CIENA CORP

CIEN · Telephone & Telegraph Apparatus · 141.6M shares · -1%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: $112M (gross $242M, SBC $130M)

Reference price $449.36 · est. market cap ~$63.6B — last insider sale, 2026-06-24 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B70

Optical-networking maker growing strongly on AI/datacom demand with strong FCF, but thin margins.

Strengths

Strong growth and FCF — revenue +18.8%, net income +46.9% (90th), FCF $665.3M (79th)
Adequate liquidity — current ratio 2.73 (70th)

Risks

Thin margins — operating margin 4.1%, net margin 2.6%
Quarterly book-to-revenue volatility per risk factors — per 10-K
Moderate leverage — D/E 0.56

Notable findings

Customer concentration~50% of revenue from one customer/distributor — For example, in fiscal 2025, our five largest customers contributed approximately 50% of our revenue, a cloud provider customer accounted for approximately 18% of our revenue, and a service provider a
Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
Strong balance sheetStrong balance sheet — $1.4B cash & investments
Notable holderHeld by 6 notable fund(s): FMR LLC, STATE STREET CORP, CITADEL ADVISORS LLC +3 more (as of 2026-03-31)
AccumulatingInstitutional holders rose 15→16 QoQ (2025-12-31→2026-03-31)
Insider sellingInsider selling — 49 open-market sale(s) by 9 insider(s) (cluster of 9 insiders, ~$67M, last 6mo) Form 4 ↗

Quarterly revenue

2025-05-03 · $1.1B2025-08-02 · $1.2B2025-11-01 · $1.4B2026-01-31 · $1.4B

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

42.0%

Operating margin

4.1%

Net margin

2.6%

Return on equity

4.5%

Return on assets

2.1%

ROIC

3.7%

Revenue growth (QoQ)

