SiTime Corporation

NASDAQ•SITM

CEO: Mr. Rajesh Vashist

セクター: Technology

業種: Semiconductors

上場日: 2019-11-20

SiTime Corporation designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally. The company provides resonators and clock integrated circuits, and various types of oscillators. It serves various markets, including communications, datacenter, enterprise, automotive, industrial, internet of things, mobile, consumer, and aerospace and defense. The company sells its products directly to customers, distributors, and resellers. SiTime Corporation was incorporated in 2003 and is based in Santa Clara, California.

連絡先情報

5451 Patrick Henry Drive, Santa Clara, CA, 95054, United States

408-328-4400

www.sitime.com

時価総額

$9.37B

PER (TTM)

-217.5

47.7

配当利回り

52週高値

$446.96

52週安値

$105.40

52週レンジ

73%

順位57Top 83.3%

2.4

F-Score

改良版 Piotroski 分析

8年ファンダメンタル

弱い • 2.4 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2018-2025

財務ダッシュボード

Q4 2025 データ

売上高

$113.28M+0.00%

直近4四半期の推移

EPS

$0.35+0.00%

直近4四半期の推移

フリーCF

$12.77M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Revenue reached $326.7M in 2025, marking 61% growth versus 2024, fueled by AI datacenter demand.

Gross Profit Improvement Gross Profit increased 67% to $175.0M in 2025, partially offset by higher manufacturing and overhead costs.

Major Acquisition Announced Entered Asset Purchase Agreement with Renesas for approximately $1.5B cash and stock consideration in February 2026.

Operating Cash Flow Net cash provided by operating activities was $87.2M in 2025, significantly improving from $23.2M provided in 2024.

リスク要因

Customer Revenue Concentration Top ten direct customers accounted for 85% of 2025 net revenues, creating significant dependency risk for future sales.

Macroeconomic Headwinds Global macroeconomic conditions, including inflation and trade tensions, continue to negatively impact financial condition and prospects.

Unsecured Order Reliance Sales rely on standard purchase orders; order cancellations or reductions expose business to inventory shortages or excess.

Manufacturing Supply Chain Reliance on third-party foundries outside the U.S. for fabrication exposes operations to supply chain disruptions and costs.

見通し

Extend Timing Leadership Strategy focuses on extending leadership in Precision Timing category and driving innovation to help set future timing standards.

Broaden Product Portfolio Intends to expand product portfolio by growing standalone resonators and increasing presence in the clock IC market.

Attract New Customers Expects to identify new customers through direct dialogue, distributor partnerships, and sophisticated digital marketing strategies.

Drive Margin Expansion Plans to leverage technological expertise to deliver higher value products and reduce costs to expand gross margins.

同業比較

売上高 (TTM)

SANM

$9.31B

+20.8%

AMKR

$6.71B

+6.2%

QRVO

$3.74B

-1.3%

粗利益率 (最新四半期)

DBX

79.2%

-2.8pp

CFLT

74.7%

-0.3pp

OLED

73.4%

-6.6pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
TSEM	$13.47B	63.1	7.8%	4.9%
AMKR	$11.02B	29.5	8.7%	19.2%
CFLT	$11.01B	-36.7	-27.0%	37.0%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

23.4%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし