TTM Technologies, Inc. (TTMI)

TTM Technologies' stock price has increased significantly in the past six months, influenced by strong earnings reports, AI-driven demand, and growth in the Aerospace & Defense segment. Analyst upgrades and a share repurchase program have also contributed to positive momentum. The company has exceeded revenue and EPS expectations, driven by A&D and Data Center Computing.

TTM Technologies is transforming its business model to be less cyclical, with a greater emphasis on the Aerospace & Defense sector. Q1 revenue is impacted by the Chinese New Year. Demand in the Aerospace & Defense and Data Center Computing markets has shown strong growth, while other segments can experience fluctuations due to inventory adjustments.

TTM Technologies, Inc. (TTMI) is a global manufacturer of technology solutions, focusing on advanced PCBs and RF components. The company's name reflects its commitment to rapid design and manufacturing services. TTM operates in the Electronic Manufacturing Services industry, offering high-technology PCBs and RF components for various sectors, including aerospace and defense, data center computing, automotive, medical, and networking/communications.

TTM Technologies has a global presence with approximately 23 facilities in North America and Asia, including China and Malaysia. The headquarters are in Santa Ana, California. The company is investing in domestic capacity, such as a new facility in Syracuse, New York, to support U.S.-based customers.

TTM Technologies has maintained a positive brand reputation, highlighted by community engagement and strong performance in key technological areas. The Syracuse Campus received the "TTM Chair for Community Service Award." Market sentiment is optimistic about TTM's future potential in AI and aerospace/defense hardware.

TTM Technologies is a publicly traded company with ownership distributed among institutional, individual, and retail investors. Institutional investors hold a significant portion of the stock, with major shareholders including BlackRock, Inc. and Vanguard Group Inc. Hsiang Chien Tang is the largest individual shareholder.