Equity Profile

TTMI

TTM Technologies, Inc.

Information TechnologyElectronic Manufacturing Services$14.2B

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 other advanced technologies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for future investment.

N/A

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 other advanced 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 sophisticated electronic components.

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 Technologies reported an EPS of $0.75, exceeding expectations by 29.31%. Despite the positive earnings surprise, the stock experienced a slight decline of 0.07% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for TTM Technologies are mixed as the market awaits clarity on revenue growth and profitability. Investors are particularly interested in how the company will navigate supply chain challenges and competition in the electronic manufacturing space.

Bull Case

If TTM can demonstrate strong revenue growth and maintain or improve its profit margins, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or provides cautious guidance, it may raise concerns about its competitive position and future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific revenue growth rates can TTM Technologies report for this quarter?

Revenue growth is a critical indicator of demand for TTM's products and will heavily influence investor sentiment.

How is TTM managing supply chain challenges and what impact does this have on margins?

Supply chain management directly affects production costs and profitability, making it a key focus for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate TTM's ability to capitalize on growing demand in the automotive and aerospace sectors, which could drive stronger revenue growth than anticipated.

Supporting Evidence

TTM's recent earnings history shows consistent EPS beats, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news or changes.

No recent insider activity suggests confidence in the company's direction.

Key Risk

If revenue growth comes in below 10%, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around TTM's ability to sustain growth amidst market pressures and supply chain issues.

Bull Confirmed If

Revenue growth exceeding 10% year-over-year would confirm the bull case.

Bear Confirmed If

Any revenue decline or negative 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, indicating 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TTM beats expectations and raises guidance, history suggests the stock could see an average one-day move of +3.61%, confirming strong demand.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average one-day drop of around -1.17%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in key sectors like automotive and aerospace.
2Details on supply chain management and its impact on production costs.
3Any changes in guidance for the upcoming quarters.
4Insights into competitive pressures and market share.
5Management's outlook on future demand trends.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, critical for future investment.

N/A

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

In Q1 2026, TTM Technologies reported an EPS of $0.75, exceeding expectations by 29.31%. Despite the positive earnings surprise, the stock experienced a slight decline of 0.07% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If TTM can demonstrate strong revenue growth and maintain or improve its profit margins, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or provides cautious guidance, it may raise concerns about its competitive position and future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific revenue growth rates can TTM Technologies report for this quarter?

Revenue growth is a critical indicator of demand for TTM's products and will heavily influence investor sentiment.

How is TTM managing supply chain challenges and what impact does this have on margins?

Supply chain management directly affects production costs and profitability, making it a key focus for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate TTM's ability to capitalize on growing demand in the automotive and aerospace sectors, which could drive stronger revenue growth than anticipated.

Supporting Evidence

TTM's recent earnings history shows consistent EPS beats, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news or changes.

No recent insider activity suggests confidence in the company's direction.

Key Risk

If revenue growth comes in below 10%, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around TTM's ability to sustain growth amidst market pressures and supply chain issues.

Bull Confirmed If

Revenue growth exceeding 10% year-over-year would confirm the bull case.

Bear Confirmed If

Any revenue decline or negative 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, indicating 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TTM beats expectations and raises guidance, history suggests the stock could see an average one-day move of +3.61%, confirming strong demand.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average one-day drop of around -1.17%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in key sectors like automotive and aerospace.
2Details on supply chain management and its impact on production costs.
3Any changes in guidance for the upcoming quarters.
4Insights into competitive pressures and market share.
5Management's outlook on future demand trends.