SITIME Corp (SITM) · Nov 4, 2026 · Earnings

SiTime earnings beat as AI demand lifts revenue above $1B run rate

Beat — Non-GAAP EPS $4.01 vs ~$3.62 consensus; revenue $298.7M vs ~$292.7M

SiTime’s Q3 earnings beat revenue and adjusted EPS expectations, with AI-driven CED growth and TPD integration pushing its annualized run rate above $1 billion.

SiTime is transitioning from a precision-timing specialist into a much larger timing platform after adding Renesas’ Timing Products Division, with AI infrastructure driving its core communications, enterprise and data-center business. The TPD acquisition closed July 1, 2026, and prior Q2 guidance already called for roughly $285M–$295M of Q3 revenue, about 68% gross margin and $80M–$85M of operating expenses.

The quarter cleared the bar on both revenue and adjusted earnings. Revenue reached $298.7M, above the prior $285M–$295M guide and the published consensus of roughly $292.7M; non-GAAP diluted EPS was $4.01 versus consensus near $3.62. The beat is not just acquisition accounting: management said core CED revenue grew 202% year over year as AI infrastructure demand continued. 〔0〕

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Revenue (Financial Statements)	$298.7M (+257.4%)	$83.6M	~$292.7M
Non-GAAP diluted EPS (Non-GAAP Reconciliation)	$4.01	$0.90*	~$3.62
Non-GAAP gross margin (Non-GAAP Reconciliation)	70.7%	58.8%	~68% ± 1 pt
GAAP gross margin (Financial Statements)	51.6%	53.5%	—
GAAP operating income (Financial Statements)	$8.3M	$(16.0M)	—

*Prior-year non-GAAP diluted EPS is calculated from the filing’s $23.442M non-GAAP net income and 26.938M diluted shares.

Integration is producing operating leverage, but GAAP profitability remains noisy. Non-GAAP gross margin of 70.7% exceeded the roughly 68% target, while non-GAAP operating margin rose to 43.4% from 18.5% a year earlier. However, GAAP gross margin fell to 51.6% because acquired-intangible amortization and inventory step-up costs added $56.3M to cost of revenue; acquisition-related costs and amortization also kept GAAP net income to only $4.4M.

The business is exiting the quarter at a materially larger scale than before. SiTime said its annualized revenue run rate exceeded $1 billion, while the balance sheet now reflects the acquired platform through $2.16B of intangible assets, $2.00B of goodwill and $1.32B of convertible notes. That makes the result more than a routine post-acquisition quarter: it provides early evidence that the combined business can absorb TPD while still expanding its AI-led core.

The stock split is cosmetic, not a business change. The planned three-for-one split changes the number of shares and per-share trading denomination, but does not alter ownership economics, cash generation or the operating outlook.

Bottom line: This is a genuine earnings beat that strengthens SiTime’s combined-company story: TPD added scale without obscuring strong core AI-related growth, and margins came in better than expected. The main qualification is that GAAP earnings still look thin because acquisition accounting and new financing costs are now prominent in the reported numbers.

What to watch next

Q4 earnings report, early February 2027

Original filing on SEC EDGAR

More SITIME Corp news

SiTime board resignation adds governance change, not business disruption

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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SiTime earnings beat as AI demand lifts revenue above $1B run rate

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