxes owed by us,] [added: holiday,] see Note 8 to Item 8 of this Annual Report on Form 10-K.

We, our [removed: customers] [added: customers,] and our suppliers are subject to the risks of doing business in China.

[added: In particular, the imposition by the United States of tariffs on goods imported from China, or deemed to be of Chinese origin, and other] government actions that restrict our ability to sell our products to Chinese customers or to manufacture or source components in China, and countermeasures imposed by China in [removed: response, including the countermeasures announced in 2025,] [added: response] has impacted and could continue directly or indirectly adversely impacting our manufacturing costs, the availability and cost of materials, including gallium, germanium, antimony, tungsten, molybdenum, scandium, and other rare earth metals/critical minerals, and the sales of our products in China, the United States and elsewhere.

- the gain or loss of significant customers, or [removed: sockets with] [added: content in] any such [removed: customers,][added: customers’ products,]

In each of fiscal [removed: 2025,] [added: 2026,] fiscal [removed: 2024,] [added: 2025,] and fiscal [removed: 2023,] [added: 2024,] one customer accounted for greater than ten percent of our net revenue.

As of October [removed: 3, 2025,] [added: 2, 2026,] three customers represented [removed: 82%] [added: 75%] of our aggregate gross accounts receivable.

Because our operating results are highly dependent upon our ability to produce integrated circuits at acceptable manufacturing yields, these factors could have a material [removed: and] adverse effect on our business.

These disruptions may result from [added: component shortages,] electrical power outages or fluctuations, water shortages, fire, earthquake, flooding, war, acts of terrorism, health advisories or risks, or other natural or man-made disasters, outages or disruptions to our information technology infrastructure, including those portions provided by third parties, as well as equipment or software maintenance, repairs, updates, and/or upgrades.

[added: Because the owner of the site for our Singapore Filter Manufacturing Facility] has decided to redevelop it for other uses, we will need to relocate our Singapore Filter Manufacturing Facility by the end of the sublease, and we have been exploring [added: both an extension of the sublease and also] alternative sites in other locations.

In addition, we [added: previously] announced [removed: in August 2025] that we took action aimed to optimize our U.S. factory footprint by planning for the closure of our wafer fabrication manufacturing operations in Woburn, Massachusetts and consolidating such manufacturing into Newbury Park, California.

Due to the highly specialized nature of our manufacturing processes, in the event of a disruption in production at one or more of our facilities for any reason, alternative production [removed: capacity would not be immediately available from third-party sources.]

We rely on foundries to provide silicon-based products and to supplement our [removed: gallium arsenide] wafer manufacturing capacity.

For those assembly and test subcontractors with whom we do not have long-term agreements, we typically procure services on a [removed: per-][added: per-order basis.]

During fiscal [removed: 2022,] [added: 2026 \[and subsequent to the end of fiscal 2026\], in reaction to market demand factors impacting capacity at a number of our vendors, including increased demand that foundries have faced associated with data center and AI-related buildouts,] we entered into [added: or continued to perform under] long-term capacity reservation and supply agreements with certain third-party [removed: foundries,] [added: foundries and OSATs,] under which we agreed to certain minimum purchase [removed: commitments.][added: commitments and/or upfront cash payments.]

These long-term capacity reservation agreements may have an [removed: additional] adverse effect on our operating results in the event our future supply needs are reduced below the minimum purchase [removed: expectations] [added: requirements] as a result of [removed: further] [added: a] reduction in [removed: overall market demand.][added: demand for our products.]

These risk factors include risks relating to the recent combination with Qorvo.

- Changes in our effective tax rate may adversely impact our results of operations and cash flow.

- We face risks of a loss of revenue if contracts with the U.S. government or defense and aerospace contractors are canceled or delayed or if defense spending is reduced.

- Imbalances in the supply of memory, storage and other components could increase our costs or our customers’ costs and product prices, which could reduce demand for our products.

- We may not be able to effectively execute restructuring initiatives, which could result in total costs that are greater than expected and cause us not to achieve the expected long-term operational benefits of such initiatives.

- Our acquisition of Qorvo will result in significant goodwill and acquired intangible assets, and changes in operating performance, market conditions, integration plans, product roadmaps or valuation assumptions could result in material impairment charges.

- our ability to negotiate agreements, social plans, and terms and conditions with our labor unions and works councils,

Operating expenses and certain working capital items related to our foreign-based operations are, in some instances, denominated in the local foreign currencies and therefore are affected by changes in the U.S. dollar exchange rate in relation to foreign currencies, such as the Euro, Japanese Yen, Mexican Peso, and Singapore Dollar.

When the U.S. dollar weakens compared to these and other currencies, such as in fiscal 2026 with the Mexican Peso, our operating expenses for foreign operations are and will be higher when remeasured back into U.S. dollars.

In addition, our ability to deduct the interest expense resulting from the Notes (as defined below) and other outstanding indebtedness is subject to the U.S. business interest expense limitation rules as modified by OBBBA.

Certain top-up tax inclusion may have a dilutive effect on the financial benefits derived from our tax incentive arrangements in future periods.

Some of our foreign subsidiaries operate under tax holiday arrangements and other preferential tax regimes that reduce our overall tax expense.

If we fail, or elect not, to satisfy these conditions, we could be required to repay certain previously realized tax benefits, become subject to clawback taxes, or lose the benefits of the tax holiday earlier than scheduled.

Changes in our effective tax rate may adversely impact our results of operations and cash flow.

We are subject to taxation in the U.S. and numerous foreign jurisdictions.

Our effective tax rate is subject to fluctuations and impacted by a number of factors, including the following:

- changes in our operating structure, strategy and investment decisions;

- the resolution of issues arising from tax audits with various tax authorities, including those described in Note 8 to Item 8 of this Annual Report on Form 10-K;

- changes in the valuation of either our gross deferred tax assets or gross deferred tax liabilities;

- adjustments to income taxes upon finalization of various tax returns;

- changes in expenses not deductible for tax purposes;

- changes in available tax credits; and

- changes in tax laws, domestic and foreign, or the interpretation of such tax laws and changes in generally accepted accounting principles.

In addition, on October 5, 2026, we completed the acquisition of Qorvo, pursuant to two merger transactions involving cash-and-stock consideration (the “Mergers”).

The Mergers may result in greater-than-expected tax costs or liabilities.

The Mergers significantly increase the complexity of the Company’s global tax profile.

The Company may incur additional tax liabilities associated with the integration of legal entities, restructuring activities, transfer pricing arrangements, valuation of acquired deferred tax assets and liabilities, uncertain tax positions, limitations on tax attributes, and compliance with evolving international tax regimes, including Pillar Two.

Future tax outcomes may differ from estimates due to changes in facts, interpretations of tax law, audit examinations, regulatory developments, or integration decisions.

Such differences could materially affect the Company’s effective tax rate, cash tax obligations, and operating results.

As part of the Mergers, the Company is evaluating the impact of Sections 382 and 383 of the Internal Revenue Code and comparable state and foreign provisions on the availability of acquired and existing tax attributes.

The analysis remains ongoing and may affect the amount and timing of realization of deferred tax assets, including tax credit carryforwards.

Any resulting limitations, if any, could affect future tax expense, cash tax payments, and valuation allowance assessments.

In addition, following the Mergers, tax authorities may increase their scrutiny of the combined company’s historical and future tax positions, including those associated with integration activities, legal entity restructuring, transfer pricing arrangements, acquisition accounting, and the utilization of tax attributes.

The resolution of tax examinations and related disputes may take several years and could have a material adverse effect on the Company’s financial condition, results of operations, cash flows, and effective tax rate.

Any significant increase in our future effective tax rates could reduce net income and cash flow for future periods.

- our ability to forecast our customers’ demand for our products accurately,

- our ability to align production capacity to customer demand, which may lead to underutilization of our capacity in periods of lower demand or the lack of capacity in periods of excess demand, and fluctuations in manufacturing yields,

In addition, many of our largest customers, including our largest customer, typically refresh some or all of their product portfolios by releasing new models each year.

In some cases, product designs we pursue represent either opportunities to substantially increase our revenue by winning a new design or a risk of a substantial decrease in revenue by losing a component on which we are the incumbent.

Moreover, many customers, including our largest customer, frequently seek a second source for major components in their devices, which can significantly reduce the revenue obtained following a design win.

Risks Associated with the Proposed Transaction with Qorvo

- Completion of the proposed transaction with Qorvo may be delayed or not occur at all for a variety of reasons, including that the Merger Agreement is terminated, and the failure to complete the Mergers could adversely affect our business, results of operations, financial condition, and the market price of our common stock.

- Completion of the proposed Mergers is subject to the satisfaction or waiver of closing conditions contained in the Merger Agreement, including certain regulatory approvals which may not be received, may take longer than expected or the receipt of which may impose conditions that are not presently anticipated or that cannot be met, and if these closing conditions are not satisfied or waived, the proposed Mergers will not be completed.

- The Merger Agreement contains provisions that limit our ability to pursue alternative transactions to the Mergers which could discourage a potential third party from making an alternative transaction proposal.

- While the Merger Agreement is in effect, we are subject to restrictions on our business activities.

- As a result of the Mergers, we anticipate that the scope and size of our operations and business will substantially change and will result in certain incremental risks to us, including increased competition.

We may not realize the full expected benefits of the Mergers.

- The Mergers will require us to incur substantial additional indebtedness, which could reduce our flexibility to operate our business and negatively affect our financial condition, and increase the risks associated with our level of indebtedness.

- If our senior management transitions are not successful, our business and future growth prospects could be harmed.

- We may encounter problems upgrading, enhancing, and improving our enterprise applications.

Risks Associated with the Proposed Transaction with Qorvo

Completion of the proposed transaction with Qorvo may be delayed or not occur at all for a variety of reasons, including that the Merger Agreement is terminated, and the failure to complete the Mergers could adversely affect our business, results of operations, financial condition, and the market price of our common stock.

On October 27, 2025, we entered into the Agreement and Plan of Merger (“Merger Agreement”) with Qorvo, Inc. (“Qorvo”), Comet Acquisition Corp. (“Merger Sub I”), and Comet Acquisition II, LLC (“Merger Sub II”), pursuant to which Merger Sub I will be merged with and into Qorvo (the “First Merger”), with Qorvo as the surviving entity in the First Merger (the “Surviving Corporation”) with the Surviving Corporation continuing as a wholly owned subsidiary of the Company, and immediately following the First Merger, and as the second step in a single integrated transaction with the First Merger, the Surviving Corporation will be merged with and into Merger Sub II (the “Second Merger,” and together with the First Merger, the “Mergers”), with Merger Sub II as the surviving entity in the Second Merger and a wholly owned subsidiary of the Company.

Completion of the Mergers is subject to customary closing conditions, including (1) the adoption of the Merger Agreement by Qorvo’s stockholders, and the approval of the issuance of common stock as merger consideration by the Company’s stockholders as required under Nasdaq listing rules, (2) the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the approval of the Mergers under certain other antitrust and foreign investment regimes, (3) the absence of any order, injunction or law prohibiting the Mergers in such jurisdictions, (4) the effectiveness of the registration statement pursuant to which shares of the Company’s common stock to be issued in the Mergers will be registered with the SEC, (5) the accuracy of the other party’s representations and warranties, subject to certain standards set forth in the Merger Agreement, (6) compliance in all material respects by the other party with its obligations under the Merger Agreement, and (7) the absence of a continuing material adverse effect with respect to each party.

Therefore, there can be no assurance that the Mergers will be completed in the expected timeframe (early in calendar year 2027), or at all.

The Merger Agreement may be terminated under certain circumstances, including that either party may terminate if the Mergers are not completed by April 27, 2027, which date may be extended to July 27, 2027, and to October 27, 2027, in each case under certain circumstances as provided in the Merger Agreement (the “Outside Date”).

Upon termination of the Merger Agreement, each party under specified circumstances, including termination by such party to accept a Superior Proposal (as defined in the Merger Agreement) or termination by the other party upon a change in such party’s board of directors’ recommendation to its

stockholders, will be required to pay the other party a termination fee of $298.7 million.

Alternatively, we, under specified circumstances, including termination following an injunction arising in connection with certain antitrust or foreign investment laws, or failure to receive certain required regulatory approvals of specified governmental authorities by the Outside Date, will be required to pay Qorvo a termination fee of $100.0 million.

Failure to complete the Mergers within the expected timeframe or at all could adversely affect our business and the market price of our common stock in a number of ways, including:

- the market price of our common stock may decline to the extent that the current market price reflects an assumption that the Mergers will be consummated;

- if the Merger Agreement is terminated under certain circumstances specified in the Merger Agreement, we would be required to pay a termination fee of $298.7 million or $100.0 million, as described above;

- we have incurred, and will continue to incur, significant expenses for professional services in connection with the Mergers for which we will have received little or no benefit if the Mergers are not consummated; and

- we may experience negative publicity and/or reactions from our investors, employees, customers, suppliers, distributors and other business partners.

Completion of the proposed Mergers is subject to the satisfaction or waiver of closing conditions contained in the Merger Agreement, including certain regulatory approvals which may not be received, may take longer than expected or the receipt of which may impose conditions that are not presently anticipated or that cannot be met, and if these closing conditions are not satisfied or waived, the proposed Mergers will not be completed.

Various consents, clearances, approvals, authorizations and declarations of non-objection, or expiration of waiting periods (or extensions thereof), from certain regulatory and governmental authorities in the United States and certain other jurisdictions are included in the Merger Agreement as conditions to completing the proposed Mergers.

Regulatory and governmental entities may impose conditions on their respective approvals, in which case lengthy negotiations may ensue among such regulatory or governmental entities, the Company and Qorvo.

Such conditions, any such negotiations and the process of obtaining such regulatory approvals, consents or clearances, including any potential changes to the terms of the Mergers, could have the effect of delaying or preventing consummation of the proposed Mergers.

Subject to the terms of the Merger Agreement, we have agreed to use our reasonable best efforts to take all actions necessary to consummate the Mergers, including cooperating to obtain the regulatory approvals necessary to complete the Mergers.

Nonetheless, certain conditions to the completion of the pending Mergers are not within our or Qorvo’s control, and we cannot predict when or if these conditions will be satisfied (or waived, as applicable).

There can be no assurance that all required approvals will be obtained or that all closing conditions will otherwise be satisfied (or waived, if applicable), and, if all required approvals are obtained and all closing conditions are satisfied (or waived, if applicable), we can provide no assurance as to the terms, conditions and timing of such approvals or that the pending Mergers will be completed in a timely manner or at all.

Even if regulatory approvals are obtained, it is possible conditions will be imposed that could result in a material delay in, or the abandonment of, the pending Mergers or otherwise have an adverse effect on the Company.

The anticipated benefits we expect from the Mergers are based on projections and assumptions about our combined business with Qorvo, which may not materialize as expected or which may prove to be inaccurate.

- integrating financial forecasting and controls, procedures and reporting cycles;

Uncertainty regarding the outcome of the Mergers and our future could disrupt our business relationships with our existing and potential customers, distributors, service providers and other business partners, who may attempt to negotiate changes in existing business relationships or consider entering into business relationships with parties other than Qorvo.

