Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

TTM TECHNOLOGIES INC
Next earnings Jul 28, 2026 · consensus $0.93 EPS, $981M rev
Last earnings -0.1% on 2026-04-29
Real turnaround — FY2025 revenue +30% and net income back to $177M — but the stock at ~129x EPS already prices in the AI/defense upside.
Sources: SEC EDGAR (CIK 0001116942, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:40:44 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~71% above fair value) leave little margin of safety — a wait-and-see.
TTM Technologies just delivered a genuine inflection: FY2025 revenue grew 30.2% to $2.91B and net income swung to $177M from a -$18.7M loss in FY2024, with operating income up 525% to $265M and diluted EPS of $1.68. The mix is improving in the right direction — Data Center Computing climbed to 24% of net sales (from 14% in 2023) as generative-AI demand builds, while Aerospace and Defense remains the anchor at 44%. Operating cash flow of $292M (+55.8%) funds an aggressive build-out: the Syracuse, NY ultra-HDI facility for national-security work begins volume production in 2H 2026, alongside new Eau Claire, WI capacity and land rights in Penang, Malaysia for China supply-chain diversification.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY20 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.11B | $2.25B | $2.50B | $2.23B | $2.91B |
| Gross profit | $359M | $372M | $458M | $413M | $602M |
| Operating income | $28.1M | $126M | $210M | $42.3M | $265M |
| Net income | $178M | $54.4M | $94.6M | -$18.7M | $177M |
| Diluted EPS | $1.67 | $0.50 | $0.91 | -$0.18 | $1.68 |
| Net margin | 8.4% | 2.4% | 3.8% | -0.8% | 6.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
| 2026-05-07 | McCarthy Ryan D Director | Award | 1.36K | |
| 2026-05-07 | Korte Daniel G. Director | Award | 1.36K | |
| 2026-05-06 | Geveden Rex D Director | Award | 2.34K | |
| 2026-05-06 | FRANKLIN PHILIP G Director | Award | 1.81K | |
| 2026-05-06 | Jackson Pamela B. Director | Award | 1.81K | |
| 2026-05-06 | ENGLAND JULIE SPICER Director | Award | 1.81K | |
| 2026-05-06 | Lenard Chantel E Director | Award | 1.81K | |
| 2026-05-06 | Ali Wajid Director | Award | 1.81K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.