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Alphabet (NASDAQ:GOOGL) announced $175 to $185 billion in capital expenditures for 2026, nearly doubling previous spending. ...

Key Takeaways TTMI posted a record Q4 EPS of $0.70, up 42.9% Y/Y; sales rose 18.9% and beat estimates.TTM Technologies saw Commercial revenues jump 32.2%, while Aerospace & Defense sales grew 3.9%.TTMI reported a 1.35 book-to-bill, with Aerospace & Defense backlog reaching $1.6B.TTM Technologies (TTMI) reported fourth-quarter 2025 non-GAAP earnings per share (EPS) of 70 cents, marking an all-time quarterly record. The figure increased 42.9% from the year-ago quarter and beat the Zacks Consensus Estimate by ...

For the fourth quarter of 2025, TTM posted sales of $774.3 million , which management said was above the high end of its guided range. Roks said sales increased 19% year over year , driven by continued strength in data center computing and networking tied to generative AI, with “solid to strong” growth also cited in medical, industrial and instrumentation, and aerospace and defense (A&D).Roks emphasized that demand is being propelled by artificial intelligence and defense, stating that approximately 80% of ...

TTM Technologies (TTMI) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.44%. A quarter ago, it was expected that this printed circuit board maker would post earnings of $0.61 per share when it actually produced earnings of $0.67, delivering a surprise of +9.84%.Over the last four qua ...

TTM Technologies (NasdaqGS:TTMI) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsDan Bailey - EVP and CFOEdwin Roks - President and CEOMike Crawford - Senior Managing Director and Head of the Discovery GroupRuben Roy - Managing DirectorSean Hannan - VP of Investor RelationsConference Call ParticipantsJim Ricchiuti - Senior AnalystWill Stein - Semiconductor and Artificial Intelligence Equity Research AnalystOperatorGood day and welcome to the TTM Technologies Q4 2025 earnings conferen ...

Financial Data and Key Metrics Changes - The company achieved sales of $774.3 million in Q4 2025, a 19% year-over-year increase from $651 million in Q4 2024, driven by strong demand in various end markets [9][15] - Non-GAAP EPS reached $0.70 per diluted share, marking an all-time quarterly record high for the company [9][22] - Adjusted EBITDA margin improved to 16.3% in Q4 2025 from 14.7% in the prior year, reflecting better operational execution [9][22] - Cash flow from operations was $63 million, or 8.1% of sales, bringing total cash flow for fiscal 2025 to $292 million, or 10% of sales [9][15] Business Line Data and Key Metrics Changes - The aerospace and defense end market represented 41% of Q4 2025 sales, growing 5% year-over-year [10] - Data center computing sales grew 57% year-over-year in Q4 2025, representing 20% of total sales [11] - The medical, industrial, and instrumentation end market saw a 28% year-over-year growth in Q4 2025, accounting for 14% of total sales [12] - Automotive sales represented 9% of Q4 2025 sales, with a focus on higher-value products expected to decrease to 8% in Q1 2026 [13][14] Market Data and Key Metrics Changes - The overall book-to-bill ratio was 1.35 for Q4 2025, with the aerospace and defense segment at 1.46 [14] - The company expects sales from the aerospace and defense market to represent 42% of total sales in Q1 2026 [10] - The combined sales for data center and networking markets would have represented 36% of total sales in Q4 2025, expected to rise to 37% in Q1 2026 [11][12] Company Strategy and Development Direction - The company focuses on Advanced Interconnect technologies and aims to move up the value chain into complex modules and subsystems [4][5] - The strategy includes investing in capacity expansion to support growth in AI and defense markets, with a revenue growth target of 15%-20% per year for the next three years [6][7] - The company is positioned to leverage its global footprint across 24 sites to meet increasing demand for complex technology solutions [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential driven by megatrends in AI and defense, with 80% of net sales related to these areas [6][7] - The company anticipates continued strong demand in data center computing and networking markets, particularly for AI applications [11][12] - Management highlighted the importance of technological innovation and capacity expansion to seize growth opportunities [6][7] Other Important Information - The company plans to participate in upcoming industry conferences, including the Citi Industrial Tech and Mobility Conference and the JPMorgan Leveraged Finance Conference [25] Q&A Session Summary Question: Capacity addition in China and Syracuse - Management confirmed good progress in extending capacity in both China and the U.S., with no issues in supply chain or equipment [28] - Syracuse facility is on track, with first revenues expected in the second half of the year [29] Question: Gross margin improvement and Penang headwinds - Management noted a headwind of about 180 basis points from Penang, with improvements expected throughout the year [31][32] Question: Eau Claire facility plans - Eau Claire is the largest PCB site in the U.S., with plans to tool up the facility over the next 18-24 months [36] Question: Book-to-bill ratio and order visibility - Management indicated that visibility for ongoing commercial business is about 6-9 months, with a significant backlog in defense [41] Question: CapEx and growth targets - The company plans additional capital expenditures of $200 million-$300 million for data center capacity in China over the next two to three years [46] Question: Impact of copper prices - Management does not expect significant impacts from copper price volatility, as they can pass costs through to customers [58]

TTM Technologies (NasdaqGS:TTMI) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker4Good day and welcome to the TTM Technologies Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 11 again. ...

Q4 2025 Quarterly Earnings Results February 4, 2026 Forward-Looking Statements This communication may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to the future business outlook, events, and expected performance of TTM Technologies, Inc. ("TTM", "we" or the "Company"). The words "anticipate," "believe," "plan," "forecast," "foresee," "estimate," "project," "expect," "seek," "target," "intend," "goal" and other s ...