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TTM Technologies, Inc.

NASDAQ•TTMI
CEO: Mr. Thomas T. Edman
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 2000-09-25
TTM Technologies, Inc., together with its subsidiaries, manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) worldwide. The company operates in two segments, PCB and RF&S Components. It offers range of engineered systems, RF and microwave assemblies, HDI PCBs, flexible PCBs, rigid-flex PCBs, custom assemblies and system integration, IC substrates, passive RF components, advanced ceramic RF components, hi-reliability multi-chip modules, beamforming and switching networks, PCB products, RF components, and backplane/custom assembly solutions, including conventional PCBs. It also provides advanced ceramic RF components including standard and etched thick-film ceramic substrates; and hi-reliability multi-chip modules. In addition, the company offers radar systems including maritime surveillance and weather avoidance radar systems, surveillance products, communication systems, RF assembly and test services, and passive RF components. Further, the company provides custom designed application specific integrated circuits, high density interconnect, IC substrates, flexible and rigid flex PCBs, and custom assemblies including backplane and mid-plane assemblies, flexible and rigid-flex assemblies, and RF assemblies, as well as conventional PCBs, such as single-sided, double-sided, and multi-layer boards. Additionally, it offers quick turnaround services, which includes prototype production and ramp-to-volume production, and thermal management. The company serves original equipment manufacturers and electronic manufacturing services providers, original design manufacturers, distributors, and government agencies; and aerospace and defense, data center computing, automotive, medical, industrial, and instrumentation, as well as networking applications. TTM Technologies, Inc. was incorporated in 1978 and is headquartered in Santa Ana, California.
連絡先情報
200 East Sandpointe, Suite 400, Santa Ana, CA, 92707, United States
714-327-3000
www.ttm.com
時価総額
$9.36B
PER (TTM)
52.7
23.3
配当利回り
--
52週高値
$113.46
52週安値
$15.77
52週レンジ
77%
順位56Top 81.7%
2.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$774.32M+0.00%
直近4四半期の推移

EPS

$0.49+0.00%
直近4四半期の推移

フリーCF

-$6.46M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Strong Net Sales Growth Net sales reached $2.91B USD, marking a 19.0% increase driven by A&D and Commercial segment strength.
Operating Margin Expansion Gross margin improved to 20.7% and operating margin hit 9.1% due to higher sales volume and execution.
Profitability Rebounds Net income was $177.4 M USD in 2025, reversing prior year's net loss of $18.7 M USD.
Commercial Segment Surge Commercial sales grew 24.3% to $1.59B USD, primarily fueled by strong generative AI data center demand.

リスク要因

Global Economic Uncertainty Global economic volatility may reduce customer demand, increase financing costs, and pressure product pricing negatively.
Customer Concentration Risk Top two OEM customers accounted for 23% of 2025 net sales, increasing exposure to single customer loss.
Cybersecurity Disruption Threat Reliance on IT systems makes operations vulnerable to viruses, breaches, or ransomware, causing potential financial exposure.
Foreign Operations Exposure Manufacturing in Asia subjects operations to geopolitical tensions, trade restrictions, and fluctuating foreign currency rates.

見通し

Syracuse Facility Volume New advanced technology PCB facility in Syracuse, NY, expects volume production commencement in second half of 2026.
Capital Expenditure Plans Total 2026 capital expenditures are projected to be in the range of $240.0 M to $260.0 M USD.
Strategic Diversification Focus Strategy emphasizes strengthening leadership in current markets and pursuing strategic M&A for diversification efforts.
Share Repurchase Authorization Board authorized new $100.0 M share repurchase program running through May 7, 2027, for capital return.

同業比較

売上高 (TTM)

ARW stock ticker logoARW
$30.85B
+10.5%
SANM stock ticker logoSANM
$9.31B
+20.8%
ST stock ticker logoST
$3.71B
-5.8%

粗利益率 (最新四半期)

OLED stock ticker logoOLED
73.4%
-6.6pp
DSGX stock ticker logoDSGX
66.3%
-8.1pp
CGNX stock ticker logoCGNX
65.7%
-0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TTMI$9.36B52.710.6%29.1%
LFUS$8.18B-113.2-2.8%23.9%
CGNX$8.08B71.37.7%3.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.1%
安定成長
4四半期純利益CAGR
16.4%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月28日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし