Fabrinet(FN) - 2023 Q2 - Earnings Call Presentation

Financial Performance - Fabrinet's Q2 revenue reached $668.7 million, exceeding the guidance range[37] - The company achieved a record Q2 non-GAAP operating margin of 10.9%[37] - Q2 non-GAAP EPS was $1.90, within the guidance range[37] - For the three months ended December 30, 2022, revenue was $668.656 million, compared to $566.633 million for the three months ended December 24, 2021[41] - Non-GAAP gross margin was 13.0% for the three months ended December 30, 2022, compared to 12.5% for the three months ended December 24, 2021[50] - Non-GAAP operating margin was 10.9% for the three months ended December 30, 2022, compared to 10.4% for the three months ended December 24, 2021[60] Revenue Trends - The company shows strong revenue trends[18] - Optical communications revenue was $506.1 million, while non-optical communications revenue was $162.6 million[46] - Year-over-year change in revenue was 18% and 25%[3] Balance Sheet - The company's balance sheet supports growth[4] - As of December 30, 2022, cash, cash equivalents were $527.6 million, working capital was $618.1 million, total debt was $18.2 million, and total shareholders' equity was $1,384.1 million[53]