Q3 25 EPS
$0.87
BEAT +22.48%
Est. $0.71
Q3 25 Revenue
$83.6M
BEAT +7.09%
Est. $78.0M
vs S&P Since Q3 25
+83.9%
BEATING MARKET
SITM +96.5% vs S&P +12.6%
Market Reaction
Did SITM Beat Earnings? Q3 2025 Results
SiTime delivered a blowout third quarter for 2025, posting non-GAAP earnings of $0.87 per diluted share against a consensus estimate of $0.71, a 22.48% beat, while revenue of $83.57 million topped expectations by 7.09% and surged 44.8% year over year… Read more SiTime delivered a blowout third quarter for 2025, posting non-GAAP earnings of $0.87 per diluted share against a consensus estimate of $0.71, a 22.48% beat, while revenue of $83.57 million topped expectations by 7.09% and surged 44.8% year over year. The standout performance was fueled by accelerating AI infrastructure demand, with CEO Rajesh Vashist pointing to rapid adoption of SiTime's high-performance precision timing solutions in the Communications-Enterprise-Datacenter vertical as the primary catalyst. Operating leverage improved sharply alongside revenue scale, with non-GAAP operating income reaching $15.44 million, or 18.5% of revenue, compared to just 6.9% a year earlier, underscoring how efficiently the company is converting growth into profit. Even on a GAAP basis, the net loss narrowed meaningfully to $8.01 million from $19.32 million in the year-ago period. Looking ahead, management projected full-year 2025 revenue growth exceeding 50% year over year, a signal that the AI-driven tailwind shows no sign of easing, even as broader semiconductor peers navigate a more uneven demand environment.
Key Takeaways
- • AI-driven demand for precision timing solutions
- • Increased adoption of high-performance, resilient and reliable Precision Timing solutions
- • Strength in Communications-Enterprise-Datacenter business
- • Non-GAAP gross margin expansion to 58.8%
- • Non-GAAP operating margin improvement to 18.5% from 6.9% year-over-year
SITM YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“AI growth powered milestone revenue of $83.6 million in the third quarter with increased adoption of our high-performance, resilient and reliable Precision Timing solutions.”
— Rajesh Vashist, Q3 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% |