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FN vs TTMI
Which Stock Would AI Choose? Fabrinet (FN) vs. TTM Technologies (TTMI) Stock Comparison
Key Takeaways
- Fabrinet (FN) specializes in advanced optical packaging and precision manufacturing, driving strong growth in AI data centers and optical communications with recent quarterly revenue exceeding $1 billion.
- TTM Technologies (TTMI) focuses on PCBs, RF components, and mission systems, benefiting from aerospace/defense backlogs and data center demand, with fiscal 2025 revenue up nearly 19% year-over-year.
- Both stocks have delivered exceptional recent momentum, with FN up over 200% in the past year and TTMI surging more than 400%, fueled by AI infrastructure and defense spending.
- FN trades at a trailing P/E around 53 with higher revenue scale (~$3.9B TTM), while TTMI at P/E near 63 shows robust backlog growth in high-margin defense.
- Market sentiment favors both in electronics manufacturing, but TTMI's diversified exposure to stable defense contracts provides relative stability amid sector volatility.
- Tickeron's AI tools highlight trending opportunities in these high-growth areas through specialized trading bots.
Introduction
This stock comparison examines FN (Fabrinet) and TTMI (TTM Technologies), two leaders in precision electronics manufacturing. Both companies serve demanding sectors like data centers, optical communications, aerospace, and defense, where AI-driven infrastructure and geopolitical tensions amplify growth potential. Traders seeking momentum plays and investors eyeing relative performance in the electronics space will find value here, as recent market activity underscores their roles in high-tech supply chains. This analysis draws on verifiable data from SEC filings and major financial outlets to highlight contrasts in business models, performance, and positioning.
FN Overview and Recent Performance
Fabrinet provides advanced optical packaging, precision optical, electro-mechanical, and electronic manufacturing services to OEMs in optical communications, industrial lasers, automotive, and medical devices. In recent quarters, FN reported record revenue surpassing $1.1 billion in Q2 fiscal 2026, up over 35% year-over-year, driven by high-performance computing (HPC) demand tied to AI data centers. Sentiment has shifted positively on catalysts like partnerships in silicon photonics for AI interconnects and expectations for 800ZR optics, boosting shares over 200% in the past year. Recent market activity reflects volatility but sustained upward momentum, with YTD gains around 30-35% amid broader AI hardware enthusiasm. Influences include diversified revenue growth, with optical communications at ~77% and expanding automotive/industrial segments.
TTMI Overview and Recent Performance
TTM Technologies is a global manufacturer of mission systems, RF components, RF microwave/microelectronic assemblies, and advanced printed circuit boards (PCBs) for aerospace/defense, data centers, automotive, and networking. Fiscal 2025 net sales reached $2.9 billion, up approximately 19% from prior year, with Q4 at $774 million exceeding guidance. Recent performance highlights include a multi-year $200 million Raytheon contract for LTAMDS radar components and robust defense backlogs, alongside data center computing growth exceeding 50%. Shares have rocketed over 400% in the past year and 50%+ YTD, reflecting strong relative strength. Sentiment benefits from stable defense exposure (44% of sales) offsetting cyclical risks, with recent earnings beats and FY2026 guidance signaling 15-20% revenue expansion.
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Head-to-Head Comparison
Fabrinet and TTM Technologies operate in complementary electronics manufacturing niches, with FN emphasizing optical and precision assembly for AI/optics (market cap ~$20B) versus TTMI's PCB/RF focus across defense/data centers (~$11B cap). Growth drivers differ: FN leverages AI hyperscaler capex via HPC/optics, posting 18%+ annual revenue growth, while TTMI gains from defense modernization (e.g., radar contracts) and networking surges, with similar top-line expansion but higher backlog visibility. Recent momentum favors TTMI on explosive YTD gains, though FN shows steadier earnings beats. Risk factors include supply chain volatility for both, but TTMI faces more cyclical auto exposure versus FN's concentrated optics reliance. Valuation trades at premiums (P/E 53 vs. 63), with sector sentiment buoyed by AI/defense tailwinds; trade-offs hinge on optics purity versus diversified stability.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TTMI, based on superior recent trend consistency, defense backlog catalysts providing earnings stability, and relative momentum outpacing peers amid AI infrastructure buildout. Observable factors like 19% revenue growth, multi-year contracts, and higher YTD returns suggest stronger positioning, though FN remains compelling for optics/AI purists. Probabilistic edge favors TTMI in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FN is a Hold and TTMI is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FN’s FA Score shows that 2 FA rating(s) are green whileTTMI’s FA Score has 2 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- TTMI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FN’s TA Score shows that 5 TA indicator(s) are bullish while TTMI’s TA Score has 6 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- TTMI’s TA Score: 6 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а +4.19% price change this week, while TTMI (@Electronic Components) price change was +3.91% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
TTMI is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Electronic Components (+4.81% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| FN | TTMI | FN / TTMI | |
| Capitalization | 24.7B | 13.1B | 189% |
| EBITDA | 466M | 403M | 116% |
| Gain YTD | 51.531 | 82.957 | 62% |
| P/E Ratio | 66.14 | 75.14 | 88% |
| Revenue | 3.89B | 2.91B | 134% |
| Total Cash | 961M | 501M | 192% |
| Total Debt | 4.89M | 1.03B | 0% |
FN | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 46 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 4 | |
SMR RATING 1..100 | 46 | 67 | |
PRICE GROWTH RATING 1..100 | 35 | 34 | |
P/E GROWTH RATING 1..100 | 6 | 11 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TTMI's Valuation (71) in the Electronic Components industry is in the same range as FN (73). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
TTMI's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as FN (4). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
FN's SMR Rating (46) in the Electronic Components industry is in the same range as TTMI (67). This means that FN’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as FN (35). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as TTMI (11). This means that FN’s stock grew similarly to TTMI’s over the last 12 months.
| FN | TTMI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 71% | 3 days ago 77% |
| Stochastic ODDS (%) | 3 days ago 79% | 3 days ago 60% |
| Momentum ODDS (%) | 3 days ago 78% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 77% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 74% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 75% |
| Advances ODDS (%) | 7 days ago 80% | 3 days ago 75% |
| Declines ODDS (%) | N/A | 5 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 75% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 78% |
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FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.
TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with FLEX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then FLEX could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | +7.96% | ||
| FLEX - TTMI | 69% Closely correlated | +2.39% | ||
| FN - TTMI | 66% Closely correlated | +2.56% | ||
| CLS - TTMI | 66% Loosely correlated | +3.58% | ||
| JBL - TTMI | 64% Loosely correlated | +3.74% | ||
| BHE - TTMI | 63% Loosely correlated | +2.76% | ||
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