Skyworks Solutions

A planned succession installed Phil Brace as CEO in February 2025; the CFO seat turned over twice in 2025, with interim coverage before the August 2025 appointment of Philip Carter. The board is experienced and has acted decisively on capital returns and footprint optimization.

Execution quality on customer diversification and fab moves will be the key test. Overall governance quality looks solid, but rapid leadership transitions and the Apple content loss disclosure temper our rating until we see execution proof points under the new team.