SkyWater Technology, Inc.

NASDAQ•SKYT

CEO: Mr. Thomas J. Sonderman

板块: Technology

行业: Semiconductors

上市日期: 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.

联系方式

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

952-851-5200

www.skywatertechnology.com

市值

$1.60B

市盈率 (TTM)

13.4

股息率

52周最高

$36.27

52周最低

$6.34

52周范围

89%

排名65Top 96.0%

1.6

F-Score

改良版 Piotroski 分析

基于 7 年期基本面

疲弱 • 1.6 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$171.04M+0.00%

近4季度走势

每股收益

-$0.16+0.00%

近4季度走势

自由现金流

-$42.07M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

SCSC

$3.02B

+0.1%

ICHR

$947.65M

+11.6%

IMOS

$774.75M

+41.0%

毛利率 (最新季度)

POET

361.6%

-299.1pp

YEXT

73.5%

-3.0pp

ITRN

50.5%

+2.2pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
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%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

40.8%

高速增长

4季度净利润复合增长率

N/M

盈利状态转变

现金流稳定性

25%

现金流需要关注

深度研究

下次财报:2026年5月5日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据