5.6%

Net-income growth

46.9%

Debt / equity

0.6×

Current ratio

2.7×

Free cash flow

$665M

Tangible book value

$2.0B

Cash & investments

$1.4B

Stock comp / revenue

3.9%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-24	Graff Marc D.	Sell	126	$449.36
2026-06-22	Hoffman Grant	Grant	6.5K	—
2026-06-20	Gage Brodie	Tax withheld	388	$428.22
2026-06-20	Gage Brodie	Tax withheld	231	$428.22
2026-06-20	DiPerna Dino	Tax withheld	204	$428.22
2026-06-20	DiPerna Dino	Tax withheld	444	$428.22
2026-06-20	DiPerna Dino	Tax withheld	730	$428.22
2026-06-20	DiPerna Dino	Tax withheld	428	$428.22
2026-06-20	DiPerna Dino	Tax withheld	248	$428.22
2026-06-20	Kosaraju Sheela	Tax withheld	164	$428.22
2026-06-20	Kosaraju Sheela	Tax withheld	728	$428.22
2026-06-20	Gage Brodie	Tax withheld	442	$428.22
2026-06-20	Kosaraju Sheela	Tax withheld	345	$428.22
2026-06-20	Kosaraju Sheela	Tax withheld	198	$428.22
2026-06-20	Cumello Joseph	Tax withheld	441	$428.22
2026-06-20	Gage Brodie	Tax withheld	204	$428.22
2026-06-20	Cumello Joseph	Tax withheld	182	$428.22
2026-06-20	Cumello Joseph	Tax withheld	582	$428.22
2026-06-20	Cumello Joseph	Tax withheld	332	$428.22
2026-06-20	Cumello Joseph	Tax withheld	180	$428.22
2026-06-20	Phipps Jason	Tax withheld	735	$428.22
2026-06-20	Phipps Jason	Tax withheld	859	$428.22
2026-06-20	Phipps Jason	Tax withheld	504	$428.22
2026-06-20	Phipps Jason	Tax withheld	268	$428.22
2026-06-20	Rothenstein David M	Tax withheld	679	$428.22
2026-06-20	Rothenstein David M	Tax withheld	204	$428.22
2026-06-20	Rothenstein David M	Tax withheld	811	$428.22
2026-06-20	Rothenstein David M	Tax withheld	436	$428.22
2026-06-20	Rothenstein David M	Tax withheld	220	$428.22
2026-06-20	SMITH GARY B	Tax withheld	3.0K	$428.22
2026-06-20	SMITH GARY B	Tax withheld	3.1K	$428.22
2026-06-20	SMITH GARY B	Tax withheld	1.7K	$428.22
2026-06-20	SMITH GARY B	Tax withheld	937	$428.22
2026-06-20	Kosaraju Sheela	Tax withheld	578	$428.22
2026-06-20	Gage Brodie	Tax withheld	669	$428.22
2026-06-20	Graff Marc D.	Tax withheld	199	$428.22
2026-06-15	Rothenstein David M	Sell	2.5K	$457.07
2026-06-15	SMITH GARY B	Sell	3.0K	$457.02
2026-06-15	Gage Brodie	Sell	1.2K	$466.10
2026-06-01	SMITH GARY B	Sell	3.0K	$565.92
2026-05-15	Rothenstein David M	Sell	2.5K	$562.39
2026-05-15	SMITH GARY B	Sell	3.0K	$562.05
2026-05-15	Gage Brodie	Sell	1.2K	$570.65
2026-05-01	SMITH GARY B	Sell	3.0K	$537.74
2026-04-15	Gage Brodie	Sell	1.2K	$471.79
2026-04-15	Rothenstein David M	Sell	2.5K	$467.65
2026-04-15	SMITH GARY B	Sell	3.0K	$467.47
2026-04-15	DiPerna Dino	Sell	1.3K	$471.79
2026-04-15	DiPerna Dino	Sell	1.5K	$471.79
2026-04-01	Phipps Jason	Sell	3.2K	$408.75
2026-04-01	Kosaraju Sheela	Sell	2.0K	$401.71
2026-04-01	Phipps Jason	Sell	1.7K	$401.58
2026-04-01	Phipps Jason	Sell	500	$402.82
2026-04-01	Phipps Jason	Sell	750	$403.90
2026-04-01	Phipps Jason	Sell	2.1K	$405.07
2026-04-01	Phipps Jason	Sell	600	$406.45
2026-04-01	Phipps Jason	Sell	460	$407.48
2026-04-01	Phipps Jason	Sell	500	$409.49
2026-04-01	Phipps Jason	Sell	3.1K	$411.23
2026-04-01	Phipps Jason	Sell	3.4K	$412.24
2026-04-01	Phipps Jason	Sell	2.3K	$413.35
2026-04-01	Phipps Jason	Sell	1.7K	$414.16
