Skyworks Solutions management check
SWKS · Information Technology · Semiconductors · CEO Liam K. Griffin
Filings as of
1 good · 3 to watch · 2 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $59, against $586 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.01 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
5.2% of net income$24.7m of reported pay in fiscal 2025, against $477.1m of net income.
- n/a
Do they own the stock?
No recent CEO filingNo open-market insider buying or selling in the last six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -1.6% a year over the last three fiscal years. Stock-based pay was 5.7% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Liam K. Griffin, Philip G. Brace. 12 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Watch
Are the books clean?
An annual report was amendedNo restatements, auditor changes or late filings since 2021. 5 amended annual reports.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 0 | 33 | |
| Pay for performance | 50 | 87 | |
| CEO cost | 0 | 35 | |
| Skin in the game | — | — | 47 |
| Dilution | 70 | 56 | |
| Stable leadership | 25 | 85 | |
| Clean books | 70 | 100 |
Closest peers
Others in Semiconductors, by management score. Skyworks Solutions is 71st of 73 in its sector.
- 20NVDANvidia86
- 101ONON Semiconductor76
- 112AVGOBroadcom75
- 117MUMicron Technology75
- 132FSLRFirst Solar73
- 235MRVLMarvell Technology66
- 236QCOMQualcomm65
- 314ADIAnalog Devices60
- 319MPWRMonolithic Power Systems60
- 373TXNTexas Instruments56
Pay versus performance
From the proxy statement filed April 3, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Liam K. Griffin, Philip G. Brace | $24.7m | $33.1m | $4.4m | $59 | $586 | $477.1m |
| 2024 | — | $18.1m | $11.2m | $5.2m | $73 | $389 | $596.0m |
| 2023 | — | $17.3m | $24.9m | $5.1m | $71 | $185 | $982.8m |
| 2022 | — | $16.7m | $0 | $5.1m | $60 | $96 | $1.3bn |
| 2021 | — | $16.2m | $17.7m | $4.2m | $113 | $136 | $1.5bn |
The board says pay is tied most to Revenue. Its other key measures: EBITDA margin percentile ranking, Emerging revenue growth, Non-GAAP operating income, TSR percentile ranking.
Insiders and the CEO's stake
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- Oct 5, 2026Leadership change8-K 5.02
- May 19, 2026Leadership change8-K 5.02
- Jan 30, 2026Annual report amended10-K/A
- Dec 12, 2025Leadership change8-K 5.02
- Nov 14, 2025Leadership change8-K 5.02
- Aug 25, 2025Leadership change8-K 5.02
- May 29, 2025Leadership change8-K 5.02
- May 7, 2025Leadership change8-K 5.02
- Mar 14, 2025Leadership change8-K 5.02
- Feb 6, 2025Leadership change8-K 5.02
- Jan 24, 2025Annual report amended10-K/A
- Dec 13, 2024Leadership change8-K 5.02
Latest shareholder vote results: May 19, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $4.2bn returned to owners in buybacks and dividends, 86% of net income, and $984.9m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $5.1bn | $5.5bn | $4.8bn | $4.2bn | $4.1bn |
| Net income | $1.5bn | $1.3bn | $982.8m | $596.0m | $477.1m |
| Stock-based pay | $191.9m | $195.2m | $185.1m | $180.3m | $232.4m |
| Buybacks | $195.6m | $886.8m | $175.3m | $77.3m | $830.2m |
| Dividends | $340.6m | $373.1m | $405.2m | $439.1m | $432.6m |
| Diluted shares | 167m | 163m | 160m | 162m | 155m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.