$SITM · SITIME Corp
SiTime reported Q3 FY2026 (ended September 30, 2026) results: net revenue of $298.7M, up 257% from $83.6M a year ago, driven by the TPD acquisition and 202% YoY core CED growth on AI infrastructure demand. GAAP net income was $4.4M ($0.14 diluted EPS); non-GAAP net income was $130.3M ($4.01 diluted EPS). The company exited the quarter with an annualized revenue run rate above $1 billion and cash/short-term investments of $324.3M. It also announced a 3-for-1 forward stock split effective after market close December 4, 2026.
- Q3 revenue $298.7M, up 257% YoY from $83.6M.
- Non-GAAP EPS $4.01 vs GAAP diluted EPS $0.14.
- Non-GAAP gross margin 70.7% vs GAAP 51.6%.
- Annualized revenue run rate above $1 billion exiting Q3.
- 3-for-1 forward stock split; split-adjusted trading starts December 7, 2026.
Extended-hours last trade $438.00, up 8.61% vs the $403.27 regular close, signaling a positive after-hours reaction to the beat and split announcement.
SiTime's 257% revenue growth and $1B+ run rate mark a step-change in scale, amplified by a shareholder-friendly 3-for-1 split.
SiTime's AI-driven timing demand mirrors the broader precision-timing and AI-infrastructure semiconductor rally, with TPD integration scaling revenue rapidly.
GAAP profitability remains thin ($4.4M net income) with heavy acquisition-related costs ($21.3M) and intangible amortization ($53.2M) compressing GAAP margins versus non-GAAP.