# TTM Technologies' commercial growth outpaces aerospace and defense Third-quarter aerospace and defense sales rose 21% year over year, while commercial sales climbed 93% on the same basis. Both segments improved their operating margins. Published 2026-10-23 by TGOs. Canonical: https://tgos.io/news/2026/10/23/ttm-technologies-commercial-growth-outpaces-aerospace-and-defense/ TTM Technologies' aerospace and defense segment recorded $416.5 million in sales for the quarter ended Sept. 28, 2026, up 9% from the second quarter.[1][2] Commercial sales grew 93% year over year, leaving aerospace and defense a smaller part of TTM's business.[1] The aerospace and defense end market accounted for 34% of total sales, down from 45% a year earlier.[1] The release does not separate organic from acquired sales.[1] The aerospace and defense segment's operating margin reached 18.5%, compared with 16.3% a year earlier.[1] It was 16.7% in the second quarter.[1] TTM recast prior-year segment figures after moving its RF and Specialty Components business into aerospace and defense during the first quarter of 2026.[1] ## Why it matters Commercial segment operating margin rose to 21.1% from 14.7% a year earlier.[1] Data center and networking accounted for 41% of total sales, which TTM attributed to continued AI demand.[1] ## Sources 1. TTM Technologies third quarter 2026 results, Exhibit 99.1 to Form 8-K (Oct. 22, 2026) 2. TTM Technologies second quarter 2026 results, Exhibit 99.1 to Form 8-K