Penang Facility Insights: Contradictions in Capacity, Demand, and Customer Commitment
Generated by AI AgentAinvest Earnings Call Digest
Thursday, Jul 31, 2025 12:15 am ET1min read
TTMI--
Aime Summary
Revenue Growth and Market Diversification:
- TTM TechnologiesTTMI-- reported revenue growth of 21% year-on-year in Q2 2025.
- This growth was driven by strong demand in the aerospace and defense, data center computing, networking, and medical, industrial, and instrumentation end markets.
Operating Margin Expansion:
- The company's non-GAAP operating margins were 11.1%, up 210 basis points year-on-year.
- This increase was due to higher sales volume in key markets and improved operational execution.
Aerospace and Defense Segment Performance:
- TTM's aerospace and defense market revenue was 45% of total revenues for the quarter, contributing significantly to overall growth.
- The growth was supported by strong demand, positive tailwinds in defense budgets, and strategic program alignment.
Data Center Computing Segment Acceleration:
- The data center computing segment accounted for 21% of total sales, with a 20% year-on-year growth.
- This was attributed to demand strength from customers building products for generative AI applications.
Aime SummaryRevenue Growth and Market Diversification:
- TTM TechnologiesTTMI-- reported revenue growth of 21% year-on-year in Q2 2025.
- This growth was driven by strong demand in the aerospace and defense, data center computing, networking, and medical, industrial, and instrumentation end markets.
Operating Margin Expansion:
- The company's non-GAAP operating margins were 11.1%, up 210 basis points year-on-year.
- This increase was due to higher sales volume in key markets and improved operational execution.
Aerospace and Defense Segment Performance:
- TTM's aerospace and defense market revenue was 45% of total revenues for the quarter, contributing significantly to overall growth.
- The growth was supported by strong demand, positive tailwinds in defense budgets, and strategic program alignment.
Data Center Computing Segment Acceleration:
- The data center computing segment accounted for 21% of total sales, with a 20% year-on-year growth.
- This was attributed to demand strength from customers building products for generative AI applications.
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