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SiTime Corporation: Can the $300 Million Timing Acquisition Supercharge Growth?

SiTime Corporation’s fourth-quarter 2025 financial results paint a picture of significant growth, showcasing a year of transformative financial milestones and strategic initiatives. The company reported a record quarterly revenue of $113.3 million, marking a substantial 66% growth year-over-year. The year-end figures show an impressive 61% annual revenue increase, reaching $326.7 million. These results are attributed to strong demand across multiple end-customer segments, supporting a broad-based growth strategy. One of the key highlights from the earnings call is SiTime’s expansion in gross margins, increasing to 61.2% in the fourth quarter. The company attributes this improvement to a shift toward higher-margin products and better manufacturing efficiencies. This margin expansion exceeded the company’s goals, reflecting effective cost management and strategic positioning in high-value product segments. Earnings per share (EPS) also saw a significant boost. For the year, EPS more than tripled to $3.20 from $0.93, while the fourth-quarter EPS was $1.