SkyWater Technology, Inc.

NASDAQ•SKYT

CEO: Mr. Thomas J. Sonderman

セクター: Technology

業種: Semiconductors

上場日: 2021-04-21

SkyWater Technology, Inc., together with its subsidiaries, operates as a pure-play technology foundry that engages in the provision of semiconductor development, manufacturing, and packaging services in the United States. The company offers engineering and process development support services to co-create technologies with customers; and semiconductor manufacturing services for various silicon-based analog and mixed-signal, micro-electromechanical systems, and rad-hard integrated circuits. It serves customers operating in the computation, aerospace and defense, automotive, bio-health, consumer, and industrial sectors. The company was incorporated in 2016 and is headquartered in Bloomington, Minnesota.

連絡先情報

2401 East 86th Street, Bloomington, MN, 55425, United States

952-851-5200

www.skywatertechnology.com

時価総額

$1.60B

PER (TTM)

13.4

配当利回り

52週高値

$36.27

52週安値

$6.34

52週レンジ

89%

順位65Top 96.0%

1.6

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

弱い • 1.6 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$171.04M+0.00%

直近4四半期の推移

EPS

-$0.16+0.00%

直近4四半期の推移

フリーCF

-$42.07M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Strong FY2025 Financial Turnaround Net income attributable to SKYT reached $118.910M in FY 2025, reversing prior year's $(6.793)M loss.

Revenue Jumps 29 Percent Total revenue grew to $442.139M in FY 2025, driven by strong performance across segments.

Fab 25 Acquisition Gain Recognized $111.746M bargain purchase gain from Fab 25 acquisition completed June 30, 2025.

SkyWater Texas Segment Launch New SkyWater Texas segment contributed $175.3M in Wafer Services revenue during fiscal year 2025.

リスク要因

Key Customer Revenue Concentration Revenue heavily dependent on Infineon (43% in FY 2025); loss severely impacts financial results.

Pending IonQ Merger Uncertainty Merger completion subject to stockholder/regulatory approval; pendency causes business disruption risks.

Internal Control Material Weakness Material weakness in revenue accounting process persists as of December 28, 2025, impacting controls.

Foundry Capacity Constraints Risk Limited redundancy in tooling risks revenue loss if production capacity is harmed or constrained.

見通し

Focus on Domestic Manufacturing Strategy reinforces relevance of U.S.-based foundational-node manufacturing amid supply chain resilience emphasis.

Integrating Fab 25 Operations Significant management attention focused on integrating Fab 25 to achieve anticipated operational benefits.

Liquidity Maintained via Revolver Anticipate sufficient liquidity supported by $350.0M Revolver capacity for ongoing operations and growth.

Future Capital Expenditure Needs Expect $27.2M cash outflow for capital expenditures in 2025, primarily for Minnesota foundry expansion.

同業比較

売上高 (TTM)

SCSC

$3.02B

+0.1%

ICHR

$947.65M

+11.6%

IMOS

$774.75M

+41.0%

粗利益率 (最新四半期)

POET

361.6%

-299.1pp

YEXT

73.5%

-3.0pp

ITRN

50.5%

+2.2pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
AEHR	$2.64B	-225.5	-8.9%	6.4%
ICHR	$2.28B	-42.9	-7.7%	19.7%
COHU	$1.94B	-26.0	-9.1%	28.9%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

40.8%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

25%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし