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.
How this was made
The 30-second read
Why it matters
The earnings beat and guidance raise expectations for continued top‑line growth, especially in data‑center and aerospace segments.
Market read
Strong earnings and acquisition news provide a clear catalyst for TTMI, likely driving short‑term upside.
What to watch
Higher interest expense and debt from recent acquisitions could pressure margins if rates rise.
Background
TTM Technologies reported Q3 2026 results with record revenue and raised full‑year guidance.
Ticker impact
Q3 2026 earnings beat and raised guidance with record revenue and strong margins.
upward pressure as the market prices in the strong earnings and higher guidance.
Revenue up 60% YoY, non‑GAAP EPS up 118%, and guidance above prior expectations signal robust growth.
Market effects
Strong results may boost sentiment in the PCB and advanced manufacturing sector.
Positive for US tech manufacturing exposure.
Limited to investors tracking high‑growth industrial tech stocks.
Counterpoint
If supply‑chain constraints persist, growth may be unsustainable, risking a pull‑back.
Key entities
- companyTTM Technologies Inc
US‑listed PCB manufacturer delivering Q3 2026 earnings.
- companyOphir Optics
Target of a $650 million all‑cash acquisition announced in the call.





