SkyWater Technology's Q3 adjusted net income beats estimates

Reuters
Nov 06
SkyWater Technology's Q3 adjusted net income beats estimates

Overview

  • Adjusted net income and EBITDA for Q3 beat analyst estimates

Outlook

  • SkyWater expects Q4 consolidated revenue between $155 mln and $165 mln

  • Advanced Packaging tool installations in Florida scheduled for completion in early-2026

Result Drivers

  • QUANTUM COMPUTING - Record revenues from quantum computing customers, with four new customer engagements boosting ATS revenues

  • TEXAS OPERATIONS - First full quarter of Texas operations exceeded revenue and profitability expectations, driven by higher wafer production levels

  • AEROSPACE AND DEFENSE - Acceleration in program timing led to stronger ATS development revenues in aerospace and defense markets

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Adjusted Net Income

Beat

$11.5 mln

-$8.36 mln (5 Analysts)

Q3 Net Income

$110.80 mln

Q3 Adjusted EBITDA

Beat

$25.80 mln

$11.20 mln (2 Analysts)

Q3 Adjusted Gross Profit

$37.10 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the semiconductors peer group is "buy"

  • Wall Street's median 12-month price target for Skywater Technology Inc is $15.00, about 4.3% above its November 4 closing price of $14.36

Press Release: ID:nBw2THvLXa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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