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Fabrinet

Fabrinet

NYSE•FN
CEO: Mr. David T. Mitchell
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 2010-06-25
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, advanced packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company's products also comprise transceivers, tunable lasers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.
Contact Information
One Nexus Way, Camana Bay, George Town, KY1-9005, Cayman Islands
N/A
www.fabrinet.com
Market Cap
$17.52B
P/E (TTM)
47.6
51.8
Dividend Yield
--
52W High
$531.22
52W Low
$148.55
52W Range
89%
Rank25Top 11.9%
5.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$978.13M+21.62%
4-Quarter Trend

EPS

$2.68+25.23%
4-Quarter Trend

FCF

$57.30M-8.95%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Quarterly Revenue Growth Strong Revenues totaled $978.13M USD, up 21.6% ($173.9M increase), fueled by optical communications product demand.
Net Income and EPS Rises Net income reached $95.93M USD, resulting in Basic EPS of $2.68 USD, up from $2.14 USD.
Strong Operating Cash Flow Cash provided by operating activities was $102.57M USD, significantly higher than $83.18M reported in the prior period.

Risk Factors

Customer Concentration Exposure Sales heavily rely on few customers; three customers accounted for 51.5% of Q3 2025 revenues, increasing receivable risk.
Market Consolidation Pressures Market consolidation reduces potential customers and increases leverage, potentially decreasing average selling prices and demand.
Supply Chain Material Shortages Reliance on single-source suppliers for critical materials risks shortages, increased costs, and potential production disruption.

Outlook

Capital Expenditure Expansion Plans Company committed $196.0M USD for capital expenditures, including construction of a new $132.5M manufacturing building.
FY2026 SG&A Expense Increase Fiscal year 2026 SG&A expenses are expected to increase compared to 2025, driven by IT and employee costs.
Geographic Revenue Alignment Expected Expect non-North America revenue portion for remainder of FY2026 to align with 56.9% seen in the current quarter.

Peer Comparison

Revenue (TTM)

TD SYNNEX CorporationSNX
$62.51B
+6.9%
Joint Stock Company Kaspi.kzKSPI
$7.02B
+53.1%
Fortive CorporationFTV
$5.64B
-9.0%

Gross Margin (Latest Quarter)

Dynatrace, Inc.DT
81.8%
+0.4pp
DocuSign, Inc.DOCU
79.2%
-0.1pp
Joint Stock Company Kaspi.kzKSPI
68.3%
+5.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
FTV$18.54B30.56.5%27.8%
FN$17.52B47.617.9%0.2%
QXO$16.97B-1.0-2.4%23.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.5%
Steady Growth
4Q Net Income CAGR
2.4%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 2, 2026
|
EPS:$3.26
|
Revenue:$1.08B
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Sep 26, 2025|Filed: Nov 4, 2025|
    Revenue: $978.13M+21.6%
    |
    EPS: $2.68+25.2%
    Miss
  • Form 10-K - FY 2025

    Period End: Jun 27, 2025|Filed: Aug 19, 2025|
    Revenue: $3.42B+18.6%
    |
    EPS: $9.23+13.0%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Mar 28, 2025|Filed: May 6, 2025|
    Revenue: $871.80M+19.2%
    |
    EPS: $2.26+1.3%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Dec 27, 2024|Filed: Feb 4, 2025|
    Revenue: $833.61M+17.0%
    |
    EPS: $2.40+26.3%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Sep 27, 2024|Filed: Nov 5, 2024|
    Revenue: $804.23M+17.3%
    |
    EPS: $2.14+18.9%
    Miss
  • Form 10-K - FY 2024

    Period End: Jun 28, 2024|Filed: Aug 20, 2024|
    Revenue: $2.88B+9.0%
    |
    EPS: $8.17+20.3%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Mar 29, 2024|Filed: May 7, 2024|
    Revenue: $731.54M+10.0%
    |
    EPS: $2.23+37.7%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Dec 29, 2023|Filed: Feb 6, 2024|
    Revenue: $712.69M+6.6%
    |
    EPS: $1.90+9.8%
    Miss