F

    Fabrinet (FN)

    Official site

    TECHNOLOGY • ELECTRONIC COMPONENTS • NYSE

    $438.01
    +6.47 (+1.50%)

    Market Cap: $15.46B

    Last updated: Aug 27, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    90%(36/40)
    Avg Surprise
    +5.02%
    Streak
    17 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$4.19
    Range$4.16 - $4.20
    9 analysts
    EPS Revisions
    1
    0
    7d
    1
    0
    30d
    EPS Estimate Drift
    90d ago$3.97-5.2%
    60d ago$3.97-5.2%
    30d ago$3.97-5.2%
    7d ago$3.98-5.0%
    Current$4.19
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.4B
    7 analysts
    Dec 31, 2026
    EPS Consensus$4.42
    Range$4.32 - $4.52
    9 analysts
    EPS Revisions
    1
    0
    7d
    1
    0
    30d
    EPS Estimate Drift
    90d ago$4.18-5.4%
    60d ago$4.18-5.4%
    30d ago$4.18-5.4%
    7d ago$4.19-5.0%
    Current$4.42
    Revenue Consensus
    $1.5B
    Range$1.4B - $1.5B
    7 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$4.42---
    Sep 26EST
    		-$4.19---
    Jun 26
    		$3.92$3.69+6.23%Beat+61.3%
    Mar 26
    		$3.72$3.56+4.49%Beat+47.6%
    Dec 25
    		$3.36$3.25+3.38%Beat+28.7%
    Sep 25
    		$2.92$2.82+3.55%Beat+22.2%
    Jun 25
    		$2.43$2.41+0.83%Beat+0.8%
    Mar 25
    		$2.52$2.47+2.02%Beat+5.4%
    Dec 24
    		$2.61$2.49+4.82%Beat+25.5%
    Sep 24
    		$2.39$2.38+0.42%Beat+19.5%
    Jun 24
    		$2.41$2.24+7.59%Beat+29.6%
    Mar 24
    		$2.39$2.11+13.27%Beat+23.2%
    Dec 23
    		$2.08$2.03+2.46%Beat+9.5%
    Sep 23
    		$2.00$1.86+7.53%Beat+1.5%
    Jun 23
    		$1.86$1.80+3.33%Beat+10.7%
    Mar 23
    		$1.94$1.87+3.74%Beat+29.3%
    Dec 22
    		$1.90$1.87+1.60%Beat+26.7%
    Sep 22
    		$1.97$1.74+13.22%Beat+35.9%
    Jun 22
    		$1.68$1.54+9.09%Beat+28.2%
    Mar 22
    		$1.50$1.52-1.32%Miss+24.0%
    Dec 21
    		$1.50$1.46+2.74%Beat+36.4%
    Sep 21
    		$1.45$1.33+9.02%Beat+38.1%
    Jun 21
    		$1.31$1.22+7.38%Beat+36.5%
    Mar 21
    		$1.21$1.14+6.14%Beat+31.5%
    Dec 20
    		$1.10$1.04+5.77%Beat+10.0%
    Sep 20
    		$1.05$0.98+7.14%Beat+22.1%
    Jun 20
    		$0.96$0.87+10.34%Beat-4.0%
    Mar 20
    		$0.92$0.94-2.13%Miss+0.0%
    Dec 19
    		$1.00$0.93+7.53%Beat+3.1%
    Sep 19
    		$0.86$0.82+4.88%Beat-6.5%
    Jun 19
    		$1.00$0.94+6.38%Beat+23.5%
    Mar 19
    		$0.92$0.89+3.37%Beat+29.6%
    Dec 18
    		$0.97$0.92+5.43%Beat+34.7%
    Sep 18
    		$0.92$0.81+13.58%Beat+22.7%
    Jun 18
    		$0.81$0.75+8.00%Beat-5.8%
    Mar 18
    		$0.71$0.71+0.00%Beat-11.3%
    Dec 17
    		$0.72$0.70+2.86%Beat-20.9%
    Sep 17
    		$0.75$0.80-6.25%Miss-6.3%
    Jun 17
    		$0.86$0.83+3.61%Beat-
    Mar 17
    		$0.80$0.88-9.09%Miss-
    Dec 16
    		$0.91$0.79+15.19%Beat-
    Sep 16
    		$0.80$0.71+12.68%Beat-

    Key Metrics

    Valuation
    P/E Ratio31.47EV/EBITDA22.80x
    Price/FCF342.59xFCF Yield0.29%
    Profitability
    Profit Margin10.20%Operating Margin10.20%
    ROE21.30%ROIC16.90%
    Financial Health
    Debt/Equity0.00xInterest CoverageN/A
    Current Ratio2.55xQuick Ratio1.79x
    Trading Statistics
    Beta1.22Avg Volume1.03M
    52-Week High$748.8952-Week Low$313.00

