Equity Profile

TTMI

TTM Technologies, Inc.

Information TechnologyElectronic Manufacturing Services$14.6B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

TTM Technologies, Inc. is a leading provider of electronic manufacturing services, specializing in printed circuit boards and related technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well TTM is managing costs and generating profits.

$0.90

Revenue

Total revenue reflects the company's ability to grow its sales and capture market demand, which is vital for its long-term success.

$965M

Wall Street expectations, options signals, track record, and call prep available with Pro.

TTMI Q2-2026 Earnings Preview

Context

Company Snapshot

TTM Technologies, Inc. is a leading provider of electronic manufacturing services, specializing in printed circuit boards and related technologies. As part of the information technology sector, TTM plays a crucial role in supporting various industries, including automotive, aerospace, and telecommunications, which are increasingly reliant on advanced electronics.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+31.56%

Avg Stock Reaction

-1.17%

Last Quarter Recap

In Q1 2026, TTM reported an EPS of $0.75, significantly beating expectations of $0.58, showcasing strong operational performance. However, the stock experienced a slight decline of 0.07% the following day, indicating mixed investor sentiment despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about TTM's upcoming earnings, expecting continued growth in EPS and revenue. The consensus estimates suggest that the company is on a solid trajectory, but investor sentiment may hinge on management's commentary regarding future growth.

Bull Case

If TTM can deliver an EPS above the consensus of $0.90, it would reinforce confidence in its operational efficiency and growth strategy, potentially leading to a positive stock reaction.

Bear Case

Conversely, if TTM fails to meet the EPS expectations or provides weak guidance, it could signal underlying issues in demand or cost management, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well TTM is managing costs and generating profits.

Revenue

$965M

Total revenue reflects the company's ability to grow its sales and capture market demand, which is vital for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will TTM achieve an EPS of $0.90 or higher?

This figure is critical as it sets the tone for investor confidence and reflects the company's profitability.

What guidance will management provide regarding revenue growth?

Future revenue projections will be closely watched to gauge the company's ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TTM's ability to capitalize on emerging markets and new technologies, which could drive higher-than-expected revenue growth.

Supporting Evidence

TTM's recent operational efficiencies suggest it can outperform consensus estimates.

The options market is pricing in a larger move than historical averages, indicating potential for a significant surprise.

TTM has consistently beaten EPS estimates in recent quarters, suggesting strong underlying performance.

Key Risk

If TTM's revenue growth exceeds $1 billion, it could significantly shift market expectations and validate the bullish thesis.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether TTM can maintain its growth trajectory amid market challenges.

Bull Confirmed If

Delivering an EPS of $0.90 or better, along with strong revenue growth, would confirm the bull case.

Bear Confirmed If

An EPS below $0.87 or weak revenue guidance would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.49%

Historical Avg

±3.6%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±21.5% while TTMI has averaged ±3.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

78.5%

Calls (166K)P/C Ratio: 1.01Puts (281K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TTM beats expectations, history suggests the stock could see an average 1-day move of about +1.17%, confirming positive investor sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may experience a muted reaction, reflecting cautious optimism among investors.

Miss

Should TTM miss expectations, history indicates a potential average decline of around -1.17%, which could raise concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive revenue growth.
2Management's commentary on cost management and operational efficiencies.
3Insights into market demand trends in key sectors like automotive and aerospace.
4Guidance on future revenue expectations for the next quarter.
5Any potential impacts from supply chain issues or geopolitical factors.

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Company Snapshot

TTM Technologies, Inc. is a leading provider of electronic manufacturing services, specializing in printed circuit boards and related technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well TTM is managing costs and generating profits.

$0.90

Revenue

Total revenue reflects the company's ability to grow its sales and capture market demand, which is vital for its long-term success.

$965M

Wall Street expectations, options signals, track record, and call prep available with Pro.

TTMI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+31.56%

Avg Stock Reaction

-1.17%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If TTM can deliver an EPS above the consensus of $0.90, it would reinforce confidence in its operational efficiency and growth strategy, potentially leading to a positive stock reaction.

Bear Case

Conversely, if TTM fails to meet the EPS expectations or provides weak guidance, it could signal underlying issues in demand or cost management, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.90

Earnings per share is a key indicator of profitability and will show how well TTM is managing costs and generating profits.

Revenue

$965M

Total revenue reflects the company's ability to grow its sales and capture market demand, which is vital for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will TTM achieve an EPS of $0.90 or higher?

This figure is critical as it sets the tone for investor confidence and reflects the company's profitability.

What guidance will management provide regarding revenue growth?

Future revenue projections will be closely watched to gauge the company's ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TTM's ability to capitalize on emerging markets and new technologies, which could drive higher-than-expected revenue growth.

Supporting Evidence

TTM's recent operational efficiencies suggest it can outperform consensus estimates.

The options market is pricing in a larger move than historical averages, indicating potential for a significant surprise.

TTM has consistently beaten EPS estimates in recent quarters, suggesting strong underlying performance.

Key Risk

If TTM's revenue growth exceeds $1 billion, it could significantly shift market expectations and validate the bullish thesis.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether TTM can maintain its growth trajectory amid market challenges.

Bull Confirmed If

Delivering an EPS of $0.90 or better, along with strong revenue growth, would confirm the bull case.

Bear Confirmed If

An EPS below $0.87 or weak revenue guidance would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±21.49%

Historical Avg

±3.6%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±21.5% while TTMI has averaged ±3.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

78.5%

Calls (166K)P/C Ratio: 1.01Puts (281K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TTM beats expectations, history suggests the stock could see an average 1-day move of about +1.17%, confirming positive investor sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may experience a muted reaction, reflecting cautious optimism among investors.

Miss

Should TTM miss expectations, history indicates a potential average decline of around -1.17%, which could raise concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive revenue growth.
2Management's commentary on cost management and operational efficiencies.
3Insights into market demand trends in key sectors like automotive and aerospace.
4Guidance on future revenue expectations for the next quarter.
5Any potential impacts from supply chain issues or geopolitical factors.