Earnings summaries and quarterly performance for Fabrinet.
Executive leadership at Fabrinet.
Board of directors at Fabrinet.
Research analysts who have asked questions during Fabrinet earnings calls.
Karl Ackerman
BNP Paribas
6 questions for FN
Also covers: ANET, AVGO, CIEN +15 more
Ryan Koontz
Needham & Company, LLC
6 questions for FN
Also covers: AAOI, ADTN, ANET +27 more
Samik Chatterjee
JPMorgan Chase & Co.
6 questions for FN
Also covers: AAPL, ANET, APH +32 more
Tim Savageaux
Northland Capital Markets
6 questions for FN
Also covers: AAOI, ADTN, AIRG +16 more
George Notter
Jefferies
5 questions for FN
Also covers: AAOI, ADTN, ANET +18 more
Michael Genovese
Rosenblatt Securities Inc.
3 questions for FN
Also covers: AAOI, ADTN, CALX +5 more
Mike Genovese
Rosenblatt Securities
3 questions for FN
Also covers: ADTN, CALX, EXTR +1 more
Dong Wang
Nomura Instinet
2 questions for FN
Also covers: CDW, CLS, CRSR +6 more
Steven Fox
Fox Research
2 questions for FN
Also covers: AMKR, APH, BDC +22 more
Recent press releases and 8-K filings for FN.
Fabrinet Discusses Strong Growth in DCI, HPC, and Capacity Expansion
FN
New Projects/Investments
Revenue Acceleration/Inflection
- Fabrinet is experiencing robust and increasing demand in its Data Center Interconnect (DCI) business, driven by 400ZR and 800ZR products, with five key customers.
- The company has successfully entered the High-Performance Compute (HPC) market, securing AWS as a customer and generating $15 million in revenue last quarter from initial qualification volumes, with expectations for significant future growth.
- To support anticipated growth, Fabrinet is expanding its manufacturing capacity with Building 10, which will add an estimated $2.5 billion in revenue capacity, with a portion of the space expected to be ready by June.
- Fabrinet maintains a strong financial position with approximately $1 billion in cash and no debt, allowing it to fund its $130 million capacity expansion for Building 10 from internal resources.
4 days ago
Fabrinet Discusses Growth Drivers, Capacity Expansion, and Financial Strength
FN
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Fabrinet reports robust and increasing demand in Data Center Interconnect (DCI) for 400ZR and 800ZR products, serving five customers, and strong overall Datacom demand, especially for transceivers driven by AI data centers, with NVIDIA as a key customer.
- The company has entered the High-Performance Compute (HPC) market with AWS, generating $15 million in qualification volumes last quarter, and anticipates ramping to a first plateau of revenue by the June quarter as additional production lines are qualified.
- To meet demand, Fabrinet is expanding capacity with Building 10, a 2 million sq ft facility adding $2.5 billion in revenue capacity, with 250,000 sq ft available by June; the $130 million CapEx is funded internally from its $1 billion cash reserve and no debt.
- Fabrinet maintains strong financials with gross margins in the 12.5%-13% range and low OpEx at 1.6%-1.7% of revenue, expecting operating margin improvement through operational leverage.
4 days ago
Fabrinet Discusses Strong Growth in DCI and Datacom, HPC Ramp with AWS, and Capacity Expansion
FN
Revenue Acceleration/Inflection
New Projects/Investments
- Fabrinet is experiencing robust demand and growth in its Data Center Interconnect (DCI) and Datacom businesses, driven by AI data centers and new products like 400ZR, 800ZR, and 1.6 terabit transceivers.
- The company's new High-Performance Compute (HPC) business with AWS generated $15 million in qualification-type revenue last quarter and is expected to ramp to a "first plateau of revenue" by the June quarter.
- To support growth, Fabrinet is expanding capacity with Building 10, which will add $2.5 billion in revenue capacity and is being funded by the company's $1 billion cash reserves with no debt.
- Fabrinet maintains a strong financial position with gross margins in the 12.5%-13% range and very low OpEx (around 1.6%-1.7% of revenue), allowing for significant operating margin leverage with incremental revenue growth.
4 days ago
Fabrinet Announces Strong Q1 2026 Results
FN
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Fabrinet reported record Q1 2026 revenue of $978.1 million, surpassing guidance and marking a 22% year-over-year increase.
- The company achieved a record non-GAAP diluted EPS of $2.92 for Q1 2026, also exceeding guidance.
- Profitability remained strong with a non-GAAP operating margin of 10.6% and a non-GAAP gross margin of 12.3% in Q1 2026.
- As of September 26, 2025, Fabrinet maintained a strong balance sheet with $968.8 million in cash and cash equivalents and no total debt.
Nov 3, 2025, 10:00 PM
Fabrinet Announces Record Q1 2026 Results and Strong Q2 2026 Guidance
FN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Fabrinet reported record revenue of $978 million and record non-GAAP earnings per share of $2.92 for the first quarter of fiscal year 2026, which ended September 26, 2025.
