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 advanced technology solutions....

Key Metrics to Watch

EPS

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

$0.90

Revenue

Total revenue reflects the company's sales performance and demand for its products, which is vital for assessing growth.

$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 advanced technology solutions. As a key player in the Information Technology sector, TTM is positioned to benefit from trends in electronics demand driven by sectors like automotive, telecommunications, and consumer 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 exceeding expectations of $0.58, showcasing strong operational performance. However, the stock reacted slightly negatively the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about TTM's upcoming earnings, expecting solid performance based on recent trends. The consensus EPS of $0.90 suggests continued growth in profitability.

Bull Case

If TTM can exceed the EPS estimate and show strong revenue growth, it may indicate robust demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if TTM fails to meet expectations or provides weak guidance, it could raise concerns about demand in the electronics sector, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.90

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

Revenue

$965M

Total revenue reflects the company's sales performance and demand for its products, which is vital for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will TTM's EPS exceed the consensus estimate of $0.90?

A beat on EPS would reinforce investor confidence in the company's profitability and operational efficiency.

What guidance will TTM provide for future revenue growth?

Forward-looking revenue guidance will be crucial in assessing the company's growth trajectory and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TTM's potential for revenue growth driven by increased demand in the automotive and telecommunications sectors, which could lead to a stronger-than-expected performance.

Supporting Evidence

TTM has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that may not align with historical performance.

Key Risk

If TTM's revenue growth exceeds $1B, it could challenge the current consensus view on the company's market position.

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 in a competitive electronics market.

Bull Confirmed If

An EPS of $0.95 or higher with revenue exceeding $979M would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.87 or revenue under $950M would signal potential weaknesses in demand.

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 following the earnings report, indicating heightened investor uncertainty.

Options price a 21.49% move, while the stock has averaged only 3.6% over the last 8 quarters — setup is 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 Information Technology

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, history suggests the stock could see a positive reaction, averaging a 1-day move of +3.61%.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management.

Miss

Should TTM miss expectations, historical patterns indicate a potential downside move, averaging -1.17%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer demand trends in the automotive sector.
2Insights into cost management strategies and their impact on margins.
3Details on new contracts or partnerships that could drive future growth.
4Management's outlook on the competitive landscape in electronic manufacturing.
5Any commentary on supply chain stability and its effect on production capacity.

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Company Snapshot

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

Key Metrics to Watch

EPS

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

$0.90

Revenue

Total revenue reflects the company's sales performance and demand for its products, which is vital for assessing growth.

$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

Analysts are generally optimistic about TTM's upcoming earnings, expecting solid performance based on recent trends. The consensus EPS of $0.90 suggests continued growth in profitability.

Bull Case

If TTM can exceed the EPS estimate and show strong revenue growth, it may indicate robust demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if TTM fails to meet expectations or provides weak guidance, it could raise concerns about demand in the electronics sector, leading to a negative market reaction.

Key Metrics to Watch

EPS

$0.90

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

Revenue

$965M

Total revenue reflects the company's sales performance and demand for its products, which is vital for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will TTM's EPS exceed the consensus estimate of $0.90?

A beat on EPS would reinforce investor confidence in the company's profitability and operational efficiency.

What guidance will TTM provide for future revenue growth?

Forward-looking revenue guidance will be crucial in assessing the company's growth trajectory and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

TTM has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that may not align with historical performance.

Key Risk

If TTM's revenue growth exceeds $1B, it could challenge the current consensus view on the company's market position.

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 in a competitive electronics market.

Bull Confirmed If

An EPS of $0.95 or higher with revenue exceeding $979M would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.87 or revenue under $950M would signal potential weaknesses in demand.

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 following the earnings report, indicating heightened investor uncertainty.

Options price a 21.49% move, while the stock has averaged only 3.6% over the last 8 quarters — setup is 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 Information Technology

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, history suggests the stock could see a positive reaction, averaging a 1-day move of +3.61%.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management.

Miss

Should TTM miss expectations, historical patterns indicate a potential downside move, averaging -1.17%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer demand trends in the automotive sector.
2Insights into cost management strategies and their impact on margins.
3Details on new contracts or partnerships that could drive future growth.
4Management's outlook on the competitive landscape in electronic manufacturing.
5Any commentary on supply chain stability and its effect on production capacity.