TTM Technologies, Inc. Investor Presentation February, 2022 Inspiring Innovation Disclaimers 2 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," "se ...

TTM Technologies, Inc. Q4'21 Earnings Results Presentation February 9th, 2022 Inspiring Innovation Disclaimers 2 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," "proje ...

Call Start: 16:30 January 1, 0000 5:28 PM ET TTM Technologies, Inc. (NASDAQ:TTMI) Q4 2021 Earnings Conference Call February 9, 2022, 4:30 PM ET Company Participants Tom Edman – Chief Executive Officer Todd Schull – Chief Financial Officer Sameer Desai – Vice President of Corporate Development and Investor Relations Conference Call Participants Srini Pajjuri – SMBC Nikko Securities America Jim Ricchiuti – Needham & Company Mike Crawford – B. Riley Securities Matt Sheerin – Stifel Christian Schwab – Craig-Hal ...

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 September 27, 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 TTM TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organizatio ...

| --- | --- | --- | --- | --- | --- | |-------|------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | TTM Technologies, Inc. | | | | | | | | | | | | | | | | | | | | | Q3'21 Earnings Results | | | | | | | | | | | | | | Presentation | | | | | | | | | | | | October 27th, 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 ...

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 ...