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

$1.40B

市盈率 (TTM)

11.8

股息率

52周最高

$36.27

52周最低

$5.67

52周范围

76%

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 Q3 财报亮点

核心亮点

Q3 Revenue Jumps 61% Q3 Revenue totaled $150.7M, a 61% increase, while nine-month revenue grew 2% to $271.1M.

Net Income Attributable Soars Net Income attributable to SKYT was $144.0M for Q3 2025, compared to $1.5M in the prior period.

Bargain Purchase Gain Recognized Recognized $110.8M bargain purchase gain from Fab 25 acquisition closing on June 30, 2025.

Asset Base Expands Post-Acquisition Total assets grew to $787.0M by September 28, 2025, reflecting significant post-acquisition balance sheet expansion.

关注风险

Increased Leverage Post-Financing Total consolidated debt increased materially to $183.8M following financing for the recent Fab 25 acquisition.

Customer Revenue Concentration Two customers accounted for 75% of Q3 revenue, creating significant concentration risk if lost.

Revenue Accounting Material Weakness Material weakness in revenue accounting controls persists; remediation requires system improvements and validation.

Integration Synergy Uncertainty Realization of anticipated revenue synergies from Fab 25 integration remains uncertain and may be delayed.

前瞻展望

Sufficient Liquidity Projected Management projects sufficient liquidity for next twelve months using current cash and $65.0M Revolver availability.

Capital Expenditures Planned Anticipate $24.5M in contractual capital expenditures remaining for 2025, funded by cash on hand and operations.

Future Financing Needs Likely Future growth depends on securing additional debt or equity financing, potentially causing stockholder dilution.

Leveraging New Fab Capacity Strategy focuses on expanding advanced compute market share and leveraging new Texas fab capacity for growth.

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)

YEXT

72.5%

-3.0pp

ITRN

50.5%

+2.2pp

SSYS

46.0%

+0.2pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
ICHR	$1.51B	-28.3	-7.7%	19.7%
SKYT	$1.40B	11.8	99.2%	30.4%
IMOS	$1.37B	89.7	2.1%	36.0%

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