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GOVT-CONTRACT ·Filed Sep 9, 2026

TTMI

TTM TECHNOLOGIES INC
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor TTM Technologies' next quarterly filing for revenue contribution from this contract and any follow-on orders for the HC-144 radar program. The award signals continued demand for Telephonics' defense electronics, but the absolute size is modest for a company of TTM's scale.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
TTMI ▼ -3.96% at T+20d
NEUTRAL call -3.96% · α vs SPY -6.08% · entry $122.34 → $117.50
Next anchor: T+60d in 5w
Latest observation: T+31 -9.36% FF3 residual α
Entry = T+0 close
Sep 10, 2026
via day close
T+1d
+3.35%
call +3.35% · α +2.50%
$126.44
settled 7w ago
T+5d
-6.19%
call -6.19% · α -6.82%
$114.77
settled 6w ago
T+20d
-3.96%
call -3.96% · α -6.08%
$117.50
settled 19d ago
T+60d
Pending
in 5w

Price Chart

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Executive Summary

Telephonics Corporation, a subsidiary of TTM Technologies Inc., was awarded a $27.7 million contract by the Department of Homeland Security to supply APS-143 radar components for HC-144 aircraft. The award is a new procurement for a specific defense electronics system, but its materiality to TTM Technologies cannot be assessed without the company's annual revenue figure.

Key Financial Metrics

Award Amount
$27.7M
Agency
Department of Homeland Security
Contract Type
new

Key Facts

  • Award amount: $27,717,079
  • Awarding agency: Department of Homeland Security
  • Recipient: Telephonics Corporation, a subsidiary of TTM Technologies, Inc.
  • Contract for APS-143 radar components for HC-144 aircraft
  • Period of performance begins 2026-09-09
  • Company annual revenue is not available for percentage calculation

Financial Impact

$27.7 million contract award; revenue impact as a percentage of TTM Technologies' annual revenue cannot be determined from provided data.

revenue

Risk Factors

  • Funding risk from potential government continuing resolutions or budget cuts
  • Execution risk on delivery of specialized radar components
  • Contract is a single award; no indication of follow-on or IDIQ vehicle

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70Z03826FA0000159
20 reports for TTMI
Performance horizon
50% Hit rate @ T+20 3 of 6 directional calls Went positive at some point 6 of 10 best @ T+20▲ +25.58%May 18, 2026
Filters
Rows
Reports for TTMI — sortable, filterable
TypeNow
Oct 27, 2026
today
Press Release
NEUTRAL ★ 3/10
$87.51awaiting T+20—$86.78 (−0.83%)
Oct 22, 2026
5d ago
8-K
BULLISH ★ 7/10
$73.89awaiting T+20—$86.78 (+17.44%)
Oct 19, 2026
8d ago
8-K
BULLISH ★ 6/10
$99.10awaiting T+20—$86.78 (−12.43%)
Oct 19, 2026
8d ago
Press Release
BULLISH ★ 6/10
$99.10awaiting T+20—$86.78 (−12.43%)
Oct 13, 2026
14d ago
8-K
BULLISH ★ 6/10
$116.10awaiting T+20—$86.78 (−25.25%)
Sep 10, 2026
6w ago
8-K
MIXED ★ 6/10
$126.44 $121.01▼ −4.29%▼ −6.16%$86.78 (−31.37%)
Sep 9, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$122.34 $117.50▼ −3.96%▼ −6.08%$86.78 (−29.07%)
Aug 25, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$121.70 $124.02▲ +1.91%▲ +0.70%$86.78 (−28.69%)
Aug 17, 2026
10w ago
Press Release
BULLISH ★ 7/10
$140.98 $112.46▼ −20.23%▼ −18.25%$86.78 (−38.45%)
Jun 29, 2026
17w ago
Insider Cluster
NEUTRAL ★ 3/10
$186.80 $131.41▼ −29.65%▼ −29.37%$86.78 (−53.54%)
Showing 10 of 20

US Market Status

Market Closed — Opens Wed (15h 42m)

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Report published Sep 9, 2026