2026-04-01	Phipps Jason	Sell	400	$415.20
2026-04-01	Phipps Jason	Sell	1.0K	$416.56
2026-04-01	Phipps Jason	Sell	162	$417.07
2026-04-01	SMITH GARY B	Sell	3.0K	$415.51
2026-03-27	Cumello Joseph	Sell	1.8K	$394.82
2026-03-26	FITT LAWTON W	Grant	257	—
2026-03-26	KUMAR DEVINDER	Grant	605	—
2026-03-26	Claflin Bruce L.	Grant	605	—
2026-03-26	FITT LAWTON W	Grant	605	—
2026-03-26	NEVENS THOMAS MICHAEL	Grant	605	—
2026-03-26	GALLAGHER PATRICK	Grant	605	—
2026-03-26	PUMA MARY G	Grant	605	—
2026-03-26	AHMED HASSAN	Grant	605	—
2026-03-26	Olsen Joanne Beth	Grant	605	—
2026-03-24	Gage Brodie	Sell	5.0K	$405.00
2026-03-20	Phipps Jason	Tax withheld	736	$383.89
2026-03-20	Phipps Jason	Tax withheld	863	$383.89
2026-03-20	Phipps Jason	Tax withheld	506	$383.89
2026-03-20	Kosaraju Sheela	Tax withheld	164	$383.89
2026-03-20	Kosaraju Sheela	Tax withheld	728	$383.89
2026-03-20	Kosaraju Sheela	Tax withheld	578	$383.89
2026-03-20	Kosaraju Sheela	Tax withheld	344	$383.89
2026-03-20	Kosaraju Sheela	Tax withheld	198	$383.89
2026-03-20	Graff Marc D.	Tax withheld	199	$383.89
2026-03-20	Gage Brodie	Tax withheld	230	$383.89
2026-03-20	Gage Brodie	Tax withheld	204	$383.89
2026-03-20	Gage Brodie	Tax withheld	442	$383.89
2026-03-20	Gage Brodie	Tax withheld	669	$383.89
2026-03-20	Gage Brodie	Tax withheld	387	$383.89
2026-03-20	DiPerna Dino	Tax withheld	204	$383.89
2026-03-20	DiPerna Dino	Tax withheld	444	$383.89
2026-03-20	DiPerna Dino	Tax withheld	730	$383.89
2026-03-20	DiPerna Dino	Tax withheld	427	$383.89
2026-03-20	DiPerna Dino	Tax withheld	247	$383.89
2026-03-20	Cumello Joseph	Tax withheld	307	$383.89
2026-03-20	Cumello Joseph	Tax withheld	128	$383.89
2026-03-20	Cumello Joseph	Tax withheld	582	$383.89
2026-03-20	Cumello Joseph	Tax withheld	331	$383.89
2026-03-20	Cumello Joseph	Tax withheld	179	$383.89
2026-03-20	SMITH GARY B	Tax withheld	937	$383.89
2026-03-20	SMITH GARY B	Tax withheld	3.0K	$383.89
2026-03-20	SMITH GARY B	Tax withheld	3.1K	$383.89
2026-03-20	SMITH GARY B	Tax withheld	1.7K	$383.89
2026-03-20	Rothenstein David M	Tax withheld	472	$383.89
2026-03-20	Rothenstein David M	Tax withheld	174	$383.89
2026-03-20	Rothenstein David M	Tax withheld	811	$383.89
2026-03-20	Rothenstein David M	Tax withheld	436	$383.89
2026-03-20	Rothenstein David M	Tax withheld	220	$383.89
2026-03-20	Phipps Jason	Tax withheld	269	$383.89
2026-03-16	Rothenstein David M	Sell	2.5K	$345.00
2026-03-16	SMITH GARY B	Sell	3.0K	$359.53
2026-03-02	SMITH GARY B	Sell	3.0K	$354.64
2026-02-17	SMITH GARY B	Sell	3.0K	$299.51
2026-02-17	Rothenstein David M	Sell	2.5K	$300.20
2026-02-02	SMITH GARY B	Sell	3.0K	$265.60
2026-01-15	DiPerna Dino	Sell	2.5K	$246.23
2026-01-15	DiPerna Dino	Sell	2.5K	$246.23
2026-01-15	Kosaraju Sheela	Sell	382	$246.23
2026-01-15	Phipps Jason	Sell	21K	$247.89
2026-01-15	SMITH GARY B	Sell	3.0K	$247.65
2026-01-12	GALLAGHER PATRICK	Sell	12K	$227.45
2026-01-12	Cumello Joseph	Sell	12K	$229.82
2026-01-09	Rothenstein David M	Sell	2.5K	$219.28
2026-01-05	SMITH GARY B	Sell	84K	$229.44
2026-01-02	Kosaraju Sheela	Sell	1.7K	$241.00
2025-12-22	SMITH GARY B	Sell	6.8K	$233.46
2025-12-20	DiPerna Dino	Tax withheld	2.0K	$230.34
