Jun 2026 (Q2 FY26) — Aug 5, 2026
SiTime Q2 FY26 — Exceptional Growth Driven by AI and TPD Acquisition
Read the full callSiTime (SITM) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
SiTime earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 157 | +126.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.2 | +40.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 18.2 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
33 of 36 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| CED market revenue ($100 million mark) | $100 million mark in this CED market | Jun 2024 | CED grew 181% year-over-year and crossed $100 million in quarterly revenue | Achieved |
| Non-GAAP operating expenses | $46 million to $47 million | Mar 2026 | Operating expenses in the quarter were $52.1 million, consisting of $25.6 million in R&D and $26.5 million in SG&A. | Missed |
| Full-year revenue growth | approximately 30% ('the year beyond') | Sep 2024 | For the full year, we are increasing our revenue growth expectations to at least 80%, well above our prior expectations and our long-term target growth rate of 25% to 30%. | Revised Up |
3 of SITIME Corp's 59 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 56 more targets are in the full ledger.
Claimed
- Q2 revenue was $157.4 million, up 127% year-over-year.
- Non-GAAP gross margin expanded to 67.1%, up 8.9 percentage points year-over-year.
- Non-GAAP operating margin reached 34%, up from 10% a year ago.
- Non-GAAP net income was $65.7 million, up 400% year-over-year.
- Communications, Enterprise and Data Center (CED) revenue grew 181% year-over-year to $101.2 million, marking its ninth consecutive quarter of triple-digit growth.
Qualified
- DSO increased to 51 days in Q2 from 44 days in Q1, primarily due to timing of shipments.
- Interest income from convertible notes proceeds will not recur at Q2 levels as funds were used for the acquisition.
Price
$501.59 −4.45% · −$23.34
Performance +73.7% 1Y
1Y: $288.8 on 14 Oct 2025 → $501.59. High $901.48 (11 May 2026), low $252.76 (20 Nov 2025).
- Previous close
- $524.93
- 52-week range
- $252.76 – $901.48
- One year
- +72.96%
Overview
- Symbol
- SITM
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
33 of 36 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| CED market revenue ($100 million mark) | $100 million mark in this CED market | Jun 2024 | CED grew 181% year-over-year and crossed $100 million in quarterly revenue | Achieved |
| Non-GAAP operating expenses | $46 million to $47 million | Mar 2026 | Operating expenses in the quarter were $52.1 million, consisting of $25.6 million in R&D and $26.5 million in SG&A. | Missed |
| Full-year revenue growth | approximately 30% ('the year beyond') | Sep 2024 | For the full year, we are increasing our revenue growth expectations to at least 80%, well above our prior expectations and our long-term target growth rate of 25% to 30%. | Revised Up |
Claimed
- Q2 revenue was $157.4 million, up 127% year-over-year.
- Non-GAAP gross margin expanded to 67.1%, up 8.9 percentage points year-over-year.
- Non-GAAP operating margin reached 34%, up from 10% a year ago.
- Non-GAAP net income was $65.7 million, up 400% year-over-year.
- Communications, Enterprise and Data Center (CED) revenue grew 181% year-over-year to $101.2 million, marking its ninth consecutive quarter of triple-digit growth.
Qualified
- DSO increased to 51 days in Q2 from 44 days in Q1, primarily due to timing of shipments.
- Interest income from convertible notes proceeds will not recur at Q2 levels as funds were used for the acquisition.
