Customer RelationshipsFabrinet is executing well with its largest customer, Nvidia, and newer HPC projects with Amazon and Telecom-DCI work with Ciena and Cisco are likely to contribute major upside.
Market ExpansionThe company's revenue growth is not currently constrained by space and has options to expand.
Revenue GrowthF1Q26 results handily beat consensus Revenue/EPS by +5%/+$0.10, and F2Q guidance was well above consensus +9%/+$0.47.