2025-12-20	DiPerna Dino	Tax withheld	1.4K	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	164	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	728	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	578	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	345	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	107	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	1.4K	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	1.7K	$230.34
2025-12-20	Kosaraju Sheela	Tax withheld	1.1K	$230.34
2025-12-20	Cumello Joseph	Tax withheld	441	$230.34
2025-12-20	Cumello Joseph	Tax withheld	182	$230.34
2025-12-20	Cumello Joseph	Tax withheld	582	$230.34
2025-12-20	Cumello Joseph	Tax withheld	332	$230.34
2025-12-20	Cumello Joseph	Tax withheld	269	$230.34
2025-12-20	Cumello Joseph	Tax withheld	5.6K	$230.34
2025-12-20	Cumello Joseph	Tax withheld	1.4K	$230.34
2025-12-20	Cumello Joseph	Tax withheld	1.6K	$230.34
2025-12-20	Cumello Joseph	Tax withheld	1.1K	$230.34
2025-12-20	Phipps Jason	Tax withheld	741	$230.34
2025-12-20	Phipps Jason	Tax withheld	867	$230.34
2025-12-20	Phipps Jason	Tax withheld	508	$230.34
2025-12-20	Phipps Jason	Tax withheld	489	$230.34
2025-12-20	Phipps Jason	Tax withheld	9.5K	$230.34
2025-12-20	Phipps Jason	Tax withheld	2.1K	$230.34
2025-12-20	Phipps Jason	Tax withheld	2.4K	$230.34
2025-12-20	Phipps Jason	Tax withheld	1.7K	$230.34
2025-12-20	Rothenstein David M	Tax withheld	679	$230.34
2025-12-20	Rothenstein David M	Tax withheld	204	$230.34
2025-12-20	Rothenstein David M	Tax withheld	811	$230.34
2025-12-20	Rothenstein David M	Tax withheld	436	$230.34
2025-12-20	Rothenstein David M	Tax withheld	439	$230.34
2025-12-20	Rothenstein David M	Tax withheld	8.7K	$230.34
2025-12-20	Rothenstein David M	Tax withheld	1.8K	$230.34
2025-12-20	Rothenstein David M	Tax withheld	2.1K	$230.34
2025-12-20	Rothenstein David M	Tax withheld	1.6K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	3.0K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	3.1K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	1.7K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	57K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	11K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	13K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	8.9K	$230.34
2025-12-20	SMITH GARY B	Tax withheld	1.7K	$230.34
2025-12-20	Gage Brodie	Tax withheld	204	$230.34
2025-12-20	Gage Brodie	Tax withheld	442	$230.34
2025-12-20	Gage Brodie	Tax withheld	669	$230.34
2025-12-20	Gage Brodie	Tax withheld	388	$230.34
2025-12-20	Gage Brodie	Tax withheld	212	$230.34
2025-12-20	Gage Brodie	Tax withheld	1.9K	$230.34
2025-12-20	Gage Brodie	Tax withheld	1.6K	$230.34
2025-12-20	Gage Brodie	Tax withheld	1.3K	$230.34
2025-12-20	DiPerna Dino	Tax withheld	204	$230.34
2025-12-20	DiPerna Dino	Tax withheld	444	$230.34
2025-12-20	DiPerna Dino	Tax withheld	730	$230.34
2025-12-20	DiPerna Dino	Tax withheld	428	$230.34
2025-12-20	DiPerna Dino	Tax withheld	319	$230.34
2025-12-20	DiPerna Dino	Tax withheld	1.8K	$230.34
2025-12-16	Gage Brodie	Grant	6.9K	—
2025-12-16	DiPerna Dino	Grant	14K	—
2025-12-16	DiPerna Dino	Grant	7.4K	—
2025-12-16	Kosaraju Sheela	Grant	13K	—
