TTM Technologies, Inc. (TTMI)
TTMI Q2 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
TTM Technologies' Q2 earnings and revenues beat estimates as AI demand, stronger bookings and margin gains fuel sharp year-over-year growth.
TTMI Q2 Earnings Call Highlights AI Demand
TTM Technologies enters the second half with AI and defense demand, an N+M PCB ramp and capacity investments supporting a stronger 2026 outlook.
TTM Technologies Q2 Earnings Call Highlights
TTM Technologies NASDAQ: TTMI reported second-quarter 2026 revenue of $1 billion, its first quarterly sales result at that level, as demand tied to artificial intelligence data centers, networking, medical products and aerospace and defense programs increased.
TTM Technologies, Inc. (TTMI) Q2 2026 Earnings Call Transcript
TTM Technologies, Inc. (TTMI) Q2 2026 Earnings Call Transcript
TTM Technologies (TTMI) Q2 Earnings and Revenues Surpass Estimates
TTM Technologies (TTMI) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.58 per share a year ago.
TTMI Stock Before Q2 Earnings Release: To Buy or Not to Buy?
TTM Technologies faces near-term risks from high spending, weak cash flow and AI concentration ahead of Q2 earnings despite strong defense momentum.
TTM Technoloies: Good Balance Of AI & Defense Drivers
TTM Technologies (TTMI) is rated Buy, balancing AI-driven growth with a strong defense sector moat and production expertise. TTMI's high security clearance and status as a trusted defense supplier underpin a durable competitive advantage, especially in aerospace and unmanned AI applications. Capex expansion above $300M/year targets higher-margin, complex PCB production, with EBIT margins expected to rise from 10% toward 16% long term.
TTMI vs. UCTT: Which AI Hardware Supplier is a Smarter Investment?
TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.
TTM Technologies Surges 88.6% YTD: Buy, Sell or Hold the Stock?
AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.
TTMI's Defense Electronics Demand Remains Strong: What's Ahead?
TTM Technologies is riding strong defense electronics demand with a $1.6B backlog, key radar program wins and growing military bookings supporting long-term growth.
Turning Bullish On TTM Technologies: The Rationale Behind My Upgrade
TTM Technologies, Inc. delivered 30% YoY Q1 2026 revenue growth, driven by 61% growth in data center and networking end markets. TTMI's forward EV/EBITDA/Growth ratio of 0.73 signals undervaluation versus peers, despite a high current P/E and P/S. The company is transitioning to higher-margin products, with EBITDA projected to grow at a 31.43% CAGR through 2028.
TTM Technologies: AI And Defense Make The Valuation Interesting
TTM Technologies is evolving into a key AI infrastructure and defense electronics supplier, moving beyond its cyclical PCB roots. Q1 2026 saw 30% revenue growth to $846M, record non-GAAP EPS of $0.75, and a strong book-to-bill of 1.41, signaling robust demand. Data Center & Networking (36% of revenue) and Aerospace & Defense (40%) drive both growth and stability, balancing cyclical and secular trends.
