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TTTTMI

TTM Technologies, Inc.

$TTMI·$14B·Hardware, Equipment & Parts·Technology
$93.88-7.4%YTD+77.7%1Y+60.6%
Price updated 8h ago·X counts updated 5d ago
TTTTMI
$TTMITTM Technologies, Inc.
$93.88-7.38%121 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TTMI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

121X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TTMI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-02

TTM Technologies CEO Edwin Roks buys 10,000 shares at $111.77 (~$1.12M) after director Rex Geveden loaded $525K the prior day — 'insiders loading up 17% off the highs, and they never buy.' Community frames TTMI as the top defense-AI PCB pick, the only US-listed pure-play PCB maker trading at 20.3x forward vs 25.6x for Asian competitors after a first $1B revenue quarter at record margins.

Read what X is saying about $TTMI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TTMI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The one listed US pure-play PCB maker with CEO buying 10,000 shares and the Epiq deal just closed — Nov 4 is the moment.

TTM Technologies is the US-listed pure-play printed-circuit-board maker — the only domestic listed option for defense-and-AI-datacenter PCB exposure in a market where Asian competitors dominate volume. The 2026 story is Washington's push for domestic defense electronics manufacturing meeting an inflection in margins.

  • The P&L is reaccelerating cleanly: Q2 revenue grew 30% YoY to $846M at an 8.8% operating margin and $0.48 EPS, with trailing EPS beats of 11% and 14% — the first $1B revenue quarter at record margins is the specific inflection the bull case has been pointing at.
  • The insider signal is specific and clean: CEO Edwin Roks buying 10,000 shares at $111.77 (~$1.12M) days after director Rex Geveden bought $525K — two separate C-suite buys of serious size inside a week on a stock already up 78% YTD is unusual conviction.

At 46% of its 52-week range going into Nov 4 earnings with the Epiq Solutions acquisition just closed, the setup is coiled on improving fundamentals plus strategic expansion. A clean revenue beat with Epiq integration color plus continued margin expansion is the trigger; soft defense-PCB commentary or any integration miscue is the invalidation.

Agrees with X sentimentThe 'insiders loading up 17% off highs' framing is grounded on specific executive buys of serious size, and the 20.3x fwd P/E vs 25.6x Asian peers valuation gap is a real relative-value argument.

What to watch: Nov 4 Q3 earnings — defense-PCB revenue growth, operating margin direction, Epiq integration commentary, and FY27 revenue guide. Clean margin plus Epiq detail is the trigger; soft defense-PCB is the invalidation.

On the calendar: 2026-11-04 — Q3 earnings

event ahead 30dinsider buying

Read the AI verdict on $TTMI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures printed circuit boards, RF/microwave circuits, and passive RF components for defense, aerospace, and automotive customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $TTMI.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $TTMI

Neutral — Manufactures printed circuit boards, RF/microwave circuits, and passive RF components for defense, aerospace, and automotive customers.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
89.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.99$0.89+10.7%
Q1 2026Apr 29, 2026$0.75$0.66+13.6%
Q4 2025Feb 4, 2026$0.70$0.68+2.9%
Q3 2025Oct 29, 2025$0.67$0.61+9.8%
Next earningsThu, Oct 22·consensus EPS $1.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$846.0M+30.4%20.8%8.8%$0.48$-85.1M
Q4 FY25$774.3M+18.9%20.0%9.9%$0.49$-6.5M
Q3 FY25$752.7M+22.1%20.8%9.6%$0.51$42.4M
Q2 FY25$730.6M+20.7%20.3%8.5%$0.41$37.4M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.4B – $4.4B$4.84$4.68 – $5.043
FY27$5.5B$5.3B – $5.7B$6.91$6.01 – $7.503
FY28$6.1B$6.1B – $6.1B$7.87$7.10 – $8.642

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.29%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 25Edwin RoksCEO10.0K sh$1.1MBuyAug 24Rex D GevedenDirector5.0K sh$525KSellAug 10Knecht Dale MartinSVP Information Technology26.2K sh$3.7MSellJun 25Tom ClapproodPresA&D Interconnect Solutions924 sh$192KSellJun 25James P WalshCOO2.1K sh$441KSellJun 25Elizabeth RomoChief Accounting Officer720 sh$150KSellJun 25Daniel L. BoehleCFO4.2K sh$881KSellJun 23Tom ClapproodPresA&D Interconnect Solutions3.0K sh$637KSellJun 23Daniel J WeberEVP, CLO & Secretary8.5K sh$1.8MSellJun 23Daniel L. BoehleCFO6.3K sh$1.3M
1–10 of 13
+ 22 other (20 awards · 2 inkinds) in window

See when $TTMI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

TTM TECHNOLOGIES, INC. (TTMI) entered into a material definitive agreement (8-K Item 1.01) filed on 2026-09-30. Also filed under: creation of direct financial obligation, Regulation FD disclosure, other events. The excerpt contains only the filing cover page; the full terms of the agreement are in the attached exhibit. Material definitive agreements are binding corporate commitments that can alter strategy, capital structure, or partnerships in ways that matter for equity holders.

