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SiTime

SiTime (SITM) Q4 2025 Earnings

Reported Feb 4, 2026 at 4:09 PM ET · SEC Source

Q4 25 EPS

$1.53

BEAT +26.60%

Est. $1.21

Q4 25 Revenue

$113.3M

BEAT +11.16%

Est. $101.9M

vs S&P Since Q4 25

+46.3%

BEATING MARKET

SITM +57.7% vs S&P +11.4%

Full Year 2025 Results

FY 25 EPS

$3.20

BEAT +12.75%

Est. $2.84

FY 25 Revenue

$326.7M

BEAT +3.61%

Est. $315.3M

Market Reaction

Did SITM Beat Earnings? Q4 2025 Results

SiTime capped fiscal 2025 with a blowout fourth quarter, reporting non-GAAP EPS of $1.53 against a consensus estimate of $1.21, a beat of 26.45%, while revenue of $113.28 million topped the $101.91 million estimate by 11.16% and surged 66.3% year ove… Read more SiTime capped fiscal 2025 with a blowout fourth quarter, reporting non-GAAP EPS of $1.53 against a consensus estimate of $1.21, a beat of 26.45%, while revenue of $113.28 million topped the $101.91 million estimate by 11.16% and surged 66.3% year over year. The primary engine behind that momentum was SiTime's Communications, Enterprise and Datacenter business, which logged its seventh consecutive quarter of over 100% year-over-year growth as AI infrastructure buildouts continued to pull demand sharply higher, a tailwind that has also animated earnings seasons across the broader semiconductor supply chain, including AI-adjacent hardware names. The quarter also marked a GAAP profitability inflection, with non-GAAP operating margin expanding to 29.9% from 11.1% a year earlier. Adding a strategic dimension to an already strong print, SiTime announced the acquisition of Renesas Electronics' timing business for approximately $3.2 billion, a deal expected to meaningfully broaden its clocking portfolio. Management signaled that broad-based growth across all segments and regions is expected to continue into 2026.

Key Takeaways

  • • AI-driven demand in Communications, Enterprise and Datacenter (CED) business with seventh consecutive quarter of over 100% YoY growth
  • • Broad-based growth across all end customer segments and regions
  • • Non-GAAP gross margin expansion to 61.2%, exceeding beginning-of-year forecast
  • • 66% year-over-year revenue growth in Q4 2025
  • • 36% sequential revenue growth from Q3 to Q4 2025
24/7 Wall St

SITM YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

“Driven by AI, Q4 2025 was the seventh consecutive quarter of over 100% year-over-year growth for our Communications, Enterprise and Datacenter (CED) business. Growth in both Q4 2025 and FY2025 was broad-based, across all end customer segments, and regions. In addition to 61% year-on-year growth, I am also pleased that we achieved 61.2% gross margin in the fourth quarter, which exceeded the forecast that we made at the beginning of the year. Looking forward into 2026, we expect our broad-based growth to continue, again driven by CED.”

— Rajesh Vashist, Q4 2025 Earnings Press Release

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