Uncertainty regarding the outcome of the Mergers could also adversely affect our ability to recruit and retain key personnel and other employees.

The pendency of the Mergers may also result in negative publicity and a negative impression of us in the financial markets, and may lead to litigation against us and our directors and officers.

Even if the lawsuits are without merit, defending against or otherwise resolving these claims can result in substantial costs and divert management time and resources.

Such litigation would be distracting to management and, may, in the future, require us to incur significant costs.

Such litigation could result in the Mergers being delayed and/or enjoined by a court of competent jurisdiction, which could prevent the Mergers from being completed.

[removed: Pending] [added: Completed] Combination With Qorvo

Under the terms of the Merger Agreement, at the effective time of the [removed: Mergers,] [added: transaction,] each share of Qorvo common stock issued and outstanding immediately prior [removed: thereto (with] [added: to the effective time, subject to] certain exceptions set forth in the Merger [removed: Agreement) will be] [added: Agreement, was] converted into the right to receive 0.960 [removed: (the “Exchange Ratio”)] of a share of Skyworks common stock and $32.50 [added: per share] in cash, without [removed: interest,] [added: interest and] subject to applicable withholding taxes.

For more [added: information] on risks related to the [added: completed] Mergers, see Part I, Item 1A, Risk Factors, “Risks [removed: Associated with the Proposed Transaction with Qorvo”] [added: Related to Strategic Transactions and Indebtedness”] of this Annual Report on Form 10-K.

Fiscal Years Ended October [added: 2, 2026, October] 3, 2025, [removed: September 27, 2024,] and September [removed: 29, 2023][added: 27, 2024]

See Part II, Item 7 of our Annual Report on Form 10-K for the fiscal year ended [removed: September 27, 2024,] [added: October 3, 2025,] filed with the SEC on November [removed: 15, 2024,] [added: 7, 2025,] as amended by Amendment No. 1 to such Annual Report on Form 10-K, filed with the SEC on January [removed: 24, 2025] [added: 30, 2026] (the [removed: “2024] [added: “2025] 10-K”), for Management’s Discussion and Analysis of Financial Condition and Results of Operations for the fiscal year ended September [removed: 29, 2023.][added: 27, 2024.]

| | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Cost of goods sold | | | [removed: 58.8] [added: 59.2] | | | | | | 58.8 | | | | | | [removed: 55.8] [added: 58.8] | | |

| Gross profit | | | [removed: 41.2] [added: 40.8] | | | | | | 41.2 | | | | | | [removed: 44.2] [added: 41.2] | | |

| Research and development | | | [removed: 19.2] [added: 21.1] | | | | | | [removed: 15.1] [added: 19.2] | | | | | | [removed: 12.7] [added: 15.1] | | |

| Selling, general, and administrative | | | [removed: 9.1] [added: 11.0] | | | | | | [removed: 7.2] [added: 9.1] | | | | | | [removed: 6.6] [added: 7.2] | | |

| Amortization of intangibles | | | — | | | | | | — | | | | | | [removed: 0.7] [added: —] | | |

| Restructuring, impairment, and other charges | | | [removed: 0.6] [added: 3.1] | | | | | | [removed: 3.6] [added: 0.6] | | | | | | [removed: 0.6] [added: 3.6] | | |

| Total operating expenses | | | [removed: 28.9] [added: 35.2] | | | | | | [removed: 25.9] [added: 28.9] | | | | | | [removed: 20.6] [added: 25.9] | | |

| Operating income | | | [removed: 12.2] [added: 5.5] | | | | | | [removed: 15.3] [added: 12.2] | | | | | | [removed: 23.6] [added: 15.3] | | |

| Interest expense | | | [removed: (0.7)] [added: (1.0)] | | | | | | (0.7) | | | | | | [removed: (1.3)] [added: (0.7)] | | |

| Other income, net | | | [removed: 1.3] [added: 1.0] | | | | | | [removed: 0.7] [added: 1.3] | | | | | | [removed: 0.4] [added: 0.7] | | |

| Income before income taxes | | | [removed: 12.9] [added: 5.4] | | | | | | [removed: 15.2] [added: 12.9] | | | | | | [removed: 22.6] [added: 15.2] | | |

| Provision for income taxes | | | [removed: 1.2] [added: 1.1] | | | | | | [removed: 1.0] [added: 1.2] | | | | | | [removed: 2.0] [added: 1.0] | | |

| Net income | | | [removed: 11.7] [added: 4.3] | | % | | | | [removed: 14.3] [added: 11.7] | | % | | | | [removed: 20.6] [added: 14.3] | | % |

During the fiscal year ended October [removed: 3, 2025,] [added: 2, 2026,] the following key factors contributed to our overall results of operations, financial position, and cash flows:

- Net revenue decreased [removed: 2.2%] [added: 3.1%] to [removed: $4,086.9] [added: $3,959.6] million in fiscal [removed: 2025,] [added: 2026,] as compared to [removed: $4,178.0] [added: $4,086.9] million in fiscal [removed: 2024,] [added: 2025,] driven primarily by a decrease in market share at a significant customer, partially offset by an increase in demand for our [removed: mobile] [added: automotive, data center products,] and Wi-Fi products.

- Our ending cash, cash equivalents, and marketable securities balance [removed: decreased 11.8%] [added: increased 87.7%] to [removed: $1,388.4] [added: $2,606.1] million in fiscal [removed: 2025,] [added: 2026,] as compared to [removed: $1,574.1] [added: $1,388.4] million in fiscal [removed: 2024.][added: 2025.]

The [removed: decrease] [added: increase] in [removed: cash,] cash [removed: equivalents,] and [removed: marketable securities] [added: cash equivalents] during fiscal [removed: 2025] [added: 2026] was primarily due to [removed: share repurchases] [added: the borrowing] of [removed: $830.2] [added: $800.0 million of the 2028 Notes, $600.0 million of the 2032 Notes, and $600.0 million of the 2036 Notes, which were used in fiscal 2027 to fund the cash portion of the Mergers, as well as cash generated from operations of $549.9] million, [added: partially offset by repayments of debt of $500.0 million,] dividend payments of [removed: $432.6] [added: $320.1] million, [removed: and] capital expenditures of [removed: $195.0] [added: $320.6] million, [removed: partially offset by cash generated from operations] [added: and share repurchases] of [removed: $1,300.8] [added: $114.5] million.

| (dollars in millions) | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | Change | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | Change | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Net revenue | | | $ | [removed: 4,086.9] [added: 3,959.6] | | | | | [removed: (2.2)%] [added: (3.1)%] | | | | | | $ | [removed: 4,178.0] [added: 4,086.9] | | | | | [removed: (12.5)%] [added: (2.2)%] | | | | | | $ | [removed: 4,772.4] [added: 4,178.0] | |

The decrease in net revenue in fiscal [removed: 2025,] [added: 2026,] as compared to fiscal [removed: 2024,] [added: 2025,] was driven primarily by a decrease in market share at a significant customer, partially offset by an increase in demand for our [removed: mobile] [added: automotive, data center,] and Wi-Fi products.

| (dollars in millions) | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | Change | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | Change | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Gross profit | | | $ | [removed: 1,682.1] [added: 1,614.9] | | | | | [removed: (2.2)%] [added: (4.0)%] | | | | | | $ | [removed: 1,720.8] [added: 1,682.1] | | | | | [removed: (18.3)%] [added: (2.2)%] | | | | | | $ | [removed: 2,107.3] [added: 1,720.8] | |

| % of net revenue | | | [removed: 41.2] [added: 40.8] | | % | | | | | | | | | | 41.2 | | % | | | | | | | | | | [removed: 44.2] [added: 41.2] | | % |

The decrease in gross profit in fiscal [removed: 2025,] [added: 2026,] as compared to fiscal [removed: 2024,] [added: 2025,] was primarily the result of [removed: unfavorable product mix, lower average selling prices, and an increase] [added: increases] in [added: input] costs [removed: associated with facility consolidation] and [removed: closure,] [added: unfavorable product mix,] partially offset by higher unit volumes.

| (dollars in millions) | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | Change | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | Change | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Research and development | | | $ | [removed: 785.5] [added: 837.0] | | | | | [removed: 24.3%] [added: 6.6%] | | | | | | $ | [removed: 631.7] [added: 785.5] | | | | | [removed: 4.1%] [added: 24.3%] | | | | | | $ | [removed: 606.8] [added: 631.7] | |

| % of net revenue | | | [removed: 19.2] [added: 21.1] | | % | | | | | | | | | | [removed: 15.1] [added: 19.2] | | % | | | | | | | | | | [removed: 12.7] [added: 15.1] | | % |

The increase in research and development expenses in fiscal [removed: 2025,] [added: 2026,] as compared to fiscal [removed: 2024,] [added: 2025,] was primarily related to increases in headcount-related expenses, including share-based [removed: compensation and costs for engineering prototypes] [added: compensation,] as a result of our increased investment in developing new technologies and products.

| (dollars in millions) | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | Change | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | Change | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Selling, general, and administrative | | | $ | [removed: 371.5] [added: 436.1] | | | | | [removed: 23.5%] [added: 17.4%] | | | | | | $ | [removed: 300.8] [added: 371.5] | | | | | [removed: (4.2)%] [added: 23.5%] | | | | | | $ | [removed: 314.0] [added: 300.8] | |

| % of net revenue | | | [removed: 9.1] [added: 11.0] | | % | | | | | | | | | | [removed: 7.2] [added: 9.1] | | % | | | | | | | | | | [removed: 6.6] [added: 7.2] | | % |

The increase in selling, general, and administrative expenses in fiscal [removed: 2025,] [added: 2026,] as compared to fiscal [removed: 2024,] [added: 2025,] was primarily related to increases in [added: professional services costs related to the Qorvo transaction, partially offset by decreases in] headcount-related expenses, including share-based [removed: compensation and increases in professional services costs.][added: compensation.]

| (dollars in millions) | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | Change | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | Change | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| % of net revenue | | | [removed: —] [added: 1.0] | | % | | | | | | | | | | [removed: —] [added: 0.7] | | % | | | | | | | | | | 0.7 | | % |

We, together with our consolidated subsidiaries, are a U.S.-based global leader in high-performance radio frequency (“RF”), power management, and analog and mixed-signal semiconductor products and solutions, serving mobile and a broad range of diversified markets, including physical AI and connected edge, defense and aerospace, data center and networking, and automotive.

On October 5, 2026, we completed the acquisition of Qorvo, Inc. (“Qorvo”), pursuant to two merger transactions involving cash-and-stock consideration (the “Mergers”).

Pursuant to the Agreement and Plan of Merger dated October 27, 2025 (the “Merger Agreement”), Qorvo became a wholly owned subsidiary of Skyworks.

Qorvo stockholders received approximately $2.9 billion in cash and 85.3 million shares of Skyworks common stock in the aggregate.

We funded the cash portion of the Mergers with the net proceeds from the issuance of an aggregate of $2,000.0 million in senior notes, comprised of $800.0 million of 5.00% Senior Notes due 2028 (the “2028 Notes”), $600.0 million of 5.75% Senior Notes due 2032 (the “2032 Notes”), and $600.0 million of 6.25% Senior Notes due 2036 (the “2036 Notes”), that we issued on August 10, 2026, as well as cash on hand and funds from our revolver.

In connection with the completion of the Mergers, we also completed the previously announced exchange offers for $1,550.0 million of outstanding senior notes of Qorvo.

Pursuant to the exchange offers, participating holders exchanged their Qorvo senior notes for newly issued senior notes of Skyworks having substantially similar terms.

Refer to Note 17 to Item 8 of this Annual Report on Form 10-K for additional information related to the Mergers and exchanged notes.

The discussions below related to our business and financial results for fiscal 2026 and prior periods do not include any impact from or information relating to the Mergers.

Restructuring, impairment, and other charges in fiscal 2026 were primarily due to costs associated with facility consolidation and closure and impairment charges on other current assets and certain assets held for sale.

The assets classified as held for sale as of October 2, 2026 were not material.

The increase in interest expense in fiscal 2026, as compared to fiscal 2025, was due to the issuance of the 2028 Notes, the 2032 Notes, and the 2036 Notes in August 2026.

Interest expense is estimated to increase in fiscal 2027 as our average borrowings outstanding are expected to be higher than in fiscal 2026.

The decrease in income tax expense in fiscal 2026, as compared to fiscal 2025, was primarily due to lower taxes, driven by the decrease in earnings, partially offset by an increase in share-based compensation shortfalls, uncertain tax positions, transaction costs related to the transaction with Qorvo, and a lower foreign-derived intangible income deduction benefit.

In January 2026, the

OECD Inclusive Framework on BEPS released significant administrative guidance including the side-by-side safe harbor package that will apply to U.S. multinational enterprise groups.

In connection with the completion of the Mergers and subsequent to fiscal year-end, we used the proceeds from the 2028 Notes, the 2032 Notes, and the 2036 Notes to partially fund the cash consideration for the Mergers, with additional funding provided by our cash on hand and funds from our revolver.

We also assumed $1,550.0 million of outstanding senior notes of Qorvo

through the issuance of new senior notes of the Company following the completion of the exchange offers and by the remaining outstanding indebtedness under outstanding senior notes of Qorvo following the completion of the exchange offers.

For additional discussion regarding our stock repurchase program, refer to Note 9 to Item 8 of this Annual Report on Form 10-K.

We, together with our consolidated subsidiaries, are a leading developer, manufacturer and provider of analog and mixed-signal semiconductor products and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables.

On October 27, 2025, we entered into the Merger Agreement with Qorvo, a provider of connectivity and power solutions, to combine Qorvo and Skyworks in a cash-and-stock transaction that values the combined company at approximately $22.0 billion as of the market close on October 27, 2025.

The Exchange Ratio is expected to result in Qorvo equityholders and Skyworks equityholders owning approximately 37% and 63%, respectively, of the combined company on a pro forma basis following the closing.

The Merger Agreement also provides for Skyworks’ assumption of certain Qorvo equity awards, subject to certain adjustments thereto in respect of, among other things, performance-based vesting conditions.

Pursuant to the Merger Agreement, immediately following the closing, the Board of Directors will be comprised of 11 directors, consisting of (i) the Chief Executive Officer of Skyworks, who will be the Chief Executive Officer of Skyworks following the closing, (ii) seven directors designated by Skyworks and (iii) three directors designated by Qorvo who are reasonably acceptable to Skyworks, each of whom will hold office until the next annual meeting of stockholders of Skyworks.

Promptly following the closing, the Board of Directors will also designate a Chairman.

Robert Bruggeworth, Qorvo’s current President, Chief Executive Officer and director, will be one of Qorvo’s designees upon the closing.

