Skip to main content
FN logo

FN · Fabrinet

Track FN — free
$327.98 -25.85 (-7.31%) At close · Nov 13
Market Cap
$11.71B
Shares
35.72M
Volume · Nov 13 1.19M Avg daily vol (3M) 1.04M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$327.98 Open$351.00 Day$319.00–353.33 52W close$292.97–746.47 Avg vol 30d1.2M Short int1.6M · 4.6% of shares · 1.8d Short vol37% Last earningsNov 2, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 3

Up next

Feb 1, 2027 Est · unconfirmed · in 11 wks

Latest documents

2026
Nov 3
Quarterly report 10-Q FY2027 Q1, ended Sep 25
Revenue rises 50.8% as data center demand surges

Fabrinet reported revenues of $1,474.5 million for the three months ended September 25, 2026, up 50.8% as data center demand surged; net income reached $103.5 million, while operating income rose 55.0% to $146.0 million.

Revenue $1.47B ▲ 50.7% Net income $103.5M ▲ 7.9% Diluted EPS $2.86 ▲ 7.5%
Read from the MD&A section
4 source passages
“We,” “us” or “our” collectively refer to Fabrinet and its subsidiaries. Our revenues increased by $496.4 million, or 50.8%, to $1,474.5 million for the three months ended September 25, 2026, compared with $978.1 million for the three months ended September 26, 2025. This increase was primarily due to an increase in our key customers’ demand for both data center products and communications infrastructure products. We recorded net income of $103.5 million, or 7.0% of revenues, for the three months ended September 25, 2026, compared with $95.9 million, or 9.8% of revenues, for the three months ended September 26, 2025. Our operating income increased by $51.8 million, or 55.0%, to $146.0 million, or 9.9% of revenues, for the three months ended September 25, 2026, compared with $94.2 million, or 9.6% of revenues, for the three months ended September 26, 2025. Open the document at this passage
Nov 2
Earnings call
Q1 2027 earnings call

Fabrinet reported fiscal 2027 first-quarter revenue of $1.474 billion, up 51%, and record non-GAAP EPS of $4.34, both above guidance. Building 11 was planned for approximately 1.5 million square feet and approximately $3 billion of incremental revenue capacity.

Nov 2
Current report 8-K
Financial results

Fabrinet reported record first-quarter fiscal year 2027 revenue of $1,474.5 million, up 51%, and GAAP diluted EPS of $2.86; it expects second-quarter revenue of $1.6 billion to $1.65 billion.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$5.14B
Trailing 12 months
Net income (TTM)
$480.60M
Trailing 12 months
Revenue growth YoY
+50.7%
Year over year
Operating margin
10.0%
Trailing 12 months
P / E (TTM)
24.8
Trailing earnings · reciprocal yield 4.0%
FCF yield
-1.6%
TTM · current market cap
Return on invested capital
23.1%
Trailing 12 months
Net cash
$681.01M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+0.4%
Year over year · more shares
Price change (1Y)
-18.5%
Trailing year
Short interest
4.6%
Latest settlement · 1.8 days to cover
View all 125 metrics

AI Brief

Q1 FY27 earnings call · Nov 2, 2026
Q1 FY27

TL;DR. Q1 revenue increased 51% to $1.474 billion, record non-GAAP EPS reached $4.34, all three major revenue categories grew, and Q2 guidance includes revenue of $1.6 billion to $1.65 billion, GAAP EPS of $3.81 to $3.96 and non-GAAP EPS of $4.77 to $4.92. Capacity expansion and new program opportunities support growth, while gross-margin FX and merit-increase pressure, tax-expense variability, tight component supply and a $137 million free-cash-flow outflow remain risks.

Bullish
  • + Q1 revenue increased 51% year over year to $1.474 billion, and record non-GAAP EPS of $4.34 was also well above guidance. new
  • + New data center, optical circuit switch, multi-rail, NPO and CPO programs provide additional growth opportunities. new
  • + Non-GAAP operating margin increased 20 basis points year over year despite lower gross margin. new
  • + The board expanded the aggregate share-repurchase authorization to $637.3 million. new
Bearish
  • − Non-GAAP gross margin declined 20 basis points year over year, primarily because of foreign-exchange headwinds. new
  • − Non-GAAP gross margin declined 10 basis points sequentially, primarily because of annual merit increases effective in the first quarter. new
  • − Reported tax expense is expected to vary because Thailand tax credits intended to mitigate Pillar 2 have not yet been implemented. new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −37%
below
Price vs 50-day avg −16%
below
RSI (14) 44
neutral
MACD trend Positive
52-week position 8%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −10%
trailing
6-month return −52%
trailing
YTD return −28%
this year
Relative strength −52%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $389 › 200d $517 — 200d above 50d
Institutional flow Distributing
669 of 769 funds reported for Sep 30 · net -3.6M sh shares · +67 new
Insider flow Distributing
Net -$964.8K over 90 days · 100% sells
Short interest Falling
4.59% of shares out · ▼ -12.8% MoM · 1.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
769 holders — near 3-yr high, broad support
Squeeze score 47
elevated · 0–100
Fundamentals
Excellent
Revenue growth +36%
Y/Y
Gross margin 12%
contracting
EPS growth +42%
Y/Y
Free cash flow $4.2M
Valuation P/E 24.8
below peers
Buyback $637.3M
authorized
Balance sheet $346.7M
net cash
Quant / Vol
risk profile
Very High
Volatility 82%
annualized · 1-yr
Max drawdown −61%
past year
ATR 9.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 7 of last 8
Latest guidance · from the 8-K filed Nov 2, 2026
Revenue · second quarter $1.6B – $1.65B
prior qtr $1.47B midpoint +10.2% QoQ
GAAP net income per diluted share · second quarter $3.81 – $3.96
prior qtr $2.86 midpoint +35.8% QoQ
Non-GAAP net income per diluted share · second quarter $4.77 – $4.92
Previous outlook earlier release · from the 8-K filed Aug 17, 2026

