What is the 13F Pro Quality Score for SKYT?

13F Pro ranks SkyWater Technology, LLC (SKYT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SKYT's current score at https://13fpro.ai/company/SKYT (free sign-up required for the full ranking).

Which hedge funds own the most SKYT stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SKYT include BALYASNY ASSET MANAGEMENT L.P., BlackRock,, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SKYT as soon as new 13F filings post.

Where does 13F Pro source SKYT data?

All SkyWater Technology, LLC fundamentals and ownership data come directly from SEC EDGAR. SkyWater Technology, LLC files with the SEC under CIK 1819974. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SKYT in?

SkyWater Technology, LLC (SKYT) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives SKYT's revenue?

Per SkyWater Technology, LLC's latest 10-Q filed with the SEC on 2026-05-08, the biggest revenue drivers are: Wafer Services ($95.8M, +1173% YoY); ATS Development ($54.9M, +5% YoY); Tools ($9.9M, +702% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SKYT.

What are SKYT's largest expenses?

SkyWater Technology, LLC's latest 10-Q reports these as the largest expense items: Cost of revenue ($128.5M, +173% YoY); Selling, general, and administrative ($32.4M, +116% YoY); Interest expense ($6.2M, +240% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended March 29, 2026).

How often is SKYT research updated on 13F Pro?

SKYT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SkyWater Technology, LLC(SKYT)Stock Analysis

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13F Pro Quality Score

59.0/100

Rank #962 of 2,961 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

91.7/100

Profitability

82.4/100

Balance Sheet

97.0/100

Earnings Quality

10.5/100

Free Cash Flow

14.8/100

Institutional Flow

71.0/100

Revenue Scale

41.3/100

Dilution Risk

39.0/100

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Why SKYT Scores 33/100

exact factor attribution · 2026-08-29

SKYT's composite is driven by profitability and capital efficiency, held back by revenue growth and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+7.4 pts

100th pct

Capital efficiency

+4.4 pts

94th pct

Institutional flow

+0.6 pts

61th pct

Shareholder dilution

-0.6 pts

39th pct

Earnings growth

-1.0 pts

30th pct

Earnings quality

-4.0 pts

10th pct

Scale

-7.3 pts

1th pct

Free cash flow

-7.4 pts

1th pct

Revenue growth

-9.7 pts

2th pct

Latest change (2026-08-07): 68 → 44 · ↓ Profit margin 91→25; ↓ Capital efficiency 94→25

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in SKYT

Events flagged as statistical outliers against SKYT's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-07
SKYT quality score dropped 24 points (68→44) on a new filing
View source filing →

SKYT Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for SkyWater Technology, LLC (SKYT), a Technology sector company. 13F Pro's AI-powered ranking engine scores SKYT at 59.0/100 on a 32-signal composite quality model, placing it at rank #962 of 2,961 stocks — the top half of the AI-ranked universe. SKYT scores in the top quartile across balance sheet strength (97.0), revenue growth (91.7), profitability (82.4). Areas of concern include earnings quality (10.5) and free cash flow (14.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SkyWater Technology, LLC reports quarterly revenue of $156.4M, net income of $-6.4M, free cash flow of $-23.8M. Top institutional holders of SKYT by reported 13-F value include BALYASNY ASSET MANAGEMENT L.P., BlackRock, STATE STREET, based on the most recent SEC filings. SKYT trades on the Nasdaq exchange and files with the SEC under CIK 1819974. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SKYT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SkyWater Technology, LLC directly from SEC EDGAR. SkyWater Technology, LLC's 13F Pro composite quality score has ranged between 28 and 67 since 2022, currently 59.0 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.

✦

Fun facts about SkyWater Technology, Inc

Quirks, history, and lore behind SKYT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. semiconductor company · listed on Nasdaq · headquartered in Minnesota · operates in the contract chip fabrication business.
2
The Numbers
A small-cap player with annual revenue in the low hundreds of millions — not exactly TSMC, but it punches above its weight in specialized markets.
3
The History
Its fab traces roots to a Cypress Semiconductor facility before being spun off and relaunched as an independent U.S.-focused foundry in 2017.
4
The Secret
It has a U.S. Department of Defense relationship baked into its DNA — its fab is one of the few American foundries with trusted-access status for sensitive government chip work.
5
The Lore
In an era of hand-wringing about American chip sovereignty, this company is literally the answer — a domestic foundry on U.S. soil making chips for aerospace, defense, and advanced sensors.
6
The Giveaway
Its ticker rhymes with a celestial body and its name does too — a Minnesota-based pure-play U.S. foundry named after the heavens, offering CMOS and specialty process technologies to customers who can't afford to offshore their silicon.