2025-12-16	Kosaraju Sheela	Grant	6.7K	—
2025-12-16	Cumello Joseph	Grant	12K	—
2025-12-16	Cumello Joseph	Grant	11K	—
2025-12-16	Cumello Joseph	Grant	5.8K	—
2025-12-16	Phipps Jason	Grant	20K	—
2025-12-16	Phipps Jason	Grant	21K	—
2025-12-16	Phipps Jason	Grant	9.7K	—
2025-12-16	Gage Brodie	Grant	13K	—
2025-12-16	Rothenstein David M	Grant	16K	—
2025-12-16	Rothenstein David M	Grant	18K	—
2025-12-16	Rothenstein David M	Grant	7.1K	—
2025-12-16	Graff Marc D.	Grant	9.3K	—
2025-12-16	SMITH GARY B	Grant	95K	—
2025-12-16	SMITH GARY B	Grant	117K	—
2025-12-16	SMITH GARY B	Grant	30K	—
2025-12-15	NEVENS THOMAS MICHAEL	Sell	8.6K	$224.66
2025-12-15	Gage Brodie	Sell	550	$220.84
2025-12-15	Rothenstein David M	Sell	2.5K	$220.84
2025-12-03	SMITH GARY B	Sell	6.8K	$192.61
2025-11-17	Gage Brodie	Sell	111	$190.80
2025-11-17	DiPerna Dino	Sell	1.2K	$190.80
2025-11-17	DiPerna Dino	Sell	1.2K	$190.80
2025-11-17	Rothenstein David M	Sell	2.5K	$191.72
2025-11-10	SMITH GARY B	Sell	6.8K	$209.45
2025-11-03	SMITH GARY B	Sell	6.8K	$190.45
2025-10-15	Gage Brodie	Sell	350	$169.36
2025-10-15	DiPerna Dino	Sell	367	$169.36
2025-10-15	DiPerna Dino	Sell	367	$169.36
2025-10-15	Rothenstein David M	Sell	2.5K	$170.22
2025-10-15	SMITH GARY B	Sell	6.8K	$170.25
2025-10-01	Phipps Jason	Sell	2.0K	$143.42
2025-10-01	Kosaraju Sheela	Sell	1.7K	$143.42
2025-10-01	SMITH GARY B	Sell	6.8K	$149.88
2025-09-30	NEVENS THOMAS MICHAEL	Gift	5.8K	—
2025-09-26	Cumello Joseph	Sell	1.9K	$141.14
2025-09-24	Claflin Bruce L.	Sell	8.5K	$140.12
2025-09-24	Claflin Bruce L.	Gift	4.4K	—
2025-09-20	Gage Brodie	Tax withheld	388	$138.37
2025-09-20	Gage Brodie	Tax withheld	212	$138.37
2025-09-20	DiPerna Dino	Tax withheld	204	$138.37
2025-09-20	DiPerna Dino	Tax withheld	444	$138.37
2025-09-20	DiPerna Dino	Tax withheld	730	$138.37
2025-09-20	DiPerna Dino	Tax withheld	428	$138.37
2025-09-20	Kosaraju Sheela	Tax withheld	164	$138.37
2025-09-20	Kosaraju Sheela	Tax withheld	728	$138.37
2025-09-20	Kosaraju Sheela	Tax withheld	578	$138.37
2025-09-20	Kosaraju Sheela	Tax withheld	345	$138.37
2025-09-20	Kosaraju Sheela	Tax withheld	106	$138.37
2025-09-20	Cumello Joseph	Tax withheld	441	$138.37
2025-09-20	Cumello Joseph	Tax withheld	182	$138.37
2025-09-20	Cumello Joseph	Tax withheld	582	$138.37
2025-09-20	Cumello Joseph	Tax withheld	331	$138.37
2025-09-20	Cumello Joseph	Tax withheld	268	$138.37
2025-09-20	Phipps Jason	Tax withheld	741	$138.37
2025-09-20	Phipps Jason	Tax withheld	867	$138.37
2025-09-20	Phipps Jason	Tax withheld	508	$138.37
2025-09-20	Phipps Jason	Tax withheld	489	$138.37
2025-09-20	Rothenstein David M	Tax withheld	679	$138.37
2025-09-20	Rothenstein David M	Tax withheld	204	$138.37
2025-09-20	Rothenstein David M	Tax withheld	811	$138.37
2025-09-20	Rothenstein David M	Tax withheld	436	$138.37
2025-09-20	Rothenstein David M	Tax withheld	308	$138.37
2025-09-20	SMITH GARY B	Tax withheld	3.0K	$138.37
2025-09-20	SMITH GARY B	Tax withheld	3.1K	$138.37
2025-09-20	SMITH GARY B	Tax withheld	1.7K	$138.37
2025-09-20	SMITH GARY B	Tax withheld	1.7K	$138.37
2025-09-20	DiPerna Dino	Tax withheld	319	$138.37
2025-09-20	Gage Brodie	Tax withheld	204	$138.37
