Companies /Technology
SiTime Corp
NASDAQ: SITM Semiconductors
$619.76
▼ $25.30 (−3.92%) today
Markets open · 10:28am ET

SiTime (SITM) Q3 2025 Earnings

Reported Nov 5, 2025, 4:13pm ET · SEC source
$0.87
Beat +22.48%
EPS · est. $0.71
$83.6M
Beat +7.09%
Revenue · est. $78.0M
+6.0%
Beating market
SITM vs S&P since report
6 quarters
Consecutive EPS beats

How Did SITM Stock React to Q3 2025 Earnings?

% change · around the report
0+20%Nov 5Nov 6report 4:13pm ETearnings−1.1%+21.8%
0+20%Nov 5Nov 6earnings−1.1%+21.8%
SITM +21.8%S&P 500 −1.1%
0+20%Nov 5Nov 6report 4:13pm ETearnings−1.9%+21.8%
0+20%Nov 5Nov 6earnings−1.9%+21.8%
SITM +21.8%NASDAQ −1.9%
0+10%+20%+30%Nov 4Nov 13report 4:13pm ETearnings−0.8%−1.7%
0+10%+20%+30%Nov 4Nov 13earnings−0.8%−1.7%
SITM −1.7%S&P 500 −0.8%
0+10%+20%+30%Nov 4Nov 13report 4:13pm ETearnings−2.4%−1.7%
0+10%+20%+30%Nov 4Nov 13earnings−2.4%−1.7%
SITM −1.7%NASDAQ −2.4%
+21.77%
Day of report
−3.79%
Next session
−15.05%
One week
+7.85%
30 days

S&P 500 over the same 30 days: +1.90%.

Did SITM Beat Earnings? Q3 2025 Results

Yes. SiTime reported Q3 2025 earnings of $0.87 a share on Nov 5, 2025, beating the $0.71 consensus estimate by 22.5%. Revenue was $83.6M against a $78.0M estimate.

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 <a href="https://247wallst.com/investing/2025/10/21/live-will-texas-instruments-beat-q3-earnings/">broader semiconductor peers</a> 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

“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.”

SiTime CEO, on the earnings call

What Was SiTime's Outlook in Q3 2025?

SiTime expects rapid revenue growth to continue in upcoming quarters, with full-year 2025 revenue growth projected to exceed 50% year-over-year. The company cited strength in its Communications-Enterprise-Datacenter business as the primary driver. Detailed business outlook was planned for discussion during the earnings conference call.

SITM YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$30.0M$60.0M$90.0M$57.7M$83.6MRevenue$29.5M$44.7MGross Profit$-11,818,383$-16,021,000Operating Income$-5,055,832$-8,014,000Net Income
$0$30.0M$60.0M$90.0MRevenueGross ProfitOperating IncomeNet Income
SITM income statement, Q3 2025 versus Q3 2024
Metric Q3 2025 Q3 2024 Year over year
Revenue $83.6M $57.7M +44.8%
Gross Profit $44.7M $29.5M +51.8%
Operating Income −$16.0M −$11.8M +35.6%
Net Income −$8.0M −$5.1M +58.5%

Figures from SEC filings and company reports. Not investment advice.