87305RAC3

• TTM Technologies, Inc. agreed to acquire all membership interests of EDS Intermediate Holding, LLC (Epiq Solutions) for $1.1 billion in cash, subject to customary adjustments.
• Financing is committed via a $300 million term loan A and $800 million term loan B from JPMorgan, Barclays, Bank of America, and BofA Securities.
• The deal is expected to be immediately accretive to Adjusted EBITDA margin and accretive to Non-GAAP diluted EPS during 2028.
• TTM estimates a synergy-adjusted transaction multiple of 17.4x expected Adjusted 2027 EBITDA and post-close net leverage of 2.3x, reducing to 1.5x-1.7x within 12-18 months.

1.01 Entry into a Material Definitive Agreement · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Second quarter 2026 net sales were $1.0 billion, an all-time quarterly record, compared to $730.6 million in Q2 2025.
• Non-GAAP net income was $106.9 million, or $0.99 per diluted share, an all-time quarterly record, compared to $60.8 million, or $0.58 per diluted share, in Q2 2025.
• Adjusted EBITDA was $166.8 million, or 16.6% of net sales, up from $109.7 million, or 15.0%, in Q2 2025.
• For Q3 2026, TTM expects net sales of $1.10 billion to $1.14 billion and non-GAAP EPS of $1.21 to $1.27; full-year 2026 net sales of approximately $4.4 billion and non-GAAP EPS approaching $5.00.
• Data Center and Networking end market was 40% of net sales, driven by continued AI demand; Aerospace and Defense was 37% of net sales with backlog over $1.7 billion.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The acquisitions are separate, all-cash transactions subject to regulatory approvals, expected to close in the third quarter of 2026.
• STG, formed from the 2023 merger of GS Swiss and the Hofstetter Group, makes rigid, rigid-flex, and flex PCBs and miniaturized microcircuits, primarily for medical and aerospace & defense markets.
• ILFA, a 45-year-old German PCB manufacturer with about 190 employees, adds CAD services, electro-optical PCB certifications, component embedding, and fluid channel integration capabilities.
• The combined acquisitions are expected to be immediately, albeit modestly, accretive, excluding purchase accounting adjustments, and establish TTM's initial European footprint.
• Citi is TTM's exclusive financial advisor for the STG acquisition; Piper Sandler & Co. advises STG.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• The new term loan repriced at Term SOFR plus 1.75%, a 50 basis point reduction from the prior facility, and matures May 30, 2030.
• The new revolving credit facility matures in May 2031 and replaces the prior $150 million U.S. and $150 million Asia asset-based revolving credit facilities.
• Proceeds from the term loan were used to refinance the $340.4 million outstanding under the prior term loan facility and pay related fees and expenses.
• The credit agreement includes covenants restricting dividends and other distributions, and financial covenants for the revolver requiring a minimum interest coverage ratio of 2.50:1.00 and a maximum leverage ratio of 4.50:1.00.

1.01 Entry into a Material Definitive Agreement · 1.02 Termination of a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 3.03 Material Modification to Rights of Security Holders · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The company provided FY2026 target ranges of 13%-15% for non-GAAP operating margin and 16%-18% for Adjusted EBITDA margin.
• FY2026 cash flow from operations is expected to be $300-$320 million, with free cash flow expected to be slightly positive.
• TTM has obtained commitments for a repriced and upsized $400 million Term Loan due May 2030, expected to close in June 2026, which would reduce borrowing costs by 50 basis points.
• The company also obtained commitments for Revolving Credit facilities of up to $1 billion maturing in 2031, intended to replace its existing U.S. ABL and Asia ABL facilities.

7.01 Regulation FD Disclosure

• On May 11, 2026, CEO Dr. Edwin Roks stated in an Orange County Business Journal interview that TTM Technologies will end 2026 at $4 billion in annual revenues, implying 38% year-over-year growth.
• TTM expects to provide further full-year 2026 financial outlook at its Investor Day on May 27, 2026, at the Nasdaq Exchange in New York City.
• The information is furnished under Item 7.01 Regulation FD Disclosure and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure

• John G. Mayer resigned as Class III director and from board committees on May 7, 2026, due to reaching the mandatory retirement age of 75; not due to any disagreement with the company.
• Thomas T. Edman's retirement from the board became effective May 7, 2026, as previously disclosed.
• At the 2026 Annual Meeting, all proposals passed, including election of Class II directors Julie S. England, Philip G. Franklin, and Edwin Roks.
• Stockholders approved the Equity Advantage Match Plan, named executive officer compensation (advisory), and ratified KPMG LLP as independent auditor for fiscal year ending December 28, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP net income was $50.0 million, or $0.47 per diluted share, compared to $32.2 million, or $0.31 per diluted share, in Q1 2025.
• Non-GAAP net income was $80.1 million, or $0.75 per diluted share, an all-time quarterly record, versus $52.4 million, or $0.50 per diluted share, in Q1 2025.
• Adjusted EBITDA was $132.9 million, or 15.7% of net sales, up from $99.5 million, or 15.3%, in Q1 2025.
• For Q2 2026, TTM guides net sales of $930 million to $970 million and non-GAAP EPS of $0.82 to $0.88 per diluted share.
• Data Center and Networking end market was 36% of net sales, driven by continued AI demand; Aerospace and Defense was 40%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits