Monday, August 18, 2025Market participants began a new trading week without any true catalyst to drive stocks in any particular direction today. Slightly weaker than expected homebuilding data combined with slightly better-than-expected earnings results from a handful of companies helped keep trading flat: the Dow was -14 points, -0.03%, while the S&P 500 was -1, -0.02%. The Nasdaq eked out the slightest of gains, +0.03%, while the small-cap Russell 2000 outperformed the field, +0.35%.Homebuilders Confidenc ...

Fabrinet (FN) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.38%. A quarter ago, it was expected that this company that assembles optical, electro-mechanical and electronic devices for other companies would post earnings of $2.47 per share when it actually produced earnings of $2. ...

Fabrinet (FN) Q4 2025 Earnings Call August 18, 2025 05:00 PM ET Company ParticipantsGaro Toomajanian - VP - IR & Corporate DevelopmentSeamus Grady - CEO & DirectorCsaba Sverha - CFOKarl Ackerman - MD - Equity Research, Semiconductors & IT HardwareSteven Fox - Founder & CEOGeorge Notter - Managing DirectorConference Call ParticipantsTim Savageaux - MD & Senior Research AnalystSamik Chatterjee - MD & Equity Research AnalystRyan Koontz - MD - Research AnalystMike Genovese - Senior Research AnalystOperatorGood ...

Financial Data and Key Metrics Changes - Fourth quarter revenue reached $910 million, exceeding guidance and up over 20% year-over-year and 4% sequentially [4][11] - Full fiscal year 2025 revenue was a record $3.4 billion, representing a 19% increase from the prior year [5][16] - Non-GAAP EPS for Q4 was $2.65, a new quarterly record, while full year non-GAAP EPS hit $10.17 [5][11] Business Line Data and Key Metrics Changes - Optical Communications revenue was $689 million, up 15% year-over-year and 5% sequentially, with telecom revenue at $412 million, a 46% increase from a year ago [12][16] - Datacom revenue was $277 million, down 12% year-over-year but up 10% sequentially, driven by demand for higher data rate products [13][19] - Non-optical communications revenue was $221 million, a 41% increase year-over-year and 3% sequentially, with automotive revenue at $128 million [14][16] Market Data and Key Metrics Changes - Telecom revenue growth was primarily driven by data center interconnect (DCI) products, which represented 12% of overall revenue at $107 million [12][19] - DCI revenue grew 45% year-over-year, indicating strong demand trends [7][68] - The automotive segment showed a slight decline but performed better than expected, while industrial laser revenue remained stable [9][14] Company Strategy and Development Direction - The company established a significant partnership with Amazon Web Services, expected to be a meaningful revenue driver in fiscal year 2026 [5][79] - Construction began on Building 10, which will add 2 million square feet of capacity, with plans to accelerate completion due to increasing customer demand [5][17] - The company is introducing a new revenue category for high-performance computing (HPC) to better capture growth in this area [20][79] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for fiscal year 2026, citing strong customer demand and multiple growth drivers [6][19] - There are temporary component supply challenges impacting Datacom revenue, but these are expected to be resolved [9][54] - The company anticipates healthy year-over-year and sequential growth in Q1, with revenue guidance between $910 million and $950 million [21][19] Other Important Information - The company returned $126 million to shareholders through a buyback program, with continued repurchases expected in fiscal year 2026 [5][18] - The effective GAAP tax rate was 6.5%, and the company ended the year with cash and short-term investments of $934 million [16][17] Q&A Session Summary Question: Clarification on Datacom revenue dip - Management clarified that the expected dip in Datacom revenue for September does not include contributions from the new HPC segment, which will be reported separately [25][26] Question: Future hyperscaler transceiver opportunities - Management indicated that future hyperscaler opportunities would predominantly be on 1.6 terabit port speeds, while 800 gig opportunities remain [27][28] Question: Growth prospects for fiscal year 2026 - Management remains optimistic about growth prospects, citing strong demand for 1.6 terabit products and continued telecom trends [36][38] Question: Impact of component shortages on Datacom - Management acknowledged that component shortages are causing a temporary dip in Datacom revenue but expressed confidence in resolving these issues [54][55] Question: Amazon PCB business potential - Management believes the Amazon PCB business could represent a significant opportunity, with revenue expected to ramp in fiscal Q1 [78][79] Question: Visibility on 800 gig demand - Management confirmed good visibility on 800 gig demand, indicating that supply constraints are currently more of an issue than demand constraints [87][88] Question: Tariffs impact - Management stated that they have not seen significant impacts from tariffs, as shipping terms place the responsibility on customers [90][91]

COMPANY OVERVIEW August 18, 2025 1 Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our business plans and objectives, potential growth opportunities, competitive position, industry environme ...

Fabrinet FN reported fourth-quarter financial results for fiscal 2025 on Monday after the market close. Here’s a rundown of the report.Q4 Highlights: Fabrinet reported fourth-quarter revenue of $909.69 million, beating analyst estimates of $884.87 million, according to Benzinga Pro. The company reported fourth-quarter adjusted earnings of $2.65 per share, beating estimates of $2.64 per share.Fabrinet, which provides advanced optical packaging and precision optical, electro-mechanical and electronic manufact ...

Exhibit 99.1 Fabrinet Announces Fourth Quarter and Fiscal Year 2025 Financial Results BANGKOK, Thailand – August 18, 2025 – Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its fourth quarter and fiscal year ended June 27, 2025. Seamus Grady, Chief Executive Officer of Fabrinet, said, "Our fourth quarter was ex ...

Record Fourth Quarter Revenue Exceeds Guidance RangeRecord Fiscal Year 2025 Revenue Increases 19% Year-over-year BANGKOK, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced its financial results for its fourth quarter and fiscal year ended June 27, 2025. Seamus Grady, Chief Executive Officer of Fabrinet, ...

Fabrinet FN will release financial results for the fourth quarter after the closing bell on Monday, Aug. 18.Analysts expect the George Town, the Cayman Islands-based company to report quarterly earnings at $2.63 per share, up from $2.41 per share in the year-ago period. Fabrinet projects to report quarterly revenue at $882.01 million, compared to $753.26 million a year earlier, according to data from Benzinga Pro.On May 5, Fabrinet posted better-than-expected third-quarter earnings.Fabrinet shares fell 4.5% ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Summary: Fabrinet (FN) - Fabrinet currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [2][3] - Over the past week, FN shares increased by 9.13%, significantly outperforming the Zacks Electronics - Miscellaneous Components industry, which rose by only 0.21% [5] - In a longer timeframe, FN shares have risen by 48.61% over the past quarter and 54.89% over the last year, while the S&P 500 only increased by 10.18% and 20.38%, respectively [6] - The average 20-day trading volume for FN is 500,202 shares, which is a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, one earnings estimate for FN has increased, while none have decreased, leading to a consensus estimate rise from $10.15 to $10.16 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions, indicating positive earnings momentum [9] Conclusion - Given the strong performance metrics and positive earnings outlook, FN is positioned as a promising momentum pick for investors [11]