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SkyWater Technology, Inc (SKYT) Fundamental Analysis & AI Grade 2026

SKYT Nasdaq Semiconductors & Related Devices DE CIK: 0001819974
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-29
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 SKYT Key Takeaways

Revenue: $160.7M
Net Margin: -7.7%
Free Cash Flow: $18.9M
Current Ratio: 0.51x
Debt/Equity: 0.21x
EPS: $-0.25
AI Grade: C with 72% confidence
SkyWater Technology, Inc (SKYT) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $160.7M, net profit margin of -7.7%, and return on equity (ROE) of -6.8%, SkyWater Technology, Inc demonstrates mixed fundamentals in the Technology sector. Below is our complete SKYT stock analysis for 2026.

Is SkyWater Technology, Inc (SKYT) a Good Investment?

Claude

SkyWater exhibits strong revenue growth (+29.2% YoY) and positive free cash flow generation (+18.9M), but is hampered by significant operational unprofitability (net loss of -12.3M, -7.7% net margin) and concerning liquidity constraints (0.51x current ratio). The company is burning through capital to fund growth without achieving profitability, presenting execution risk despite favorable cash flow characteristics.

SkyWater Technology, Inc Key Strengths (SKYT)

Claude
  • + Strong revenue growth of 29.2% year-over-year demonstrates market demand and execution
  • + Positive operating cash flow of 27.9M and free cash flow of 18.9M despite net losses suggest underlying business model potential
  • + Conservative leverage with 0.21x debt-to-equity ratio provides financial flexibility

SKYT Stock Risks: SkyWater Technology, Inc Investment Risks

Claude
  • ! Company is unprofitable with -12.3M net loss and -5.3M operating loss; negative interest coverage of -2.2x indicates inability to service debt from operations
  • ! Severe liquidity constraints with current ratio of 0.51x and quick ratio of 0.44x below 1.0, coupled with low cash position of 22.2M relative to 732.9M asset base
  • ! Negative returns on capital (ROE -6.8%, ROA -1.7%) demonstrate inefficient capital deployment; low gross margin of 20.0% suggests pricing pressure or manufacturing cost challenges in capital-intensive semiconductor sector

Key Metrics to Watch

Claude
  • * Timeline to GAAP profitability and positive operating income
  • * Gross margin expansion trajectory and manufacturing efficiency improvements
  • * Cash balance sustainability and working capital management as current ratio is at critical levels

SkyWater Technology, Inc (SKYT) Financial Metrics & Key Ratios

Revenue
$160.7M
Net Income
$-12.3M
EPS (Diluted)
$-0.25
Free Cash Flow
$18.9M
Total Assets
$732.9M
Cash Position
$22.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SKYT Profit Margin, ROE & Profitability Analysis

Gross Margin 20.0%
Operating Margin -3.3%
Net Margin -7.7%
ROE -6.8%
ROA -1.7%
FCF Margin 11.7%

SKYT vs Technology Sector: How SkyWater Technology, Inc Compares

How SkyWater Technology, Inc compares to Technology sector averages

Net Margin
SKYT -7.7%
vs
Sector Avg 18.0%
SKYT Sector
ROE
SKYT -6.8%
vs
Sector Avg 22.0%
SKYT Sector
Current Ratio
SKYT 0.5x
vs
Sector Avg 2.5x
SKYT Sector
Debt/Equity
SKYT 0.2x
vs
Sector Avg 0.5x
SKYT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is SkyWater Technology, Inc Stock Overvalued? SKYT Valuation Analysis 2026

Based on fundamental analysis, SkyWater Technology, Inc has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-6.8%
Sector avg: 22%
Net Profit Margin
-7.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.21x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

SkyWater Technology, Inc Balance Sheet: SKYT Debt, Cash & Liquidity

Current Ratio
0.51x
Quick Ratio
0.44x
Debt/Equity
0.21x
Debt/Assets
74.4%
Interest Coverage
-2.21x
Long-term Debt
$37.5M

SKYT Revenue & Earnings Growth: 5-Year Financial Trend

SKYT 5-year financial data: Year 2021: Revenue $162.8M, Net Income -$20.6M, EPS $-1.76. Year 2022: Revenue $212.9M, Net Income -$20.6M, EPS $-1.15. Year 2023: Revenue $286.7M, Net Income -$50.7M, EPS $-1.76. Year 2024: Revenue $342.3M, Net Income -$39.6M, EPS $-0.97. Year 2025: Revenue $442.1M, Net Income -$6.8M, EPS $-0.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SkyWater Technology, Inc's revenue has grown significantly by 172% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.14 indicates the company is currently unprofitable.

SKYT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.7%
Free cash flow / Revenue

SKYT Quarterly Earnings & Performance

Quarterly financial performance data for SkyWater Technology, Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $61.3M -$7.3M $-0.15
Q3 2025 $93.8M $1.5M $0.03
Q2 2025 $59.1M -$1.9M $-0.04
Q1 2025 $61.3M -$5.7M $-0.12
Q3 2024 $71.6M $1.5M $0.03
Q2 2024 $69.8M -$1.9M $-0.04
Q1 2024 $66.1M -$4.3M $-0.10
Q3 2023 $52.3M -$6.9M $-0.16

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

SkyWater Technology, Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$27.9M
Cash generated from operations
Capital Expenditures
$9.1M
Investment in assets
Dividends
None
No dividend program

SKYT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for SkyWater Technology, Inc (CIK: 0001819974)

📋 Recent SEC Filings

Date Form Document Action
May 13, 2026 4 xslF345X06/wk-form4_1778705670.xml View →
May 8, 2026 8-K d118223d8k.htm View →
May 8, 2026 10-Q skyt-20260329.htm View →
Apr 27, 2026 DEF 14A ny20064068x1_def14a.htm View →
Apr 24, 2026 8-K d207058d8k.htm View →

Frequently Asked Questions about SKYT

What is the AI rating for SKYT?

SkyWater Technology, Inc (SKYT) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SKYT's key strengths?

Claude: Strong revenue growth of 29.2% year-over-year demonstrates market demand and execution. Positive operating cash flow of 27.9M and free cash flow of 18.9M despite net losses suggest underlying business model potential.

What are the risks of investing in SKYT?

Claude: Company is unprofitable with -12.3M net loss and -5.3M operating loss; negative interest coverage of -2.2x indicates inability to service debt from operations. Severe liquidity constraints with current ratio of 0.51x and quick ratio of 0.44x below 1.0, coupled with low cash position of 22.2M relative to 732.9M asset base.

What is SKYT's revenue and growth?

SkyWater Technology, Inc reported revenue of $160.7M.

Does SKYT pay dividends?

SkyWater Technology, Inc does not currently pay dividends.

Where can I find SKYT SEC filings?

Official SEC filings for SkyWater Technology, Inc (CIK: 0001819974) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SKYT's EPS?

SkyWater Technology, Inc has a diluted EPS of $-0.25.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SKYT's fundamental grade?

Based on our AI fundamental analysis in May 2026, SkyWater Technology, Inc has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SKYT stock overvalued or undervalued?

Valuation metrics for SKYT: ROE of -6.8% (sector avg: 22%), net margin of -7.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is SKYT's AI grade for 2026?

Our dual AI analysis gives SkyWater Technology, Inc a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SKYT's free cash flow?

SkyWater Technology, Inc's operating cash flow is $27.9M, with capital expenditures of $9.1M. FCF margin is 11.7%.

How does SKYT compare to other Technology stocks?

Vs Technology sector averages: Net margin -7.7% (avg: 18%), ROE -6.8% (avg: 22%), current ratio 0.51 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-29 | Powered by Claude AI