The earnings call highlighted strong financial performance with record revenue and earnings, significant growth in telecom and DCI segments, and promising partnerships and expansions. However, these positives were somewhat offset by challenges in the datacom segment due to supply constraints and a decline in automotive revenue. The company remains optimistic about overcoming these issues and continuing its growth trajectory.

Company Guidance -

Q2 2026

During the fourth quarter of fiscal year 2025, Fabrinet reported revenues of $910 million, surpassing their guidance range and marking a 21% increase from the previous year and a 4% rise from the third quarter. The company achieved record non-GAAP earnings of $2.65 per share, with full-year fiscal 2025 revenue reaching $3.4 billion, a 19% increase year-over-year, and non-GAAP EPS hitting an all-time high of $10.17. Telecom revenue grew 46% from the previous year, driven by data center interconnect (DCI) products, which made up 12% of total revenue at $107 million. Despite a 12% year-over-year decline, datacom revenue improved 10% sequentially. The company also announced plans to accelerate the construction of Building 10 to meet growing customer demand. Guidance for Q1 of fiscal 2026 includes anticipated revenues between $910 million and $950 million, with projected earnings per share ranging from $2.75 to $2.90.

Record-Breaking Fourth Quarter Revenue

Fourth quarter revenue was $910 million, above the guidance range and up 21% year-over-year and 4% from Q3.

Full Year Fiscal 2025 Performance

Revenue reached a record $3.4 billion, representing a robust 19% increase over the prior year with non-GAAP EPS hitting an all-time high at $10.17.

Successful Telecom and DCI Growth

Telecom revenue increased 46% from a year ago, driven by system programs and demand for data center interconnect (DCI) products.

New Partnerships and Expansions

Established a significant partnership with Amazon Web Services, and started construction on Building 10 to add 2 million square feet of capacity.

Shareholder Returns

Returned $126 million to shareholders through buyback program, with continued repurchases expected in fiscal 2026.

Fabrinet (FN) Earnings, Revenues Date & History

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FN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 09, 2026	2026 (Q2)	- / -	2.61	―	―	―
Aug 18, 2025	2025 (Q4)	2.64 / 2.65	2.41	9.96% (+0.24)
May 05, 2025	2025 (Q3)	2.50 / 2.52	2.39	5.44% (+0.13)
Feb 03, 2025	2025 (Q2)	2.50 / 2.61	2.08	25.48% (+0.53)
Nov 04, 2024	2025 (Q1)	2.38 / 2.39	2	19.50% (+0.39)
Aug 19, 2024	2024 (Q4)	2.24 / 2.41	1.86	29.57% (+0.55)
May 06, 2024	2024 (Q3)	2.11 / 2.39	1.94	23.20% (+0.45)
Feb 05, 2024	2024 (Q2)	2.03 / 2.08	1.9	9.47% (+0.18)
Nov 06, 2023	2024 (Q1)	1.86 / 2.00	1.97	1.52% (+0.03)
Aug 21, 2023	2023 (Q4)	1.80 / 1.86	1.68	10.71% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 18, 2025	$327.12	$285.23	-12.81%
May 05, 2025	$220.90	$204.85	-7.27%
Feb 03, 2025	$225.60	$207.13	-8.19%
Nov 04, 2024	$239.61	$230.23	-3.91%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.