$102.150
+7.099 (+6.95%)收盘时
TTMI 资讯
TTMI 事件
Company Sees Q4 Revenue of $1.42B-$1.44B
Sees Q4 revenue $1.42B-$1.44B, consensus $1.44B.
Sees 2026 Revenue at $4.47B-$4.49B
Sees 2026 revenue $4.47B-$4.49B, consensus $4.43B.
TTM Reports Q3 Revenue of $1.2B, Beating Expectations
Reports Q3 revenue $1.2B, consensus $1.13B. "Once again, we delivered quarterly records for both net sales and non-GAAP EPS," said Edwin Roks, CEO. "All key markets contributed to our 60% year on year growth with Data Center & Networking up 115%, Medical, Industrial & Instrumentation up 97%, and Aerospace & Defense up 21%. Our margin expansion efforts are producing results as evidenced by adjusted EBITDA margin exceeding 20% for the first time. Our cash flow from operations continues to be solid which gives us confidence that we can comfortably handle the leverage from recent acquisitions and capital investments...By the expected closing date of the proposed acquisition of the Ophir Optics business, we expect leverage to be within our targeted range of 1.5-2.0x, TTM is well positioned for growth for the foreseeable future. We expect continued healthy growth in our key end markets, with particular strength in Data Center & Networking and Aerospace & Defense. Our close customer relationships and strong operational execution add to our confidence in this outlook. Consistent with our strategic plan, the recent acquisitions broaden our offering in differentiated, long-cycle products, add geographic diversification and provide new platforms for future growth."
Sees 2027 Revenue at $6.5B-$6.75B
Sees 2027 revenue $6.5B-$6.75B, consensus $6.25B.
TTM Technologies Acquires Ophir Optics for $650M
TTM Technologies (TTMI) announced that it has entered into a definitive agreement to acquire the Ophir Optics business from MKS Inc. (MKSI) for approximately $650M in an all-cash transaction, subject to customary closing adjustments. The Ophir Optics business is an Israel and Romania-based manufacturer of high-precision infrared thermal imaging and laser optics solutions, serving defense, security and industrial applications. The transaction along with the company's previously announced $400M capital and capacity expansion in Asia, are expected to be funded through a combination of cash on hand and expected future cash flow and borrowings under TTM's existing revolving credit facility. The transaction multiple is estimated to be roughly 10.3x expected FY27 adjusted EBITDA of Ophir Optics, without synergies, and is expected to be immediately accretive to both TTM's adjusted EBITDA margin and non-GAAP diluted EPS. This transaction is expected to close in the second quarter of 2027. This transaction does not include the Ophir Instruments laser characterization business of MKS, which operates separately from Ophir Optics, or the sale of the Ophir brand. The transaction is expected to close in the second quarter of 2027, and is subject to customary closing conditions, including certain regulatory approvals and certain governmental consents and permits.
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