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Fabrinet FN

Technology — Electronic Components

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Insider Decisions

Total sells
17.02
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 4 — 1 — — 1 — — — 1
Insider Ownership
0.38%

Capital & Financial Ratios

Market Cap
13,880.00
Revenue
4,641.10
Net Income
473.03
Free Cash Flow
4.43
Net Debt
(875.05)
Current Ratio
2.25
Debt/Equity
0.00
P/E ratio
29.44
P/S ratio
3.00
P/B ratio
5.67
Past 5Y EPS Growth
19.77%
This Y EPS Growth
29.18%
Next Y EPS Growth
19.37%
Next 5Y EPS Growth
27.61%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
1.83%
total individual payouts
2025 ‡‡‡‡
2024 ‡‡‡‡
2023 ‡‡‡‡
2022 ‡‡‡‡
2021 ‡‡‡‡
2020 ‡‡‡‡
2019 ‡‡‡‡
2018 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 550.47 858.60 934.24 875.06
Receivables 531.77 592.45 758.89 1,017.93
Inventory 519.58 463.21 581.02 1,021.24
Other 42.88 87.81 116.21 195.57
1,652.54 2,012.69 2,428.84 3,159.71
2023 2024 2025 2026
Payables 381.13 441.84 637.42 1,005.76
ST’ Debt 12.16 — — —
Other 81.00 — — 2.32
481.89 557.94 809.84 1,402.63
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Sep Dec Mar Jun Year
’26 — — — —
—
’26 978.13 1,132.89 1,214.29 1,315.79
4,641.10
’25 804.23 833.61 871.80 909.69
3,419.33
’24 685.48 712.69 731.54 753.26
2,882.97
’23 655.43 668.66 665.28 655.87
2,645.24
’22 543.32 566.63 564.40 587.87
2,262.22
’21 436.64 453.83 479.32 509.57
1,879.35
in millions of $

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — —
—
’26 102.57 46.26 52.93 54.97
256.73
’25 83.18 115.90 74.19 55.09
328.37
’24 145.05 84.17 100.87 83.06
413.15
’23 60.63 44.47 37.12 71.09
213.31
’22 36.91 20.66 50.33 16.35
124.25
’21 34.51 6.81 38.00 42.84
122.16
in millions of $

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — —
—
’26 57.15 (5.40) (11.25) (36.07)
4.43
’25 62.85 93.97 45.39 4.60
206.80
’24 133.75 75.76 87.30 70.61
367.42
’23 50.37 30.70 17.14 52.95
151.17
’22 4.22 1.17 26.81 1.72
33.93
’21 21.43 (4.05) 26.80 30.10
74.27
in millions of $

EPS

Sep Dec Mar Jun Year
’26 — — — —
—
’26 2.66 3.11 3.45 3.83
13.05
’25 2.13 2.38 2.25 2.42
9.17
’24 1.78 1.89 2.21 2.22
8.10
’23 1.76 1.71 1.60 1.65
6.73
’22 1.20 1.30 1.35 1.51
5.36
’21 0.88 0.94 1.00 1.13
3.95

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.5
1
Buy
2
3
Hold
4
5
Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 74.57 90.19 159.69 148.55 373.70 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 136.08 199.99 278.38 531.22 748.89 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14,235 14,663 14,213 16,457 21,521 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.16 0.18 0.20 0.21 0.22 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,262.22 2,645.24 2,882.97 3,419.33 4,641.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.32% 12.71% 12.35% 12.09% 11.99% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 206.97 260.10 311.35 355.18 555.11 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.15% 9.83% 10.80% 10.39% 11.96% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 200.38 247.91 296.18 332.53 473.03 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 41.49 43.53 45.40 48.87 63.65 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 61.35 72.44 79.54 94.94 129.59 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 5.43 6.79 8.17 9.23 13.21 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.37 5.84 11.40 9.12 7.17 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.45) (1.70) (1.26) (3.38) (7.04) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.92 4.14 10.14 5.74 0.12 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.00 40.22 48.16 55.02 68.53 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 36.88 36.52 36.25 36.02 35.82 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.94 19.13 29.73 31.89 42.58 ‡‡‡‡ ‡‡‡‡ —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.32 1.79 3.05 3.10 4.34 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.39 3.23 5.04 5.36 8.20 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.12 1.59 2.76 2.83 4.15 ‡‡‡ ‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 74.86 27.81 21.64 46.84 4,350.24 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 124.25 213.31 413.15 328.37 256.73 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (90.32) (62.14) (45.72) (121.56) (252.30) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.93 151.17 367.42 206.80 4.43 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 986.68 1,170.66 1,454.75 1,619.00 1,757.08 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 27.36 12.16 — — — — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (451.01) (538.31) (858.60) (934.24) (875.05) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,253.68 1,468.66 1,745.75 1,981.81 2,454.26 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.61% 13.00% 13.72% 12.86% 14.03% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.92% 16.91% 19.56% 19.36% 18.32% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.94% 18.21% 18.43% 17.84% 21.33% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Fabrinet (FN), a key contract manufacturer of optical, electro-mechanical, and electronic components, has delivered resilient growth amid surging data center, AI, and photonics demand, fueled by U.S.-China trade tensions shifting supply chains to its Thailand facilities. Partnerships with hyperscalers like Apple, Cisco, and Coherent propelled revenue from under $1 billion in 2016 to nearly $2.9 billion in 2024 (15%+ CAGR), with impressive productivity gains—revenue per employee doubling to over $202,000—despite steady gross margins around 12%. Explosive free cash flow ($367 million in 2024, up 143% YoY) and a debt-free balance sheet with net cash exceeding $900 million underscore its status as a high-quality compounder boasting elite ROIC (19.6%) and ROE (18.4%).

