TTMI · Ttm Technologies Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. TTM posted record Q2 results with $1.0B sales (+37% YoY) and non-GAAP EPS of $0.99, and raised full-year 2026 guidance to ~$4.4B in sales with non-GAAP EPS approaching $5.00, driven by AI data center demand and a strong defense backlog.
- + Raised full-year 2026 sales outlook to ~$4.4B with non-GAAP EPS approaching $5.00
- + Data Center and Networking sales up 91% YoY, expected to more than double in 2026
- + Adjusted EBITDA margin expanded 160 bps YoY to 16.6% on positive mix
- + A&D backlog of $1.7B and $7B+ qualified pipeline; Q2 A&D bookings bill 1.3
- + Announced European acquisitions of STG and ILFA, expected accretive to adjusted EBITDA
- − Automotive sales expected to decline mid-single digits in 2026 due to CCL supply constraints
- − Q2 GAAP results include $14M unrealized loss on deal-contingent cross-currency swap for STG
- − FX losses increased to $4.9M from $1.4M YoY on weaker U.S. dollar
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $166.8M | second quarter of 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income $83.05M
-$1.8M Income tax (benefit) provision
+$10.5M Interest expense
+$9.22M Amortization of definite-lived intangibles
+$31.12M Depreciation expense
+$13.29M Stock-based compensation
+$747K Loss on extinguishment of debt
+$1.79M Unrealized (gain) loss on commodity hedge
-$226K Unrealized (gain) loss on foreign exchange
+$13.99M Unrealized loss on derivative instruments
+$5.09M Restructuring, acquisition-related and other charges
= Adjusted EBITDA $166.77M
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| Adjusted EBITDA margin non-GAAP | 16.6% | second quarter of 2026 | — |
| Cash flow from operations | $96.4M | second quarter of 2026 | — |
| Free cash flow non-GAAP | $46.01M | Second Quarter | — |
GAAP → non-GAAP reconciliationGAAP Operating cash flow $96.43M
-$50.42M Capital expenditures, net
= Free cash flow $46.01M
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| Non-GAAP gross margin non-GAAP | 21.9% | Second Quarter | — |
| Non-GAAP net income non-GAAP | $106.9M | second quarter of 2026 | — |
| Non-GAAP operating margin non-GAAP | 13.8% | Second Quarter | — |
| Total book to bill | 1.49 | second quarter of 2026 | — |
| Total program backlog | $1.7B | second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TTMI
this stock
Ttm Technologies Inc
|
$13.61B | +78.0% | +19.0% | 58.5 | 3.3% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +75.6% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +129.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -7.2% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TTMI | -2.4% | +6.5% | +14.2% | +3.3% | +78.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -1.7% | +6.4% | +2.1% | +3.9% | +66.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.