The Mergers, which are anticipated to close early in calendar year 2027, are subject to the satisfaction or waiver of customary closing conditions, including adoption of the Merger Agreement by Qorvo’s stockholders and the approval by Skyworks’ stockholders of the issuance of Skyworks common stock included in the consideration to be paid to Qorvo stockholders, the expiration or early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvement Act of 1976, as amended, and other regulatory approvals under certain antitrust and foreign investment regimes, the absence of any order, injunction or law of such jurisdictions prohibiting the Mergers, and the effectiveness of a registration statement on Form S-4 to be filed by us.

We and Qorvo each have termination rights under the Merger Agreement.

Under specified circumstances, including termination by a party to accept a superior proposal or termination by the other party upon a change in such party’s board of directors’ recommendation to its stockholders, each of Qorvo and us will be required to pay the other party a termination fee of $298.7 million, as more fully described in the Merger Agreement.

Alternatively, under certain specified circumstances, including termination following an injunction arising in connection with certain antitrust or foreign investment laws, or failure to receive certain required regulatory approvals of specified governmental authorities, we will be required to pay Qorvo a termination fee of $100.0 million, as more fully described in the Merger Agreement.

In connection with the execution of the Merger Agreement, we entered into a commitment letter (“Bridge Commitment Letter”) on October 27, 2025, with Goldman Sachs Bank USA, which committed to provide, subject to the satisfaction of customary closing conditions, up to $3,050.0 million of senior unsecured bridge term loans for the purpose of financing a portion of the cash portion of the consideration to be paid to Qorvo stockholders, paying related fees and expenses in connection with the Mergers and the other transactions contemplated by the Merger Agreement and, in certain circumstances, to refinance certain of Qorvo’s senior notes.

The receipt of financing by us is not a condition to our obligation to consummate the Mergers.

Concurrently with the execution of the Merger Agreement, we and certain stockholders of Qorvo affiliated with Starboard Value (“SBV”), an affiliate of Peter Feld, a member of the board of directors of Qorvo so designated by SBV (each, a “SBV Stockholder”), entered into a Voting and Support Agreement (the “VSA”), pursuant to which each SBV Stockholder has agreed to vote its shares of Qorvo common stock in favor of the adoption of the Merger Agreement.

As of October 24, 2025, the SBV Stockholders collectively held approximately 8% of Qorvo’s issued and outstanding shares.

Each SBV Stockholder has also agreed, for a limited period of time not exceeding nine months from the date of the VSA, not to sell or transfer its shares of Qorvo common stock, subject to certain exceptions as specified in the VSA, and has agreed not to solicit any competing acquisition proposal.

The VSA will terminate, as to each SBV Stockholder, upon the earliest to occur of (a) the closing, (b) the termination of the Merger Agreement, (c) the date of any Qorvo Triggering Event or Skyworks Triggering Event (each, as defined in the Merger Agreement) and (d) the written consent of Skyworks, Qorvo and the applicable SBV Stockholder.

- On February 4, 2025, the Board of Directors appointed Philip Brace as the President and Chief Executive Officer of the Company and as a director, effective February 17, 2025.

- On May 7, 2025, the Board of Directors appointed Todd Lepinski as Senior Vice President, Sales and Marketing, effective as of June 2, 2025.

- On August 23, 2025, the Board of Directors appointed Philip Carter as Senior Vice President and Chief Financial Officer of the Company, effective as of September 8, 2025.

| | | | Fiscal Years Ended | | | | | | | | | | | | | | | | | | | | | | | | | | |

Amortization of Intangibles

| Amortization of intangibles | | | $ | 0.9 | | | | | —% | | | | | | $ | 0.9 | | | | | (97.3)% | | | | | | $ | 33.2 | |

Amortization of intangible assets was consistent in fiscal 2025, as compared to fiscal 2024.

Restructuring, impairment, and other charges in fiscal 2024 was primarily due to the abandonment or delay of previously capitalized in-process research and development (“IPR&D”) projects of $147.9 million and employee severance costs.

The decrease in interest expense in fiscal 2025, as compared to fiscal 2024, was due to certain debt repayments in prior periods that reduced the amount of outstanding indebtedness.

| % of net revenue | | | 1.3 | | % | | | | | | | | | | 0.7 | | % | | | | | | | | | | 0.4 | | % |

The increase in income tax expense in fiscal 2025, as compared to fiscal 2024, was primarily due to higher foreign taxes including the tax impact of remeasuring existing net deferred tax liabilities in Singapore and a lower Foreign-Derived Intangible Income (“FDII”) benefit, partially offset by a decrease in Global Intangible Low-Taxed Income (“GILTI”), net of foreign tax credits and an increase in research and development credits.

| (in millions) | | | October 3, 2025 | | | | | | September 27, 2024 | | | | | | September 29, 2023 | | |

In connection with the execution of the Merger Agreement, we entered into a commitment letter on October 27, 2025, with Goldman Sachs Bank USA, which committed to provide, subject to the satisfaction of customary closing conditions, up to $3,050.0 million of senior unsecured bridge term loans for the purpose of financing a portion of the cash portion of the consideration to be paid to Qorvo stockholders, paying related fees and expenses in connection with the Mergers and the other transactions contemplated by the Merger Agreement and, in certain circumstances, to refinance certain of Qorvo’s senior notes.

judgments involved are discussed further below.

Our investment portfolio consists of cash and cash equivalents (money market [removed: funds, municipal bonds, corporate bonds and notes, and U.S. Treasury and government securities] [added: funds] purchased with less than ninety days until maturity) that total approximately [removed: $1,161.3 million, and marketable securities (U.S. Treasury and government securities and corporate bonds and notes) of approximately $212.9 million and $14.2] [added: $2,606.1] million [removed: within short-term and long-term marketable securities, respectively,] as of October [removed: 3, 2025.][added: 2, 2026.]

Based on our results of operations for the fiscal year ended October [removed: 3, 2025,] [added: 2, 2026,] a hypothetical reduction in the interest rates on our cash, cash equivalents, and other investments of 100 basis points would result in an immaterial reduction of interest income with a de minimis impact on income before taxes.

[removed: 2023,] [added: For fiscal 2026, fiscal 2025, and fiscal 2024,] we had foreign exchange losses of [added: $0.9 million,] $1.0 [removed: million and $5.2] million, and [removed: foreign exchange gains of $1.7] [added: $5.2] million, respectively.

For [removed: the] fiscal [removed: years ended October 3,] [added: 2026, fiscal] 2025, [removed: September 27, 2024,] and [removed: September 29, 2023,] [added: fiscal 2024,] we had not entered into any outstanding foreign currency forward or options contracts with financial institutions.

Our marketable securities have short-term and long-term maturity periods between 90 days and two years.

For the fiscal years ended October 3, 2025, September 27, 2024, and September 29,

Over the past two decades, Skyworks has [removed: made important investments to address key network technologies, from cellular to] [added: invested in technologies spanning cellular,] advanced Wi-Fi®, enhanced GPS, [removed: and] Bluetooth®, [removed: among others.][added: precision timing, power management, acoustic filtering, and other RF and mixed-signal capabilities.]

Our Internet address is [removed: www.skyworksinc.com.][added: www.skyworks.com.]

We expect [removed: to see] a continued expansion in data consumption, dependent on seamless and reliable wireless connectivity.

As the industry migrates to more complex [removed: 5G] architectures across a multitude of [removed: wireless] applications, we are poised to help our customers handle growing levels of system complexity across both the transmit and receive chains.

The trend towards increasing front-end and analog design challenges [removed: in smartphones and other platforms] plays directly into our core strengths.

Additionally, accelerating AI trends could [removed: catalyze the smartphone transformation] [added: transform these applications] with incremental content driving [removed: unprecedented] [added: growing] functional and physical densities.

[removed: Crucially, they aim to] [added: These advancements may enable more bandwidth and faster speeds, and] bring us closer to achieving reliable low latency, ideal for massive machine communications, and [removed: introduces] non-terrestrial networks that enable satellite [removed: connectivity for emergency applications.][added: connectivity.]

[removed: Our] [added: Following the Qorvo combination, our] product portfolio is [removed: reinforced] [added: supported] by [removed: a library of] approximately [removed: 5,200 worldwide] [added: 12,000] issued [added: and pending] patents [added: worldwide] and other intellectual property that we own [removed: and] [added: or] control.

[removed: With the increasing adoption of 5G and the opportunity] [added: In addition] to [removed: enable more applications,] [added: mobile,] we [added: serve a wider array of global customers and] are growing our business beyond mobile devices (where we support leading top-tier manufacturers, including the leading smartphone suppliers and key baseband vendors) into additional high-performance analog markets, including [removed: automotive, home] [added: physical AI] and [removed: factory automation,] [added: connected edge applications, defense and aerospace,] data [removed: center, solar, wireless infrastructure, aerospace] [added: center] and [removed: defense, medical, smart energy,] [added: networking] and [removed: wireless][added: automotive markets.]

In these [removed: markets] [added: markets,] we leverage our scale, intellectual property, [added: engineering breadth, manufacturing capabilities,] and worldwide distribution [removed: network, which spans] [added: network to serve our now] approximately [removed: 6,900] [added: 7,000] customers [removed: and 4,900 unique products.][added: following the Qorvo combination.]

Through advanced supply chain management, we combine [removed: our] highly specialized internal manufacturing capabilities with alliances and strategic relationships for leading-edge technologies.

[removed: Our] [added: Following the Qorvo combination, our] extensive product portfolio includes:

[removed: These relationships allow our] team to facilitate customer-driven solutions, which leverage the unique strength of our intellectual property and product portfolio while providing high value and greatly reducing time-to-market.

In each of the fiscal years ended October [added: 2, 2026 (“fiscal 2026”), October] 3, 2025 (“fiscal 2025”), [added: and] September 27, 2024 (“fiscal 2024”), [removed: and September 29, 2023 (“fiscal 2023”),] Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, constituted more than ten percent of our net revenue.

Further, the Company’s three largest accounts receivable balances comprised [removed: 82%] [added: 75%] and [removed: 80%] [added: 82%] of aggregate gross accounts receivable as of [added: October 2, 2026 and October 3, 2025, respectively.]

We compete on the basis of time-to-market, new product innovation, quality, performance, price, compliance with industry standards, [removed: strategic relationships with customers] [added: breadth of system-level solutions, manufacturing process] and [removed: baseband vendors,] [added: foundry capabilities, supply reliability, strategic customer relationships,] personnel resources, and protection of our intellectual property.

We participate in highly competitive markets against numerous competitors that may be able to adapt more quickly to new [removed: or] [added: and] emerging technologies and changes in customer requirements, or may be able to devote greater resources to the development, promotion, and sale of their products.

We invested [removed: $785.5] [added: $837.0] million, [removed: $631.7] [added: $785.5] million, and [removed: $606.8] [added: $631.7] million in research and development during fiscal [removed: 2025,] [added: 2026,] fiscal [removed: 2024,] [added: 2025,] and fiscal [removed: 2023,] [added: 2024,] respectively.

[added: The cancellation or deferral of product orders, the return of previously sold] products, or overproduction due to a change in anticipated order volume could result in a reduction in revenue and us holding excess or obsolete inventory, which could result in inventory write-downs and, in turn, could have a material adverse effect on our financial condition.

The highest demand for our products generally occurs in our first fiscal [removed: quarter ending in December and the fourth fiscal quarter ending in September.]

[removed: Our] [added: As of October 2, 2026, our] workforce consists of approximately 10,000 employees located around the world, more than 99% of whom are full-time employees.

- Our workforce was distributed geographically approximately as follows: [removed: 54%] [added: 53%] in Mexico, 24% in the United States, [removed: 20%] [added: 21%] in Asia, 1% in Canada, and less than 1% in Europe.

- Our workforce was distributed by function approximately as follows: [removed: 39%] [added: 38%] in individual contributor manufacturing roles, [removed: 36%] [added: 37%] in engineering or technician roles, 12% in managerial roles, and 13% in professional or other administrative roles.

- Approximately [removed: 3,260] [added: 3,100] of our employees in Mexico, [removed: 550] [added: 760] of our employees in Singapore, and 460 of our employees in Japan were covered by collective bargaining and other union agreements.

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a U.S.-based global leader in high-performance radio frequency (“RF”), power management, and analog and mixed-signal semiconductor products and solutions.

On October 5, 2026, the Company completed its combination with Qorvo, Inc. (“Qorvo”), bringing together complementary product and technology portfolios, engineering capabilities, and manufacturing operations while expanding our ability to provide integrated, system-level solutions across mobile and a broad range of diversified markets, including physical AI and connected edge, defense and aerospace, data center and networking, and automotive.

Because the combination was completed after the end of fiscal 2026, our consolidated financial results and other historical operating information for fiscal 2026 presented in this Annual Report on Form 10-K generally do not include Qorvo unless otherwise indicated.

References to the combined company’s capabilities, markets, employees, customers, intellectual property, or manufacturing footprint reflect the Company following completion of the transaction and are identified as post-combination information where applicable.

Through organic growth and strategic acquisitions, including the Qorvo combination, we are seeking to expand our technology platform, addressable markets, revenue base, and customer set.

Our combined capabilities position us to address opportunities in mobile and in diversified markets, including physical AI and connected edge applications, defense and aerospace, data center and networking, and automotive.

Our technology portfolio spans RF solutions, acoustic filtering, power management, precision timing, wired and wireless connectivity, sensing, advanced packaging, and system-level integration.

We serve a broad global customer base that includes leading smartphone and consumer-device manufacturers, automotive suppliers, defense and aerospace companies, communications-equipment providers, data center and networking companies, industrial manufacturers, and distributors.

Our competitors vary by product line and end market and include Analog Devices, Broadcom, Cirrus Logic, Infineon Technologies, MACOM Technology Solutions, Monolithic Power Systems, Murata Manufacturing, NXP Semiconductors, Qualcomm, Renesas Electronics, SiTime, Texas Instruments, and other diversified and specialized semiconductor suppliers.

Demand for higher-performance RF, power management, timing, connectivity, and mixed-signal solutions is expanding across a broad range of applications.

In mobile, the continued evolution of 5G, 5G-Advanced, Wi-Fi, and emerging standards is increasing RF complexity and the need for greater integration.

In our diversified markets, growth is being driven by physical AI and connected edge applications, defense modernization and space systems, expanding data center and networking infrastructure, and increasing semiconductor content in vehicles.

In mobile, increasing numbers of frequency bands transmit and receive paths, and connectivity standards require higher levels of filtering, tuning, power amplification, power management, and integration.

We expect the evolution toward 5G-Advanced and 6G, together with AI-enabled devices and non-terrestrial connectivity, will increase performance requirements across the RF signal path.

According to the 2026 Ericsson Mobility Report, global mobile data for 5G

subscriptions are forecast to reach 6.4 billion by the end of 2031, driven by new users, innovative services, and the convergence of artificial intelligence (“AI”) and 5G technology.

In physical AI and connected edge, our solutions address wireless connectivity, power management, isolation, sensing, and edge-processing requirements across connected devices, smart infrastructure, industrial automation, robotics, and other applications.

In defense and aerospace, our technologies support radar, electronic warfare, satellite communications, precision timing, high-power and high-frequency RF, and trusted domestic manufacturing.

