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Side-by-side financial comparison of SITIME Corp (SITM) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
SITIME Corp is the larger business by last-quarter revenue ($113.6M vs $73.5M, roughly 1.5× Target Hospitality Corp.). On growth, SITIME Corp posted the faster year-over-year revenue change (88.3% vs 22.0%). Over the past eight quarters, SITIME Corp's revenue compounded faster (60.9% CAGR vs 0.7%).
SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
SITM vs TH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.6M | $73.5M |
| Net Profit | — | $-14.9M |
| Gross Margin | 59.0% | 9.6% |
| Operating Margin | 30.2% | -22.9% |
| Net Margin | — | -20.3% |
| Revenue YoY | 88.3% | 22.0% |
| Net Profit YoY | — | -219.1% |
| EPS (diluted) | $-0.20 | $-0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $113.6M | — | ||
| Q4 25 | $113.3M | $73.5M | ||
| Q3 25 | $83.6M | $91.6M | ||
| Q2 25 | $69.5M | $54.9M | ||
| Q1 25 | $60.3M | $54.9M | ||
| Q4 24 | $68.1M | $60.2M | ||
| Q3 24 | $57.7M | $65.8M | ||
| Q2 24 | $43.9M | $67.5M |
| Q1 26 | — | — | ||
| Q4 25 | $9.2M | $-14.9M | ||
| Q3 25 | $-8.0M | $-795.0K | ||
| Q2 25 | $-20.2M | $-14.9M | ||
| Q1 25 | $-23.9M | $-6.5M | ||
| Q4 24 | $-18.8M | $12.5M | ||
| Q3 24 | $-19.3M | $20.0M | ||
| Q2 24 | $-26.8M | $18.4M |
| Q1 26 | 59.0% | — | ||
| Q4 25 | 56.4% | 9.6% | ||
| Q3 25 | 53.5% | 19.6% | ||
| Q2 25 | 51.9% | -0.6% | ||
| Q1 25 | 50.3% | 32.7% | ||
| Q4 24 | 52.6% | 61.5% | ||
| Q3 24 | 51.1% | 68.7% | ||
| Q2 24 | 49.1% | 69.4% |
| Q1 26 | 30.2% | — | ||
| Q4 25 | 1.6% | -22.9% | ||
| Q3 25 | -19.2% | 0.1% | ||
| Q2 25 | -35.4% | -30.8% | ||
| Q1 25 | -46.6% | -2.0% | ||
| Q4 24 | -33.8% | 34.5% | ||
| Q3 24 | -43.1% | 42.5% | ||
| Q2 24 | -73.7% | 43.8% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | -20.3% | ||
| Q3 25 | -9.6% | -0.9% | ||
| Q2 25 | -29.0% | -27.2% | ||
| Q1 25 | -39.6% | -11.8% | ||
| Q4 24 | -27.6% | 20.8% | ||
| Q3 24 | -33.5% | 30.4% | ||
| Q2 24 | -61.0% | 27.2% |
| Q1 26 | $-0.20 | — | ||
| Q4 25 | $0.44 | $-0.14 | ||
| Q3 25 | $-0.31 | $-0.01 | ||
| Q2 25 | $-0.84 | $-0.15 | ||
| Q1 25 | $-1.01 | $-0.07 | ||
| Q4 24 | $-0.80 | $0.12 | ||
| Q3 24 | $-0.83 | $0.20 | ||
| Q2 24 | $-1.16 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $498.5M | $8.3M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $1.2B | $389.3M |
| Total Assets | $1.3B | $530.2M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $498.5M | — | ||
| Q4 25 | — | $8.3M | ||
| Q3 25 | — | $30.4M | ||
| Q2 25 | — | $19.2M | ||
| Q1 25 | — | $34.5M | ||
| Q4 24 | — | $190.7M | ||
| Q3 24 | — | $177.7M | ||
| Q2 24 | — | $154.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $389.3M | ||
| Q3 25 | $1.1B | $402.4M | ||
| Q2 25 | $1.1B | $401.3M | ||
| Q1 25 | $692.5M | $415.3M | ||
| Q4 24 | $699.7M | $421.1M | ||
| Q3 24 | $696.2M | $417.6M | ||
| Q2 24 | $692.5M | $397.2M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $530.2M | ||
| Q3 25 | $1.3B | $541.2M | ||
| Q2 25 | $1.3B | $533.7M | ||
| Q1 25 | $872.1M | $562.5M | ||
| Q4 24 | $885.0M | $725.8M | ||
| Q3 24 | $877.9M | $709.8M | ||
| Q2 24 | $878.6M | $697.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $5.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $25.4M | $5.7M | ||
| Q3 25 | $31.4M | $53.4M | ||
| Q2 25 | $15.3M | $11.1M | ||
| Q1 25 | $15.0M | $3.9M | ||
| Q4 24 | $13.5M | $30.6M | ||
| Q3 24 | $8.2M | $31.4M | ||
| Q2 24 | $-181.0K | $39.1M |
| Q1 26 | — | — | ||
| Q4 25 | $13.0M | — | ||
| Q3 25 | $26.3M | — | ||
| Q2 25 | $-2.9M | — | ||
| Q1 25 | $-1.3M | $-11.6M | ||
| Q4 24 | $-2.4M | — | ||
| Q3 24 | $-6.7M | — | ||
| Q2 24 | $-2.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 31.5% | — | ||
| Q2 25 | -4.2% | — | ||
| Q1 25 | -2.1% | -21.1% | ||
| Q4 24 | -3.5% | — | ||
| Q3 24 | -11.6% | — | ||
| Q2 24 | -6.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 6.1% | — | ||
| Q2 25 | 26.2% | — | ||
| Q1 25 | 27.0% | 28.2% | ||
| Q4 24 | 23.3% | — | ||
| Q3 24 | 25.7% | — | ||
| Q2 24 | 5.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SITM
Segment breakdown not available.
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
