F

Fabrinet
SWB:FAN

Watchlist Manager
Fabrinet
SWB:FAN
Watchlist
Price: 410.2 EUR 7.55% Market Closed
Market Cap: 9B EUR

Fabrinet
Investor Relations

Fabrinet, nestled in the bustling heart of Thailand, has artfully crafted its reputation as a silent yet pivotal force in the technology manufacturing sector. Founded in 1999 by Tom Mitchell, the company has been quietly yet efficiently transforming the blueprint of precision optical, electro-mechanical, and electronic manufacturing services. Fabrinet's unique business model hinges on providing sophisticated manufacturing engineering services to original equipment manufacturers (OEMs) of complex products such as optical communication components, automotive assemblies, and industrial lasers. The company's adeptness at customizing and delivering highly intricate components suits the burgeoning demands of sectors vastly reliant on precision, thereby enabling it to forge long-lasting relationships with industry giants seeking quality and reliability.

At its core, Fabrinet thrives on a customer-centric approach, granting it the nimbleness and flexibility to adapt swiftly to technological evolutions and sector-specific innovations. By positioning itself strategically in the global supply chain, Fabrinet capitalizes on its Southeast Asia base to offer cost-effective solutions without compromising on quality. This geographical strategy not only reduces operational costs through local resources but also shortens lead times, a crucial factor in maintaining competitiveness. The revenues stream in through manufacturing contracts where Fabrinet meticulously assembles products designed by its clients, ensuring quality assurance at every production stage. This meticulous attention to detail and quality amplifies customer satisfaction and builds trust, a currency as valuable as gold in the high-stakes world of high-tech manufacturing.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Nov 3, 2025
AI Summary
Q1 2026

Record Results: Fabrinet reported all-time high quarterly revenue of $978 million, up 22% year-over-year and 8% sequentially, beating guidance.

Profit Beat: Non-GAAP EPS reached $2.92, above expectations, even after a $0.06 FX loss.

Strong Outlook: Management guided for Q2 revenue of $1.05–$1.1 billion, implying 29% year-over-year growth at the midpoint.

Growth Drivers: Key contributors include surging telecom (especially data center interconnect), strong datacom, and a rapidly scaling high-performance computing (HPC) program.

Component Supply: Component constraints persist but are improving; management is not overly concerned due to strong customer relationships.

Capacity Expansion: Construction of a new 2 million square foot facility (Building 10) is on track, supporting future growth.

Share Repurchase: Buybacks were limited, executed via a preset plan, as capital allocation focuses on growth investments.

Key Financials
Revenue
$978 million
Earnings Per Share
$2.92
Optical Communications Revenue
$747 million
Telecom Revenue
$412 million
DCI Revenue
$138 million
Datacom Revenue
$273 million
Non-optical Communications Revenue
$231 million
Automotive Revenue
$122 million
Industrial Laser Revenue
$40 million
High-Performance Computing Revenue
$15 million
Gross Margin
12.3%
Operating Margin
10.6%
Operating Expenses
$16 million
Interest Income
$9 million
Tax Rate
5.4%
Net Income
$105 million
Cash and Short-term Investments
$969 million
Operating Cash Flow
$103 million
Capital Expenditures
$45 million
Share Repurchases
970 shares at $276 per share ($268,000 total)
Earnings Call Recording
Other Earnings Calls

Management

Contacts

Address
CALIFORNIA
Santa Clara
4900 Patrick Henry Drive
Contacts
+14087480900
fabrinet.com