In data center and networking, our portfolio includes precision timing, power management, storage power, optical networking, wired broadband, and RF infrastructure solutions.

In automotive, we address connectivity, electrification, infotainment, secure access, battery management, motor control, and advanced driver-assistance applications.

Highly integrated semiconductor solutions are increasingly important in addressing the RF, power management, timing, connectivity, and mixed-signal challenges created by next-generation devices and infrastructure.

These challenges require capabilities spanning signal transmission and reception, filtering, tuning, power amplification, power conversion and isolation, precision timing, sensing, packaging, and system-level integration.

Our technology platform includes RF GaN and GaAs capabilities, SAW, TC-SAW, and BAW acoustic filtering, low-voltage power management, precision timing, wired broadband, antennas and tuners, beamformers, advanced packaging, module assembly, and test.

The breadth of these capabilities enables us to develop integrated, system-level solutions across mobile and diversified markets.

As devices and infrastructure become more complex, customers increasingly require solutions that combine RF, power management, timing, connectivity, and mixed-signal capabilities.

Our broader engineering and technology platform positions us to address these system-level challenges across the complete RF signal path and in adjacent high-performance analog applications.

We offer a broad portfolio of RF, power management, and analog and mixed-signal solutions supported by advanced manufacturing process technologies.

Our capabilities include RF GaN and GaAs, SAW, TC-SAW, and BAW filters, antenna solutions, precision timing, low-voltage power management, wired broadband, advanced integration, proprietary shielding, and three-dimensional die stacking.

We seek to diversify our business by expanding our addressable markets and broadening our product portfolio.

Our combined manufacturing platform includes GaAs and RF GaN fabrication, SAW, TC-SAW, and BAW filtering, and advanced packaging, assembly, and test capabilities across North America, Europe, and Asia.

- Beamformers and Antenna Solutions: integrated products used to steer, tune, and manage RF signals in mobile, satellite, defense, and infrastructure applications

- Power Management and Motor Control Solutions: low-voltage power management integrated circuits, point-of-load products, gate drivers, and motor-control solutions

- RF GaN Products: high-power and high-frequency RF solutions used in defense, aerospace, communications infrastructure, and other demanding applications

- Wired Broadband Solutions: products supporting broadband access and network connectivity, including DOCSIS applications

These relationships allow our

Following the Qorvo combination, our intellectual property portfolio includes technologies related to RF GaN, acoustic filtering, antenna solutions, power management, precision timing, wired broadband, advanced packaging, and system-level integration.

In automotive, defense, aerospace, and infrastructure markets, reliability, qualification requirements, and domestic or trusted manufacturing capabilities may also be significant competitive factors.

Our ability to integrate Qorvo successfully and realize the anticipated benefits of the combination may affect our competitive position.

These historical amounts do not include Qorvo because the combination was completed after the end of fiscal 2026.

Following the Qorvo combination, our combined engineering organization broadens our capabilities across RF, power management, precision timing, wired and wireless connectivity, acoustic filtering, and analog and mixed-signal technologies.

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a leading developer, manufacturer and provider of analog and mixed-signal semiconductor products and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables.

Capitalizing on both organic growth and strategic acquisitions, we are targeting high-growth verticals, while at the same time, seeking to diversify our revenue and customer set.

Targeted investments in next-generation technology and solutions, technical talent, and fabrication capabilities have created the opportunity to expand into high-growth market segments, including electric and hybrid vehicles, industrial and motor control, power supply, 5G wireless infrastructure, optical data communication, data center, automotive, smart home, and several other applications.

Our key customers include Amazon, Apple Inc. (“Apple”), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.

Our competitors include Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.

Wireless connectivity is expanding on a global basis.

A widening range of use cases is driving the high demand for wireless data across a broad array of applications.

The advancement of 5G adoption, IoT, connectivity for everyone, automotive electrification and safety, as well as augmented reality and virtual reality technology, all demand faster speeds, increased bandwidth and capacity, significantly lower latency, and more reliable and secure wireless connectivity.

According to the 2025 Ericsson Mobility Report, global mobile data for 5G subscriptions are forecast to reach 6.3 billion by the end of 2030, driven by new users, innovative services, and the convergence of artificial intelligence (“AI”) and 5G technology, and the total number of global IoT connections is now forecast to reach approximately 43 billion by 2030, including connected cars, machines, meters, sensors, point-of-sale terminals, consumer electronics and wearables.

Connected cars are forecasted by McKinsey to make up 90% of new vehicles sold globally by 2030.

Skyworks helps facilitate these opportunities with highly customized solutions that support a broad set of wireless systems and protocols including cellular (such as 5G), Wi-Fi®, GPS, Bluetooth®, Accutime™, HD-Radio™, LoRa®, Thread®, Wi-Sun®, and Zigbee®.

Additionally, Wi-Fi® 8, the next generation of Wi-Fi® technology, complements 5G by providing high-speed wireless connectivity in local environments.

Faster data rates and improved efficiency cater to the growing number of devices reliant on wireless networks.

Highly integrated semiconductor solutions are pivotal in deploying next-generation standards, resolving analog, mixed-signal, and RF complexities that challenge existing hardware and network infrastructure.

Addressing these design challenges requires diverse competencies including signal transmission, seamless hand-offs between multiple standards, power management, voltage regulation, battery charging, advanced filtering, and tuning.

We are at the forefront of this new era of connectivity, delivering the solutions that help enable the true potential of 5G and IoT.

We have a rich heritage in analog systems design and have spent years investing in key technologies and resources.

Our strength is underpinned by world-class performance and scale across a broad array of capabilities that include advanced TC-SAW and BAW filters, an expanded family of MIMO, ultra-high band, and diversity receive modules, timing devices, and digital power isolators.

From our breakthrough Sky5® unifying platform to our 5G small cell solutions, our approach across both infrastructure and user equipment facilitates powerful, high-speed, end-to-end 5G connectivity.

These advancements will deliver more bandwidth, faster speeds, and enable applications like virtual reality, augmented reality, live video streaming, and seamless IoT connectivity.

We believe that we offer the broadest portfolio of radio and analog solutions from the transceiver to the antenna as well as all required manufacturing process technologies.

We are also a leader in passive devices, advanced integration, including proprietary shielding and 3-D die stacking, as well as SAW, TC-SAW, and BAW filters.

We are diversifying the reach of our business by expanding our addressable markets and broadening our product portfolio to serve a wider array of global customers.

networking.

This hybrid manufacturing model allows us to better balance our manufacturing capacity with the demand of the marketplace.

October 3, 2025 and September 27, 2024, respectively.

The level of research and development expenses were the result of increases in our internal product designs and product development activity for our target markets in each of these fiscal years.

The cancellation or deferral of product orders, the return of previously sold

We believe that our operations and facilities comply in all material respects with applicable environmental laws and worker health and safety laws.

As of October 3, 2025:

For the fiscal year ended October [removed: 3, 2025][added: 2, 2026]

The aggregate market value of the registrant’s common stock held by non-affiliates of the registrant (based on the closing price of the registrant’s common stock as reported on the Nasdaq Global Select Market on [removed: March 28, 2025,] [added: April 3, 2026,] the last business day of the registrant’s most recently completed second fiscal quarter) was approximately [removed: $9.8] [added: $8.3] billion.

The number of outstanding shares of the registrant’s common stock, par value $0.25 per share, as of [removed: October 30, 2025,] [added: November 4, 2026,] was [removed: 148,679,767.][added: 234,854,620.]

| Part III | | | | | | Portions of the Registrant’s Proxy Statement relating to the Registrant’s [removed: 2026] [added: 2027] Annual Meeting of Stockholders (to be filed) are incorporated by reference into Items 10, 11, 12, 13, and 14 of this Annual Report on Form 10-K. | | |

FOR THE YEAR ENDED OCTOBER [removed: 3, 2025][added: 2, 2026]

[removed: | [PART I](#idc70794be4c44025b09be68285adc6f0_13) | | | | | |][added: PART I]

| [ITEM 1: [removed: BUSINESS.](#idc70794be4c44025b09be68285adc6f0_16)] [added: BUSINESS.](#ic1314c5ddf224e5daafb0a70365c01c5_16)] | | | [removed: [6](#idc70794be4c44025b09be68285adc6f0_16)] [added: [6](#ic1314c5ddf224e5daafb0a70365c01c5_16)] | | |

| [ITEM 1A: RISK [removed: FACTORS.](#idc70794be4c44025b09be68285adc6f0_19)] [added: FACTORS.](#ic1314c5ddf224e5daafb0a70365c01c5_19)] | | | [removed: [12](#idc70794be4c44025b09be68285adc6f0_19)] [added: [13](#ic1314c5ddf224e5daafb0a70365c01c5_19)] | | |

| [ITEM 1B: UNRESOLVED STAFF [removed: COMMENTS.](#idc70794be4c44025b09be68285adc6f0_22)] [added: COMMENTS.](#ic1314c5ddf224e5daafb0a70365c01c5_22)] | | | [removed: [33](#idc70794be4c44025b09be68285adc6f0_22)] [added: [34](#ic1314c5ddf224e5daafb0a70365c01c5_22)] | | |

| [ITEM 1C: [removed: CYBERSECURITY.](#idc70794be4c44025b09be68285adc6f0_25)] [added: CYBERSECURITY.](#ic1314c5ddf224e5daafb0a70365c01c5_25)] | | | [removed: [33](#idc70794be4c44025b09be68285adc6f0_25)] [added: [34](#ic1314c5ddf224e5daafb0a70365c01c5_25)] | | |

| [ITEM 2: [removed: PROPERTIES.](#idc70794be4c44025b09be68285adc6f0_28)] [added: PROPERTIES.](#ic1314c5ddf224e5daafb0a70365c01c5_28)] | | | [removed: [34](#idc70794be4c44025b09be68285adc6f0_28)] [added: [35](#ic1314c5ddf224e5daafb0a70365c01c5_28)] | | |

| [ITEM 3: LEGAL [removed: PROCEEDINGS.](#idc70794be4c44025b09be68285adc6f0_31)] [added: PROCEEDINGS.](#ic1314c5ddf224e5daafb0a70365c01c5_31)] | | | [removed: [34](#idc70794be4c44025b09be68285adc6f0_31)] [added: [35](#ic1314c5ddf224e5daafb0a70365c01c5_31)] | | |

| [ITEM 4: MINE SAFETY [removed: DISCLOSURES](#idc70794be4c44025b09be68285adc6f0_34).] [added: DISCLOSURES](#ic1314c5ddf224e5daafb0a70365c01c5_34).] | | | [removed: [34](#idc70794be4c44025b09be68285adc6f0_34)] [added: [35](#ic1314c5ddf224e5daafb0a70365c01c5_34)] | | |

| [ITEM 5: MARKET FOR REGISTRANT’S COMMON EQUITY, RELATED STOCKHOLDER MATTERS, AND ISSUER PURCHASES OF EQUITY [removed: SECURITIES.](#idc70794be4c44025b09be68285adc6f0_40)] [added: SECURITIES.](#ic1314c5ddf224e5daafb0a70365c01c5_40)] | | | [removed: [35](#idc70794be4c44025b09be68285adc6f0_40)] [added: [36](#ic1314c5ddf224e5daafb0a70365c01c5_40)] | | |

| [ITEM 6: [removed: RESERVED.](#idc70794be4c44025b09be68285adc6f0_43)] [added: RESERVED.](#ic1314c5ddf224e5daafb0a70365c01c5_43)] | | | [removed: [35](#idc70794be4c44025b09be68285adc6f0_43)] [added: [36](#ic1314c5ddf224e5daafb0a70365c01c5_43)] | | |

| [ITEM 7: MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF [removed: OPERATIONS.](#idc70794be4c44025b09be68285adc6f0_46)] [added: OPERATIONS.](#ic1314c5ddf224e5daafb0a70365c01c5_46)] | | | [removed: [36](#idc70794be4c44025b09be68285adc6f0_46)] [added: [37](#ic1314c5ddf224e5daafb0a70365c01c5_46)] | | |

| [ITEM 7A: QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET [removed: RISK.](#idc70794be4c44025b09be68285adc6f0_61)] [added: RISK.](#ic1314c5ddf224e5daafb0a70365c01c5_61)] | | | [removed: [42](#idc70794be4c44025b09be68285adc6f0_61)] [added: [43](#ic1314c5ddf224e5daafb0a70365c01c5_61)] | | |

| [ITEM 8: FINANCIAL STATEMENTS AND SUPPLEMENTARY [removed: DATA.](#idc70794be4c44025b09be68285adc6f0_64)] [added: DATA.](#ic1314c5ddf224e5daafb0a70365c01c5_64)] | | | [removed: [44](#idc70794be4c44025b09be68285adc6f0_64)] [added: [44](#ic1314c5ddf224e5daafb0a70365c01c5_64)] | | |

| [ITEM 9: CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL [removed: DISCLOSURE.](#idc70794be4c44025b09be68285adc6f0_136)] [added: DISCLOSURE.](#ic1314c5ddf224e5daafb0a70365c01c5_139)] | | | [removed: [72](#idc70794be4c44025b09be68285adc6f0_136)] [added: [76](#ic1314c5ddf224e5daafb0a70365c01c5_139)] | | |

| [ITEM 9A: CONTROLS AND [removed: PROCEDURES.](#idc70794be4c44025b09be68285adc6f0_139)] [added: PROCEDURES.](#ic1314c5ddf224e5daafb0a70365c01c5_142)] | | | [removed: [73](#idc70794be4c44025b09be68285adc6f0_139)] [added: [76](#ic1314c5ddf224e5daafb0a70365c01c5_142)] | | |

| [ITEM 9C: DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT [removed: INSPECTIONS.](#idc70794be4c44025b09be68285adc6f0_148)] [added: INSPECTIONS.](#ic1314c5ddf224e5daafb0a70365c01c5_151)] | | | [removed: [74](#idc70794be4c44025b09be68285adc6f0_148)] [added: [77](#ic1314c5ddf224e5daafb0a70365c01c5_151)] | | |

| [ITEM 10: DIRECTORS, EXECUTIVE OFFICERS, AND CORPORATE [removed: GOVERNANCE.](#idc70794be4c44025b09be68285adc6f0_154)] [added: GOVERNANCE.](#ic1314c5ddf224e5daafb0a70365c01c5_157)] | | | [removed: [75](#idc70794be4c44025b09be68285adc6f0_154)] [added: [78](#ic1314c5ddf224e5daafb0a70365c01c5_157)] | | |

| [ITEM 11: EXECUTIVE [removed: COMPENSATION.](#idc70794be4c44025b09be68285adc6f0_157)] [added: COMPENSATION.](#ic1314c5ddf224e5daafb0a70365c01c5_160)] | | | [removed: [75](#idc70794be4c44025b09be68285adc6f0_157)] [added: [78](#ic1314c5ddf224e5daafb0a70365c01c5_160)] | | |

| [ITEM 12: SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER [removed: MATTERS.](#idc70794be4c44025b09be68285adc6f0_160)] [added: MATTERS.](#ic1314c5ddf224e5daafb0a70365c01c5_163)] | | | [removed: [75](#idc70794be4c44025b09be68285adc6f0_160)] [added: [78](#ic1314c5ddf224e5daafb0a70365c01c5_163)] | | |

| [ITEM 13: CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR [removed: INDEPENDENCE.](#idc70794be4c44025b09be68285adc6f0_163)] [added: INDEPENDENCE.](#ic1314c5ddf224e5daafb0a70365c01c5_166)] | | | [removed: [75](#idc70794be4c44025b09be68285adc6f0_163)] [added: [78](#ic1314c5ddf224e5daafb0a70365c01c5_166)] | | |

| [ITEM 14: PRINCIPAL ACCOUNTING FEES AND [removed: SERVICES.](#idc70794be4c44025b09be68285adc6f0_166)] [added: SERVICES.](#ic1314c5ddf224e5daafb0a70365c01c5_169)] | | | [removed: [75](#idc70794be4c44025b09be68285adc6f0_166)] [added: [78](#ic1314c5ddf224e5daafb0a70365c01c5_169)] | | |

| [ITEM 15: EXHIBITS, FINANCIAL STATEMENT [removed: SCHEDULES.](#idc70794be4c44025b09be68285adc6f0_172)] [added: SCHEDULES.](#ic1314c5ddf224e5daafb0a70365c01c5_175)] | | | [removed: [76](#idc70794be4c44025b09be68285adc6f0_172)] [added: [79](#ic1314c5ddf224e5daafb0a70365c01c5_175)] | | |

This Annual Report on Form 10-K contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities [removed: and] Exchange Act of 1934, as amended (the “Exchange Act”), and is subject to the “safe harbor” created by those sections.