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$484.47
    SMA 20$497.99
    SMA 50$507.09
    SMA 200$537.04
    EMA 10$466.25
    EMA 20$485.08
    EMA 50$515.37
    EMA 200$513.97

    MACD

    Line: -19.77Signal: -8.88Hist: -10.89

    ADX

    ADX: 20.2+DI: 21.1-DI: 19.9

    Aroon & PSAR

    Aroon Up72.0
    Aroon Down20.0
    PSAR$542.00

    Bollinger Bands

    Upper Band$616.57
    Lower Band$379.40
    %B Position4763%(Upper)
    Band Width0.25

    RSI (14-Day)

    Neutral
    40.6

    Momentum Oscillators

    Stoch %K8.7
    Stoch %D8.2
    Williams %R-87.2
    ROC (10d)-23.4%
    Momentum-133.87
    CCI (20d)-182.5
    MFI (14d)37.8

    Volatility Measures

    ATR (14d)$36.83(8.4%)
    StdDev (20d)59.29
    Hist Vol111.5%(High)

    Volume Flow

    VWAP$434.96
    OBV3.0M
    AD Line12.9M
    CMF (20d)-0.093

    Volume Metrics

    Avg Vol (20d)1.0M
    Vol Ratio0.8x
    VWMA (20d)$493.07

    Pivot Points

    R3$445.87
    R2$439.94
    R1$435.74
    Pivot Point$429.80
    S1$425.60
    S2$419.67
    S3$415.47

    Advanced Oscillators

    TSI-11.50
    Ultimate Osc30.8
    KST265.51

    Financial Data

    QuarterMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023Jun 2023
    Total Revenue$1.21B$1.13B$978.13M$909.69M$871.80M$833.61M$804.23M$753.26M$731.53M$712.69M$685.48M$655.87M
    Cost of Revenue$1.07B$995.21M$861.69M$798.40M$769.62M$732.76M$705.20M$660.81M$640.60M$624.36M$601.07M$573.58M
    Gross Profit$144.34M$137.68M$116.44M$111.29M$102.18M$100.85M$99.03M$92.45M$90.94M$88.33M$84.40M$82.30M
    Operating Expenses$24.30M$23.28M$22.25M$22.23M$23.33M$21.25M$22.09M$19.14M$19.63M$19.32M$20.43M$20.89M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$24.30M$23.28M$22.25M$22.17M$22.06M$21.21M$22.03M$19.11M$19.63M$19.32M$20.43M$19.87M
    Operating Income$120.04M$114.40M$94.19M$89.06M$78.86M$79.60M$76.94M$73.31M$71.31M$69.01M$63.98M$61.40M
    Interest Income$7.42M$8.55M$9.42M$7.77M$10.14M$11.31M$10.93M$11.05M$8.51M$7.75M$5.90M$4.02M
    Interest Expense$0$0$0$0$0$0$0$17,000$26,000$36,000$45,000$293,000
    Income Before Tax$134.24M$119.72M$101.43M$93.24M$86.30M$94.89M$80.76M$84.97M$83.31M$72.90M$70.16M$67.06M
    Income Tax Expense$9.03M$7.10M$5.50M$6.03M$5.01M$8.26M$3.36M$3.91M$2.40M$3.79M$5.07M$6.28M
    Net Income$125.21M$112.63M$95.93M$87.21M$81.29M$86.64M$77.39M$81.07M$80.92M$69.11M$65.09M$60.79M
    EBITDA$143.41M$126.08M$105.65M$98.55M$88.37M$95.48M$81.49M$85.25M$86.28M$76.55M$75.59M$74.53M
    EBIT$126.82M$111.17M$92.01M$85.47M$76.15M$83.58M$69.82M$73.94M$74.83M$65.19M$64.31M$63.33M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    Celestica is The Foundry the AI World Forgot to Hype

    Celestica is the manufacturing foundry for cloud and AI hardware, converting hyperscaler orders into server platforms and networking blades, driving a 379% share price gain in 12 months without hype HPS momentum is the growth engine - Q4 2025 HPS revenue +72%, full-year 2025 revenue $12.39B, management raised 2026 guidance to ~ $17B, implying ~37% YoY growth on a large base Forensic financial strength - trailing ROIC 29.1%, ROE 40.5%, 3‑yr EPS CAGR 40.8%, FCF/share $3.96, Altman Z 8.09, Beneish M -2.19, eight consecutive EPS beats, avg beat last 4 quarters 23.7% Valuation is priced for execution - stock $396 vs blended fair value ~$393 and 12‑month PT $410, forward P/E 42.6x with 5‑yr EPS consensus ~44.9%, Monte Carlo median $406 Key risks and action - April 27 Q1 print is binary, mere reiteration can trigger 10‑point multiple compression wiping $70-$90 intraday; hyperscaler capex cuts and HPS concentration are primary downside catalysts

