TTM Technologies Inc TTMI

TTM Technologies Inc manufactures technology products, including mission systems, RF components, RF/microwave assemblies, and advanced interconnect products such as PCBs and substrates. It operates through three segments: A&D, Commercial, and RF&S Components. The A&D segment supports aerospace and defense missions with PCBs, assemblies, microelectronics, and integrated systems. The Commercial segment, generating the majority of revenue, serves automotive, medical, industrial, and data center markets. The RF&S Components segment provides TTM-designed RF components and COTS products. The Company's revenues come from PCBs, engineered systems, and long-term contracts for intelligence, surveillance, and communications solutions.

• Zacks Investment Research 2 oct

  TTMI Targets Defense Growth With Epiq Acquisition to Stay Ahead

  TTM Technologies has completed its $1.1 billion acquisition of Epiq Solutions, expanding its defense, intelligence, and space technology capabilities. The deal adds software-defined radios, RF systems, and radiation-tolerant computing to TTMI's portfolio, enabling more integrated solutions across land, air, sea, and space applications. While the acquisition is expected to immediately strengthen adjusted EBITDA, it will be moderately dilutive to EPS in 2027 before becoming accretive in 2028.

  

• Zacks Investment Research 23 sept

  Buy 3 Top-Ranked AI-Led Stocks at Deep Discount to Maximize Your Gains

  Three AI infrastructure stocks—Amkor Technology, Ciena Corp, and TTM Technologies—are recommended as strong buys despite rallying 35-85% year-to-date, as they trade at 42-43% discounts to their 52-week highs. All three benefit from accelerating AI and data center demand with significant upside potential ranging from 34% to 96%.

  

• Zacks Investment Research 21 sept

  TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential?

  TTM Technologies (TTMI) and Applied Digital (APLD) both benefit from AI infrastructure growth, but TTMI emerges as the stronger investment. TTMI's Data Center & Networking sales surged 91% year-over-year with N+M PCB technology ramping to $600M in H2 2026, while maintaining profitability and attractive valuation. APLD, despite $36B in contracted revenues, faces persistent losses, heavy capital requirements, and customer concentration risks. TTMI trades at 2.41X forward sales versus APLD's 7.36X, earning a Zacks Rank #1 (Strong Buy) versus APLD's Rank #5 (Strong Sell).

  

• Zacks Investment Research 14 sept

  TTM Technologies' N+M Technology Ramps Up: Can Revenue Soar?

  TTM Technologies (TTMI) is ramping up N+M technology production to capitalize on surging AI-driven data center demand, expecting approximately $600 million in N+M business in the second half of 2026. Data Center and Networking sales jumped 91% year-over-year, with better-than-expected yields supporting margin expansion. However, TTMI faces competitive pressure from Amphenol and Sanmina in advanced electronics and PCB capabilities.

  

• Benzinga 17 jun

  TTM Technologies, Inc. to Acquire Privately-Held, European-Based Swiss Technology Group AG and ILFA GmbH

  TTM Technologies announced its intent to acquire Swiss Technology Group AG and ILFA GmbH, two European PCB manufacturers, for all-cash consideration. The acquisitions align with TTM's strategy to expand into the European market and diversify its product portfolio with capabilities in medical, aerospace, and defense sectors. The transactions are expected to close in Q3 2026 and be immediately accretive to earnings.