TTMI TTM Technologies (TTMI) Q1 FY26 earnings call
TTM Technologies delivered a strong first quarter, achieving record revenue and non-GAAP EPS, primarily fueled by robust demand in AI-driven data center and networking, as well as aerospace and defense end markets. The company is strategically investing in capacity expansion and technological innovation to capitalize on these megatrends, while also making significant progress in improving operational efficiencies at its Penang facility. Management anticipates continued sales growth trajectory into the second half of the fiscal year.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
TTMI operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Program backlog Aerospace and Defense | $1.6BA&D book-to-bill was [indiscernible] for the quarter, which led to a program backlog of $1.6 billion, similar to a level a year ago.Source: earnings call transcript | $2BProposal activity in our aerospace and defense business remain at all-time highs with a record backlog of $2 billion.Source: earnings call transcript | +25% |
| 90-day backlog | $787MAt the end of the first quarter of 2026, the 90 days backlog, which is subject to cancellations, was $787 million compared to $517 million a year ago.Source: earnings call transcript | $1.3BAt the end of the third quarter of 2026, the 90-day backlog, which is subject to cancellations, was $1.3 billion compared to $610 million a year ago at 111% increase year-on-year.Source: earnings call transcript | +65.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.