    Unknown Author
    •
    4/20/26
    •
    301
    AI Infrastructure
    GARP Investing
    Also mentions:
    FN
    JBL
    FLEX
    NVDA

    Fabrinet (FN): The AI Networking Stock Your Screener Can't Find

    $FN makes the optical transceivers that let AI GPU clusters talk to each other. Zero debt, 17.2% ROIC, 97th percentile vs peers. Nobody's covering this moat seriously. FCF is thin at 2.6% of sales, but that's $1.5B+ in active capacity builds showing up as capex, not earnings. The cash machine is being constructed right now. Blended Fair value: $399.87. Analyst growth-adjusted range: $540-590. The gap between those numbers is the entire bull/bear debate. Know which one you're betting on. Consensus 5Y EPS growth estimate of 6.2% vs a stock at 34x forward earnings is the central tension. Analysts underestimated FN for 2 straight years. That streak ends or the multiple does. Beta 3Y: 1.88. Volatility 1Y: 61%. This is not a sleepy compounder. Size it at 2-3% max. Accumulate Zone: $480-$520. Strong Buy: sub-$430.

    Unknown Author
    •
    3/3/26
    •
    164
    AI Infrastructure
    Pick and Shovel
    Also mentions:
    ANET
    COHR
    LITE

    News

    Fabrinet (FN) Is Down 10.6% After Strong Q4 Beat And Upbeat 2027 Outlook Guidance - Has The Bull Case Changed?

    Fabrinet (FN) reported strong Q4 results with higher sales and net income, and issued upbeat Q1 2027 guidance, reflecting confidence in demand for high-speed optical and AI-related hardware. Despite these positive indicators, the stock fell 10.6%, prompting an examination of whether the investment narrative has shifted. The company's future performance hinges on sustained demand amidst customer concentration risks and supply constraints.

    Simply Wall Street•8/26/26•
    Somewhat-Bullish

    Fabrinet (NYSE: FN) COO has RSU shares withheld at $436.67

    Fabrinet's President & COO, Harpal Gill, had 2,291 ordinary shares withheld on August 21 and 22, 2026, at a price of $436.67 per share. This action was taken to cover tax obligations arising from the vesting of Restricted Share Units (RSUs), and these were tax-withholding dispositions, not open-market sales. Following these transactions, Gill Harpal directly holds 21,879 ordinary shares.

    Stock Titan•8/25/26•
    Neutral

    Fabrinet Stock Plummets 30% With 5-Day Losing Streak

    Fabrinet stock has experienced a significant downturn, plummeting 30% over a five-day losing streak. The article provides a headline indicating this sharp decline but offers no further details or analysis on the reasons behind the drop or the company's financial performance.

    Trefis•8/25/26•
    Bearish

    Fabrinet (NYSE: FN) insider updates trading in company securities

    Fabrinet (NYSE: FN) CEO Seamus Grady reported an acquisition of 22,479 ordinary shares through a grant/award of Restricted Share Units (RSUs) on August 20, 2026, as per a recent Form 4 filing. These RSUs will vest in three equal annual installments starting August 20, 2027, provided Grady remains with the company. Following this transaction, Grady directly holds 55,275 ordinary shares.

    Stock Titan•8/25/26•
    Neutral

    Fabrinet (FN) Q4 2026 Earnings Call Transcript

    Fabrinet (FN) reported record Q4 2026 financial results, with revenue of $1.316 billion, up 45% year over year, and non-GAAP EPS of $4.10, both exceeding guidance. The company announced a new revenue reporting structure focusing on Data Centers, Communications Infrastructure, and Automotive, Industrial, and Other segments. Fabrinet is aggressively expanding its manufacturing capacity in Thailand and Santa Clara to meet the strong demand for high-speed interconnects and AI infrastructure, projecting potential annual revenue capacity of $12.5 billion to $14 billion in the coming years.

    The Globe and Mail•8/24/26•
    Bullish

    Frequently Asked Questions About FN

    Does FN pay dividends?
    Fabrinet (FN) does not currently pay a regular dividend.
    What is FN's P/E ratio?
    Fabrinet has a price-to-earnings (P/E) ratio of 31.47.
    What is FN's market cap?
    Fabrinet (FN) has a market capitalization of $15.46B with a current stock price of $438.01.

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In