2025-09-20	Gage Brodie	Tax withheld	442	$138.37
2025-09-20	Gage Brodie	Tax withheld	669	$138.37
2025-09-15	Gage Brodie	Sell	350	$132.00
2025-09-15	Rothenstein David M	Sell	2.5K	$132.00
2025-09-15	SMITH GARY B	Sell	6.8K	$136.20
2025-09-02	SMITH GARY B	Sell	6.8K	$92.93
2025-08-15	Gage Brodie	Sell	350	$90.94
2025-08-15	Rothenstein David M	Sell	2.5K	$90.60
2025-08-15	SMITH GARY B	Sell	6.8K	$90.54
2025-08-01	Graff Marc D.	Grant	118K	—
2025-08-01	SMITH GARY B	Sell	6.8K	$88.82
2025-07-15	Rothenstein David M	Sell	2.5K	$82.21
2025-07-15	SMITH GARY B	Sell	6.8K	$82.23
2025-07-15	Gage Brodie	Sell	350	$82.57
2025-07-15	DiPerna Dino	Sell	367	$82.57
2025-07-15	DiPerna Dino	Sell	367	$82.57
2025-07-01	Kosaraju Sheela	Sell	1.7K	$80.50
2025-07-01	SMITH GARY B	Sell	6.8K	$80.35
2025-07-01	Phipps Jason	Sell	2.3K	$80.50
2025-06-27	Cumello Joseph	Sell	2.0K	$81.64
2025-06-20	DiPerna Dino	Tax withheld	319	$74.53
2025-06-20	Gage Brodie	Tax withheld	204	$74.53
2025-06-20	Gage Brodie	Tax withheld	442	$74.53
2025-06-20	Gage Brodie	Tax withheld	669	$74.53
2025-06-20	Gage Brodie	Tax withheld	388	$74.53
2025-06-20	Gage Brodie	Tax withheld	212	$74.53
2025-06-20	DiPerna Dino	Tax withheld	204	$74.53
2025-06-20	DiPerna Dino	Tax withheld	444	$74.53
2025-06-20	DiPerna Dino	Tax withheld	730	$74.53
2025-06-20	DiPerna Dino	Tax withheld	428	$74.53
2025-06-20	Kosaraju Sheela	Tax withheld	164	$74.53
2025-06-20	Kosaraju Sheela	Tax withheld	728	$74.53
2025-06-20	Kosaraju Sheela	Tax withheld	578	$74.53
2025-06-20	Kosaraju Sheela	Tax withheld	345	$74.53
2025-06-20	Kosaraju Sheela	Tax withheld	106	$74.53
2025-06-20	Cumello Joseph	Tax withheld	366	$74.53
2025-06-20	Cumello Joseph	Tax withheld	179	$74.53
2025-06-20	Cumello Joseph	Tax withheld	572	$74.53
2025-06-20	Cumello Joseph	Tax withheld	326	$74.53
2025-06-20	Cumello Joseph	Tax withheld	182	$74.53
2025-06-20	Phipps Jason	Tax withheld	493	$74.53
2025-06-20	Phipps Jason	Tax withheld	774	$74.53
2025-06-20	Phipps Jason	Tax withheld	508	$74.53
2025-06-20	Phipps Jason	Tax withheld	325	$74.53
2025-06-20	Rothenstein David M	Tax withheld	460	$74.53
2025-06-20	Rothenstein David M	Tax withheld	138	$74.53
2025-06-20	Rothenstein David M	Tax withheld	550	$74.53
2025-06-20	Rothenstein David M	Tax withheld	296	$74.53
2025-06-20	Rothenstein David M	Tax withheld	298	$74.53
2025-06-20	MOYLAN JAMES E JR	Tax withheld	568	$74.53
2025-06-20	MOYLAN JAMES E JR	Tax withheld	706	$74.53
2025-06-20	MOYLAN JAMES E JR	Tax withheld	310	$74.53
2025-06-20	SMITH GARY B	Tax withheld	2.9K	$74.53
2025-06-20	SMITH GARY B	Tax withheld	3.0K	$74.53
2025-06-20	SMITH GARY B	Tax withheld	1.7K	$74.53
2025-06-20	SMITH GARY B	Tax withheld	1.6K	$74.53
2025-06-16	Gage Brodie	Sell	350	$72.60
2025-06-16	SMITH GARY B	Sell	6.8K	$74.19
2025-06-16	Rothenstein David M	Sell	2.5K	$74.13
2025-06-02	SMITH GARY B	Sell	6.8K	$80.62
2025-05-15	Rothenstein David M	Sell	2.5K	$79.93
2025-05-15	SMITH GARY B	Sell	6.8K	$79.89
2025-05-15	Gage Brodie	Sell	350	$78.67
2025-05-01	SMITH GARY B	Sell	6.8K	$71.90
2025-04-15	Rothenstein David M	Sell	2.5K	$59.47
2025-04-15	Gage Brodie	Sell	350	$58.51
2025-04-15	DiPerna Dino	Sell	367	$58.51
2025-04-15	SMITH GARY B	Sell	6.8K	$59.54
