Q1 26 EPS
$1.44
BEAT +24.44%
Est. $1.16
Q1 26 Revenue
$113.6M
BEAT +9.78%
Est. $103.4M
vs S&P Since Q1 26
-0.1%
TRAILING MARKET
SITM +3.1% vs S&P +3.2%
Market Reaction
Did SITM Beat Earnings? Q1 2026 Results
SiTime Corporation delivered a standout first quarter for fiscal 2026, posting non-GAAP earnings of $1.44 per diluted share on revenue of $113.57 million, marking the company's fourth consecutive quarter of beating consensus EPS estimates and extendi… Read more SiTime Corporation delivered a standout first quarter for fiscal 2026, posting non-GAAP earnings of $1.44 per diluted share on revenue of $113.57 million, marking the company's fourth consecutive quarter of beating consensus EPS estimates and extending a run of operational momentum that has reshaped how investors view the precision timing specialist. Revenue surged 88.3% year-over-year from $60.31 million, while non-GAAP gross margin expanded to 64.5% from 57.4% a year ago and non-GAAP operating margin reached 28.0%, up sharply from just 3.4% in Q1 2025, reflecting powerful operating leverage as AI infrastructure and high-performance systems drove higher average selling prices and deeper customer engagement. The GAAP net loss narrowed to $0.20 per diluted share from $1.01 a year ago, weighed by $30.80 million in stock-based compensation. With $788.70 million in cash and investments and inventories building to $91.12 million to meet anticipated demand, the balance sheet looks well-positioned; analysts have already raised price targets citing continued growth across end markets, and management indicated it would address the business outlook during the earnings conference call.
Key Takeaways
- • 88.3% year-over-year revenue growth driven by Precision Timing category momentum
- • AI infrastructure and high-performance systems driving demand for precision timing as a system-level requirement
- • Higher ASPs and margins from differentiated platforms
- • Deeper customer engagement
- • Non-GAAP gross margin expansion to 64.5% from 57.4% year-over-year
- • Non-GAAP operating margin improvement to 28.0% from 3.4% year-over-year
SITM Forward Guidance & Outlook
SiTime indicated it would discuss its business outlook during the Q1 2026 earnings conference call. No specific forward-looking financial guidance was provided in the press release.
SITM YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
“Our strong start to 2026, with revenue growing 88 percent year over year, reflects the scale and momentum of the Precision Timing category we created. As AI infrastructure and high-performance systems grow, precision timing is becoming a system-level requirement. Here, our differentiated platforms are driving higher ASPs and margins, along with deeper customer engagement. I believe that we are executing from a position of strength for the next phase of SiTime's growth and am excited about the opportunities ahead.”
— Rajesh Vashist, Q1 2026 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% |