Filing Flows › Technology › Sitime (SITM)
Sitime (SITM) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Sitime (SITM) Q3 2026 earnings results →
Q3 2026 Revenue up 257% year over year to $299M · 1¢ of every $1 of revenue kept as net profit · operating margin 2.8%
Sitime made $299M in Q3 2026 (+257% Y/Y). Operating margin 2.8%, net earnings $4.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $298.7M in Q3 2026, up 257% year over year and up 90% from the previous quarter.
Gross margin was 51.6%, down 1.9 points from Q3 2025. Operating profit was $8.3M, a 2.8% margin (up 22.0 points year over year). Operating expenses grew 140% against revenue growth of 257%. The fastest-growing cost line was Research & development (+108%). Net earnings were $4.4M. The effective tax rate was 3.8%.
Operating cash flow was −$6.6M. Non-cash charges added back $69.8M of depreciation and amortization and $35.0M of share-based compensation. Working capital and other items used $115.7M. Capital expenditures of $10.2M exceeded it, leaving free cash flow of −$16.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $299M | +257% | 2.8% | $4.4M | −$6.6M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $157M | +126% | 5.2% | $18.2M | $39.8M |
| Q1 2026 | 10-Q | May 7, 2026 | $114M | +88% | -10.9% | −$5.2M | $31.2M |
| Q4 2025 | 10-K | Feb 11, 2026 | $113M | +66% | 1.6% | $9.2M | $25.4M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $83.6M | +45% | -19.2% | −$8.0M | $31.4M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $69.5M | +58% | -35.4% | −$20.2M | $15.3M |
| Q1 2025 | 10-Q | May 8, 2025 | $60.3M | +83% | -46.6% | −$23.9M | $15.0M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- ARW — 26% of its revenue · Stated in 10-K (customer table) · source
- Pernas Electronics Co. Ltd — 25% of its revenue · Stated in 10-K (XBRL) · source
- AAPL — 17% of its revenue · Stated in 10-K (sentence) · source
About Sitime
The ability to accurately measure and reference time has been essential to humankind’s greatest inventions and technological advances. Timing technology has continued to evolve over centuries, underpinning broader technological evolution and is the heartbeat of digital electronic systems. Timing ensures that the system runs smoothly and reliably by providing and distributing clock signals to various critical components such as central processing units, communication and interface ICs, and radio frequency components. As electronics evolve to deliver higher performance, connectivity, and intelligence, even in increasingly challenging environments, while also being more complex and size-constrained, we believe they will require more sophisticated semiconductor-based timing solutions that cannot be developed in legacy quartz crystal-based technologies.
In its own words, from its 10-K, filed Feb 11, 2026.
Sitime against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +257% against the peers' median +45%. Operating margin: 2.8% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SITM Sitime | Q3 2026 | $299M | +257% | 2.8% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Sitime 10-Q on SEC EDGAR · CIK 1451809 · Semiconductors & Related Devices
Guidance and outlook
13F: who owns SITM and who is buying
More on SITM
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results