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What's Driving SKYT's Business? Latest 10-Q Breakdown

✓ 42/42 datapoints verified

AI-extracted from SkyWater Technology, LLC's 10-Q filed 2026-05-08 — Q1 FY2026 (quarter ended March 29, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue surged 162% YoY to $160.7M in Q1 2026, driven by $86.3M from newly acquired Fab 25 Texas facility, though net loss widened to $12.3M due to integration costs and defense spending headwinds.

Biggest Revenue Drivers

Wafer Services$95.8M+1173% YoY

Driven by $86.3M contribution from Fab 25 acquisition; Legacy SkyWater grew $2.0M from automotive customer.

ATS Development$54.9M+5% YoY

Advanced compute up $19.9M; aerospace/defense declined $27.2M due to government policy shifts and two programs entering stop-work/termination.

Biggest Revenue Drivers

Total revenue: $160.7M+162% YoY

Wafer Services$95.8M+1173% YoY

Driven by $86.3M contribution from Fab 25 acquisition; Legacy SkyWater grew $2.0M from automotive customer.

ATS Development$54.9M+5% YoY

Advanced compute up $19.9M; aerospace/defense declined $27.2M due to government policy shifts and two programs entering stop-work/termination.

Tools$9.9M+702% YoY

Ramp at Florida facility drove $8.7M increase in tool installations and qualification activity.

Largest Expense Items

Cost of revenue$128.5M+173% YoY

Fab 25 operations contributed $67.2M; Legacy SkyWater $4.7M tool installation costs at Florida facility; offset by $1.4M CHIPS Act Section 48D tax credit benefits.

Selling, general, and administrative$32.4M+116% YoY

$6.5M from Fab 25 acquisition; $6.9M Legacy SkyWater consulting fees; $2.5M legal/consulting for IonQ transaction; $1.0M Fab 25 integration costs.

Interest expense$6.2M+240% YoY

Higher average borrowings under revolver post-Fab 25 acquisition financing.

Research and development$5.0M+54% YoY

$0.6M incremental from Fab 25; $0.7M engineering labor reallocated to internal R&D from lower customer activity.

Margins: Gross margin compressed to 20.0% from 23.3% YoY, primarily due to tool margin degradation at Legacy SkyWater ($0.7M core loss plus $4.7M installation costs) and integration of Fab 25. Operating loss widened to $(5.3)M from $(4.0)M YoY despite 162% revenue growth, reflecting acquisition-related costs and defense spending headwinds.

Watch Items from the Filing

Three customers represent 78% of revenue in Q1 2026 vs. two customers at 53% in Q1 2025; customer concentration risk increased materially post-Fab 25.
Aerospace and defense revenue declined $27.2M YoY due to U.S. government policy shifts; two programs in stop-work/termination for convenience in 2026.
Material weaknesses in internal controls over revenue accounting and Fab 25 account reconciliation processes persist; remediation ongoing through FY2026.
Company pending acquisition by IonQ (announced Jan 25, 2026) for ~$15 cash plus stock consideration; closing expected Q2–Q3 2026 subject to regulatory approval and Hart-Scott-Rodino conditions.
Fab 25 supply agreement includes off-market component valued at $120M; $10.2M non-cash revenue recognized in Q1 2026 reduces deferred liability, with $92.1M remaining.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$156.4M

Net Income

Q2 2026

$-6.4M

Free Cash Flow

Q2 2026

$-23.8M

ROIC

Q2 2026

1.7%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+29.2% YoY

$442.1MFY 2025

FY22 $212.9MFY23 $286.7MFY24 $342.3MFY25 $442.1M

Net Income

+1850.5% YoY

$118.9MFY 2025

FY22 $-39.6MFY23 $-30.8MFY24 $-6.8MFY25 $118.9M

Operating Income

-139.3% YoY

$-2.6MFY 2025

FY22 $-29.8MFY23 $-14.8MFY24 $6.6MFY25 $-2.6M

EPS (Diluted)

