Group 1 - Fabrinet reported fourth-quarter revenue of $909.69 million, exceeding analyst estimates of $884.87 million [1][2] - The company achieved adjusted earnings of $2.65 per share, surpassing estimates of $2.64 per share [1] - Fabrinet ended the period with approximately $306.43 million in cash and cash equivalents [2] Group 2 - The company expects fiscal first-quarter revenue to be in the range of $910 million to $950 million, compared to estimates of $916.72 million [3] - First-quarter adjusted earnings are anticipated to be between $2.75 and $2.90 per share, against estimates of $2.74 per share [3] - CEO Seamus Grady expressed optimism about growing demand across all business areas, expecting favorable trends to continue [3] Group 3 - Following the earnings report, Fabrinet shares initially rose but later pulled back, trading at $326.12 in after-hours [4]

Core Insights - Fabrinet reported exceptional financial results for the fourth quarter and fiscal year 2025, achieving record quarterly revenue of $910 million and annual revenue of $3.4 billion, marking a 19% increase year-over-year [2][6][7]. Financial Highlights - Fourth quarter revenue was $909.7 million, up from $753.3 million in the same quarter of fiscal year 2024 [7]. - GAAP net income for the fourth quarter was $87.2 million, compared to $81.1 million in the fourth quarter of fiscal year 2024 [7]. - Non-GAAP net income for the fourth quarter was $95.6 million, compared to $88.0 million in the same quarter of the previous year [7]. - For fiscal year 2025, GAAP net income was $332.5 million, an increase from $296.2 million in fiscal year 2024 [7]. - Non-GAAP net income for fiscal year 2025 was $368.8 million, compared to $324.6 million in fiscal year 2024 [7]. Business Outlook - Fabrinet expects first quarter revenue for fiscal year 2026 to be in the range of $910 million to $950 million [5]. - The company remains optimistic about the growing demand across all areas of its business, anticipating favorable trends to continue into the first quarter and beyond [2][5]. Operational Performance - The company achieved a gross profit of $111.3 million for the fourth quarter, with a gross margin of 12.2% [27]. - Operating income for the fourth quarter was $89.1 million, reflecting an operating margin of 9.8% [28]. - The company reported a non-GAAP operating profit of $97.5 million for the fourth quarter, with a non-GAAP operating margin of 10.7% [28]. Cash Flow and Investments - Net cash provided by operating activities for fiscal year 2025 was $328.4 million, down from $413.1 million in fiscal year 2024 [31]. - Non-GAAP free cash flow for fiscal year 2025 was $207.3 million, compared to $365.6 million in the previous year [31].

Core Insights - Fabrinet will release its financial results for the fourth quarter and fiscal year 2025 on August 18, 2025, after market close [1] - A conference call and webcast will be held on the same day at 5:00 p.m. EDT to discuss the results [2] Company Overview - Fabrinet is a leading provider of advanced optical packaging and precision manufacturing services for original equipment manufacturers of complex products [3] - The company specializes in optical communication components, automotive components, medical devices, and industrial lasers and sensors [3] - Fabrinet operates engineering and manufacturing facilities in Thailand, the USA, China, and Israel [3]

Core Insights - Fabrinet, a leading provider of advanced optical packaging and precision manufacturing services, will present at the Rosenblatt Securities 5th Annual Technology Summit on June 10, 2025 [1][2]. Company Overview - Fabrinet specializes in manufacturing services for original equipment manufacturers of complex products, including optical communication components, automotive components, medical devices, and industrial lasers [3]. - The company offers a comprehensive range of capabilities throughout the manufacturing process, such as process design, supply chain management, advanced packaging, integration, and testing [3]. - Fabrinet operates engineering and manufacturing facilities in Thailand, the USA, China, and Israel, focusing on high complexity products in various volumes [3].

Core Insights - Fabrinet, a leading provider of advanced optical packaging and precision manufacturing services, will present at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference [1] - The presentation is scheduled for May 15, 2025, at 10:00 a.m. EDT, with a live webcast available [2] - Fabrinet specializes in manufacturing complex products for various industries, including optical communication, automotive, medical devices, and industrial lasers [3] Company Overview - Fabrinet offers a wide range of capabilities across the manufacturing process, including design, supply chain management, advanced packaging, and testing [3] - The company focuses on high complexity products and operates facilities in Thailand, the USA, China, and Israel [3]

Core Insights - Fabrinet reported a strong third quarter with revenue of $872 million, exceeding guidance and reflecting robust telecom performance that offset a decline in datacom revenue [2][7] - The company achieved a GAAP net income of $81.3 million, slightly up from $80.9 million in the same quarter last year, with GAAP net income per diluted share increasing to $2.25 from $2.21 [7][24] - Non-GAAP net income for the quarter was $91.2 million, compared to $87.7 million a year ago, with non-GAAP net income per diluted share rising to $2.52 from $2.39 [7][24] Financial Performance - Revenue for Q3 FY2025 was $871.8 million, a 19.2% increase from $731.5 million in Q3 FY2024 [7] - GAAP net income for Q3 FY2025 was $81.3 million, a marginal increase from $80.9 million in Q3 FY2024 [7] - Non-GAAP net income for Q3 FY2025 was $91.2 million, up from $87.7 million in Q3 FY2024 [7] Earnings Guidance - For Q4 FY2025, Fabrinet expects revenue to be in the range of $860 million to $900 million [7] - GAAP net income per diluted share is projected to be between $2.32 and $2.47, while non-GAAP net income per diluted share is expected to range from $2.55 to $2.70 [7][27] Operational Highlights - The company continues to focus on advanced optical packaging and precision manufacturing services for complex products, serving various sectors including telecommunications, automotive, and medical devices [8] - Fabrinet maintains manufacturing resources in Thailand, the USA, China, and Israel, emphasizing its global operational capabilities [8]