- The company introduced a new high-performance computing (HPC) product category, which contributed $15 million to revenue in Q1 2026 and is expected to scale considerably over the coming quarters.
- For the second quarter of fiscal year 2026, Fabrinet anticipates revenue to be in the range of $1.05 billion to $1.1 billion and earnings per diluted share between $3.15 and $3.30.
- To support rapid growth, construction of Building 10, a 2 million sq ft facility, is on track for completion by the end of calendar 2026, with a portion accelerated for mid-2026, expected to add approximately $2.4 billion in revenue capacity.
Nov 3, 2025, 10:00 PM
FN Reports Record Q1 2026 Revenue and EPS, Projects Strong Q2 Growth
FN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- FN reported record Q1 2026 revenue of $978 million, an impressive increase of 22% from a year ago, and record non-GAAP earnings of $2.92 per share.
- Optical communications revenue was $747 million, with telecom revenue growing 59% year-over-year to $412 million, primarily driven by data center interconnect (DCI) products. DCI revenue was $138 million, marking 92% growth year-over-year.
- The company introduced a new high-performance computing (HPC) products category, which contributed $15 million to revenue in Q1 2026 and is expected to scale considerably in future quarters.
- FN anticipates continued strong business momentum into Q2 2026, projecting 29% growth at the midpoint of its guidance, driven by DCI expansion, strong DataCom demand, and the rapid scaling of the HPC program.
- Construction of Building 10, a 2 million sq ft facility expected to add approximately $2.4 billion in revenue, is on track for completion by the end of calendar 2026, with a portion accelerated for mid-2026 completion to support rapid growth.
Nov 3, 2025, 10:00 PM
Fabrinet Reports Record Q1 2026 Results and Strong Q2 2026 Guidance
FN
Earnings
Guidance Update
New Projects/Investments
- Fabrinet reported record Q1 fiscal year 2026 revenue of $978 million, an increase of 22% year-over-year, and record non-GAAP earnings of $2.92 per share.
- For Q2 fiscal year 2026, the company provided guidance for revenue between $1.05 billion and $1.1 billion and diluted earnings per share between $3.15 and $3.30.
- Key growth drivers in Q1 included Telecom revenue reaching a record $412 million, primarily from Data Center Interconnect (DCI) products, and a new High-Performance Computing (HPC) category contributing $15 million.
- To support rapid growth, Fabrinet is accelerating the construction of a portion of Building 10, a 2 million sq ft facility, with completion expected by mid-2026.
Nov 3, 2025, 10:00 PM
Fabrinet Announces First Quarter Fiscal Year 2026 Financial Results
FN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Fabrinet reported record revenue of $978.1 million for the first fiscal quarter ended September 26, 2025, which was above its guidance range.
- GAAP diluted earnings per share for Q1 FY2026 was $2.66, and non-GAAP diluted earnings per share was $2.92, both exceeding guidance.
- The strong Q1 performance was driven by robust telecom results and an early contribution from new High-Performance Computing revenue.
- For the second fiscal quarter ending December 26, 2025, Fabrinet expects revenue to be in the range of $1.05 billion to $1.10 billion.
- The company anticipates non-GAAP diluted earnings per share for Q2 FY2026 to be between $3.15 and $3.30.
Nov 3, 2025, 9:21 PM
Fabrinet Announces First Quarter Fiscal Year 2026 Financial Results and Q2 FY2026 Guidance
FN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Fabrinet reported record first quarter fiscal year 2026 revenue of $978.1 million and GAAP diluted earnings per share of $2.66, with non-GAAP diluted earnings per share of $2.92 for the period ended September 26, 2025.
- These results mark an increase from the first quarter of fiscal year 2025, which saw revenue of $804.2 million, GAAP diluted EPS of $2.13, and non-GAAP diluted EPS of $2.39.
- The company's strong performance was driven by robust telecom results, an early contribution from new High-Performance Computing revenue, and a smaller-than-anticipated sequential decline in datacom revenue.
- For the second fiscal quarter ending December 26, 2025, Fabrinet expects revenue in the range of $1.05 billion to $1.10 billion and non-GAAP diluted earnings per share between $3.15 and $3.30.
Nov 3, 2025, 9:15 PM
Aurora Innovation Expands Driverless Truck Operations and Reports Q3 2025 Revenue
FN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Aurora Innovation has launched a new 600-mile driverless route from Fort Worth to El Paso, its second commercial route, and has surpassed 100,000 driverless miles on public roads.
- The company plans to deploy hundreds of driverless trucks with next-generation hardware by 2026 and projects scaling to tens of thousands of self-driving trucks by 2027.
- Aurora reported $1 million in third-quarter revenue for 2025 driven by its autonomous operations.
- The new next-generation hardware, manufactured by Fabrinet, reduces overall costs by over 50% and features lidar technology capable of detecting objects up to 1,000 meters away.
Oct 28, 2025, 11:19 PM
Quarterly earnings call transcripts for Fabrinet.
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