- [removed: our] plans to develop and market new products, enhancements, or technologies and the timing of these development and marketing plans;

- [removed: our] estimates of our future financial performance, including expenses, revenues, and profitability;

- [removed: our] estimates of demand trends, market opportunities, and our market positioning, including the size of the markets for our products and services;

- [removed: our] expectations related to the rate and degree of market acceptance of our products and our customers’ products;

- [removed: our] estimates regarding our capital requirements and our needs for additional financing; and

- [removed: our] estimates of the success of other competing technologies that may become available.

[added: Skyworks, Qorvo, the] Skyworks [added: symbol,] and the [removed: Skyworks] [added: Qorvo] symbol are trademarks or registered trademarks of Skyworks Solutions, Inc. or its subsidiaries in the United States and other countries.

[removed: PART l][added: | [PART I](#ic1314c5ddf224e5daafb0a70365c01c5_13) | | | | | |]

| [PART II](#ic1314c5ddf224e5daafb0a70365c01c5_37) | | | | | |

| [ITEM 9B: OTHER INFORMATION.](#ic1314c5ddf224e5daafb0a70365c01c5_145) | | | [77](#ic1314c5ddf224e5daafb0a70365c01c5_148) | | |

| [PART III](#ic1314c5ddf224e5daafb0a70365c01c5_154) | | | | | |

| [PART IV](#ic1314c5ddf224e5daafb0a70365c01c5_172) | | | | | |

| [SIGNATURES](#ic1314c5ddf224e5daafb0a70365c01c5_181) | | | [83](#ic1314c5ddf224e5daafb0a70365c01c5_181) | | |

- our ability to obtain design wins and to convert design wins into revenue;

- expectations regarding our recently completed transaction with Qorvo, including the integration of the newly acquired businesses, operations and technologies and the realization, timing and amount of anticipated synergies;

- 6G (Sixth Generation): the emerging generation of wireless communications technology expected to follow 5G

- DOCSIS (Data Over Cable Service Interface Specification): a telecommunications standard that enables broadband data transmission over cable networks

- GaAs (Gallium Arsenide): a semiconductor material used in radio frequency applications

- GaN (Gallium Nitride): a semiconductor material used in high-power and high-frequency radio frequency applications

| [PART II](#idc70794be4c44025b09be68285adc6f0_37) | | | | | |

| [ITEM 9B: OTHER INFORMATION.](#idc70794be4c44025b09be68285adc6f0_142) | | | [74](#idc70794be4c44025b09be68285adc6f0_142) | | |

| [PART III](#idc70794be4c44025b09be68285adc6f0_151) | | | | | |

| [PART IV](#idc70794be4c44025b09be68285adc6f0_169) | | | | | |

| [SIGNATURES](#idc70794be4c44025b09be68285adc6f0_178) | | | [80](#idc70794be4c44025b09be68285adc6f0_178) | | |

- our expectations and statements regarding the transaction with Qorvo;

We maintain a cross-functional cybersecurity incident management procedure with defined roles, responsibilities, and reporting protocols that [removed: is] [added: are] designed to timely respond to, investigate, mitigate, remediate, and if appropriate, disclose, a cybersecurity incident.

[removed: In this role, the Audit Committee receives quarterly updates from members] [added: Our VP] of [removed: management, including] [added: IT is further supported by] the [removed: vice president, information technology and CIO, who oversees our] [added: senior director,] information technology [removed: function (“CIO”) and another vice president] who [removed: supports] [added: reports to] the [removed: CIO] [added: VP of IT and leads a team] in implementing, monitoring and updating the cybersecurity risk management program, as well as addressing existing and emerging cybersecurity threats and managing cybersecurity incidents (“Head of Information Security”).

The Board receives regular reports from the Audit Committee, as well as an annual cybersecurity report or materials from management, including the [removed: CIO,] [added: VP of IT,] highlighting key activities of the Company’s cybersecurity team, including internal initiatives and updates and external engagements with third party cybersecurity firms, recent incidents throughout the industry and the emerging threat landscape.

Our [removed: CIO] [added: VP of IT] has more than [removed: 25] [added: 20] years of [added: leadership] experience in information technology and reports to our Chief Financial Officer.

Our Head of Information [removed: Security, who reports to the CIO,] [added: Security] has over [removed: 20] [added: 25] years of experience managing global information technology and cybersecurity operations and [removed: holds multiple industry-recognized certifications such as] [added: is a] Certified Information Systems Security [removed: Professional and Certificate of Cloud Security Knowledge.][added: Professional.]

In this role, the Audit Committee receives quarterly updates from members of management, including the vice president, information technology (“VP of IT”), who oversees our information technology function.

The following table sets forth our principal [removed: facilities:][added: facilities as of October 2, 2026:]

| Singapore, Singapore | | | | | | Leased | | | | | | [removed: 429,500] [added: 412,300] | | | | | | Filter manufacturing | | |

| Woburn, Massachusetts [added: (2)] | | | | | | Owned | | | | | | 158,000 | | | | | | Manufacturing and office space | | |

(1) The Company owns the building and the land is leased for approximately [removed: 36] [added: 35] additional years expiring in 2061.

(2) The Woburn facility was a material operating property during fiscal 2026 and was classified as held for sale as of fiscal year-end.

Following the completion of our acquisition of Qorvo after fiscal year-end, we continue to maintain our primary executive offices in Irvine, California and principal facilities acquired include:

| Location | | | | | | Owned/Leased | | | | | | Square Footage | | | | | | Primary Function | | |

| Richardson, Texas | | | | | | Owned | | | | | | 714,000 | | | | | | Manufacturing and office space | | |

| Hillsboro, Oregon | | | | | | Owned | | | | | | 279,000 | | | | | | Manufacturing and office space | | |

| Greensboro, North Carolina | | | | | | Leased | | | | | | 256,000 | | | | | | Manufacturing and office space | | |

| Greensboro, North Carolina | | | | | | Owned | | | | | | 150,000 | | | | | | Manufacturing, design center and office space | | |

| Apopka, Florida | | | | | | Owned | | | | | | 107,000 | | | | | | Design center and office space | | |

| Nuremberg, Germany | | | | | | Leased | | | | | | 66,000 | | | | | | Design center and manufacturing | | |

The number of stockholders of record of our common stock as of [removed: October 28, 2025] [added: November 4, 2026] was [removed: 7,211.][added: 7,235.]

The following table provides information regarding repurchases of common stock made during the three months ended October [removed: 3, 2025:][added: 2, 2026:]

(1) We announced on [removed: February 5, 2025] [added: July 28, 2026] that our Board of Directors [added: had] approved a [added: new] stock repurchase [removed: program on February 4, 2025,] [added: program, pursuant to] which [removed: authorizes] the [added: Company is authorized to] repurchase [removed: of] up to $2.0 billion of [removed: our] [added: its] common stock from time to time [added: through January 31, 2029,] on the open market or in privately negotiated transactions, in compliance with applicable securities laws and other legal requirements, [removed: and expires] [added: as discussed in Note 9 to Item 8 of this Annual Report] on [removed: February 3, 2027.][added: Form 10-K.]

Excise tax incurred reduces the amount available under the [added: stock] repurchase program, as applicable, and is included in the cost of shares repurchased in the Consolidated [removed: Statement] [added: Statements] of Stockholders’ Equity.

On July 28, 2026, the Company announced that the Board of Directors had decided not to declare quarterly cash dividends on the Company’s common stock going forward.

We intend to continue to retain any future earnings to invest in the growth and operation of our business and do not intend to pay any dividends for the foreseeable future.

Any future determination related to our dividend policy will be made at the discretion of our Board of Directors.

| 07/04/26 - 07/31/26 | | | 295 | | | (3) | | | $57.51 | | | — | | | $2.0 billion | | |

| 08/01/26 - 08/28/26 | | | 1,627,850 | | | (4) | | | $66.34 | | | 1,614,547 | | | $1.9 billion | | |

| 08/29/26 - 10/02/26 | | | 5,046 | | | (3) | | | $74.65 | | | — | | | $1.9 billion | | |

| | | | 1,633,191 | | | | | | | | | 1,614,547 | | | | | |

(4) 1,614,547 shares were repurchased at an average price of $66.33 per share as part of our July 2026 stock repurchase program, and 13,303 shares were repurchased by us at the fair market value of the common stock as of the applicable purchase date, in connection with the satisfaction of tax withholding obligations under equity award agreements with an average price of $67.73 per share.

On October 28, 2025, the Company announced that the Board of Directors had declared a cash dividend of $0.71 per share of common stock, payable on December 9, 2025, to stockholders of record as of November 18, 2025.

We pay, and intend to continue to pay, quarterly dividends subject to capital availability and periodic determinations made by our Board of Directors that cash dividends are in the best interests of our stockholders.

Future cash dividends may be affected by, among other items, our views on potential future capital requirements, including those relating to research and development, creation and expansion of investments and acquisitions, stock repurchase programs, debt issuances and repayments, changes in federal and state income tax law, and changes to our business model.

| 06/28/25 - 07/25/25 | | | 284 | | | (3) | | | $69.94 | | | — | | | $1.2 billion | | |

| 07/26/25 - 08/29/25 | | | 13,057 | | | (3) | | | $73.00 | | | — | | | $1.2 billion | | |

| 08/30/25 - 10/03/25 | | | 83 | | | (3) | | | $66.21 | | | — | | | $1.2 billion | | |

| | | | 13,424 | | | | | | | | | — | | | | | |

| (1) | | | [Report of Independent Registered Public Accounting [removed: Firm](#idc70794be4c44025b09be68285adc6f0_67)] [added: Firm](#ic1314c5ddf224e5daafb0a70365c01c5_67)] | | | Page [removed: [45](#idc70794be4c44025b09be68285adc6f0_67)] [added: [45](#ic1314c5ddf224e5daafb0a70365c01c5_67)] | | |

| (2) | | | [Consolidated Statements of Operations for the three years [removed: ended](#idc70794be4c44025b09be68285adc6f0_70) [October](#idc70794be4c44025b09be68285adc6f0_70) [](#idc70794be4c44025b09be68285adc6f0_70)[3](#idc70794be4c44025b09be68285adc6f0_70)[, 202](#idc70794be4c44025b09be68285adc6f0_70)[5](#idc70794be4c44025b09be68285adc6f0_70)] [added: ended](#ic1314c5ddf224e5daafb0a70365c01c5_70) [October 2, 2026](#ic1314c5ddf224e5daafb0a70365c01c5_70)] | | | Page [removed: [47](#idc70794be4c44025b09be68285adc6f0_70)] [added: [47](#ic1314c5ddf224e5daafb0a70365c01c5_70)] | | |

| (3) | | | [Consolidated Statements of Comprehensive Income for the three years [removed: ended](#idc70794be4c44025b09be68285adc6f0_73) [October](#idc70794be4c44025b09be68285adc6f0_73) [](#idc70794be4c44025b09be68285adc6f0_73)[3](#idc70794be4c44025b09be68285adc6f0_73)[, 202](#idc70794be4c44025b09be68285adc6f0_73)[5](#idc70794be4c44025b09be68285adc6f0_73)] [added: ended October](#ic1314c5ddf224e5daafb0a70365c01c5_73) [2](#ic1314c5ddf224e5daafb0a70365c01c5_73)[, 202](#ic1314c5ddf224e5daafb0a70365c01c5_73)[6](#ic1314c5ddf224e5daafb0a70365c01c5_73)] | | | Page [removed: [48](#idc70794be4c44025b09be68285adc6f0_73)] [added: [48](#ic1314c5ddf224e5daafb0a70365c01c5_73)] | | |

| (4) | | | [Consolidated Balance Sheets [removed: at](#idc70794be4c44025b09be68285adc6f0_76) [October](#idc70794be4c44025b09be68285adc6f0_76) [](#idc70794be4c44025b09be68285adc6f0_76)[3](#idc70794be4c44025b09be68285adc6f0_76)[, 202](#idc70794be4c44025b09be68285adc6f0_76)[5](#idc70794be4c44025b09be68285adc6f0_76)[, and September 2](#idc70794be4c44025b09be68285adc6f0_76)[7](#idc70794be4c44025b09be68285adc6f0_76)[, 202](#idc70794be4c44025b09be68285adc6f0_76)[4](#idc70794be4c44025b09be68285adc6f0_76)] [added: a](#ic1314c5ddf224e5daafb0a70365c01c5_76)[s of](#ic1314c5ddf224e5daafb0a70365c01c5_76) [October](#ic1314c5ddf224e5daafb0a70365c01c5_76) [2](#ic1314c5ddf224e5daafb0a70365c01c5_76)[, 202](#ic1314c5ddf224e5daafb0a70365c01c5_76)[6](#ic1314c5ddf224e5daafb0a70365c01c5_76)[, and](#ic1314c5ddf224e5daafb0a70365c01c5_76) [October](#ic1314c5ddf224e5daafb0a70365c01c5_76) [](#ic1314c5ddf224e5daafb0a70365c01c5_76)[3](#ic1314c5ddf224e5daafb0a70365c01c5_76)[, 20](#ic1314c5ddf224e5daafb0a70365c01c5_76)[25](#ic1314c5ddf224e5daafb0a70365c01c5_76)] | | | Page [removed: [49](#idc70794be4c44025b09be68285adc6f0_76)] [added: [49](#ic1314c5ddf224e5daafb0a70365c01c5_76)] | | |

