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TTM Technologies (TTMI) investor relations material

TTM Technologies Jefferies Mining and Industrials Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025

Business overview and strategy

  • Focused on technology solutions from mission systems to microelectronics, with 75% of business in complex printed circuit boards.

  • Diversified from printed circuit boards into integrated electronics, subsystems, and radar systems, with aerospace and defense now about half of revenues.

  • Growth driven by acquisitions and a shift toward value-added, engineered products, especially in long-cycle aerospace and defense programs.

  • Reduced exposure to cyclical commercial markets by exiting commoditized and seasonal businesses like mobility and EMS.

  • Five end markets: aerospace/defense, data center computing, networking, medical/industrial/instrumentation, and automotive.

Market performance and growth drivers

  • Aerospace and defense represent 46% of 2024 net sales, with 90% of that segment in defense.

  • Defense revenue grew 21% year-over-year in Q2 and 15% year-to-date, outpacing the 3–5% industry CAGR.

  • Backlog in aerospace and defense is nearly $500 million, stretching out about two years.

  • Data center computing and networking, driven by generative AI, now comprise about 27% of revenues and are experiencing strong growth.

  • Automotive is challenged, with flat or slightly down outlook, while medical, instrumentation, and industrial automation are growing above benchmarks.

Technology, capacity, and global footprint

  • Investing in advanced PCB technologies for data centers and AI, including high-density interconnect boards.

  • Expanding capacity in Asia (China and Penang, Malaysia) and the US, with new facilities to support both commercial and defense markets.

  • Penang facility ramping up to $200 million annual revenue; new land secured for further expansion.

  • Building a Syracuse, NY facility for high-volume ultra-high-density PCBs for military applications, targeting $100 million in revenue.

  • Acquired a 750,000 sq ft US facility to prepare for potential onshoring of AI board manufacturing.

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Q3 202529 Oct, 2025
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Q3 202529 Oct, 2025

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Frequently asked questions

TTM Technologies Inc is a manufacturer of printed circuit boards and radio frequency components used in electronics. The company serves a wide range of end markets including aerospace and defense, automotive, industrial, computing, and telecommunications. Its capabilities span quick-turn prototyping to high-volume production. The company is headquartered in Santa Ana, California, and its shares are listed on the NASDAQ.

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