Financial Data and Key Metrics Changes - In Q3 2021, net sales were $556.8 million, up from $513.6 million in Q3 2020, driven by strong growth in automotive, data center computing, and medical industrial markets [45][46] - GAAP operating income was $30.2 million compared to a loss of $40.3 million in the same quarter last year, which included a goodwill impairment charge [47] - Non-GAAP net income was $36.5 million or $0.34 per diluted share, compared to $26.8 million or $0.25 per diluted share in Q3 2020 [55] Business Line Data and Key Metrics Changes - Aerospace and defense represented 31% of total sales in Q3 2021, down from 37% in Q3 2020, with a backlog of $723 million, up from $625 million a year ago [25][26] - Medical industrial instrumentation contributed 20% of total sales, exceeding $100 million in revenue, up from 19% in the previous year [29] - Automotive sales grew 57% year-over-year, representing 18% of total sales, consistent with Q2 2021 [31] Market Data and Key Metrics Changes - Networking communications accounted for 16% of revenue, down from 17% in Q3 2020, while data center computing represented 14% of total sales, up 29% year-over-year [33][35] - Capacity utilization in Asia Pacific was 91%, compared to 63% in the year-ago quarter, while North America's utilization was 50% [39] Company Strategy and Development Direction - The company aims to transform its business to be less cyclical and more differentiated, focusing on stable growth and improving margins [15] - TTM plans to add capabilities and products complementary to its current offerings through organic investments and acquisitions [17] - The company is actively managing supply constraints and higher raw material costs through supplier diversification and operational efficiency efforts [11] Management's Comments on Operating Environment and Future Outlook - Management noted that the labor situation is improving but remains a challenge, particularly in North America due to COVID-related issues [72][93] - The company expects continued elevated cost pressures in Q4, with revenue guidance of $530 million to $570 million [60][62] - Management remains optimistic about long-term growth, particularly in aerospace and defense, despite short-term challenges [120] Other Important Information - The company repurchased 2.1 million shares for a total of $28.9 million under its stock repurchase program [59] - Cash and cash equivalents at the end of Q3 2021 were $529.8 million, with a net debt to EBITDA ratio of 1.5 times [58] Q&A Session Summary Question: Sequential decline in gross margins - Management attributed the decline to production inefficiencies in North America and a revenue drop, with labor challenges being a significant factor [69][70] Question: Update on labor challenges - Management indicated that while labor conditions are improving, challenges remain, particularly in attracting and retaining staff [72][75] Question: Lead times and demand environment - Demand remains robust, with lead times extending to an average of 16 weeks in Asia and 4 weeks in North America [80][81] Question: M&A pipeline and buybacks - The company is actively pursuing M&A opportunities while balancing stock buybacks, with a focus on strategic needs and financial sense [83][88] Question: Backlog versus revenue guidance - Management explained the discrepancy between backlog and revenue guidance due to ongoing labor and material availability challenges [114][115]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ☑ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 28, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF DELAWARE 91-1033443 (I.R.S. Employer Identification No.) 200 East Sandpointe, Suite 400, Santa Ana, California 92707 (Address of principal executive offices) (714) 327-3000 (Registrant's telephone number, including ...

| --- | --- | --- | --- | --- | --- | |-------|------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | TTM Technologies, Inc. | | | | | | | | | | | | | | | | | | | | | Q2'21 Earnings Results | | | | | | | | | | | | | | | | | | | | | Presentation | | | | | | | | | | | | July 28th, 2021 Inspiring Innovation Disclaimers Forward-Looking Statements 2 This communication may contain "f orward-looking statements" within the meaning of the Priv ate Securities Litigation Ref orm Act ...

TTM Technologies, Inc. (NASDAQ:TTMI) Q2 2021 Earnings Conference Call July 28, 2021 4:30 PM ET Company Participants Sameer Desai - Vice President of Corporate Development & Investor Relations Tom Edman - Chief Executive Officer Todd Schull - Chief Financial Officer Conference Call Participants William Stein - Truist Securities Jim Ricchiuti - Needham & Company. Matt Sheerin - Stifel Mike Crawford - B. Riley Securities Operator Good afternoon, ladies and gentlemen. Thank you for standing by, and welcome to t ...

☑ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 29, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-31285 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q 200 East Sandpointe, Suite 400, Santa Ana, California 92707 (Address of principal executive offices) (Registrant's telephone number, including ...

| --- | --- | --- | --- | --- | --- | |-------|------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | TTM Technologies, Inc. | | | | | | | | | | | | | | | | | | | | | Q1'21 Earnings Results | | | | | | | | | | | | | | | | | | | | | Presentation | | | | | | | | | | | | April 28th, 2021 Inspiring Innovation Disclaimers Forward-Looking Statements 2 This communication may contain "f orward-looking statements" within the meaning of the Priv ate Securities Litigation Ref orm Act ...

TTM Technologies, Inc. (NASDAQ:TTMI) Q1 2021 Earnings Conference Call April 28, 2021 4:30 PM ET Company Participants Sameer Desai - Vice President of Corporate Development and Investor Relations Tom Edman - Chief Executive Officer Todd Schull - Chief Financial Officer Conference Call Participants William Stein - Truist Securities Mike Crawford - B. Riley Securities Christian Schwab - Craig Hallum Alvin Park - Stifel Tyler Bailey - Needham Paul Chung - JPMorgan Operator Good afternoon, ladies and gentlemen. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 28, 2020 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-31285 TTM TECHNOLOGIES, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) ...

| --- | --- | --- | --- | --- | --- | |-------|------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | TTM Technologies, Inc. | | | | | | | | | | | | | | | | | | | | | Q4'20 Earnings Results | | | | | | | | | | | | | | Presentation | | | | | | | | | | | | February 3rd, 2021 Inspiring Innovation Disclaimers Forward-Looking Statements 2 This communication may contain "f orward-looking statements" within the meaning of the Priv ate Securities Litigation Ref orm Act of 1995, in ...

TTM Technologies, Inc. (NASDAQ:TTMI) Q4 2020 Earnings Conference Call February 3, 2021 4:30 PM ET Company Participants Sameer Desai – Senior Director of Corporate Development and Investor Relations Tom Edman – Chief Executive Officer Todd Schull – Chief Financial Officer Conference Call Participants Matt Sheerin – Stifel William Stein – Truist Securities Steven Fox – Fox Advisors Jim Ricchiuti – Needham & Company Paul Coster – JPMorgan Christian Schwab – Craig Hallum Capital Group Mike Crawford – B. Riley O ...