| (5) | | | [Consolidated Statements of Cash Flows for the three years [removed: ended](#idc70794be4c44025b09be68285adc6f0_79) [October](#idc70794be4c44025b09be68285adc6f0_79) [](#idc70794be4c44025b09be68285adc6f0_79)[3](#idc70794be4c44025b09be68285adc6f0_79)[, 202](#idc70794be4c44025b09be68285adc6f0_79)[5](#idc70794be4c44025b09be68285adc6f0_79)] [added: ended October](#ic1314c5ddf224e5daafb0a70365c01c5_79) [2](#ic1314c5ddf224e5daafb0a70365c01c5_79)[, 202](#ic1314c5ddf224e5daafb0a70365c01c5_79)[6](#ic1314c5ddf224e5daafb0a70365c01c5_79)] | | | Page [removed: [50](#idc70794be4c44025b09be68285adc6f0_79)] [added: [50](#ic1314c5ddf224e5daafb0a70365c01c5_79)] | | |

| (6) | | | [Consolidated Statements of Stockholders’ Equity for the three years [removed: ended](#idc70794be4c44025b09be68285adc6f0_82) [October](#idc70794be4c44025b09be68285adc6f0_82) [](#idc70794be4c44025b09be68285adc6f0_82)[3](#idc70794be4c44025b09be68285adc6f0_82)[, 202](#idc70794be4c44025b09be68285adc6f0_82)[5](#idc70794be4c44025b09be68285adc6f0_82)] [added: ended October](#ic1314c5ddf224e5daafb0a70365c01c5_82) [2](#ic1314c5ddf224e5daafb0a70365c01c5_82)[, 202](#ic1314c5ddf224e5daafb0a70365c01c5_82)[6](#ic1314c5ddf224e5daafb0a70365c01c5_82)] | | | Page [removed: [51](#idc70794be4c44025b09be68285adc6f0_82)] [added: [51](#ic1314c5ddf224e5daafb0a70365c01c5_82)] | | |

| (7) | | | [Notes to Consolidated Financial [removed: Statements](#idc70794be4c44025b09be68285adc6f0_85)] [added: Statements](#ic1314c5ddf224e5daafb0a70365c01c5_85)] | | | Page [removed: [52](#idc70794be4c44025b09be68285adc6f0_85)] [added: [52](#ic1314c5ddf224e5daafb0a70365c01c5_85)] through [removed: [72](#idc70794be4c44025b09be68285adc6f0_1429)] [added: [76](#ic1314c5ddf224e5daafb0a70365c01c5_136)] | | |

We have audited the accompanying consolidated balance sheets of Skyworks Solutions, Inc. and subsidiaries (the Company) as of October [removed: 3, 2025] [added: 2, 2026] and [removed: September 27, 2024,] [added: October 3, 2025,] the related consolidated statements of operations, comprehensive income, [removed: cash flows, and] stockholders’ [removed: equity] [added: equity, and cash flows] for each of the [removed: fiscal] years in the three-year period ended October [removed: 3, 2025,] [added: 2, 2026,] and the related notes (collectively, the consolidated financial statements).

We also have audited the Company’s internal control over financial reporting as of October [removed: 3, 2025,] [added: 2, 2026,] based on criteria established in *Internal Control – Integrated Framework* *(2013)* issued by the Committee of Sponsoring Organizations of the Treadway Commission.

In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of the Company as of October [removed: 3, 2025] [added: 2, 2026] and [removed: September 27, 2024,] [added: October 3, 2025,] and the results of its operations and its cash flows for each of the [removed: fiscal] years in the three-year period ended October [removed: 3, 2025,] [added: 2, 2026,] in conformity with U.S. generally accepted accounting principles.

Also in our opinion, the Company maintained, in all material respects, effective internal control over financial reporting as of October [removed: 3, 2025] [added: 2, 2026] based on criteria established in *Internal Control – Integrated Framework (2013)* issued by the Committee of Sponsoring Organizations of the Treadway Commission.

A company’s internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the company; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and expenditures of the company are being made only in accordance with authorizations of management and directors of the company; and (3) provide reasonable [added: assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of the company’s assets that could have a material effect on the financial statements.]

As discussed in Note 2 and Note 8 to the consolidated financial statements, the Company recorded an income tax provision of [removed: $49.6] [added: $41.6] million for the fiscal year ended October [removed: 3, 2025,] [added: 2, 2026,] which is comprised of current and deferred taxes on domestic and foreign income.

| | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Net revenue | | | $ | [removed: 4,086.9] [added: 3,959.6] | | | | | $ | [removed: 4,178.0] [added: 4,086.9] | | | | | $ | [removed: 4,772.4] [added: 4,178.0] | |

| Cost of goods sold | | | [removed: 2,404.8] [added: 2,344.7] | | | | | | [removed: 2,457.2] [added: 2,404.8] | | | | | | [removed: 2,665.1] [added: 2,457.2] | | |

| Gross profit | | | [removed: 1,682.1] [added: 1,614.9] | | | | | | [removed: 1,720.8] [added: 1,682.1] | | | | | | [removed: 2,107.3] [added: 1,720.8] | | |

| Research and development | | | [removed: 785.5] [added: 837.0] | | | | | | [removed: 631.7] [added: 785.5] | | | | | | [removed: 606.8] [added: 631.7] | | |

| Selling, general, and administrative | | | [removed: 371.5] [added: 436.1] | | | | | | [removed: 300.8] [added: 371.5] | | | | | | [removed: 314.0] [added: 300.8] | | |

| Amortization of intangibles | | | 0.9 | | | | | | 0.9 | | | | | | [removed: 33.2] [added: 0.9] | | |

| Restructuring, impairment, and other charges | | | [removed: 24.2] [added: 124.2] | | | | | | [removed: 150.0] [added: 24.2] | | | | | | [removed: 28.3] [added: 150.0] | | |

| Total operating expenses | | | [removed: 1,182.1] [added: 1,398.2] | | | | | | [removed: 1,083.4] [added: 1,182.1] | | | | | | [removed: 982.3] [added: 1,083.4] | | |

| Operating income | | | [removed: 500.0] [added: 216.7] | | | | | | [removed: 637.4] [added: 500.0] | | | | | | [removed: 1,125.0] [added: 637.4] | | |

| Interest expense | | | [removed: (27.1)] [added: (41.3)] | | | | | | [removed: (30.7)] [added: (27.1)] | | | | | | [removed: (64.4)] [added: (30.7)] | | |

| Other income, net | | | [removed: 53.8] [added: 38.3] | | | | | | [removed: 29.7] [added: 53.8] | | | | | | [removed: 18.2] [added: 29.7] | | |

| Income before income taxes | | | [removed: 526.7] [added: 213.7] | | | | | | [removed: 636.4] [added: 526.7] | | | | | | [removed: 1,078.8] [added: 636.4] | | |

| Provision for income taxes | | | [added: $ |] 49.6 | | | | | [added: $] | 40.4 | | [removed: | | | | 96.0 | | |]

| Net income | | | $ | [removed: 477.1] [added: 172.1] | | | | | $ | [removed: 596.0] [added: 477.1] | | | | | $ | [removed: 982.8] [added: 596.0] | |

| Basic | | | $ | [removed: 3.09] [added: 1.15] | | | | | $ | [removed: 3.72] [added: 3.09] | | | | | $ | [removed: 6.17] [added: 3.72] | |

| Diluted | | | $ | [removed: 3.08] [added: 1.14] | | | | | $ | [removed: 3.69] [added: 3.08] | | | | | $ | [removed: 6.13] [added: 3.69] | |

| Basic | | | [removed: 154.4] [added: 150.0] | | | | | | [removed: 160.1] [added: 154.4] | | | | | | [removed: 159.4] [added: 160.1] | | |

| Diluted | | | [removed: 155.1] [added: 151.0] | | | | | | [removed: 161.5] [added: 155.1] | | | | | | [removed: 160.3] [added: 161.5] | | |

| | | | October [removed: 3, 2025] [added: 2, 2026] | | | | | | [removed: September 27, 2024] [added: October 3, 2025] | | | | | | September [removed: 29, 2023] [added: 27, 2024] | | |

| Net income | | | $ | [removed: 477.1] [added: 172.1] | | | | | $ | [removed: 596.0] [added: 477.1] | | | | | $ | [removed: 982.8] [added: 596.0] | |

| Fair value of investments | | | (0.1) | | | | | | [removed: 0.2] [added: (0.1)] | | | | | | [removed: —] [added: 0.2] | | |

| Pension adjustments | | | [removed: 0.6] [added: (1.1)] | | | | | | [removed: (0.2)] [added: 0.6] | | | | | | [removed: (0.8)] [added: (0.2)] | | |

| Comprehensive income | | | $ | [removed: 477.6] [added: 170.9] | | | | | $ | [removed: 596.0] [added: 477.6] | | | | | $ | [removed: 982.0] [added: 596.0] | |

| | | | October [added: 2, 2026 | | | | | | October] 3, 2025 | | | | | | September 27, 2024 | | |

| Cash and cash equivalents | | | $ | [removed: 1,161.3] [added: 2,606.1] | | | | | $ | [removed: 1,368.6] [added: 1,161.3] | |

| Marketable securities | | | [removed: 212.9] [added: —] | | | | | | [removed: 194.1] [added: 212.9] | | |

November 10, 2026

| Proceeds from issuance of long-term debt, net | | | 1,979.9 | | | | | | — | | | | | | — | | |

| Debt financing costs | | | (6.0) | | | | | | — | | | | | | — | | |

| Net income | | | — | | | | | | $ | — | | | | | $ | — | | | | | $ | 172.1 | | | | | $ | — | | | | | $ | 172.1 | |

| Repurchase of common stock | | | (1.6) | | | | | | (0.4) | | | | | | (106.7) | | | | | | — | | | | | | — | | | | | | (107.1) | | |

| Balance as of October 2, 2026 | | | 149.1 | | | | | | $ | 37.3 | | | | | $ | 175.8 | | | | | $ | 5,508.9 | | | | | $ | (6.3) | | | | | $ | 5,715.7 | |

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a U.S.-based global leader in high-performance radio frequency (“RF”), power management, and analog and mixed-signal semiconductor products and solutions, serving mobile and a broad range of diversified markets, including physical AI and connected edge, defense and aerospace, data center and networking, and automotive.

The fiscal year ended on October 2, 2026 (“fiscal 2026”) consisted of 52 weeks.

The Company classifies its investment in marketable debt securities as “available-for-sale”.

Spare Parts

The Company maintains spare parts that are held for use in the repair and maintenance of long-lived assets.

Spare parts that are not consumed in the ordinary course of production are not classified as inventory and are recorded within other current assets on the Consolidated Balance Sheets.

Spare parts are initially recorded at cost and are expensed as repairs and maintenance when placed into service.

The Company periodically reviews the balance for excess quantities, physical deterioration, technological obsolescence, or changes in expected usage.

The carrying value of the spare parts are evaluated for recoverability, and any excess carrying value above estimated recoverable value is recognized as expense in the period identified.

lease, which is derived from information available at the lease commencement date.

Assets identified as held for sale are measured at the lower of their carrying amount or fair value less costs to sell.

Upon classification as held for sale, the Company ceases recording depreciation and amortization on those assets.

Impairment, if any, is recognized for the excess of the carrying amount over fair value less costs to sell.

Revenue is recognized when control of the promised

As additional information becomes available, the Company assesses the potential liability

The credit rate applicable to qualified investments increased from 25% to 35% for qualified property placed in service after December 31, 2025.

In May 2026, the FASB issued ASU 2026-02, “Environmental Credits and Environmental Credit Obligations (Topic 818)” (“ASU 2026-02”).

ASU 2026-02 provides specific guidance on the recognition, measurement, presentation, and disclosure requirements for entities that generate, purchase, or receive environmental credits or have a regulatory compliance obligation that may be settled with environmental credits.

Early adoption is permitted.

There were no available-for-sale marketable securities as of October 2, 2026.

| Non-qualified deferred compensation | | | 0.7 | | | | | | 0.7 | | | | | | — | | | | | | — | | | | | | — | | | | | | — | | | | | | — | | | | | | — | | |

During fiscal 2026, the Company recorded impairment charges of $66.2 million primarily related to excess supplies of $37.7 million in other current assets, certain assets held for sale of $25.7 million, and the abandonment or delay of previously capitalized in-process research and development (“IPR&D”) projects of $2.8 million, recorded within restructuring, impairment, and other charges.

| 5.00% Senior Notes due 2028 | | | 794.2 | | | | | | 790.6 | | | | | | — | | | | | | — | | |

| 5.75% Senior Notes due 2032 | | | 594.7 | | | | | | 583.8 | | | | | | — | | | | | | — | | |

| 6.25% Senior Notes due 2036 | | | 586.9 | | | | | | 572.3 | | | | | | — | | | | | | — | | |

| Technology licenses | | | 3.2 | | | | | | 107.5 | | | | | | (51.0) | | | | | | 56.5 | | | | | | 167.0 | | | | | | (78.8) | | | | | | 88.2 | | |

There were no transfers of IPR&D assets to definite-lived intangible assets in fiscal 2026.

| Amortization expense | | | $ | 159.7 | | | | | $ | 124.7 | | | | | $ | 91.1 | | | | | $ | 83.2 | | | | | $ | 66.3 | | | | | $ | 108.7 | |

| | | | October 2, 2026 | | | | | | | | |

| | | | Amount | | | | | | Percent | | |

| Tax expense at United States statutory rate | | | $ | 44.9 | | | | | 21.0 | | % |

| State and local income tax, net of federal (1) | | | (0.1) | | | | | | (0.1) | | |

| Foreign tax effects: | | | | | | | | | | | |

| Singapore | | | | | | | | | | | |

assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of the company’s assets that could have a material effect on the financial statements.

November 7, 2025

| Balance at September 30, 2022 | | | 160.2 | | | | | | $ | 40.0 | | | | | $ | 11.9 | | | | | $ | 5,421.9 | | | | | $ | (4.8) | | | | | $ | 5,469.0 | |

| Repurchase of common stock | | | (1.9) | | | | | | (0.4) | | | | | | (51.4) | | | | | | (123.5) | | | | | | — | | | | | | (175.3) | | |

Skyworks Solutions, Inc., together with its consolidated subsidiaries (“Skyworks” or the “Company”), is a leading developer, manufacturer and provider of analog and mixed-signal semiconductor products and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables.

observable inputs over the use of unobservable inputs, when such observable inputs are available.

and definite lived intangible assets are reviewed for possible impairment as circumstances warrant.

Price protection represents

This method also requires

ASU 2023-07 requires disclosure of incremental segment information on an annual and interim basis.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures” (“ASU 2023-09”).