Analysts forecast accelerating revenue to $6.1 billion by 2028 (17% CAGR from 2024), driven by AI optical transceiver demand from cloud giants’ capex boom, with EBT margins expanding and EPS surging 116% to $17.64. Yet, the stock trades at rich multiples (29.7x 2024 PE, 3.1x PS), having appreciated over 500% in highs since 2016, amid volatility tied to tech cycles.

Insider selling ($40 million, no buys) tempers enthusiasm despite Wall Street’s 11% average upside targets, highlighting risks from competition, margin pressures, and macro wildcards. Fabrinet’s moat in a fragmented market positions it for outsized gains if AI tailwinds persist, but caution is warranted at current valuations—delve deeper for the full breakdown.

Read full commentary →

Fabrinet (FN) Latest News

News by impact score

Fine-tune

18 Sep

4 www.fool.com, 4:23 PM
Fabrinet expands capital investments to meet surging AI hardware demand and secure strong growth through 2026. Capital expansion directly targets rising AI hardware demand and can materially lift Fabrinet revenue and positioning.

3 , 2:21 PM
Coherent's datacenter business drives its revenue growth, supporting expanded manufacturing demand for Fabrinet (FN) in optical components. Coherent datacenter expansion lifts component orders from Fabrinet without altering its overall trajectory.

8 Sep

4 , 1:18 PM
Fabrinet's AI optical growth is accelerating, positioning the company to potentially challenge competitors LITE and AAOI in the optical components market. Accelerating AI optical growth signals major revenue upside and competitive gains that could reshape Fabrinet's market position.

2 Sep

3 , 10:55 AM
Coherent holds 79% exposure to datacenter segment, with questions raised on sustaining growth momentum that could affect supplier Fabrinet order volumes and performance. Coherent datacenter trends may moderately shift demand for Fabrinet optical manufacturing services.

1 Sep

3 , 1:12 PM
Fabrinet (FN) is positioned as an overlooked beneficiary of AI infrastructure expansion through its manufacturing of optical and data center components. Highlighting FN's AI exposure may lift sentiment and trading interest without altering fundamentals.

28 Aug

3 , 2:12 PM
Fabrinet surpassed every earnings estimate but its stock fell 11%. Earnings beat failed to prevent 11% stock drop signaling moderate investor sentiment pressure.

3 , 8:17 AM
Fabrinet's earnings and guidance have reignited debate over the stock's valuation. Earnings and guidance updates affect Fabrinet investor sentiment and valuation views without signaling major strategic or operational changes.

24 Aug

3 transcript www.fool.com, 6:28 PM
Fabrinet held its Q4 2026 earnings call, reporting quarterly financial results, operational performance, and management outlook on future business. Quarterly earnings and guidance updates typically influence near-term stock sentiment without fundamentally altering long-term company trajectory.

21 Aug

4 www.fool.com, 5:01 PM
Fabrinet shares plunged nearly 25 percent this week on weak demand signals and lowered guidance from optical component customers. Sharp revenue and margin pressure from key customers will likely cut earnings growth and depress valuation multiples for multiple quarters.

4 www.marketbeat.com, 12:01 AM
Fabrinet expects AI optical demand to drive multi-year growth and is expanding production capacity to meet it. AI optical demand fuels years of growth for Fabrinet with capacity expansion underway.

18 Aug

4 , 11:19 PM
Fabrinet shares fell 8.2% after reporting record Q4 2026 results paired with aggressive capex plans, raising doubts on whether the prior bull case remains intact. Record results combined with heavy future capex introduce major shifts in spending and potential returns that can materially change Fabrinet's earnings trajectory and valuation.

