Fabrinet (FN) is slated to release third-quarter fiscal 2025 results on May 5.For the fiscal third quarter, revenues are expected in the range of $850-$870 million. Non-GAAP earnings per share are anticipated to be between $2.55 and $2.63.The Zacks Consensus Estimate for fiscal third-quarter revenues is pegged at $858.96 million, suggesting 17.42% growth from the figure reported in the year-ago quarter.The consensus mark for earnings is pegged at $2.47 per share, down 5% in the past 30 days, suggesting 3.35 ...

Core Viewpoint - The market anticipates Fabrinet (FN) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for the period ending March 2025 [1][2]. Earnings Expectations - Fabrinet is expected to post quarterly earnings of $2.47 per share, reflecting a year-over-year increase of +3.4% [3]. - Revenues are projected to reach $858.96 million, which is a 17.4% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.68% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Fabrinet matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from the consensus estimate, with positive readings being more predictive of earnings beats [7][8]. - Fabrinet's current Zacks Rank is 3 (Hold), making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Fabrinet exceeded the expected earnings of $2.51 per share by delivering $2.61, resulting in a surprise of +3.98% [12]. - Over the past four quarters, Fabrinet has surpassed consensus EPS estimates three times [13]. Industry Context - In the Zacks Electronics - Miscellaneous Components industry, nVent Electric (NVT) is expected to report earnings of $0.66 per share, indicating a year-over-year decline of -14.3% [17]. - nVent's revenue is anticipated to be $788.44 million, down 9.9% from the previous year [17]. - The consensus EPS estimate for nVent has been revised down by 0.4% over the last 30 days, resulting in an Earnings ESP of -0.40% [18].

BANGKOK, April 21, 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 it will release financial results for the third quarter of fiscal year 2025, which ended March 28, 2025, after market close on Monday, May 5, 2025. On that day, management will hold a conference call and webcast at 5:00 p.m. EDT to review and di ...

Company Overview - Fabrinet (FN) shares increased by 4.9% to close at $179.42, following a notable trading volume, contrasting with an 11.8% loss over the past four weeks [1] - The company specializes in assembling optical, electro-mechanical, and electronic devices for other companies [3] Demand and Growth - The optimism surrounding Fabrinet is driven by strong demand for its data center interconnect products and coherent ZR modules [2] - Fabrinet has expanded its manufacturing space by 50% at the Chonburi campus to support long-term growth [2] Financial Performance Expectations - Fabrinet is expected to report quarterly earnings of $2.60 per share, reflecting an 8.8% year-over-year increase [3] - Revenue projections stand at $860.76 million, indicating a 17.7% increase from the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for Fabrinet has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [5] - Empirical research indicates that trends in earnings estimate revisions are closely correlated with near-term stock price movements [4] Industry Context - Fabrinet is part of the Zacks Electronics - Miscellaneous Components industry, where another company, Ballard Power Systems (BLDP), saw a 1.9% increase in its stock price but has returned -14.3% over the past month [5] - Ballard's consensus EPS estimate has decreased by 10.6% over the past month, with a year-over-year change of +14.3% [6]

Investors might want to bet on Fabrinet (FN) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investo ...

Group 1 - Fabrinet (FN) is currently outperforming its peers in the Computer and Technology sector, with a year-to-date return of 1.7% compared to the sector's average return of -10.5% [4] - The Zacks Rank for Fabrinet is 2 (Buy), indicating a positive earnings outlook, with a 2.9% increase in the consensus estimate for full-year earnings over the past three months [3] - Fabrinet belongs to the Electronics - Miscellaneous Components industry, which has an average year-to-date loss of 6.8%, further highlighting its strong performance relative to its industry [5] Group 2 - Compass, Inc. (COMP) is another stock in the Computer and Technology sector that has shown strong performance, with a year-to-date return of 49.2% [4] - The consensus EPS estimate for Compass, Inc. has increased by 66.1% over the past three months, and it also holds a Zacks Rank of 2 (Buy) [5] - The Internet - Software industry, to which Compass, Inc. belongs, has a year-to-date return of -3.6%, indicating that Compass is performing significantly better than its industry average [6]

Core Viewpoint - Fabrinet (NYSE: FN) is experiencing strong performance with positive Q4 results and accelerated revenue growth, particularly in the Telecom segment, despite short-term market concerns [1]. Group 1: Financial Performance - Fabrinet's Q4 results indicate an acceleration in revenue growth, showcasing the company's resilience in a challenging market environment [1]. Group 2: Market Position - The company is positioned well within the Telecom segment, which is contributing significantly to its overall revenue growth [1].

Core Insights - Fabrinet's stock increased by 10.8% amid broader market declines, indicating strong investor interest following a strategic partnership announcement with Amazon [1] - Amazon will purchase 381,922 ordinary shares of Fabrinet at $208.48 per share, with the warrant expiring on March 12, 2032 [2] - The partnership is expected to enhance Fabrinet's sales growth as Amazon expands its AI operations, with a significant portion of shares vesting based on future payments [4] Company Position - Fabrinet is a key supplier of precision optical equipment essential for modern data centers, which are critical for internet infrastructure and AI model support [3] - The company maintains a solid financial position with minimal debt, positioning it well to capitalize on increased AI capital expenditures from major tech firms like Amazon [4] - Fabrinet's price-to-earnings ratio (P/E) stands at 22.6, suggesting it is reasonably priced in the current market [4]

Group 1 - Fabrinet (FN) is experiencing significant activity in the options market, particularly with the Mar 21, 2025 $145.00 Call showing high implied volatility, indicating potential for a major price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant event that could lead to a rally or sell-off [2] - Analysts have a positive outlook on Fabrinet, with a Zacks Rank of 1 (Strong Buy) in the Electronics - Miscellaneous Components industry, and recent upward revisions in earnings estimates for the current quarter [3] Group 2 - The high implied volatility in Fabrinet's options may indicate a developing trading opportunity, as seasoned traders often seek to sell premium on such options to capture decay [4]

Core Viewpoint - Fabrinet emphasizes its commitment to corporate responsibility and sustainable practices, highlighting achievements in employee development, community engagement, environmental stewardship, and cybersecurity in its 2024 Corporate Responsibility Report [1][2]. Environmental Stewardship - Expanded waste recycling donations to support local NGO initiatives and the environment - Implemented 206 lean manufacturing projects, reducing operational costs while enhancing sustainability through optimized resource use [6]. Talent Pipeline Development - Cultivated future leaders through the Temporary Technician Academy, which added an advanced training component in 2024, expanded to accommodate 41 interns, and achieved a 100% hiring rate for program graduates [6]. Employee Development and Wellbeing - Introduced "English for Work" language training with over 60 participants in the inaugural cohort - Launched the "Wellness Wave" initiative, earning the Thai Health Literate Workplace award for promoting physical and mental health [6]. Community Engagement - Continued support for community partners and initiatives, such as Maharaj Home for Boys and the Prosthesis Foundation - Established new partnerships, notably with Thanyaphon Reception Home for Girls, and provided facility upgrades and supplies for several local schools [6]. Business Resilience - Strengthened cybersecurity protocols aligned with NIST standards - Obtained ISO 22301 certification for business continuity [6].