Jun 2026 (Q2 FY26) — Aug 5, 2026
TTM Technologies Q2 FY26 — Record Revenue and EPS Driven by AI and Defense Demand
Read the full callTTM Technologies (TTMI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
TTM Technologies earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,004 | +37.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 10.9 | +2.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 83.0 | +100.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
26 of 26 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Effective tax rate guidance | between 13% and 17% | Mar 2026 | Our effective tax rate was 15.0% in the second quarter of 2026, resulting in tax expense of $18.9 million. | Achieved |
| Eau Claire, Wisconsin facility first-revenue timing | 18 to 24 months to first revenues | Dec 2025 | again, we are not in a rush. And they are not in a rush, which I understand. | Diluted |
| Effective tax rate guidance | between 13% and 17% | Jun 2026 | We estimate our effective tax rate to be between 13% and 17%. | New |
15 of TTM TECHNOLOGIES INC's 41 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 38 more targets are in the full ledger.
Claimed
- Achieved record net sales of $1.0 billion in Q2 FY26, up 37% YoY.
- Reported record non-GAAP EPS of $0.99 per diluted share in Q2 FY26, a 71% YoY improvement.
- Adjusted EBITDA margin expanded to 16.6% in Q2 FY26, up 160 bps YoY.
- Aerospace and Defense end market sales grew 14% YoY, with a book-to-bill of 1.3 and a $1.7 billion backlog.
- Data Center and Networking end market sales surged 91% YoY, driven by AI data center build-outs.
Qualified
- Automotive sales were marginally down YoY in Q2 FY26 and are expected to decrease in mid-single digits for FY26 due to supply chain material availability issues.
- Weakening U.S. dollar resulted in a $4.9 million foreign exchange loss in Q2 FY26.
Price
$101.36 −1.89% · −$1.95
Performance +83.5% 1Y
1Y: $55.25 on 14 Oct 2025 → $101.36. High $221.47 (22 Jun 2026), low $55.25 (14 Oct 2025).
- Previous close
- $103.31
- 52-week range
- $55.25 – $221.47
- One year
- +74.13%
Overview
- Symbol
- TTMI
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
26 of 26 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Effective tax rate guidance | between 13% and 17% | Mar 2026 | Our effective tax rate was 15.0% in the second quarter of 2026, resulting in tax expense of $18.9 million. | Achieved |
| Eau Claire, Wisconsin facility first-revenue timing | 18 to 24 months to first revenues | Dec 2025 | again, we are not in a rush. And they are not in a rush, which I understand. | Diluted |
| Effective tax rate guidance | between 13% and 17% | Jun 2026 | We estimate our effective tax rate to be between 13% and 17%. | New |
Claimed
- Achieved record net sales of $1.0 billion in Q2 FY26, up 37% YoY.
- Reported record non-GAAP EPS of $0.99 per diluted share in Q2 FY26, a 71% YoY improvement.
- Adjusted EBITDA margin expanded to 16.6% in Q2 FY26, up 160 bps YoY.
- Aerospace and Defense end market sales grew 14% YoY, with a book-to-bill of 1.3 and a $1.7 billion backlog.
- Data Center and Networking end market sales surged 91% YoY, driven by AI data center build-outs.
Qualified
- Automotive sales were marginally down YoY in Q2 FY26 and are expected to decrease in mid-single digits for FY26 due to supply chain material availability issues.
- Weakening U.S. dollar resulted in a $4.9 million foreign exchange loss in Q2 FY26.
