Short answer
SITIME Corp (SITM) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $157M (up 126.5% year over year) with net income of $18M.
Q2 2026 key financials · XBRL
- Revenue
- $157M
- +126.5% YoY · +38.6% QoQ
- Net income
- $18M
- +190.0% YoY · +448.0% QoQ
- Operating margin
- 5.2%
- Gross margin
- 63.0%
- EPS (diluted)
- $0.67
- +179.8% YoY · +435.0% QoQ
Source: XBRL data from the SITIME Corp (SITM) Q2 2026 10-Q on SEC EDGAR. USD.
SITIME Corp Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $157.4M, up 127% YoY from $69.5M, driven by AI and datacenter demand
- Gross margin 63.0% vs 51.9% YoY, with product mix contributing 1.6%
- Operating expenses $90.9M, up 50% YoY, including acquisition costs up 355% to $8.5M
- Cash and equivalents $1,921.1M vs $16.8M at December 31, 2025
- $1,500M acquisition payment due July 1, 2026; AI and datacenter demand duration remains uncertain
Risk Factors
- Newly emphasized trade-policy risk triggered by substantial new tariffs and restrictive measures, exposing SITIME to compliance actions and margin pressure
- Customer concentration: top three distributors represented 66% of quarterly revenue, while ten largest end customers represented 70%
- Supply-chain vulnerability from reliance on Bosch, Teledyne, TSMC, and UMC for fabrication and limited OSAT capacity
- International exposure: 95% of quarterly revenue came from distributors with non-U.S. ship-to locations
- Semiconductor cyclicality and memory hardware constraints threatening near-term shipments, demand, and operating results
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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