2025-04-15	DiPerna Dino	Sell	367	$58.51
2025-04-01	Kosaraju Sheela	Sell	1.4K	$60.51
2025-04-01	Phipps Jason	Sell	19K	$59.88
2025-03-27	Olsen Joanne Beth	Grant	3.7K	—
2025-03-27	NEVENS THOMAS MICHAEL	Grant	3.7K	—
2025-03-27	FITT LAWTON W	Grant	1.6K	—
2025-03-27	FITT LAWTON W	Grant	3.7K	—
2025-03-27	PUMA MARY G	Grant	3.7K	—
2025-03-27	AHMED HASSAN	Grant	3.7K	—
2025-03-27	GALLAGHER PATRICK	Grant	3.7K	—
2025-03-27	Claflin Bruce L.	Grant	3.7K	—
2025-03-27	KUMAR DEVINDER	Grant	3.7K	—
2025-03-24	Rothenstein David M	Sell	2.5K	$68.88
2025-03-21	NETTLES PATRICK H	Tax withheld	1.2K	$65.56
2025-03-20	Rothenstein David M	Tax withheld	138	$65.63
2025-03-20	Rothenstein David M	Tax withheld	550	$65.63
2025-03-20	Rothenstein David M	Tax withheld	296	$65.63
2025-03-20	Rothenstein David M	Tax withheld	298	$65.63
2025-03-20	MOYLAN JAMES E JR	Tax withheld	568	$65.63
2025-03-20	MOYLAN JAMES E JR	Tax withheld	590	$65.63
2025-03-20	MOYLAN JAMES E JR	Tax withheld	310	$65.63
2025-03-20	SMITH GARY B	Tax withheld	2.9K	$65.63
2025-03-20	SMITH GARY B	Tax withheld	3.0K	$65.63
2025-03-20	SMITH GARY B	Tax withheld	1.6K	$65.63
2025-03-20	SMITH GARY B	Tax withheld	1.7K	$65.63
2025-03-20	Gage Brodie	Tax withheld	204	$65.63
2025-03-20	Gage Brodie	Tax withheld	442	$65.63
2025-03-20	Gage Brodie	Tax withheld	669	$65.63
2025-03-20	Gage Brodie	Tax withheld	387	$65.63
2025-03-20	Gage Brodie	Tax withheld	212	$65.63
2025-03-20	DiPerna Dino	Tax withheld	204	$65.63
2025-03-20	DiPerna Dino	Tax withheld	444	$65.63
2025-03-20	DiPerna Dino	Tax withheld	730	$65.63
2025-03-20	DiPerna Dino	Tax withheld	427	$65.63
2025-03-20	DiPerna Dino	Tax withheld	319	$65.63
2025-03-20	Kosaraju Sheela	Tax withheld	202	$65.63
2025-03-20	Kosaraju Sheela	Tax withheld	897	$65.63
2025-03-20	Kosaraju Sheela	Tax withheld	712	$65.63
2025-03-20	Kosaraju Sheela	Tax withheld	424	$65.63
2025-03-20	Kosaraju Sheela	Tax withheld	131	$65.63
2025-03-20	Cumello Joseph	Tax withheld	299	$65.63
2025-03-20	Cumello Joseph	Tax withheld	123	$65.63
2025-03-20	Cumello Joseph	Tax withheld	394	$65.63
2025-03-20	Cumello Joseph	Tax withheld	225	$65.63
2025-03-20	Cumello Joseph	Tax withheld	182	$65.63
2025-03-20	Phipps Jason	Tax withheld	493	$65.63
2025-03-20	Phipps Jason	Tax withheld	576	$65.63
2025-03-20	Phipps Jason	Tax withheld	338	$65.63
2025-03-20	Phipps Jason	Tax withheld	325	$65.63
2025-03-20	Rothenstein David M	Tax withheld	460	$65.63
2025-03-17	Gage Brodie	Sell	350	$63.36
2025-03-17	SMITH GARY B	Sell	6.8K	$65.18
2025-03-03	SMITH GARY B	Sell	6.8K	$76.41
2025-02-18	SMITH GARY B	Sell	3.4K	$89.41
2025-02-18	SMITH GARY B	Sell	3.4K	$89.37
2025-02-18	Gage Brodie	Sell	350	$90.16
2025-02-03	SMITH GARY B	Sell	3.4K	$84.83
2025-02-03	SMITH GARY B	Sell	3.4K	$84.89
2025-01-15	DiPerna Dino	Sell	751	$85.91
2025-01-15	DiPerna Dino	Sell	751	$85.91
2025-01-15	Kosaraju Sheela	Sell	1.5K	$85.91
2025-01-15	SMITH GARY B	Sell	3.4K	$85.29
2025-01-15	SMITH GARY B	Sell	3.4K	$85.30
2025-01-15	Gage Brodie	Sell	350	$85.91
2025-01-06	Claflin Bruce L.	Sell	17K	$84.96
2025-01-02	Phipps Jason	Sell	5.6K	$84.64
2025-01-02	SMITH GARY B	Sell	6.8K	$83.68
2025-01-02	SMITH GARY B	Sell	6.8K	$83.64

