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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SkyWater
SkyWater (SKYT) investor relations material
SkyWater Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
Revenue grew 165% year-over-year in Q2 2026 to $156.4M, driven by the Fab 25 acquisition and expansion in advanced compute markets.
Net loss narrowed to $6.4M in Q2 2026 from $10.0M in Q2 2025, reflecting improved gross profit and operational leverage.
The company was acquired by IonQ on July 31, 2026, resulting in delisting from Nasdaq and repayment of all outstanding revolving credit facility debt.
Financial highlights
Q2 2026 revenue: $156.4M (Q2 2025: $59.1M); H1 2026 revenue: $317.1M (H1 2025: $120.4M).
Q2 2026 gross profit: $35.2M (Q2 2025: $10.9M); H1 2026 gross profit: $67.4M (H1 2025: $25.2M).
Q2 2026 net loss: $6.4M (Q2 2025: $10.0M); H1 2026 net loss: $18.7M (H1 2025: $17.3M).
Adjusted EBITDA for Q2 2026: $28.7M (Q2 2025: $2.3M); H1 2026: $41.6M (H1 2025: $6.4M).
Cash and cash equivalents at June 28, 2026: $12.6M; Revolver balance: $192.3M, with $50.0M available.
Outlook and guidance
Management expects customer-funded capital investment to remain a key growth driver.
The company anticipates sufficient liquidity for at least the next twelve months, supported by cash on hand and available credit.
Ongoing expansion in advanced compute and modernization efforts at the Minnesota facility, with potential CHIPS Act funding pending.
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Latest events from SkyWater
- Directors were elected and KPMG LLP was ratified as auditor, with no other business raised.SKYT
AGM 2026 - Q1 2026 revenue jumped 162% to $160.7M, but net loss widened to $12.3M amid Fab 25 integration.SKYTQ1 2026
- Merger agreement with IonQ, Inc. approved by majority vote; no stockholder questions received.SKYTAGM 2026
- Annual meeting to vote on directors, auditor, and address merger with IonQ.SKYTProxy filing
- Vote on nine directors and auditor ratification at the June 2026 virtual annual meeting.SKYTProxy filing
- Stockholders to vote on IonQ's acquisition of SkyWater for cash and IonQ shares, with board support.SKYTProxy filing
- Q3 2025 outperformed guidance, with quantum and Texas growth fueling a robust 2026 outlook.SKYT28th Annual Needham Growth Conference Virtual
- Record Q2 revenue and positive non-GAAP EPS highlight strong ATS and Tools growth.SKYTQ2 2024
- Record revenue, customer-funded CapEx, and innovation drive higher-margin growth.SKYT27th Annual ICR Conference 2025
Next SkyWater earnings date
Q3 202618 Nov, 2026
SkyWater
Next SkyWater earnings date
Q3 202618 Nov, 2026
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Frequently asked questions
SkyWater Technology Inc is a semiconductor foundry offering custom manufacturing services for integrated circuits. The company serves sectors including aerospace, defense, automotive, and healthcare, providing advanced packaging, process development, and volume production. The company is headquartered in Bloomington, Minnesota, and its shares are listed on the NASDAQ.