“SiTime Corp (SITM) (Q2 2026) Earnings Call Highlights: Revenue Soars 127% as AI and TPD …”

September 13, 2026

“This article first appeared on GuruFocus.

Revenue: $157.4 million, up 127% year-over-year and 39% sequentially.
Gross Margin: 67.1%, up 8.9 percentage points year-over-year and 2.6 points sequentially.
Operating Margin: 34%, up from 10% a year ago.
Net Income: $65.7 million, or $2.34 per diluted share, up 400% year-over-year.
Communications, Enterprise and Data Center (CED) Revenue: $101.2 million, up 181% year-over-year and 34% sequentially.
Automotive, Industrial and Aerospace Defense Revenue: $24.8 million, up 51% year-over-year and 18% sequentially.
Mobile, IoT and Consumer Revenue: $31.4 million, up 85% year-over-year and 89% sequentially.
Operating Expenses: $52.1 million, consisting of $25.6 million in R&D and $26.5 million in SG&A.
Cash Flow from Operations: $40 million, up from $15.3 million a year ago.
Capital Expenditures: $12.9 million.
Free Cash Flow: $27.1 million.
Q3 2026 Revenue Guidance: $285 million to $295 million, including approximately $85 million from the newly acquired TPD business.
Q3 2026 Gross Margin Guidance: Approximately 68%, plus or minus 1 point.
Q3 2026 Non-GAAP EPS Guidance: $3.50 to $3.65 per share.

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