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SiTime — Third Quarter 2026 Earnings Summary

  • Q3 2026 net revenue surged 257% year-over-year to $298.7 million, with nine-month revenue reaching $569.7 million compared to $213.4 million in the prior period.
  • The company reported GAAP net income of $4.4 million ($0.14/share) and non-GAAP net income of $130.3 million ($4.01/share) for the quarter, while balance sheet assets grew to $4.98 billion driven by $2.16 billion in intangible assets and $2.00 billion in goodwill.
  • Management highlighted an annualized revenue run rate exceeding $1 billion and exceptional integration of the TPD acquisition, with core CED revenue up 202% fueled by AI infrastructure demand.
  • SiTime announced a three-for-one forward stock split with a record date of December 3, 2026, and trading to commence on a split-adjusted basis on December 7, 2026.
Company
SITIME CORP
Sector
Technology
Industry
Semiconductors