Core Viewpoint - Fabrinet reported record earnings and revenue for Q2 FY2026, significantly exceeding analyst expectations, yet the stock fell 10% in after-hours trading due to profit-taking by investors [1][3]. Financial Performance - The adjusted earnings per share (EPS) for Fabrinet was $3.36, surpassing the analyst estimate of $3.25 by $0.11 [3]. - Revenue reached $1.13 billion, exceeding the consensus estimate of $1.08 billion and representing a 35.9% increase from $833 million in the same quarter last year [3]. - The non-GAAP gross margin was 12.4%, consistent with the same period last year, while the non-GAAP operating margin improved from 10.6% to 10.9% year-over-year [3]. Future Guidance - For Q3, Fabrinet provided strong guidance, expecting revenue between $1.15 billion and $1.2 billion, above the consensus estimate of $1.133 billion [3]. - The company anticipates adjusted EPS in the range of $3.45 to $3.60, also exceeding the analyst expectation of $3.44 [3]. Strategic Drivers - The company's performance was driven by multiple key strategic projects within its business segments, with management expressing confidence that these drivers will continue into Q3 [4].

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 ...