AlphAIAlphAI — Financial news for AI agents
finance.yahoo.comOCT 242 min read$TTMI

TTM Technologies Inc (TTMI) (Q3 2026) Earnings Call Highlights: Record

TTM Technologies (TTMI) reported Q3 2026 revenue of $1.2B, up 60% YoY, with non-GAAP EPS of $1.46. Adjusted EBITDA margin hit 20.1%. Aerospace backlog reached $2B. Data center sales grew 115% YoY but missed guidance by 10%. The company plans $1.3B in capacity expansions and acquisitions, including Ophir Optics. Supply chain challenges persist, and debt from acquisitions adds $20M in quarterly interest expense.

Original reporting
finance.yahoo.com
Published Oct 24, 2026, 7:02 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 24, 2026, 7:05 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
TTM Technologies Inc (TTMI) (Q3 2026) Earnings Call Highlights: Record — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$TTMIBullishHigh
01

Why it matters

Record earnings and guidance indicate strong demand for advanced PCBs, potentially lifting the company's valuation.

02

Market read

First‑report earnings with beat and raised outlook; likely catalyst for short‑term price move.

03

What to watch

Guidance still lacks detailed end‑market split; investors may demand more clarity.

Relevance 8/10Novelty 8/10Timing: today

Background

TTM Technologies is a PCB manufacturer serving aerospace, defense, data‑center and networking markets.

Company-level read

Ticker impact

$TTMIBullishHigh confidence
Context

TTM Technologies reported record Q3 revenue of $1.2B and non‑GAAP EPS of $1.46, both above guidance.

Expected impact

likely upward pressure as investors price in the beat and record backlog.

Evidence & confidence

First disclosure of earnings with material revenue growth and margin expansion; market typically reacts positively to such beats.

Market effects

Sector

Highlights strength in data‑center PCB market, may boost related suppliers.

Regional

U.S. technology sector could see modest lift.

Global

Shows demand for high‑performance PCBs worldwide, supporting broader tech supply chain.

Counterpoint

What could challenge this read

Supply‑chain delays and higher debt could weigh on margins, tempering upside.

Key entities

  • Executive
    Edwin Roks

    CEO of TTM Technologies

  • Executive
    Daniel Boehle

    CFO of TTM Technologies

Read at source← All news

StoryTTM Technologies posts record third-quarter results and sets 2027 outlook

Also covered by

6 outlets

Related articles

OCT 24
$TTMIHighAI 8/10

TTM Technologies Inc (TTMI) (Q3 2026) Earnings Call Highlights:

TTM Technologies Inc (TTMI) reported Q3 2026 net sales of $1.2B, up 60% YoY. GAAP net income rose to $84.8M, or $0.79 per share, while non-GAAP EPS reached $1.46. Gross margin improved to 24.8%. The company guided Q4 sales to $1.42B-$1.44B and FY 2026 sales to $4.47B-$4.49B. TTMI announced a $650M acquisition of Ophir Optics, expected to close in Q2 2027.

gurufocus.com3 min
OCT 23
$TTMIHighAI 8/10

TTMI Stock Rebounds As Record Earnings Fuel Aggressive AI Push

TTM Technologies (TTMI) stock rose 7.77% after reporting Q3 2026 revenue of $1.2B (up 60% YoY) and non-GAAP EPS of $1.46, exceeding expectations. The company raised 2026 and 2027 guidance, with EBITDA margins over 20%. TTMI is expanding capacity and acquiring Ophir Optics for $650M, targeting AI and defense sectors. Truist maintained a Buy rating with a $231 price target.

stockstotrade.com2 min
OCT 23
$TTMIHighAI 8/10

TTMI Stock Jumps As Record Q3 And Bold 2027 Outlook Fuel AI Growth Story

TTM Technologies Inc. (TTMI) reported record Q3 2026 net sales of $1.2B, up 60% YoY, and non-GAAP EPS of $1.46, exceeding estimates. The company raised its 2026 and 2027 guidance, with revenue and EPS projections above consensus. TTMI's stock surged 7.57% on the news, with analysts noting strong fundamentals and growth potential in AI and optics.

timothysykes.com3 min
OCT 23
$TTMIHighAI 9/10

TTMI Q3 Earnings & Revenues Surpass Estimates, Both Surge Y/Y

TTM Technologies (TTMI) reported Q3 2026 non-GAAP earnings of $1.46 per share, up 117.9% Y/Y, and revenues of $1.2B, up 59.9% Y/Y. Growth was driven by AI, defense, and industrial demand. The company's backlog reached $1.3B, with a book-to-bill ratio of 2.13. TTMI expects Q4 2026 revenues of $1.42B-$1.44B and FY 2026 revenues of $4.47B-$4.49B. Preliminary 2027 guidance projects revenues of $6.5B-$6.75B.

finance.yahoo.com3 min
OCT 23
$TTMIHighAI 8/10

Why TTM Technologies Stock Plunged This Week

TTM Technologies (TTMI) stock fell 21.3% this week despite record Q3 revenue of $1.20B, as supply chain delays and debt concerns weighed on investors. The company missed data center revenue targets by 10% and announced acquisitions and expansions totaling $1.05B, increasing debt. TTMI stock closed at $73.89 on Oct. 22, down 67% from its 52-week high.

fool.com3 min