Core Viewpoint - Fabrinet's first-quarter earnings report exceeded analyst expectations, leading to a significant increase in stock price [1][2]. Financial Performance - Fabrinet reported quarterly earnings of $2.92 per share, surpassing the analyst estimate of $2.82 [2]. - Quarterly revenue reached $978.12 million, exceeding the Street estimate of $933.71 million [2]. Management Commentary - CEO Seamus Grady highlighted that the record revenue was driven by strong telecom performance, early contributions from new High-Performance Computing revenue, and a smaller-than-expected decline in datacom revenue [3]. Future Outlook - For the second quarter, Fabrinet anticipates adjusted EPS between $3.15 and $3.30, compared to the analyst estimate of $2.97 [4]. - Revenue guidance for the second quarter is projected to be between $1.05 billion and $1.1 billion, exceeding the estimate of $981.08 million [4]. Stock Performance - Following the earnings report, Fabrinet's stock rose by 9.69%, reaching $485.90 in extended trading [4].

COMPANY OVERVIEW November 3, 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 environm ...

Exhibit 99.1 Based on information available as of November 3, 2025, Fabrinet is issuing guidance for its second fiscal quarter ending December 26, 2025, as follows: Guidance for non-GAAP net income per diluted share excludes share-based compensation expenses and certain non-recurring items. A reconciliation of non-GAAP net income per diluted share to the corresponding GAAP measure is available at the end of this press release. Conference Call Information Fabrinet Announces First Quarter Fiscal Year 2026 Fin ...

Core Insights - Fabrinet reported record revenue of $978 million for the first fiscal quarter, exceeding guidance and driven by strong telecom performance and early contributions from High-Performance Computing revenue [2][6] - The company achieved GAAP net income of $95.9 million, up from $77.4 million year-over-year, with diluted earnings per share (EPS) of $2.66 compared to $2.13 in the previous year [6][22] - Non-GAAP net income reached $105.3 million, an increase from $86.9 million, with non-GAAP diluted EPS of $2.92, up from $2.39 [6][22] - For the second fiscal quarter, Fabrinet expects revenue between $1.05 billion and $1.10 billion, with GAAP diluted EPS guidance of $2.91 to $3.06 and non-GAAP diluted EPS guidance of $3.15 to $3.30 [4][26] Financial Performance - First quarter revenue for fiscal year 2026 was $978.1 million, a 21.6% increase from $804.2 million in the same quarter of fiscal year 2025 [6] - GAAP net income for the first quarter was $95.9 million, representing a 23.9% increase from $77.4 million year-over-year [6] - Non-GAAP net income for the first quarter was $105.3 million, up 21.0% from $86.9 million in the prior year [6] - The company reported a gross profit of $116.4 million, with a gross margin of 11.9% for the first quarter [20] Business Outlook - Fabrinet is optimistic about growth acceleration in the second quarter, supported by multiple tailwinds [2] - The company anticipates continued strong execution in its operations, contributing to revenue growth [2] - Guidance for the second quarter includes expectations for revenue in the range of $1.05 billion to $1.10 billion [4][26]

Core Insights - Fabrinet is set to release its first-quarter earnings results on November 3, with analysts expecting earnings of $2.82 per share, an increase from $2.39 per share year-over-year [1] - The consensus estimate for Fabrinet's quarterly revenue is $935.04 million, compared to $804.23 million in the same period last year [1] - The company announced the retirement of its founder and Chairman, David T. Mitchell, on October 17 [1] Stock Performance - Fabrinet shares rose 0.6% to close at $440.57 on the previous Friday [2] Analyst Ratings - JP Morgan analyst Samik Chatterjee maintained an Overweight rating and increased the price target from $345 to $430 [4] - Rosenblatt analyst Mike Genovese maintained a Buy rating and raised the price target from $360 to $425 [4] - B. Riley Securities analyst Dave Kang maintained a Neutral rating and increased the price target from $184 to $220 [4] - Barclays analyst Tim Long maintained an Equal-Weight rating and raised the price target from $234 to $329 [4] - Needham analyst Ryan Koontz reiterated a Buy rating with a price target of $350 [4]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

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Core Viewpoint - Fabrinet is set to release its financial results for the first quarter of fiscal year 2026 on November 3, 2025, after market close, followed by a conference call to discuss the results [1][2]. Company Overview - Fabrinet is a leading provider of advanced optical packaging and precision manufacturing services for original equipment manufacturers, focusing on complex products such as optical communication components, automotive components, medical devices, and industrial lasers [3]. - The company offers a comprehensive range of capabilities throughout the manufacturing process, including design, supply chain management, manufacturing, advanced packaging, integration, final assembly, and testing [3]. - Fabrinet operates engineering and manufacturing facilities in Thailand, the USA, China, and Israel, emphasizing high complexity products in various mixes and volumes [3].

Core Insights - Fabrinet announced the retirement of its founder and Chairman, David T. ("Tom") Mitchell, after 25 years of leadership, marking a significant transition for the company [1][5] - Under Mr. Mitchell's guidance, Fabrinet transformed from a startup in 2000 to a public company with revenues exceeding $3.4 billion in fiscal year 2025, showcasing a strong commitment to innovation and customer service [2][4] - Seamus Grady, the current CEO, has been appointed as the new Chairman, ensuring continuity in leadership and the continuation of the company's core values [5][6] Company Overview - Fabrinet specializes in advanced optical packaging and precision manufacturing services for original equipment manufacturers (OEMs) in various sectors, including optical communications, automotive, and medical devices [7] - The company has expanded its manufacturing capabilities globally, with over 16,000 employees and facilities in Thailand, the USA, China, and Israel [5][7] - Fabrinet's operational excellence is reflected in its successful initial public offering in 2010 and its sustained profitable growth trajectory [4][7]

Core Viewpoint - Fabinet's shares have reached a record high following JP Morgan's price target increase from $345 to $430, driven by strong investments in data center infrastructure, resulting in an 85% gain year-to-date [1][5]. Company Overview - Fabinet operates as a contract manufacturer, designing advanced optical equipment and providing components such as amplifiers and transceivers for optical communications networks [2][3]. - The company also offers supply chain management, packaging solutions, and industrial laser manufacturing, which are utilized in various sectors including medical devices [4]. Financial Performance - Fabinet has a market capitalization of approximately $15 billion and generated about $3.5 billion in sales on a trailing basis [5]. - Sales are projected to increase to around $4.6 billion next year, reflecting a growth of 4.6% compared to $4 billion this year, with a 17% increase expected, which is 300 basis points higher than the 5-year average [6]. - Earnings growth is anticipated to be around 20%, significantly improving from the 14% 5-year average, indicating a positive trend in financial performance [6]. Market Trends - The demand for data center and AI infrastructure is expected to remain robust through 2026, benefiting companies like Fabinet that supply essential components for optical communications [5]. - There is a noted rotation in investment from larger mega-cap companies to mid-tier businesses within the AI ecosystem, which includes Fabinet and its peers [10].