Fabrinet
NYSE:FN

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Fabrinet
NYSE:FN
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Price: 488.26 USD 2.05%
Market Cap: 17.5B USD

Fabrinet
Investor Relations

Fabrinet, rooted in the vibrant landscape of technology manufacturing, stands as a quintessential example of a modern industry leader, deftly bridging the intricate worlds of optical communications and advanced electronic manufacturing. Founded in 2000 by Tom Mitchell, the company has carved out a specialized niche in the contract manufacturing sector, managing the complexities of producing highly sophisticated optical and electro-mechanical devices. With its headquarters nestled in George Town, Cayman Islands, and significant manufacturing operations housed in Thailand, Fabrinet combines strategic location advantages with technical prowess, catering to a diverse range of industries, including telecommunications, data communications, and automotive technology.

The company thrives by delivering end-to-end manufacturing solutions, encompassing prototype development, precision manufacturing, and supply chain management, thereby allowing its clients to focus on core innovation and market strategies. At the heart of Fabrinet's business model lies its robust partnership approach, where it integrates customer specifications into its advanced engineering and manufacturing processes. This symbiotic relationship ensures higher efficiency and product quality, thus enabling organizations like Cisco and Lumentum to gain competitive edges in their respective fields. By handling production complexities and scaling operations in response to global tech demands, Fabrinet secures its revenue streams while contributing significantly to technological advancement worldwide.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Nov 3, 2025
AI Summary
Q1 2026

Record Results: Fabrinet delivered record first quarter revenue of $978 million, up 22% year-over-year and 8% sequentially, exceeding its guidance range.

EPS Beat: Non-GAAP EPS was $2.92, also a record and above guidance, despite a $0.06 per share FX revaluation loss.

Strong Outlook: Management projects second quarter revenue between $1.05 billion and $1.1 billion, representing 29% year-over-year growth at the midpoint, and EPS of $3.15–$3.30.

Growth Drivers: Telecom (especially data center interconnect), high-performance computing, and resilient datacom demand are fueling momentum.

Component Constraints: Some component shortages persist, but are improving; supply is not seen as a major risk.

Capacity Expansion: Construction of a major new building is on track, ensuring ample future capacity to meet demand.

Key Financials
Revenue
$978 million
EPS
$2.92
Gross Margin
12.3%
Operating Margin
10.6%
Net Income
$105 million
Optical Communications Revenue
$747 million
Telecom Revenue
$412 million
DCI Revenue
$138 million
Datacom Revenue
$273 million
Non-optical Communications Revenue
$231 million
High Performance Computing Revenue
$15 million
Automotive Revenue
$122 million
Industrial Laser Revenue
$40 million
Cash and Short-term Investments
$969 million
Operating Cash Flow
$103 million
Capital Expenditures
$45 million
Shares Repurchased
970 shares
Share Repurchase Authorization Remaining
$174 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. David T. Mitchell
Founder & Chairman
No Bio Available
Mr. Seamus Grady
CEO & Director
No Bio Available
Dr. Harpal S. Gill Ph.D.
President & COO
No Bio Available
Mr. Csaba Sverha
Executive VP & CFO
No Bio Available
Mr. Edward T. Archer
Executive Vice President of Sales & Marketing
No Bio Available
Mr. Garo Toomajanian
Vice President of Investor Relations
No Bio Available
Mr. Colin R. Campbell
VP & General Counsel
No Bio Available

Contacts

Address
PATHUM THANI
PATHUMTANI
5/6 Moo 6, Soi Khunpra, Phaholyothin Rd, Klongnueng, Klongluang
Contacts
+6625249600.0
fabrinet.com