+1842.9% YoY

$2.44FY 2025

FY22 $-0.97FY23 $-0.68FY24 $-0.14FY25 $2.44

Total Assets

+135.4% YoY

$733.9MFY 2025

FY22 $305.8MFY23 $316.8MFY24 $311.8MFY25 $733.9M

Total Debt

+216.1% YoY

$229.2MFY 2025

FY22 $92.9MFY23 $66.8MFY24 $72.5MFY25 $229.2M

Op. Cash Flow

-256.9% YoY

$-29.0MFY 2025

FY22 $-14.3MFY23 $10.1MFY24 $18.5MFY25 $-29.0M

Free Cash Flow

-606.7% YoY

$-53.3MFY 2025

FY22 $-31.4MFY23 $1.5MFY24 $10.5MFY25 $-53.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$442.1M +29.2%	$342.3M +19.4%	$286.7M +34.6%	$212.9M +30.8%	$162.8M +16.0%	$140.4M
Net Income	$118.9M +1850.5%	$-6.8M +77.9%	$-30.8M +22.3%	$-39.6M +21.9%	$-50.7M -145.9%	$-20.6M
Operating Income	$-2.6M -139.3%	$6.6M +144.4%	$-14.8M +50.3%	$-29.8M +47.9%	$-57.1M -560.8%	$-8.6M
EPS (Diluted)	$2.44 +1842.9%	$-0.14 +79.4%	$-0.68 +29.9%	$-0.97 +44.9%	$-1.76 -53.0%	$-1.15
Total Assets	$733.9M +135.4%	$311.8M -1.6%	$316.8M +3.6%	$305.8M +16.0%	$263.6M +0.1%	$263.2M
Total Debt	$229.2M +216.1%	$72.5M +8.5%	$66.8M -28.0%	$92.9M +56.2%	$59.4M -21.1%	$75.4M
Operating Cash Flow	$-29.0M -256.9%	$18.5M +83.1%	$10.1M +170.5%	$-14.3M +74.3%	$-55.7M -157.9%	$96.2M
Free Cash Flow	$-53.3M -606.7%	$10.5M +619.0%	$1.5M +104.7%	$-31.4M +63.7%	$-86.4M -929.0%	$10.4M

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Available Research

13F Pro tracks comprehensive data for SkyWater Technology, LLC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SKYT

BALYASNY ASSET MANAGEMENT L.P.
$108.7M3,122,552 sh
BlackRock, Inc.
$102.6M2,946,208 sh
STATE STREET CORP
$81.7M2,346,347 sh
Pentwater Capital Management LP
$62.9M1,807,000 sh
AMERICAN CENTURY COMPANIES INC
$62.3M1,787,894 sh
VANGUARD CAPITAL MANAGEMENT LLC
$53.3M1,531,953 sh
ALPINE ASSOCIATES MANAGEMENT INC.
$47.2M1,356,200 sh
Magnetar Financial LLC
$41.2M1,184,635 sh
NORGES BANK
$38.3M1,100,000 sh
AQR Arbitrage LLC
$37.1M1,066,825 sh

Fund	Value	Shares
BALYASNY ASSET MANAGEMENT L.P.	$108.7M	3,122,552
BlackRock, Inc.	$102.6M	2,946,208
STATE STREET CORP	$81.7M	2,346,347
Pentwater Capital Management LP	$62.9M	1,807,000
AMERICAN CENTURY COMPANIES INC	$62.3M	1,787,894
VANGUARD CAPITAL MANAGEMENT LLC	$53.3M	1,531,953
ALPINE ASSOCIATES MANAGEMENT INC.	$47.2M	1,356,200
Magnetar Financial LLC	$41.2M	1,184,635
NORGES BANK	$38.3M	1,100,000
AQR Arbitrage LLC	$37.1M	1,066,825

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Is SKYT a good stock to buy?

13F Pro's AI-powered analysis of SkyWater Technology, LLC (SKYT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SKYT are available on the SKYT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SKYT is classified as a small company.

Which hedge funds own SKYT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SKYT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SkyWater Technology, LLC's investment landscape.