SiTime (SITM) Q4 2025 earnings summary

Executive summary

• Q4 2025 revenue reached $113.3 million, up 66% year-over-year and 36% sequentially; full-year 2025 revenue was $326.7 million, up 61% year-over-year.

• EPS for Q4 tripled to $1.53; full-year non-GAAP EPS more than tripled to $3.20.

• Growth was broad-based across all customer segments and regions, with CED business showing over 100% year-over-year growth for seven consecutive quarters.

• Announced intent to acquire Renesas' timing business, expected to add $300 million in revenue and 70% gross margins in the first 12 months post-close, nearly doubling CED revenue on a pro forma basis.

Financial highlights

• Q4 2025 revenue: $113.3 million (up 66% year-over-year, 36% sequentially); full-year revenue: $326.7 million (up 61%).

• Q4 non-GAAP gross margin: 61.2%; full-year non-GAAP gross margin: 59.3%.

• Q4 non-GAAP net income: $41.3 million ($1.53 per share); full-year non-GAAP net income: $82.6 million ($3.20 per share).

• Q4 operating income: $34 million; full-year non-GAAP operating profit: $58.6 million (18% of revenue).

• Cash, cash equivalents, and short-term investments totaled $808.4 million at year-end.

Outlook and guidance

• Q1 2026 revenue expected between $101 million and $104 million, up ~70% year-over-year at midpoint.

• Q1 gross margin projected at ~62%, with operating expenses of $39-$40 million and non-GAAP EPS of $1.10-$1.17.

• Management expects continued broad-based growth in 2026, again driven by the CED segment.

• Long-term annual revenue growth target of 25%-30% reaffirmed for the combined business post-acquisition.