TT Electronics shares dip despite impressive fundamentals

Global electronics components manufacturer TT Electronics has seen its share price dip during trading on Tuesday, despite booking a bumper set of fundamentals.

The Company posted strong sales ahead of costs, with revenues jumping 23% (20% on constant currency) on a year-on-year basis to £238.2 million for the first half, and operating profits up 32% (27% on constant currency) to £19.2 million.

Regarding its investors, underlying earnings per share grew 28% to 8.8p, while statutory EPS dipped from 4.4p to 3.3p between H1 2018 and H1 2019. First half dividends increased 8% on-year from 1.95p to 2.10p.

TT Electronics said that during the period, it had undergone improvements in operational efficiency and secured ‘significant’ customer wins.

TT Electronics comments

Richard Tyson, Chief Executive Officer, said:

“We have delivered strong revenue and profit growth alongside further margin progression in the first half despite a tougher market backdrop.”

“The evolution of TT into a higher quality, better balanced Group reflects our strategic focus on picking the right customers in the right markets and investing in the right capabilities. The actions we have taken to concentrate on sensing, power and connectivity solutions across aerospace and defence and medical, whilst refining our portfolio of businesses through acquisitions and disposals have transformed TT.”

“We believe our strategy to position TT to benefit from “electronics everywhere” will continue to strengthen the Group. Despite the current macroeconomic environment, our first half performance and order momentum position us well to make further progress in 2019 and beyond.”

Investor notes

After a slight recovery, the Company’s shares are down 3.76% or 8.30p to 212.70p a share 07/08/19 13:47 BST. Peel Hunt Analysts have reiterated their ‘Buy’ stance on TT Electronics stock. The Group’s p/e ratio stands at 13.64 and their dividend yield is 3.04%.

Elsewhere in the tech sector, there were updates from; SDL plc (LON: SDL), Dialight Plc (LON: DIA), Seeing Machines (LON: SEE), Bidstack Group PLC (AIM: BIDS) and Nektan PLC (LON: NKTN).

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Jamie Gordon
Senior Journalist at the UK Investor Magazine. Also a contributing writer at the Investment Observer, UK Property Journal and UK Startup Magazine. Postgraduate of King's College London with a specialisation in Business Ethics. Interested in Development Economics and David Hume.