# data center revenue — X 热门讨论 (2026-09-27 02:06 UTC)
## @HunterAllen4 (THE GAP FATHER) · 09-26 16:07 · ♥31 ↻2 💬12 $TTMI
I think this one could have a lot more room to run. I’ve posted multiple times and were bottomed but curling.
WAVE BYE BYE NOW.
Especially if you’re not in my Telegram I posted the bottom last week.
The Rip Salad setup is getting interesting. 🤔
TTM Technologies is NOT a commodity PCB shop. This is high-complexity interconnect + RF, sitting directly in the middle of AI data centers/networking and aerospace & defense.
Q2 was a RECORD $1.0B revenue (+37% YoY), its first billion-dollar quarter, with Data Center & Networking at ~40% of sales and A&D at ~37%.
A&D program backlog is $1.7B+ with a qualified pipeline around $7B, while FY2026 revenue guidance is ~$4.4B with non-GAAP EPS approaching $5. Q3 revenue guide is $1.10–$1.14B.
The production ramp is what makes the setup particularly interesting. N+M AI/data-center boards are entering early mass production, with roughly $600M of H2 2026 revenue expected.
The new 215K sq ft Syracuse Ultra-HDI facility is ramping for radar, missile defense, space and autonomous systems, while Wisconsin adds high-volume U.S. advanced PCB capacity.
Add Penang expansion, the STG/ILFA European footprint and the pending ~$1.1B Epiq Solutions acquisition, and TTMI is moving further up the stack from advanced PCBs toward RF modules and mission systems.
A lot of execution still needs to go right, but the underlying setup is getting increasingly compelling.
Don’t miss. Don’t fade. Don’t sleep on this gap daddy special. https://x.com/HunterAllen4/status/2103879084837122501