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (0)

Suppliers (1)

SKYWORKS SOLUTIONS, INC.

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-06-11	Material agreementDebt obligation3.02OtherExhibits	filing ↗
2026-06-08	OtherExhibits	filing ↗
2026-06-04	ResultsExhibits	filing ↗
2026-03-31	Shareholder vote	filing ↗
2026-03-05	ResultsExhibits	filing ↗
2025-12-11	ResultsExhibits	filing ↗
2025-12-04	Exec/director change	filing ↗
2025-10-07	Other	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-11	2026-06-08	0001193125-26-267607 ↗
8-K	2026-06-08	2026-06-08	0001193125-26-260665 ↗
8-K	2026-06-04	2026-06-04	0001628280-26-040614 ↗
10-Q	2026-06-04	2026-05-02	0001628280-26-040767 ↗
8-K	2026-03-31	2026-03-26	0001628280-26-022342 ↗
10-Q	2026-03-05	2026-01-31	0001628280-26-015152 ↗
8-K	2026-03-05	2026-03-05	0001628280-26-015006 ↗
10-K	2025-12-12	2025-11-01	0001628280-25-056698 ↗
8-K	2025-12-11	2025-12-11	0001628280-25-056425 ↗
8-K	2025-12-04	2025-11-30	0001628280-25-055133 ↗
8-K	2025-10-07	2025-10-07	0001628280-25-044494 ↗
8-K	2025-09-22	2025-09-22	0001628280-25-042266 ↗