SkyWater Technology, Inc.

NASDAQ•SKYT

執行長: Mr. Thomas J. Sonderman

板塊: Technology

行業: 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.

聯絡資訊

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

952-851-5200

www.skywatertechnology.com

市值

$1.60B

本益比 (TTM)

13.4

股息率

52周最高

$36.27

52周最低

$6.34

52周範圍

89%

排名65Top 96.0%

1.6

F-Score

改良版 Piotroski 分析

基於 7 年期基本面

疲弱 • 1.6 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2019-2025

財務儀表板

Q4 2025 數據

營業收入

$171.04M+0.00%

近4季度走勢

每股收益

-$0.16+0.00%

近4季度走勢

自由現金流

-$42.07M+0.00%

近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
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%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

40.8%

高速增長

4季度淨利複合增長率

N/M

盈利狀態轉變

現金流穩定性

25%

現金流需要關注

深度研究

下次財報:2026年5月5日

每股收益:-

營業收入:-

財務數據

電話會議

財務報告

新聞

損益表

資產負債表

現金流量表

財務比率

變化率

損益表	過去12個月

無資料