The Company is currently evaluating the impact of ASU 2023-09 on its consolidated financial statements and related disclosures.

| Municipal bonds | | | — | | | | | | 0.1 | | | | | | — | | | | | | — | | |

The contractual maturities of noncurrent available-for-sale marketable securities were within two years or less of issuance of the applicable securities.

| Municipal bonds | | | — | | | | | | — | | | | | | — | | | | | | — | | | | | | 0.1 | | | | | | — | | | | | | 0.1 | | | | | | — | | |

During fiscal 2023, the Company recorded impairment charges of $64.5 million primarily due to reduced overall market demand related to long-term supply capacity deposits of $47.5 million recorded within cost of goods sold and a loss on divested assets of $12.3 million recorded within restructuring, impairment, and other charges.

| Technology licenses | | | 3.1 | | | | | | 167.0 | | | | | | (78.8) | | | | | | 88.2 | | | | | | 75.0 | | | | | | (48.8) | | | | | | 26.2 | | |

Amortization expense related to definite-lived intangible assets was

| Amortization expense | | | $ | 173.1 | | | | | $ | 159.2 | | | | | $ | 124.6 | | | | | $ | 91.0 | | | | | $ | 83.2 | | | | | $ | 175.1 | |

The Company operated in foreign jurisdictions with income tax rates lower than the United States tax rate of 21.0% for fiscal 2025, fiscal 2024, and fiscal 2023.

The Company had accrued $46.1 million and $57.0 million of the deemed repatriation tax in short-term and long-term liabilities within the Consolidated Balance Sheets, respectively, as of September 27, 2024.

The decrease in tax benefits during fiscal 2025 was due to an increase in the concessionary tax rate.

The Company will need to generate $1.6 billion of future United States federal taxable income to utilize its United States deferred tax assets, net of deferred tax liabilities and excluding state deferred tax assets with a full valuation allowance, as of October 3, 2025.

| Balance at September 27, 2024 | | | $ | 62.3 | |

| Decreases based on positions related to current year | | | (0.3) | | |

The Company anticipates reversals within the next 12 months related to items such as the lapse of the statute of limitations, audit closures, and other items that occur in the normal course of business.

Although the Company cannot predict the timing of resolution with taxing authorities, if any, the Company believes it is reasonably possible that its unrecognized tax benefits will be reduced by $5.5 million in the next 12 months due to expiration of the applicable statute of limitations.

During fiscal 2023, the Company concluded an Internal Revenue Service examination of its federal income tax returns for the fiscal year ended September 28, 2018 (“fiscal 2018”) and the fiscal year ended September 27, 2019 (“fiscal 2019”).

The Company agreed to various adjustments to fiscal 2018 and fiscal 2019 tax returns that resulted in the recognition of net tax expense of $1.6 million during fiscal 2023.

For Singapore, the Company has open tax years dating back to fiscal 2020.

On October 28, 2025, the Company announced that the Board of Directors had declared a cash dividend on the Company’s common stock of $0.71 per share.

This dividend is payable on December 9, 2025, to the Company’s stockholders of record as of the close of business on November 18, 2025.

Under the plan a total of 1.5 million shares have been authorized for grant.

purchase plan at October 3, 2025, was $5.2 million.

| Non-vested awards outstanding at September 27, 2024 | | | 4.3 | | | | | | $ | 98.51 | |

| Granted (1) | | | 3.5 | | | | | | $ | 82.23 | |

| Vested | | | (1.5) | | | | | | $ | 100.43 | |

| Canceled/forfeited | | | (0.8) | | | | | | $ | 106.38 | |

| | | | October 3, 2025 | | | | | | September 27, 2024 | | | | | | September 29, 2023 | | |

| | | | October 3, 2025 | | | | | | September 27, 2024 | | | | | | September 29, 2023 | | |

Our management, with the participation of our chief executive officer and chief financial officer, evaluated the effectiveness of our disclosure controls and procedures as of October [removed: 3, 2025.][added: 2, 2026.]

Disclosure controls and procedures include, without limitation, controls and procedures designed to ensure that information required to be disclosed by a company in the reports that it files or submits under the Exchange Act is accumulated and communicated to the [removed: company’s management, including its principal executive and principal financial officers, as appropriate, to allow timely decisions regarding required disclosure.]

Based on management’s evaluation of our disclosure controls and procedures as of October [removed: 3, 2025,] [added: 2, 2026,] our chief executive officer and chief financial officer concluded that, as of such date, our disclosure controls and procedures were effective at the reasonable assurance level.

The Company’s management assessed the effectiveness of the Company’s internal control over financial reporting as of October [removed: 3, 2025.][added: 2, 2026.]

Based on their assessment, management concluded that, as of October [removed: 3, 2025,] [added: 2, 2026,] the Company’s internal control over financial reporting is effective based on those criteria.

There are no changes to our internal control over financial reporting (as defined in Rules 13a-15(f) and 15d-15(f) of the Exchange Act) that occurred during the fourth quarter of fiscal [removed: 2025] [added: 2026] that have materially affected or are reasonably likely to materially affect our internal control over financial reporting.

company’s management, including its principal executive and principal financial officers, as appropriate, to allow timely decisions regarding required disclosure.

None of our directors or officers [added: adopted or] terminated a Rule 10b5-1 trading arrangement [added: (as defined in Item 408(a)(i) of Regulation S-K)] or adopted or terminated a non-Rule 10b5-1 trading arrangement (as defined in Item 408(c) of Regulation S-K) during the fourth quarter of fiscal [removed: 2025.][added: 2026.]

A significant portion of the compensation of our directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) is in the form of equity awards and, from time to time, directors and officers engage in open-market transactions with respect to the securities acquired pursuant to such equity awards or our other securities, including to satisfy tax withholding obligations when equity awards vest or are exercised, and for diversification or other personal reasons.

Transactions in our securities by directors and officers are required to be made in accordance with our insider trading policy, which requires that the transactions be in accordance with applicable U.S. federal securities laws that prohibit trading while in possession of material nonpublic information.

Rule 10b5-1 under the Exchange Act provides an affirmative defense that enables directors and officers to prearrange transactions in our securities in a manner that avoids concerns about initiating transactions while in possession of material nonpublic information.

The following table describes contracts, instructions or written plans for the sale or purchase of our securities adopted by our directors and officers during the fourth quarter of fiscal 2025 that are intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) (a “Rule 10b5-1 trading arrangement”):

| Name and Title | | | Date of Adoption | | | Duration of Rule 10b5-1 Trading Arrangement | | | Aggregate Number of Securities to Be Purchased or Sold | | |

| Robert Terry, Senior Vice President, General Counsel | | | August 8, 2025 | | | Until May 1, 2026, or such earlier date upon which all transactions are completed or expire without execution | | | Sale of up to 5,000 shares | | |

| Karilee Durham, Senior Vice President, Human Resources | | | August 12, 2025 | | | Until May 1, 2026, or such earlier date upon which all transactions are completed or expire without execution | | | Sale of up to 13,507 shares | | |

| Reza Kasnavi, Executive Vice President, Chief Operations and Technology Officer | | | August 12, 2025 | | | Until May 1, 2026, or such earlier date upon which all transactions are completed or expire without execution | | | Sale of up to 7,332 shares | | |

The information under the captions “Directors and Executive Officers,” “Corporate Governance─Committees of the Board of Directors,” and “Other Matters—Delinquent Section 16(a) Reports,” if applicable, in our definitive proxy statement for the [removed: 2026] [added: 2027] Annual Meeting of Stockholders is incorporated herein by reference.

Information required by this item (other than the information required by Item 402(v) of Regulation S-K) is contained in our definitive proxy statement for the [removed: 2026] [added: 2027] Annual Meeting of Stockholders to be filed with the SEC and is incorporated herein by reference.

Information required by this item is contained in our definitive proxy statement for the [removed: 2026] [added: 2027] Annual Meeting of Stockholders to be filed with the SEC and is incorporated herein by reference.

Information required by this item is contained in our definitive proxy statement for the [removed: 2026] [added: 2027] Annual Meeting of Stockholders to be filed with the SEC and is incorporated herein by reference.

Information required by this item is contained in our definitive proxy statement for the [removed: 2026] [added: 2027] Annual Meeting of Stockholders to be filed with the SEC and is incorporated herein by reference.

| | | | Report of Independent Registered Public Accounting Firm (PCAOB ID: 185) | | | Page [removed: [45](#idc70794be4c44025b09be68285adc6f0_67)] [added: [45](#ic1314c5ddf224e5daafb0a70365c01c5_67)] | | |

| | | | Consolidated Statements of Operations for the three years ended October [removed: 3, 2025] [added: 2, 2026] | | | Page [removed: [47](#idc70794be4c44025b09be68285adc6f0_70)] [added: [47](#ic1314c5ddf224e5daafb0a70365c01c5_70)] | | |

| | | | Consolidated Statements of Comprehensive Income for the three years ended October [removed: 3, 2025] [added: 2, 2026] | | | Page [removed: [48](#idc70794be4c44025b09be68285adc6f0_73)] [added: [48](#ic1314c5ddf224e5daafb0a70365c01c5_73)] | | |

| | | | Consolidated Balance Sheets [removed: at] [added: as of] October [added: 2, 2026 and October] 3, 2025 [removed: and September 27, 2024] | | | Page [removed: [49](#idc70794be4c44025b09be68285adc6f0_76)] [added: [49](#ic1314c5ddf224e5daafb0a70365c01c5_76)] | | |

| | | | Consolidated Statements of Cash Flows for the three years ended October [removed: 3, 2025] [added: 2, 2026] | | | Page [removed: [50](#idc70794be4c44025b09be68285adc6f0_79)] [added: [50](#ic1314c5ddf224e5daafb0a70365c01c5_79)] | | |

| | | | Consolidated Statements of Stockholders’ Equity for the three years ended October [removed: 3, 2025] [added: 2, 2026] | | | Page [removed: [51](#idc70794be4c44025b09be68285adc6f0_82)] [added: [51](#ic1314c5ddf224e5daafb0a70365c01c5_82)] | | |

| | | | Notes to Consolidated Financial Statements | | | Page [removed: [52](#idc70794be4c44025b09be68285adc6f0_85)] [added: [52](#ic1314c5ddf224e5daafb0a70365c01c5_85)] through [removed: [72](#idc70794be4c44025b09be68285adc6f0_1429)] [added: [76](#ic1314c5ddf224e5daafb0a70365c01c5_136)] | | |

| 3.1 | | | [Restated Certificate of Incorporation, as amended](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/exhibit31-restatedcertific.htm) | | | [added: 10-K] | | | [added: 001-05560] | | | [added: 3.1] | | | [added: 11/7/2025] | | | [removed: X] | | |

| 4.4 | | | [removed: [First] [added: [Third] Supplemental Indenture, dated as of May 26, 2021, by and between the Company and U.S. Bank National [removed: Association](https://www.sec.gov/Archives/edgar/data/0000004127/000110465921072130/tm2115447d6_ex4-2.htm)] [added: Association](https://www.sec.gov/Archives/edgar/data/0000004127/000110465921072130/tm2115447d6_ex4-4.htm)] | | | 8-K | | | 001-05560 | | | [removed: 4.2] [added: 4.4] | | | 5/26/2021 | | | | | |

| [removed: 4.5] [added: 4.7] | | | [Second Supplemental Indenture, dated as of [removed: May 26, 2021,] [added: August 10, 2026,] by and between the Company and U.S. Bank [added: Trust Company,] National [removed: Association](https://www.sec.gov/Archives/edgar/data/0000004127/000110465921072130/tm2115447d6_ex4-3.htm)] [added: Association](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-3.htm)[,](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-3.htm) [relating to the 5.750% Senior Notes due 2032](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-3.htm)] | | | 8-K | | | 001-05560 | | | 4.3 | | | [removed: 5/26/2021] [added: 8/10/2026] | | | | | |

| [removed: 4.6] [added: 4.8] | | | [Third Supplemental Indenture, dated as of [removed: May 26, 2021,] [added: August 10, 2026,] by and between the Company and U.S. Bank [added: Trust Company,] National [removed: Association](https://www.sec.gov/Archives/edgar/data/0000004127/000110465921072130/tm2115447d6_ex4-4.htm)] [added: Association](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-4.htm)[,](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-4.htm) [relating to the 6.250% Senior Notes due 2036](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-4.htm)] | | | 8-K | | | 001-05560 | | | 4.4 | | | [removed: 5/26/2021] [added: 8/10/2026] | | | | | |

| 10.3* | | | [Skyworks Solutions, [removed: Inc.](https://www.sec.gov/Archives/edgar/data/4127/000000412722000015/q222exhibit101-2008dltip.htm) [Second](https://www.sec.gov/Archives/edgar/data/4127/000000412722000015/q222exhibit101-2008dltip.htm) [Amended] [added: Inc. Third Amended] and Restated 2008 Director Long-Term Incentive [removed: Plan, as Amended](https://www.sec.gov/Archives/edgar/data/4127/000000412722000015/q222exhibit101-2008dltip.htm)] [added: Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000015/exhibit102-thirdar2008dire.htm)] | | | 10-Q | | | 001-05560 | | | [removed: 10.1] [added: 10.2] | | | [removed: 5/7/2025] [added: 5/5/2026] | | | | | |

| [removed: 10.6*] [added: 10.10*] | | | [Skyworks Solutions, Inc. Second Amended and Restated 2015 Long-Term Incentive Plan (incorporated by reference to Annex 1 to the [removed: Company's] [added: Company](https://www.sec.gov/ix?doc=/Archives/edgar/data/4127/000110465924040560/tm242679-d5_def14a.htm)[’](https://www.sec.gov/ix?doc=/Archives/edgar/data/4127/000110465924040560/tm242679-d5_def14a.htm)[s] Definitive Proxy Statement filed with the SEC on March 28, 2024)](https://www.sec.gov/ix?doc=/Archives/edgar/data/4127/000110465924040560/tm242679-d5_def14a.htm) | | | DEF 14A | | | 001-05560 | | | | | | 3/28/2024 | | | | | |

| [removed: 10.7*] [added: 10.11*] | | | [Form of Nonstatutory Stock Option Agreement under the Company’s Second Amended and Restated 2015 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412724000131/exhibit107-optionagreement.htm) | | | 10-K | | | 001-05560 | | | 10.7 | | | 11/15/2024 | | | | | |

| [removed: 10.8*] [added: 10.12*] | | | [Form of Performance Share Agreement under the Company’s Second Amended and Restated 2015 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412724000131/exhibit108-psaagreement.htm) | | | 10-K | | | 001-05560 | | | 10.8 | | | 11/15/2024 | | | | | |

| [removed: 10.9*] [added: 10.13*] | | | [Form of Restricted Stock Unit Agreement under the Company’s Second Amended and Restated 2015 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412724000131/exhibit109-rsuagreement.htm) | | | 10-K | | | 001-05560 | | | 10.9 | | | 11/15/2024 | | | | | |

| [removed: 10.10*^] [added: 10.14*^] | | | [Fiscal Year [removed: 2025] [added: 2026] Executive Incentive [removed: Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412725000010/exhibit101-fy25eip.htm)] [added: Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000008/exhibit101-fy26eip.htm)] | | | 10-Q | | | 001-05560 | | | 10.1 | | | [removed: 2/5/2025] [added: 2/5/2026] | | | | | |

