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Fabrinet Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $3.56 |
| EPS actual | $3.72 |
| EPS Surprise | 4.49% |
| Revenue estimate | 1.188B |
| Revenue actual | 1.214B |
| Revenue Surprise | 2.22% |
| Release date | Feb 02, 2026 |
| EPS estimate | $3.26 |
| EPS actual | $3.36 |
| EPS Surprise | 3.07% |
| Revenue estimate | 1.077B |
| Revenue actual | 1.133B |
| Revenue Surprise | 5.18% |
| Release date | Nov 03, 2025 |
| EPS estimate | $2.82 |
| EPS actual | $2.92 |
| EPS Surprise | 3.55% |
| Revenue estimate | 934.417M |
| Revenue actual | 978.128M |
| Revenue Surprise | 4.68% |
| Release date | Aug 18, 2025 |
| EPS estimate | $2.64 |
| EPS actual | $2.65 |
| EPS Surprise | 0.379% |
| Revenue estimate | 883.062M |
| Revenue actual | 909.692M |
| Revenue Surprise | 3.02% |
Last 4 Quarters for Fabrinet
Below you can see how FN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 18, 2025 |
| Price on release | $327.12 |
| EPS estimate | $2.64 |
| EPS actual | $2.65 |
| EPS surprise | 0.379% |
| Date | Price |
|---|---|
| Aug 12, 2025 | $348.33 |
| Aug 13, 2025 | $337.31 |
| Aug 14, 2025 | $322.08 |
| Aug 15, 2025 | $329.80 |
| Aug 18, 2025 | $327.12 |
| Aug 19, 2025 | $285.23 |
| Aug 20, 2025 | $280.33 |
| Aug 21, 2025 | $277.04 |
| Aug 22, 2025 | $294.35 |
| 4 days before | -6.09% |
| 4 days after | -10.02% |
| On release day | -12.81% |
| Change in period | -15.50% |
| Release date | Nov 03, 2025 |
| Price on release | $443.00 |
| EPS estimate | $2.82 |
| EPS actual | $2.92 |
| EPS surprise | 3.55% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $437.56 |
| Oct 29, 2025 | $443.92 |
| Oct 30, 2025 | $438.00 |
| Oct 31, 2025 | $440.57 |
| Nov 03, 2025 | $443.00 |
| Nov 04, 2025 | $459.60 |
| Nov 05, 2025 | $486.91 |
| Nov 06, 2025 | $461.24 |
| Nov 07, 2025 | $449.13 |
| 4 days before | 1.24% |
| 4 days after | 1.38% |
| On release day | 3.75% |
| Change in period | 2.64% |
| Release date | Feb 02, 2026 |
| Price on release | $499.61 |
| EPS estimate | $3.26 |
| EPS actual | $3.36 |
| EPS surprise | 3.07% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $498.59 |
| Jan 28, 2026 | $501.00 |
| Jan 29, 2026 | $496.26 |
| Jan 30, 2026 | $489.44 |
| Feb 02, 2026 | $499.61 |
| Feb 03, 2026 | $448.53 |
| Feb 04, 2026 | $423.03 |
| Feb 05, 2026 | $442.70 |
| Feb 06, 2026 | $503.99 |
| 4 days before | 0.205% |
| 4 days after | 0.88% |
| On release day | -10.22% |
| Change in period | 1.08% |
| Release date | May 04, 2026 |
| Price on release | $717.80 |
| EPS estimate | $3.56 |
| EPS actual | $3.72 |
| EPS surprise | 4.49% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $637.74 |
| Apr 29, 2026 | $643.46 |
| Apr 30, 2026 | $683.47 |
| May 01, 2026 | $706.53 |
| May 04, 2026 | $717.80 |
| May 05, 2026 | $660.32 |
| May 06, 2026 | $679.09 |
| May 07, 2026 | $626.12 |
| May 08, 2026 | $621.28 |
| 4 days before | 12.55% |
| 4 days after | -13.45% |
| On release day | -8.01% |
| Change in period | -2.58% |
Fabrinet Earnings Call Transcript Summary of Q1 2026
Fabrinet reported a strong start to fiscal 2026 with record Q1 revenue of $978M (up 22% YoY, 8% QoQ) and record non-GAAP EPS of $2.92. Growth was broad-based: optical communications led (telecom revenue $412M, +59% YoY; DCI $138M, +92% YoY), datacom declined modestly sequentially but better than expected, and a newly disclosed high-performance computing (HPC) category contributed $15M and is expected to scale rapidly. Non-optical revenue grew 30% YoY to $231M. Gross margin was 12.3% (down slightly due to FX and seasonal merit increases); operating margin was 10.6%. Cash/short-term investments totaled $969M; operating cash flow was $103M and CapEx $45M (elevated due to accelerated construction of Building 10). Management guided Q2 revenue of $1.05B–$1.10B and EPS $3.15–$3.30, highlighting continued strength in DCI, datacom, and rapid HPC ramping, while expecting automotive to be flat-to-slightly-down. Management cited some component constraints persisting into Q2 but expressed confidence in execution and sustained multi‑vector demand. Building 10 remains on track (2M sq ft) with a portion accelerated to mid‑2026 to meet capacity needs.
