精密计时解决方案提供商SiTime Corp今日盘前股价大幅上涨13.55%，引起了市场的广泛关注。
消息面上，公司发布了远超市场预期的2025年第四季度财报。财报显示，公司第四季度调整后每股收益达1.53美元，显著高于市场普遍预期的1.21美元；季度营收为1.133亿美元，超越预期值，并实现同比66%及环比36%的大幅增长；毛利率提升至61.2%，超出自身此前指引。公司的通信、企业与数据中心业务连续第七个季度实现同比超100%的增长，成为最大亮点。
与此同时，SiTime Corp宣布了一项重大战略收购。公司将以15亿美元现金及约413万股公司普通股，收购瑞萨电子计时业务相关资产。该业务预计在交易完成后的12个月内贡献约3亿美元营收，毛利率可达70%。此项收购将显著加速公司实现10亿美元营收目标的进程，并有望在完成后的首个完整年度增厚非GAAP每股收益。管理层对2026年第一季度给出了积极的业绩指引，预计营收同比增长约70%，并对全年增长充满信心。
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