4 www.fool.com, 9:08 PM
Fabrinet stock fell sharply after the company reported weaker-than-expected quarterly results and cut its forward guidance amid supply-chain and demand softness. Missed earnings and reduced outlook directly pressure near-term revenue, margins, and investor sentiment for the optical components supplier.

4 , 12:11 PM
Fabrinet Q4 earnings beat estimates driven by strong data center growth. Earnings beat tied to data center expansion points to major revenue gains and improved competitive stance in high-growth segment.

4 , 10:00 AM
Fabrinet's Q4 earnings call highlighted data center growth and production capacity expansion. Data center growth and capacity increases point to major revenue gains and stronger competitive positioning.

4 , 1:02 AM
Fabrinet posted record revenue and EPS for Q4 2026 driven by data center growth. Record earnings and data center growth indicate major positive shift in company trajectory.

3 www.marketbeat.com, 9:45 AM
Fabrinet shares sold off after recent gains, highlighting potential undervaluation as the market overlooks the company's key role supplying optical components for AI data center expansion. Sell-off draws attention to possible mispricing in AI optics supply chain but does not change operational results or competitive position.

3 , 8:37 AM
Fabrinet, Nvidia supplier, reports endless data-center demand yet its stock declines. Strong data-center demand supports long-term outlook while stock decline signals short-term sentiment pressure.

3 investorshub.advfn.com, 6:28 AM
Fabrinet shares declined after an earnings beat as weak margins and cash flow disappointed investors. Disappointing margins and cash flow at Fabrinet may pressure near-term valuation and investor sentiment on operational performance.

17 Aug

4 transcript app.moby.co, 8:47 PM
Fabrinet released its Q4 2026 earnings call summary covering financial results, operational updates and forward guidance. Q4 2026 earnings call delivers financial metrics and guidance that directly shape near-term stock movement and investor outlook.

3 transcript www.marketbeat.com, 7:03 PM
Fabrinet reported Q4 revenue of $589.5 million, up 9% YoY, with EPS of $1.92 beating estimates; management highlighted strong demand in optical communications and automotive, raised full-year guidance, and noted supply chain stabilization. Q4 results and raised guidance indicate moderate near-term influence on financial trajectory and investor sentiment.

3 , 5:40 PM
Fabrinet reported Q4 earnings and revenues that exceeded estimates. Beating quarterly estimates typically lifts near-term investor sentiment and stock price without altering long-term trajectory.

3 , 4:15 PM
Fabrinet reported financial results for the fourth quarter and fiscal year 2026. Earnings releases deliver performance updates that can shift short-term stock valuation and sentiment.

14 Aug

3 , 10:47 AM
Fabrinet prepares to release Q4 earnings with investors monitoring revenue, margins, and guidance for effects on stock price. Quarterly earnings release can shift near-term stock price and sentiment but rarely alters long-term trajectory.

13 Aug

3 , 11:11 AM
Fabrinet shares rose after the company released its latest update, reflecting improved investor sentiment on its performance and outlook. Update triggered share price gain but lacks details on major strategic shifts or long-term trajectory changes.

12 Aug

3 , 10:09 PM
Fabrinet stock appears stretched after a strong five-year run. Strong five-year run leaves stock potentially overvalued and may moderate future returns.

10 Aug

3 247wallst.com, 2:13 PM
LYTE debuts with $72 million raise but concentrates bets on three optical giants, directly tying supplier exposure and revenue concentration risks to Fabrinet. Concentration bet on three optical giants creates moderate revenue and positioning effects for Fabrinet without altering its overall trajectory.

28 Jul

4 , 12:50 PM
AI infrastructure demand is reshaping Coherent's growth story, driving expanded opportunities in optical components with positive effects likely extending to key manufacturers like Fabrinet. AI infrastructure demand is creating major growth opportunities for Coherent and its manufacturing partners such as Fabrinet.

24 Jul

3 , 1:54 PM
AI infrastructure demand is accelerating Coherent's growth in optical and laser technologies. Coherent's AI-driven expansion points to moderate upside for Fabrinet via optical supply-chain exposure.

13 Jul

3 , 9:27 AM
Fabrinet (FN) stock receives evaluation for investment appeal based on recent financial results, market positioning in optical components, and broader sector trends. Analysis of existing performance and positioning may shift near-term sentiment without major strategic or operational changes.

3 Jul

4 247wallst.com, 1:58 PM
Fabrinet serves as a critical supplier of optical components for AI data center infrastructure and related networking equipment. Fabrinet's established role in the AI optical supply chain supports higher revenue growth and stronger competitive positioning over multiple years.
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