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SiTime Corporation (SITM)
NASDAQ:SITM
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.81Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record revenue, substantial EPS and margin expansion, robust cash generation, powerful CED-led demand (book-to-bill >1.5), and an accretive, strategically compelling acquisition that materially expands product breadth and CED scale. Key risks include integration and financing execution for the $1.5B Renesas timing business, short‑term leverage and cash implications, and some working capital and inventory considerations. Overall, the positives (high growth, margin expansion, strong guidance, strategic acquisition) materially outweigh the lowlights.Company Guidance
Record Quarterly and Annual Revenue Growth
Q4 2025 revenue of $113.3M, up 66% year-over-year and 36% sequentially; full-year 2025 revenue $326.7M, up 61% year-over-year.
Substantial EPS and Profit Improvement
Q4 non-GAAP EPS $1.53 vs $0.48 last year (more than triple); FY non-GAAP EPS $3.20 vs $0.93 prior year (more than triple); Q4 non-GAAP net income $41.3M.
Gross Margin Expansion Above Target
Q4 gross margin 61.2% (up 240 basis points YoY) and FY gross margin 59.3%; company exited 2025 above its target of >60% gross margin.
Strong Operating Leverage and Cash Generation
Q4 operating income $34M (up $26M YoY); FY non-GAAP operating profit $58.6M (18% of revenue); cash flow from operations $87.2M in 2025 vs $23.2M in 2024.
Communications/Enterprise/Data Center (CED) Outperformance
CED grew 160% YoY in Q4, contributed $64.6M (57% of Q4 revenue) and now comprises 53% of company revenue (vs 12% at IPO); company raised its 2026 CED forecast driven by AI capex.
Demand Strength and Book-to-Bill Momentum
Book-to-bill >1.5 at end of Q4 with management describing excellent visibility into 2026; customers increased 2026 forecast for oscillators used in 1.6T optical modules by 50% since November.
Positive Q1 2026 Guidance
Q1 revenue guidance $101M–$104M (~70% YoY at midpoint); expected gross margin ~62% (+/- 0.5pt); Q1 non-GAAP EPS $1.10–$1.17, signaling continued strong momentum.
Transformational Acquisition Agreement (Renesas Timing Business)
Agreement to acquire Renesas' timing business for $1.5B cash + ~4.13M shares (with ~15% collar); expected to add ~$300M revenue in first 12 months post-close, ~70% gross margins, ~75% of acquired revenue in CED, accretive to non-GAAP EPS in first full year post-close.
Strategic and Scale Benefits from Acquisition
Acquisition brings 500 clock products and ~160 engineers, nearly doubles pro forma 2025 CED revenue, expands customer access (hyperscalers, AI server leaders, networking vendors, automotive OEMs), and supports management's $1B revenue ambition while preserving 25–30% long-term growth target.
SITM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SITM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $279.07 | $339.81 | +21.77% |
Aug 06, 2025 | $210.70 | $198.80 | -5.65% |
May 07, 2025 | $166.20 | $188.50 | +13.42% |
Feb 05, 2025 | $222.99 | $176.32 | -20.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SiTime Corporation (SITM) report earnings?
SiTime Corporation (SITM) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is SiTime Corporation (SITM) earnings time?
SiTime Corporation (SITM) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SITM EPS forecast?
SITM EPS forecast for the fiscal quarter 2026 (Q1) is 0.81.