| [removed: 10.11*] [added: 10.15*] | | | [Skyworks Solutions, Inc. Cash Compensation Plan for [removed: Directors](https://www.sec.gov/Archives/edgar/data/4127/000000412724000019/exhibit101-directorcashcom.htm)] [added: Directors](https://www.sec.gov/Archives/edgar/data/4127/000000412726000015/exhibit101-fy26directorcas.htm)] | | | 10-Q | | | 001-05560 | | | 10.1 | | | [removed: 5/1/2024] [added: 5/5/2026] | | | | | |

| [removed: 10.12*] [added: 10.16*] | | | [removed: [Second Amended and Restated Change] [added: [Change] in Control / Severance Agreement, dated [removed: May 10, 2023,] [added: February 17, 2025,] between the Company and [removed: Liam Griffin](https://www.sec.gov/Archives/edgar/data/4127/000000412723000025/a101cicagreementgriffin.htm)] [added: Philip Brace](https://www.sec.gov/Archives/edgar/data/4127/000000412725000040/exhibit103-cicseveranceagr.htm)] | | | 10-Q | | | 001-05560 | | | [removed: 10.1] [added: 10.3] | | | [removed: 8/8/2023] [added: 5/7/2025] | | | | | |

| [removed: 10.18*] [added: 10.19*] | | | [removed: [Change in Control / Severance Agreement,] [added: [Offer Letter,] dated [removed: February 17,] [added: January 27,] 2025, [added: by and] between [removed: the Company] [added: Skyworks Solutions, Inc.] and Philip [removed: Brace](https://www.sec.gov/Archives/edgar/data/4127/000000412725000040/exhibit103-cicseveranceagr.htm)] [added: Brace](https://www.sec.gov/Archives/edgar/data/4127/000000412725000040/exhibit102-ceoofferletter.htm)] | | | 10-Q | | | 001-05560 | | | [removed: 10.3] [added: 10.2] | | | 5/7/2025 | | | | | |

| [removed: 10.20] [added: 10.24*] | | | [removed: [Commitment] [added: [Offer] Letter, dated [removed: as of October 27,] [added: August 13,] 2025, by and between Skyworks Solutions, Inc. and [removed: Goldman Sachs Bank USA](https://www.sec.gov/Archives/edgar/data/4127/000110465925102806/tm2529220d2_ex10-1.htm)] [added: Philip Carter](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/exhibit1029-cfoofferletter.htm)] | | | [removed: 8-K] [added: 10-K] | | | 001-05560 | | | [removed: 10.1] [added: 10.29] | | | [removed: 10/28/2025] [added: 11/7/2025] | | | | | |

| [removed: 10.22] [added: 10.17] | | | [Revolving Credit Agreement, dated as of May 21, 2021, among the Company, the Borrowing Subsidiaries party thereto, the lenders party thereto and JPMorgan Chase Bank, N.A., as the administrative agent](https://www.sec.gov/Archives/edgar/data/4127/000110465921072130/tm2115447d6_ex10-2.htm) | | | 8-K | | | 001-05560 | | | 10.2 | | | 5/26/2021 | | | | | |

| [removed: 10.23] [added: 10.18] | | | [First Amendment, dated as of March 6, 2023, among the Company, the borrowing subsidiaries party thereto, the lenders party thereto and JPMorgan Chase Bank, N.A., as the administrative agent, amending the Revolving Credit [removed: Agreement, dated as of May 21, 2021, by and among the Company, the borrowing subsidiaries party thereto, the lenders party thereto and the administrative agent](https://www.sec.gov/Archives/edgar/data/4127/000000412723000012/exhibit102swksfirstamendme.htm)] [added: Agreement](https://www.sec.gov/Archives/edgar/data/4127/000000412723000012/exhibit102swksfirstamendme.htm)] | | | 8-K | | | 001-05560 | | | 10.2 | | | 3/10/2023 | | | | | |

| [removed: 10.25*] [added: 10.21*] | | | [Form of Restricted Stock Unit Agreement for Philip G. Brace’s Inducement Grant Awards](https://www.sec.gov/Archives/edgar/data/4127/000000412725000019/ex991-formofinducementrsua.htm) | | | S-8 | | | 333-284984 | | | 99.1 | | | 2/14/2025 | | | | | |

| [removed: 10.26*] [added: 10.22*] | | | [Form of Performance Share Agreement for Philip G. Brace’s Inducement Grant Awards](https://www.sec.gov/Archives/edgar/data/4127/000000412725000019/ex992-formofinducementpsaa.htm) | | | S-8 | | | 333-284984 | | | 99.2 | | | 2/14/2025 | | | | | |

| [removed: 10.27*] [added: 10.23*] | | | [removed: [Offer Letter, dated May 29, 2025, by and between Skyworks] [added: [Skyworks] Solutions, Inc. [added: Severance] and [removed: Robert Schriesheim](https://www.sec.gov/Archives/edgar/data/4127/000000412725000073/exhibit101-interimcfooffer.htm)] [added: Change in Control Benefits Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412725000088/exhibit101-severanceandcic.htm)] | | | [removed: 10-Q] [added: 8-K] | | | 001-05560 | | | 10.1 | | | [removed: 8/5/2025] [added: 11/14/2025] | | | | | |

| 21 | | | [Subsidiaries of the [removed: Company](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit21.htm)] [added: Company](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit21.htm)] | | | | | | | | | | | | | | | X | | |

| 23.1 | | | [Consent of KPMG [removed: LLP](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit231-kpmgconsent.htm)] [added: LLP](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit231-kpmgconsent.htm)] | | | | | | | | | | | | | | | X | | |

| 31.1 | | | [Certification of the [removed: Company’s](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit311.htm) [Principal](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit311.htm) [Executive] [added: Company’s Principal Executive] Officer pursuant to Securities and Exchange Act Rules 13a-14(a) and 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of [removed: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit311.htm)] [added: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit311.htm)] | | | | | | | | | | | | | | | X | | |

| 31.2 | | | [Certification of the [removed: Company’s](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit312.htm) [Principal](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit312.htm) [Financial] [added: Company’s Principal Financial] Officer pursuant to Securities and Exchange Act Rules 13a-14(a) and 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of [removed: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit312.htm)] [added: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit312.htm)] | | | | | | | | | | | | | | | X | | |

| 32.1 | | | [Certification of the [removed: Company’s](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit321.htm) [Chief](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit321.htm) [Executive] [added: Company’s Chief Executive] Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of [removed: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit321.htm)] [added: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit321.htm)] | | | | | | | | | | | | | | | X | | |

| 32.2 | | | [Certification of the [removed: Company’s](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit322.htm) [Chief](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit322.htm) [Financial] [added: Company’s Chief Financial] Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of [removed: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/fy25exhibit322.htm)] [added: 2002](https://www.sec.gov/Archives/edgar/data/4127/000000412726000055/fy26exhibit322.htm)] | | | | | | | | | | | | | | | X | | |

| Date: November [removed: 7, 2025] [added: 10, 2026] | | | SKYWORKS SOLUTIONS, INC. | | | | | |

Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities indicated on November [removed: 7, 2025.][added: 10, 2026.]

| (Principal Financial and Accounting Officer) | | | | | | /s/ [removed: Eric J. Guerin] [added: Richard Clemmer] | | |

| 4.5 | | | [Indenture, dated as of August 10, 2026, by and between the Company and U.S. Bank Trust Company, National Association](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-1.htm) | | | 8-K | | | 001-05560 | | | 4.1 | | | 8/10/2026 | | | | | |

| 4.6 | | | [First Supplemental Indenture, dated as of August 10, 2026, by and between the Company and U.S. Bank Trust Company, National Association](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-2.htm)[,](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-2.htm) [relating to the 5.000% Senior Notes due 2028](https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_ex4-2.htm) | | | 8-K | | | 001-05560 | | | 4.2 | | | 8/10/2026 | | | | | |

| 4.9 | | | [Fourth Supplemental Indenture, dated as of October 7, 2026, by and between the Company and U.S. Bank Trust Company, National Association, relating to the 4.375% Senior Notes due 2029](https://www.sec.gov/Archives/edgar/data/4127/000110465926114359/tm2626934d2_ex4-1.htm) | | | 8-K | | | 001-05560 | | | 4.1 | | | 10/7/2026 | | | | | |

| 4.10 | | | [Fifth Supplemental Indenture, dated as of October 7, 2026, by and between the Company and U.S. Bank Trust Company, National Association, relating to the 3.375% Senior Notes due 2031](https://www.sec.gov/Archives/edgar/data/4127/000110465926114359/tm2626934d2_ex4-3.htm) | | | 8-K | | | 001-05560 | | | 4.3 | | | 10/7/2026 | | | | | |

| 10.6* | | | [Skyworks Solutions, Inc. 2026 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000020/ex991-2026longxtermincenti.htm) | | | S-8 | | | 333-295910 | | | 99.1 | | | 5/14/2026 | | | | | |

| 10.7* | | | [Form of Nonstatutory Stock Option Agreement under the Company’s 2026 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000049/exhibit104-2026ltipxoption.htm) | | | 10-Q | | | 001-05560 | | | 10.4 | | | 7/28/2026 | | | | | |

| 10.8* | | | [Form of Performance Share Agreement under the Company’s 2026 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000049/exhibit103-2026ltipxpsaagr.htm) | | | 10-Q | | | 001-05560 | | | 10.3 | | | 7/28/2026 | | | | | |

| 10.9* | | | [Form of Restricted Stock Unit Agreement under the Company’s 2026 Long-Term Incentive Plan](https://www.sec.gov/Archives/edgar/data/4127/000000412726000049/exhibit102-2026ltipxrsuagr.htm) | | | 10-Q | | | 001-05560 | | | 10.2 | | | 7/28/2026 | | | | | |

| 10.20 | | | [Second Amendment, dated as of November 18, 2025, among the Company, the borrowing subsidiaries thereto and JPMorgan Chase Bank, N.A. as administrative agent,](https://www.sec.gov/Archives/edgar/data/4127/000000412725000090/exhibit101-creditagreement.htm) [to](https://www.sec.gov/Archives/edgar/data/4127/000000412725000090/exhibit101-creditagreement.htm) [the Revolving Credit Agreement](https://www.sec.gov/Archives/edgar/data/4127/000000412725000090/exhibit101-creditagreement.htm) | | | 8-K | | | 001-05560 | | | 10.1 | | | 11/24/2025 | | | | | |

| 10.25* | | | [Qorvo, Inc. Amended and Restated 2022 Stock Incentive Plan, assumed by Skyworks Solutions, Inc. in connection with the acquisition of Qorvo, Inc.](https://www.sec.gov/Archives/edgar/data/1604778/000095010325010252/dp232982_ex9901.htm) | | | S-8 | | | 333-289584 | | | 99.1 | | | 8/13/2025 | | | | | |

As permitted by Item 601(b)(4)(iii)(A) of Regulation S-K, the Company has not filed with this Annual Report on Form 10-K certain instruments defining the rights of holders of long-term debt of the Company and its subsidiaries because the total amount of securities authorized thereunder does not exceed 10 percent of the total assets of the Company and its subsidiaries on a consolidated basis.

The Company agrees to furnish a copy of such agreements to the Commission upon request.

| | | | | | | /s/ Robert Bruggeworth | | |

| /s/ Philip Carter | | | | | | Robert Bruggeworth | | |

| | | | | | | Richard Clemmer | | |

| | | | | | | /s/ Eric J. Guerin | | |

| | | | | | | /s/ Chris Koopmans | | |

| | | | | | | Chris Koopmans | | |

| | | | | | | Director | | |

| | | | | | | Director | | |

| 10.13* | | | [Amended and Restated Change in Control / Severance Agreement, dated May 10, 2023, between the Company and Kris Sennesael](https://www.sec.gov/Archives/edgar/data/4127/000000412725000006/exhibit1013-cicseveranceag.htm) | | | 10-K/A | | | 001-05560 | | | 10.13 | | | 1/24/2025 | | | | | |

| 10.14* | | | [Amended and Restated Change in Control / Severance Agreement, dated May 10, 2023, between the Company and Robert J. Terry](https://www.sec.gov/Archives/edgar/data/4127/000000412725000006/exhibit1014-cicseveranceag.htm) | | | 10-K/A | | | 001-05560 | | | 10.14 | | | 1/24/2025 | | | | | |

| 10.15* | | | [Amended and Restated Change in Control / Severance Agreement, dated May 10, 2023, between the Company and Carlos S. Bori](https://www.sec.gov/Archives/edgar/data/4127/000000412725000006/exhibit1015-cicseveranceag.htm) | | | 10-K/A | | | 001-05560 | | | 10.15 | | | 1/24/2025 | | | | | |

| 10.16* | | | [Amended and Restated Change in Control / Severance Agreement, dated May 10, 2023, between the Company and Kari A. Durham](https://www.sec.gov/Archives/edgar/data/4127/000000412725000006/exhibit1016-cicseveranceag.htm) | | | 10-K/A | | | 001-05560 | | | 10.16 | | | 1/24/2025 | | | | | |

| 10.17* | | | [Amended and Restated Change in Control / Severance Agreement, dated May 10, 2023, between the Company and Reza Kasnavi](https://www.sec.gov/Archives/edgar/data/4127/000000412725000006/exhibit1017-cicseveranceag.htm) | | | 10-K/A | | | 001-05560 | | | 10.17 | | | 1/24/2025 | | | | | |

| 10.19* | | | [Change in Control / Severance Agreement, dated September 8, 2025, between the Company and Philip Carter](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/exhibit1019-cicseveranceag.htm) | | | | | | | | | | | | | | | X | | |

| 10.21 | | | [Voting and Support Agreement, dated as of October 27, 2025, by and between Skyworks Solutions, Inc. and certain affiliates of Starboard Value](https://www.sec.gov/Archives/edgar/data/4127/000110465925102806/tm2529220d2_ex10-2.htm) | | | 8-K | | | 001-05560 | | | 10.2 | | | 10/28/2025 | | | | | |

| 10.24* | | | [Offer Letter, dated January 27, 2025, by and between Skyworks Solutions, Inc. and Philip Brace](https://www.sec.gov/Archives/edgar/data/4127/000000412725000040/exhibit102-ceoofferletter.htm) | | | 10-Q | | | 001-05560 | | | 10.2 | | | 5/7/2025 | | | | | |

| 10.28* | | | [Restrictive Stock Unit Agreement for Robert A. Schriesheim](https://www.sec.gov/Archives/edgar/data/4127/000000412725000073/exhibit102-rsuawardagreeme.htm) | | | 10-Q | | | 001-05560 | | | 10.2 | | | 8/5/2025 | | | | | |

| 10.29* | | | [Offer Letter, dated August 13, 2025, by and between Skyworks Solutions, Inc. and Philip Carter](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/exhibit1029-cfoofferletter.htm) | | | | | | | | | | | | | | | X | | |

| | | | | | | /s/ Kevin L. Beebe | | |

| /s/ Philip Carter | | | | | | Kevin L. Beebe | | |