Still-open targets the latest release did not restate under the same label.

GAAP net income per diluted share · Quarter ending September 25, 2026 $3.39 – $3.54
Non-GAAP net income per diluted share · Quarter ending September 25, 2026 $4.10 – $4.25
Prior guidance period ended · from the Earnings Call filed Aug 17, 2026
Revenue · first quarter $1.38B – $1.43B
EPS · first quarter $4.10 – $4.25
Guided vs delivered · last 8 settled
Revenue first quarter
guided $1.38B – $1.43B
$1.47B Beat +5.3%
GAAP net income per diluted share first fiscal quarter ending September 25, 2026
guided $3.39 – $3.54
$2.86 Miss −17.5%
Revenue fourth quarter
guided $1.25B – $1.29B
$1.32B Beat +3.6%
Third quarter revenue third fiscal quarter ending March 27, 2026
guided $1.15B – $1.2B
$1.21B Beat +3.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−37% Bearish
Price vs 50-day avg
−16% Bearish
RSI (14)
44 Neutral
MACD trend
Positive Bullish
52-week position
8% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $389 › 200d $517 — 200d above 50d
Institutional flow Distributing
669 of 769 funds reported for Sep 30 · net -3.6M sh shares · +67 new
Insider flow Distributing
Net -$964.8K over 90 days · 100% sells
Short interest Falling
4.59% of shares out · ▼ -12.8% MoM · 1.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
769 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $293 Now $328 · 8% Range high $746
vs 200-day avg -37% vs 50-day avg -16%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Non-GAAP free cash flow non-GAAP -137.41M Three Months Ended September 25, 2026 —
Non-GAAP net income non-GAAP $157.4M the first quarter of fiscal year 2027 —
Non-GAAP net income per diluted share non-GAAP $4.34 the first quarter of fiscal year 2027 —
Total revenues, by percentage, from Amazon.com, Inc. 10.5% fiscal 2026 filing —
Total revenues, by percentage, from Cisco Systems, Inc. 19.9% fiscal 2026 filing —
Total revenues, by percentage, from Nokia Corporation 10.7% fiscal 2026 filing —
Total revenues, by percentage, from NVIDIA Corporation 16.3% fiscal 2026 filing —
Non-GAAP Operating Margin non-GAAP 10.8% Year Ended June 26, 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Electronic Components — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FN
Fabrinet
this stock
$11.71B -28.0% +35.7% 24.8 4.6%
APH
Amphenol Corp
$193.17B — +51.7% 34.1 1.1%
GLW
Corning Inc
$98.27B +30.3% +19.1% 46.4 1.9%
TEL
TE Connectivity plc
$62.02B -4.9% +15.2% 19.6 2.0%
MRAAF
Murata Manufacturing Co., Ltd.
$57.31B +41.0% — — 0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
728
% held
95.1%
Reported
669 of 769
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
216
View
Short & Settlement
Short Interest Falling
Shares short
1.6M
Days to cover
1.8d
Change
-240.5K sh
View
Short Volume
Short vol %
37%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
664
Value
$303.0K
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
51.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$964.8K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Gilbert Cisneros
Amount
$15.0K–$50.0K
Traded
Jul 16, 2026
View
Financials
Financials
Revenue (FY)
$4.6B
Net income (FY)
$473.0M
EPS diluted
$13.05
View
Buybacks
Authorized
$637.3M
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 3, 2026
This year
12

Fabrinet reported revenues of $1,474.5 million for the three months ended September 25, 2026, up 50.8% as data center demand surged; net income reached $103.5 million, while operating income rose 55.0% to $146.0 million.

View
Proposed Sales
Value
$995.0K
Shares
2.5K
Filed
Sep 3, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 2, 2026
View
Investor Relations
Latest news
Fabrinet Announces First Quarter…
Published
Nov 2, 2026
View

Performance

5D 20D 120D MTD YTD
FN +0.3% -9.8% -51.8% +0.2% -28.0%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -2.3% -8.6% -52.3% +0.4% -38.6%

Capital returns

Buyback program · as of Nov 2, 2026
Authorized
$637.30M
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1408710 CUSIP G3323L100 13F (30d) 547 filings 502 filers Visit website Investor relations