The full ledger
Open TTM TECHNOLOGIES INC’s full ledger
A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
TTM Technologies Q1 FY26 — Record Revenue and EPS Driven by AI and Defense Demand
Read the full callEvery analysed call
TTM Technologies earnings calls (TTMI)
Financials
What the filings say
Net profit, year on year: +100% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 617 | 651 | 649 | 731 | 753 | 774 | 846 | 1,004 |
| Operating profit | 51 | 9 | 50 | 62 | 72 | 81 | 72 | 109 |
| Operating margin | 8.3% | 1.4% | 7.8% | 8.4% | 9.6% | 10.4% | 8.6% | 10.9% |
| Other income | -26 | 5 | -9 | -16 | -10 | -19 | -14 | -28 |
| Interest | 12 | 11 | 11 | 11 | 10 | 12 | 11 | 10 |
| Profit before tax | 25 | 14 | 41 | 46 | 62 | 62 | 59 | 81 |
| Tax rate | 42.8% | 63.9% | 21.5% | 8.8% | 14.2% | 18.3% | 14.6% | −2.2% |
| Net profit | 14 | 5 | 32 | 42 | 53 | 51 | 50 | 83 |
| EPS ($ per share) | 0.14 | — | 0.32 | 0.41 | 0.51 | — | 0.48 | 0.80 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Jan 2022 | Jan 2023 | Jan 2024 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 433 | 474 | 652 | 706 | 801 | 782 | 838 | 1,016 |
| Total liabilities | 2,230 | 2,282 | 1,452 | 1,570 | 1,788 | 1,813 | 1,909 | 2,078 |
| Fixed assets | 1,052 | 678 | 650 | 666 | 724 | 808 | 870 | 1,011 |
| Total assets | 3,458 | 3,561 | 2,896 | 3,026 | 3,324 | 3,324 | 3,472 | 3,840 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Jan 2022 | Jan 2023 | Jan 2024 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 273 | 312 | 287 | 177 | 273 | 187 | 237 | 292 |
| Cash from investing | -746 | -136 | 404 | -84 | -395 | -92 | -146 | -274 |
| Cash from financing | 321 | -32 | -642 | -7 | -11 | -48 | -37 | -21 |
| Net cash flow | -153 | 144 | 51 | 86 | -135 | 47 | 54 | -3 |
| Capital expenditure | -150 | -143 | -103 | -82 | -103 | -160 | -186 | -293 |
| Free cash flow | 123 | 169 | 184 | 95 | 170 | 27 | 51 | -1 |
TTMI revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Commercial | — | — | — | 54% | 54% | — | 58% | 62% | +57.1% |
| Aerospace and Defense | — | — | — | 45% | 44% | — | 42% | 38% | +17.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- Other Than United States and Taiwan 48% ↑ 11 pt
- US 43% ↓ 8 pt
- TW 9% ↓ 3 pt
As TTMI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
305 filings between Nov 3, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
$1.64M
2 purchases by 2 insiders
Sales
$36.48M
255 sales by 15 insiders
96% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 30
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 14
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| EDMAN THOMAS T | — | $10.03M | May 1, 2026 |
| Gridley Catherine A | — | $5.59M | Jun 25, 2026 |
| Knecht Dale Martin | — | $5.56M | Aug 10, 2026 |
| Weber Daniel J | — | $3.53M | Jun 25, 2026 |
| Powers Shawn A. | — | $2.77M | Jun 25, 2026 |
| Soder Douglas L | — | $2.47M | Jun 25, 2026 |
| BOEHLE DANIEL L. | — | $2.21M | Jun 25, 2026 |
| Farrell Robert P. | — | $1.17M | Jun 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Roks Edwin President and CEO | Tax withheld | 5,331 | $614.8K |
| Aug 25, 2026 | Roks Edwin President and CEO | Purchase | 10,000 | $1.12M |
| Aug 25, 2026 | BOEHLE DANIEL L. EVP and CFO | Tax withheld 10b5-1 plan | 5,890 | $660.5K |
| Aug 24, 2026 | Geveden Rex D Director | Purchase | 5,000 | $524.5K |
| Aug 10, 2026 | Knecht Dale Martin SVP Information Technology | Sale | 26,198 | $3.72M |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 67 | $13.9K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 7 | $1.5K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 26 | $5.4K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 110 | $23.2K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 156 | $32.3K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 258 | $54.5K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 8 | $1.7K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 6 | $1.3K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 7 | $1.5K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 179 | $37.6K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 62 | $12.8K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 394 | $82.8K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 170 | $34.8K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 13 | $2.8K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 1,159 | $241.5K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 733 | $153.2K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 419 | $88.0K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 699 | $146.1K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 16 | $3.4K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 18 | $3.8K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 14 | $3.0K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 16 | $3.5K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 26 | $5.7K |
| Jun 25, 2026 | Gridley Catherine A EVP, A&D Sector President | Sale 10b5-1 plan | 9 | $2.0K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 160 | $32.8K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 689 | $144.0K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 1,090 | $227.2K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 2 | $437 |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 147 | $30.4K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 58 | $12.0K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 242 | $51.1K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 15 | $3.2K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 17 | $3.6K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 11 | $2.4K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 15 | $3.2K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 25 | $5.4K |
| Jun 25, 2026 | Soder Douglas L EVP, Commercial Sector Pres. | Sale 10b5-1 plan | 9 | $2.0K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 162 | $33.2K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 59 | $12.2K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 149 | $30.8K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 1,106 | $230.5K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 313 | $65.4K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 400 | $84.0K |
| Jun 25, 2026 | Weber Daniel J EVP, CLO & Secretary | Sale 10b5-1 plan | 246 | $51.9K |
| Jun 25, 2026 | Farrell Robert P. President C&C | Sale 10b5-1 plan | 495 | $103.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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