Sitime Corporation (SITM)
NASDAQ:SITM
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.96Last Year’s EPS
0.47Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial inflection driven by AI/data-center (CED) demand, with substantial revenue and margin expansion, upgraded forward guidance, robust cash and a healthy product funnel. Remaining risks include modest consumer softness, increased inventory and receivable days, backend execution sensitivities, and integration/investment needs for the Renesas acquisition. Overall, the positives (rapid growth, material margin expansion, strong guidance and liquidity) materially outweigh the manageable lowlights.Company Guidance
Revenue Growth
Reported revenue of $113.6M in Q1 2026, up 88% year-over-year and essentially flat sequentially vs Q4 (better than expected).
Earnings and Profitability Expansion
Non-GAAP EPS increased to $1.44 from $0.26 a year ago (more than fivefold). Operating income was $31.8M and operating margin expanded to 28% (up ~25 percentage points YoY).
Gross Margin Improvement
Gross margin reached 64.5%, up 7.1 percentage points year-over-year; company expects ~65% gross margin in Q2 ±1 point.
Data Center / CED Outperformance
Communications, enterprise and data center (CED) revenue was $75.7M (66.6% of total), up 158% YoY and 17% sequentially. CED business grew 158% YoY and marked the eighth consecutive quarter of triple-digit growth.
Strong Guidance and Re-accelerated Growth Target
Company increased full-year revenue growth expectations to at least 80% (well above prior long-term 25%-30% target). Q2 revenue guide: $140M–$150M (over 100% YoY). Q2 non-GAAP EPS guide: $1.85–$2.00.
Cash, Liquidity and Cash Flow Strength
Ended Q1 with $789M in cash and short-term investments. Operating cash flow more than doubled to $31.2M vs $15M a year ago.
Product and TAM Tailwinds
Launched Elite 2 Super TCXO (up to 3x better synchronization vs prior Elite). Company addresses a $4B SAM within an $11B timing TAM and cites $1.5B cumulative SAM for high-margin product class over 5 years; Titan resonator funnel grew to $400M.
Aerospace & Defense Opportunity
Aerospace/defense funnel ~ $0.5B lifetime revenue, funnel-to-revenue conversion twice that of other businesses; company expects to achieve $100M in aerospace & defense revenue over the next few years.
Operational Execution and Supply Chain Resilience
Reports solid supply chain: MEMS sourced from Bosch and analog from TSMC; investments in backend automation and AI testing improved productivity and helped support rapid ramping with limited CapEx.
Renesas Timing Acquisition Progress
Renesas timing business acquisition remains on track; initial assessment of cost structure aligns with prior modeling and expected to add ~150 engineers and complementary product capabilities.
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 |
|---|---|---|---|
May 06, 2026 | $623.33 | $797.31 | +27.91% |
Feb 04, 2026 | $347.96 | $410.29 | +17.91% |
Nov 05, 2025 | $279.07 | $339.81 | +21.77% |
Aug 06, 2025 | $210.70 | $198.80 | -5.65% |
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 Aug 05, 2026, After Close (Confirmed).
What is Sitime Corporation (SITM) earnings time?
Sitime Corporation (SITM) earnings time is at Aug 05, 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 (Q2) is 1.96.