For 3Q25, the Macquarie Small Cap Value Fund Institutional class shares lagged the stronger return of its benchmark, the Russell 2000 Value Index. Stock selection and an underweight allocation detracted in the healthcare sector. Stock selection in technology detracted as the Fund's positions in the semiconductors and semiconductor equipment industries underperformed.
San Francisco-based Think Investments added 793,100 shares of TTMI valued at $45.7 million in the third quarter. The stake represents 6% of 13F reportable assets under management at quarter-end, making it the fund's fifth-largest holding.
SANTA ANA, Calif., Nov. 26, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI), today announced that members of its management team will attend the following investor conferences: Dan Boehle, Chief Financial Officer, will participate in the BofA Securities Leveraged Finance Conference on December 2nd at the Boca Raton Hotel in Boca Raton, FL, with a presentation at 8:50am Eastern Ti...
TTM Technologies (TTMI) remains a buy as strong defense-driven PCB demand and operational execution drive a 30% stock price gain since last coverage. TTMI's 90-day backlog rose 14% to $0.61B, with 91% of revenues from US defense, benefiting from a projected $1T FY2026 defense budget. Q3'25 revenue grew 22% YoY to $752.74M and net profit surged 271%, outpacing peers and supporting a revised fair...
TTM Technologies is a leading global electronics manufacturer specializing in PCBs and RF components, benefiting from strong AI-driven demand. TTMI stock has surged over 200% in the past year, outpacing the market, yet still trades at a modest premium to peers. Despite its premium valuation, TTMI's double-digit growth and industry tailwinds suggest further upside, with future revenue growth not...
TTM Technologies is the largest U.S. PCB manufacturer and a key supplier to the defense sector, with strong AI-related revenue growth. TTMI's Q3 2025 showed 22% sales and 40.9% EBIT growth YoY, with management guiding for further strong results and a shift toward AI and data center markets. The "defense + AI" vertical now accounts for approximately 80% of TTMI's sales, indicating a successful p...
SANTA ANA, Calif., Oct. 31, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI) (“TTM”), a leading global manufacturer of technology products, including mission systems, radio frequency (“RF”) components, RF microwave/microelectronic assemblies, and technologically advanced printed circuit boards (“PCB”s), proudly announced that two of its team members received prestigious Asia Steer...
TTM Technologies, Inc. ( TTMI ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Daniel Boehle - Executive VP & CFO Edwin Roks - President, CEO & Director Conference Call Participants James Ricchiuti - Needham & Company, LLC, Research Division Michael Crawford - B. Riley Securities, Inc., Research Division William Stein - Truist Securities, Inc., Research Division Present...
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