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SiTime

SiTime (SITM) Q2 2026 Earnings

Reported Aug 5, 2026 at 4:11 PM ET · SEC Source

Q2 26 EPS Adjusted

$2.34

BEAT +19.74%

Est. $1.95

Q2 26 Revenue

$157.4M

BEAT +7.49%

Est. $146.5M

vs S&P Since Q2 26

+23.6%

BEATING MARKET

SITM +24.2% vs S&P +0.6%

Market Reaction

Did SITM Beat Earnings? Q2 2026 Results

SiTime Corp posted a blowout second quarter for fiscal 2026, extending its streak of consensus beats to five consecutive quarters as adjusted EPS of $2.34 topped the $1.95 estimate by 19.74% and revenue of $157.43 million cleared the $146.46 million … Read more SiTime Corp posted a blowout second quarter for fiscal 2026, extending its streak of consensus beats to five consecutive quarters as adjusted EPS of $2.34 topped the $1.95 estimate by 19.74% and revenue of $157.43 million cleared the $146.46 million consensus by 7.49%. The headline driver was explosive top-line momentum, with revenue climbing 126.5% year over year, fueled in large part by the Communications, Enterprise, and Data Center segment, which grew 181% from a year ago as demand for precision timing solutions tied to AI infrastructure accelerated sharply. Non-GAAP gross margin expanded to 67.1% from 58.2% a year earlier, reflecting favorable product mix and operating leverage that helped lift non-GAAP operating income to $53.46 million, a 34.0% margin. On the GAAP side, the company posted net income of $18.16 million, compared to a loss in the year-ago period. SiTime also completed its acquisition of Renesas Electronics' Timing Business on July 1, 2026, broadening its product portfolio, with management set to address the business outlook on its earnings call.

Key Takeaways

  • • 127% year-over-year revenue growth driven by broad-based demand across all end-market segments
  • • CED (Communications, Enterprise, and Data center) segment grew 181% year over year
  • • Every segment grew by at least 50% year over year
  • • Non-GAAP gross margin expanded to 67.1% from 58.2% in the year-ago quarter
  • • Non-GAAP operating margin improved to 34.0% from 10.3% a year ago

SITM Forward Guidance & Outlook

SiTime indicated it plans to discuss its business outlook as part of the Q2 2026 conference call. No specific quantitative guidance was provided in the press release.

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SITM YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

“SiTime delivered exceptional results in the second quarter, with revenue increasing 127% year over year to $157.4 million and gross margin of 67.1%.”

— Rajesh Vashist, Q2 2026 Earnings Press Release

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