SiTime 3Q 2026: Revenue $298.67M, EPS $0.14 — 10-Q Summary

What happened

SiTime reported third-quarter 2026 revenue of $298.67 million and diluted earnings per share of $0.14, compared with a loss of $0.31 a year earlier. Growth reflected demand across markets, including AI and datacenter products, and sales from the Timing business acquired July 1.

Confirmed

Global impact / market context

Revenue growth can support SiTime’s ability to fund product development, but higher acquired-intangible amortization, acquisition costs, and inventory step-up costs partly offset the improvement. Research and development spending also rose, so investors must weigh expansion in sales against costs and the reported decline in gross margin.

Analyst inference

The results combine growth from existing demand with sales from an acquired business, making the headline revenue increase less informative about underlying growth on its own. Gross margin, meaning the share of sales left after product costs, fell to 51.6%, down 1.9 percentage points year over year.

Analyst inference

What to watch

1. Watch whether SiTime sustains demand across markets, especially AI and datacenter applications, and whether growth continues beyond sales contributed by the acquired Timing business. Analyst inference
2. Track gross margin, meaning the share of sales left after product costs: acquired-intangible amortization, the accounting cost of acquired assets, and inventory step-up costs weighed against revenue gains and improved product mix. Confirmed
3. Follow research and development spending and new-product progress: research and development expense rose 108%, including $17.2 million in higher engineering spending for ongoing product development. Confirmed

Evidence

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