The full ledger
Open SITIME Corp’s full ledger
A free account opens 5 company ledgers a month. All 59 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
SiTime Q1 FY26 — AI Infrastructure Drives 88% Revenue Growth and Strong Outlook
Read the full callEvery analysed call
SiTime earnings calls (SITM)
Financials
What the filings say
Net profit, year on year: +190% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 58 | 68 | 60 | 69 | 84 | 113 | 114 | 157 |
| Operating profit | -25 | -23 | -28 | -25 | -16 | 2 | -12 | 8 |
| Operating margin | −43.1% | −33.8% | −46.6% | −35.4% | −19.2% | 1.6% | −10.9% | 5.2% |
| Interest | — | — | — | 0 | — | — | — | 2 |
| Profit before tax | -19 | -18 | -24 | -20 | -8 | 10 | -5 | 18 |
| Tax rate | −0.6% | −2.0% | −0.3% | −0.2% | −1.4% | 4.0% | −0.3% | 0.2% |
| Net profit | -19 | -19 | -24 | -20 | -8 | 9 | -5 | 18 |
| EPS ($ per share) | -0.83 | — | -1.01 | -0.84 | -0.31 | — | -0.20 | 0.69 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | — | — |
| Reserves | -47 | -54 | -63 | -31 | -8 | -88 | -182 | -225 |
| Total liabilities | 62 | 61 | 26 | 46 | 42 | 244 | 185 | 139 |
| Fixed assets | 11 | 9 | 12 | 38 | 59 | 55 | 82 | 105 |
| Total assets | 73 | 123 | 136 | 678 | 751 | 952 | 885 | 1,295 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -1 | 7 | 17 | 59 | 40 | 8 | 23 | 87 |
| Cash from investing | -5 | -3 | -8 | -34 | -560 | -37 | 65 | -428 |
| Cash from financing | 5 | 51 | 1 | 461 | -5 | 3 | -91 | 351 |
| Net cash flow | -1 | 56 | 10 | 486 | -525 | -25 | -3 | 11 |
| Capital expenditure | -2 | -1 | -6 | -31 | -32 | -9 | -36 | -52 |
| Free cash flow | -3 | 6 | 11 | 28 | 8 | -1 | -13 | 35 |
SITM revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| Reportable | 100% | 100% | 100% | 100% | 100% | 100% | +126.5% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q4 FY2025 · share of revenue
- Other Countries 29% ↑ 7 pt
- TW 27% ↓ 2 pt
- US 7% ↓ 4 pt
As SITM cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
134 filings between Oct 16, 2025 and Oct 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$501.76M
51 sales by 13 insiders
47% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 41
- Award — granted as compensation
- 28
- Tax withheld — shares kept back by the company to cover tax
Also filed: 14 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MEGACHIPS CORP /FI | — | $414.04M | May 14, 2026 |
| VASHIST RAJESH | — | $55.48M | Sep 9, 2026 |
| Assaderaghi Fariborz | — | $8.72M | Oct 2, 2026 |
| Ahamad Samsheer | — | $5.18M | Feb 11, 2026 |
| Bonnot Lionel | — | $4.12M | Aug 10, 2026 |
| Pangrazio Vincent P | — | $3.33M | Sep 11, 2026 |
| Takata Akira | — | $2.80M | May 12, 2026 |
| Sevalia Piyush B | — | $2.64M | Apr 17, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Assaderaghi Fariborz See Remarks | Sale 10b5-1 plan | 1,374 | $963.2K |
| Sep 11, 2026 | Pangrazio Vincent P See Remarks | Sale | 3,000 | $1.88M |
| Sep 9, 2026 | VASHIST RAJESH Chief Executive Officer | Sale | 12,000 | $7.24M |
| Sep 9, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 0 | $0 |
| Sep 9, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 0 | $0 |
| Aug 31, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 650 | $0 |
| Aug 31, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 650 | $0 |
