Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus, with revenue of $157.4M vs. $147.5M expected, driven by a 127% YoY surge in AI and data center demand. GAAP EPS of $0.66 outperformed the $0.58 mean estimate, while gross margins reached 63.0%, lower than the projected 65.0% due to elevated acquisition-related costs. The company successfully closed the $1.5B Renesas Timing business acquisition on July 1, 2026, signaling a major inorganic growth shift.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Sitime(SITM) the Revenue is 157.43 M (+126.5%), Beat estimate;the EBIT is 53.46 M (+646.7%), Beat estimate;the EPS is 0.66 (+178.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.16B126.54%
0.15B110.75%
+0.01B15.79%
EBITExceed expectations
0.05B646.66%
0.05B577.71%
+0.00B68.95%
EPSExceed expectations
0.66178.57%
0.5836169.48%
+0.07649.09%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf