TTM TECHNOLOGIES INC — Form 8-K/A
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K/A
▲ Likely positive
significance 28/100
What the filing says
TTM Technologies reported Q2 2026 net sales of $1.0 billion (37% YoY growth) and non-GAAP diluted EPS of $0.99 (71% YoY improvement), with adjusted EBITDA margin of 16.6% (+160 bps YoY). The company announced pending acquisitions of Swiss Technology Group AG (Switzerland) and ILFA GmbH (Germany), expected to close in Q3 2026, contributing <5% incremental sales and moderately accretive EBITDA; these establish TTM's European footprint in medical and aerospace-defense end markets. Full-year 2026 guidance raised to ~$4.4 billion sales and ~$5.00 non-GAAP EPS (excluding acquisition impacts), with Q3 guidance of $1.10–$1.14 billion sales and $1.21–$1.27 EPS.
Why this rating
Strong organic growth (37% YoY) and margin expansion are positive, but acquisitions <5% sales are small relative to company; M+N ramp and defense/AI megatrends remain core drivers, not new catalysts.
See more from August 6, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.