Q2 25 EPS
$0.47
BEAT +65.38%
Est. $0.28
Q2 25 Revenue
$69.5M
BEAT +7.47%
Est. $64.7M
vs S&P Since Q2 25
+166.5%
BEATING MARKET
SITM +185.9% vs S&P +19.4%
Market Reaction
Did SITM Beat Earnings? Q2 2025 Results
SiTime delivered a standout second quarter for 2025, posting adjusted earnings of $0.47 per diluted share on revenue of $69.49 million, beating the Wall Street consensus EPS estimate of $0.28 by 65.38% and topping revenue expectations of $64.66 milli… Read more SiTime delivered a standout second quarter for 2025, posting adjusted earnings of $0.47 per diluted share on revenue of $69.49 million, beating the Wall Street consensus EPS estimate of $0.28 by 65.38% and topping revenue expectations of $64.66 million by 7.47%. The top line grew 58.4% year over year, powered by an extraordinary 137% surge in the Communications, Enterprise, and Data Center segment as AI infrastructure buildouts accelerated demand for precision timing solutions, a trend that lifted shares roughly 2% following the report. Non-GAAP gross margin expanded to 58.2% from 57.7% a year ago, and the company swung to a non-GAAP operating income of $7.16 million compared to a loss of $2.78 million in the prior-year period. The balance sheet also strengthened materially, with cash and short-term investments reaching $796.70 million. SiTime did not publish specific forward guidance in its press release, with management reserving outlook commentary for the accompanying conference call.
Key Takeaways
- • Communications, Enterprise, and Data Center (CED) market revenue grew 137% year over year
- • AI-driven strong demand for Precision Timing solutions
- • Focus on high performance applications across end markets
- • Non-GAAP gross margin expansion to 58.2%
SITM YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“SiTime's continued momentum across our end markets demonstrates that our focus on high performance applications is working. Revenue from our Communications, Enterprise, and Data Center market (CED) grew 137% year over year, fueled by AI that created strong demand for our Precision Timing solutions.”
— Rajesh Vashist, Q2 2025 Earnings Press Release
SITM Earnings Trends
SITM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SITM EPS Trend
Earnings per share: estimate vs actual
SITM Revenue Trend
Quarterly revenue: estimate vs actual
SITM Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.16 | $1.44 | +24.44% | $113.6M | +9.78% |
| Q4 25 BEAT FY | $1.21 | $1.53 | +26.60% | $113.3M | +11.16% |
| FY Full Year | $2.84 | $3.20 | +12.75% | $326.7M | +3.61% |
| Q3 25 BEAT | $0.71 | $0.87 | +22.48% | $83.6M | +7.09% |
| Q2 25 BEAT | $0.28 | $0.47 | +65.38% | $69.5M | +7.47% |
| Q1 25 BEAT | $0.12 | $0.26 | +122.60% | $60.3M | +11.68% |