| Aug 31, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 1,300 | $0 |
| Aug 20, 2026 | Bonnot Lionel See Remarks | Tax withheld | 9,630 | $5.77M |
| Aug 20, 2026 | VASHIST RAJESH Chief Executive Officer | Tax withheld | 29,054 | $17.40M |
| Aug 20, 2026 | Howe Elizabeth A. EVP, Chief Financial Officer | Tax withheld | 2,740 | $1.64M |
| Aug 20, 2026 | Assaderaghi Fariborz See Remarks | Tax withheld | 9,701 | $5.81M |
| Aug 20, 2026 | Sevalia Piyush B See Remarks | Tax withheld | 9,701 | $5.81M |
| Aug 20, 2026 | Pangrazio Vincent P See Remarks | Tax withheld | 5,419 | $3.24M |
| Aug 20, 2026 | Ahamad Samsheer See Remarks | Tax withheld | 1,484 | $888.6K |
| Aug 17, 2026 | Frank Edward H. Director | Sale | 1,000 | $745.0K |
| Aug 17, 2026 | Kreindl Torsten Director | Sale | 345 | $258.8K |
| Aug 14, 2026 | Kreindl Torsten Director | Sale | 350 | $245.0K |
| Aug 11, 2026 | SCHUELKE KATHERINE Director | Sale | 500 | $349.0K |
| Aug 10, 2026 | Bonnot Lionel See Remarks | Sale | 1,500 | $1.09M |
| Aug 7, 2026 | Kreindl Torsten Director | Sale | 700 | $500.5K |
| Aug 7, 2026 | Kreindl Torsten Director | Sale | 350 | $257.3K |
| Jun 15, 2026 | Bonnot Lionel See Remarks | Sale | 500 | $368.0K |
| Jun 15, 2026 | VASHIST RAJESH Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $3.75M |
| Jun 15, 2026 | VASHIST RAJESH Chief Executive Officer | Sale 10b5-1 plan | 15,000 | $11.25M |
| Jun 12, 2026 | Chitkara Raman Director | Sale 10b5-1 plan | 2,000 | $1.45M |
| Jun 12, 2026 | Pangrazio Vincent P See Remarks | Sale | 2,000 | $1.45M |
| Jun 11, 2026 | Bonnot Lionel See Remarks | Sale | 1,000 | $700.0K |
| Jun 4, 2026 | Assaderaghi Fariborz See Remarks | Sale | 800 | $568.5K |
| Jun 4, 2026 | Assaderaghi Fariborz See Remarks | Sale | 200 | $142.3K |
| Jun 3, 2026 | Assaderaghi Fariborz See Remarks | Sale | 1,000 | $702.9K |
| Jun 3, 2026 | VASHIST RAJESH Chief Executive Officer | Sale 10b5-1 plan | 10,000 | $7.01M |
| Jun 3, 2026 | VASHIST RAJESH Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $21.03M |
| Jun 2, 2026 | Heckart Christine Director | Sale | 1,290 | $903.0K |
| Jun 1, 2026 | Frank Edward H. Director | Award | 390 | $0 |
| Jun 1, 2026 | SCHUELKE KATHERINE Director | Award | 390 | $0 |
| Jun 1, 2026 | AALAEI FARAJ Director | Award | 390 | $0 |
| Jun 1, 2026 | Heckart Christine Director | Award | 390 | $0 |
| Jun 1, 2026 | MOORTHY GANESH Director | Award | 390 | $0 |
| Jun 1, 2026 | Chitkara Raman Director | Award | 390 | $0 |
| Jun 1, 2026 | Kreindl Torsten Director | Award | 390 | $0 |
| Jun 1, 2026 | Takata Akira Director | Award | 390 | $0 |
| May 29, 2026 | Assaderaghi Fariborz See Remarks | Sale | 1,500 | $1.07M |
| May 22, 2026 | Assaderaghi Fariborz See Remarks | Sale 10b5-1 plan | 1,709 | $1.25M |
| May 21, 2026 | Kreindl Torsten Director | Sale | 710 | $511.2K |
| May 21, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 0 | $0 |
| May 21, 2026 | VASHIST RAJESH Chief Executive Officer | Gift | 0 | $0 |
| May 20, 2026 | Ahamad Samsheer See Remarks | Tax withheld | 1,484 | $1.03M |
| May 20, 2026 | Assaderaghi Fariborz See Remarks | Tax withheld | 6,049 | $4.22M |
| May 20, 2026 | Sevalia Piyush B See Remarks | Tax withheld | 6,048 | $4.22M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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