Companies /Technology

SiTime Corp

NASDAQ: SITM Semiconductors
$568.56
▼ $31.33 (−5.22%) today
Markets open · 2:07pm ET

Q4 2025 Earnings

Reported Feb 4, 2026, 4:09pm ET · SEC source
$1.53
Beat +26.60%
EPS · est. $1.21
$113.3M
Beat +11.16%
Revenue · est. $101.9M
−13.3%
Trailing market
SITM vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+8%+16%+24%Feb 4Feb 5report 4:09pm ETearnings−1.3%+18.1%
0+8%+16%+24%Feb 4Feb 5earnings−1.3%+18.1%
SITM +18.1%S&P 500 −1.3%
0+8%+16%+24%Feb 4Feb 5report 4:09pm ETearnings−1.4%+18.1%
0+8%+16%+24%Feb 4Feb 5earnings−1.4%+18.1%
SITM +18.1%NASDAQ −1.4%
0+9%+18%+27%Feb 3Feb 12report 4:09pm ETearnings−0.8%+20.9%
0+9%+18%+27%Feb 3Feb 12earnings−0.8%+20.9%
SITM +20.9%S&P 500 −0.8%
0+9%+18%+27%Feb 3Feb 12report 4:09pm ETearnings−1.0%+20.9%
0+9%+18%+27%Feb 3Feb 12earnings−1.0%+20.9%
SITM +20.9%NASDAQ −1.0%
+17.91%
Day of report
+2.05%
Next session
+3.15%
One week
−13.40%
30 days

S&P 500 over the same 30 days: −0.06%.

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 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 <a href="https://247wallst.com/investing/2026/02/03/super-micro-computer-live-complete-coverage-of-smcis-q2-earnings/">AI-adjacent hardware names</a>. 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

“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.”

SiTime CEO, on the earnings call

Forward Guidance & Outlook

SiTime expects broad-based growth to continue into 2026, again driven by its Communications, Enterprise and Datacenter (CED) business. The company planned to discuss its detailed business outlook during the conference call.

SITM YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$40.0M$80.0M$120.0M$68.1M$113.3MRevenue$35.8M$63.9MGross Profit$848,984$1.8MOperating Income$3.7M$9.2MNet Income
$0$40.0M$80.0M$120.0MRevenueGross ProfitOperating IncomeNet Income

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