SiTime Corporation (SITM) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and SiTime published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. SiTime reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• SiTime completed its acquisition of the Timing business (TPD) from Renesas on July 1, 2026, paying $1,499.3 million in cash and 3,558,691 shares. TPD contributed $86.3 million of Q3 2026 revenue.
• SiTime announced a three-for-one forward stock split on November 4, 2026, for holders of record on December 3, with split-adjusted trading expected from December 7, 2026. Per-share figures here are before the split.

Source: SiTime Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release, before the three-for-one stock split announced in November 2026.

SiTime's next report is expected around February 3, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

SiTime sells timing chips, and its Q3 2026 revenue was $298.7 million, up 257% from $83.6 million. SiTime said the increase came from growth across all its markets, including demand in AI and datacenter applications, plus $86.3 million from sales of products from the Timing business it bought from Renesas on July 1, 2026. (SiTime Q3 2026 release, Nov 4, 2026; SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

SiTime's own business grew too: CEO Rajesh Vashist said core CED revenue rose 202% year over year as the AI infrastructure buildout drove demand. Until the acquisition, substantially all of SiTime's revenue came from MEMS oscillators. The Timing business adds crystal oscillators, clock buffers, clock generators and jitter attenuators. (SiTime Q3 2026 release, Nov 4, 2026; SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

SiTime sells mainly through distributors, and its sales are concentrated. Its top three distributors accounted for about 53% of Q3 2026 revenue, down from 58% a year earlier, and SiTime estimates that its ten largest end customers accounted for 56%, down from 65%. (SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

SiTime's target markets are communications, datacenter and enterprise; automotive, industrial, aerospace and defense; and mobile, IoT and consumer. Its analog circuits are fabricated by TSMC and UMC in Taiwan. (SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

SiTime's GAAP diluted EPS was $0.14 in Q3 2026, against a loss of $0.31 a year earlier, and non-GAAP EPS was $4.01, against $0.87. The $3.87 gap is mostly acquisition accounting: $53.2 million of amortization of acquired intangibles in cost of revenue, $21.3 million of acquisition related costs and $3.0 million of inventory step-up, along with $35.0 million of stock-based compensation. (SiTime Q3 2026 release, Nov 4, 2026)

The acquisition also changed the gross margin and interest lines. GAAP gross margin fell to 51.6% from 63.0% in Q2 2026 because of the new amortization, while non-GAAP gross margin rose to 70.7%. SiTime paid for the Timing business with cash on hand and the proceeds of $1,350.0 million of 0% convertible senior notes due 2031, issued in May 2026. Interest income fell to $1.5 million from $8.3 million a year earlier, and interest expense was $5.1 million, against none. (SiTime Q3 2026 release, Nov 4, 2026; SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted weighted average shares rose to 31,170 thousand from 26,048 thousand. SiTime issued 3,558,691 shares to Renesas as part of the purchase price. Non-GAAP EPS uses 32,468 thousand diluted shares. (SiTime Q3 2026 release, Nov 4, 2026; SiTime Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

SiTime does not publish an outlook in its earnings release; it said it would discuss its business outlook on the November 4, 2026 conference call. Vashist said SiTime exited Q3 2026 with an annualized revenue run rate above $1 billion. (SiTime Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover SiTime, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones SiTime's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SITM is on is SITM a buy or a sell?, what analysts expect next is on the SITM forecast, and what the company does is on the SiTime Corporation (SITM) stock page.

Every number on this page can be traced to a document SiTime published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.