TTMI TTM Technologies (TTMI) Q3 FY26 earnings call
TTM Technologies delivered a strong third quarter, achieving record revenue and non-GAAP EPS, primarily fueled by robust demand in the data center and networking sector, particularly for AI-driven N+M products, and continued strength in aerospace and defense. The company is actively pursuing strategic M&A and organic capacity expansions to capitalize on these growth vectors, while managing increased debt from recent acquisitions. Management expressed optimism for continued growth into 2027, with a focus on disciplined investment and debt reduction.
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TTMI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call 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.