8-KMaterial agreementSep 248-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.03
AI summary

TTM Technologies (TTMI) completed a $500 million private placement of 6.750% Senior Notes due 2034 on September 24, 2026, exempt from Securities Act registration. Combined with expected $300 million and $800 million incremental secured term loans, total new debt financing is approximately $1.6 billion, intended to fund the previously announced acquisition of EDS Intermediate Holding, LLC. Item 3.03 (material modification to security holder rights) was also triggered by the new debt package. This is a transformative acquisition financing that significantly increases TTMI's leverage to scale its PCB operations.

8-KPress release / Reg FDSep 108-K — Item 7.01: Press release / Reg FD
AI summary

TTM Technologies priced $500 million of 6.75% senior notes due 2034 to partially fund the acquisition of Epiq Solutions, a defense electronics manufacturer. The full acquisition financing package totals $1.6 billion, also including a $300 million Term Loan A and an $800 million Term Loan B. The Epiq Solutions deal expands TTM's advanced defense electronics manufacturing capabilities significantly, and the combined notes and term loan financing closes the deal. This is a transformative M&A transaction for TTM in the defense PCB space.

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

TTM Technologies (TTMI) entered into a material definitive agreement (Item 1.01) and issued a Regulation FD disclosure (Item 7.01) on August 15, 2026. TTMI is a leading printed circuit board manufacturer serving aerospace, defense, and commercial markets. The material agreement likely covers a significant acquisition or strategic transaction; the simultaneous Reg FD filing suggests a companion investor presentation. TTM has been executing a defense-focused strategy; any acquisition of defense electronics capabilities would align with its growth roadmap and leverage elevated defense spending tailwinds. Investors should review the agreement and the investor presentation for transaction value, target company, and strategic rationale.

8-KAgreement terminatedJun 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.03 · Item 7.01: Press release / Reg FD
AI summary

TTMI (TTMI) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $400.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KPress release / Reg FDMay 278-K — Item 7.01: Press release / Reg FD
AI summary

TTM Technologies, Inc. held its 2026 Investor Day on May 27, 2026 at the Nasdaq Exchange in New York City, with key executives presenting. The company reiterated its recently raised $4.0 billion revenue expectation for fiscal year 2026 and also provided fiscal year guidance beyond 2026. Investor Day presentations from a printed circuit board manufacturer are typically accompanied by long-term revenue and margin framework disclosures; reiterating a raised target is a positive confidence signal.

8-KPress release / Reg FDMay 188-K — Item 7.01: Press release / Reg FD
AI summary

TTM Technologies (TTMI) disclosed via Reg FD that CEO Dr. Edwin Roks, in an Orange County Business Journal interview published May 11, 2026, projected the company would 'be ending this year at $4 billion for the full year' in revenue — implying approximately 38% year-over-year growth for fiscal 2026. This builds on prior guidance that first-half growth would continue at a similar pace in the second half. The company has a 2026 Investor Day scheduled for May 27, 2026. This is a materially bullish forward revenue guidance update for a global printed circuit board manufacturer.

8-K/AOfficer or director change (amended)May 88-K/A — Item 5.02: Officer or director change
AI summary

TTMI disclosed a personnel change (8-K Item 5.02, dated 2026-05-08). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 15 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 3s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TTM Technologies to Report Q3 Earnings: Buy, Sell or Hold the Stock?zacks.com·16h agoTTM Technologies, Inc. to Conduct Third Quarter 2026 Conference Call on October 22, 2026globenewswire.com·3d agoTTMI's Defense Pipeline Strengthens: Is Long-Term Growth Ahead?zacks.com·4d agoCritical Contrast: TTM Technologies (NASDAQ:TTMI) versus 908 Devices (NASDAQ:MASS)defenseworld.net·4d agoReasons to Hold TTMI Stock Despite 11% Decline in Three Monthszacks.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureDefense & DronesAdvanced Packaging & AI Interconnect

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