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Fabrinet (FN) Stock: Price, Forecast & Analyst Target

Fabrinet (FN) — MoonshotScore 60/100 (Fair band), calculated Oct 5, 2026. Price $463.69 (+2.71%), as of the Oct 2, 2026 trading session; market cap $16.6B. Expected results Nov 2, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 18.97× (market value Oct 2, 2026; cash Jun 26, 2026) · expected results Nov 2, 2026

$463.69 +$12.25 (+2.71%) Market Cap $16.6B

Fabrinet · FN · NYSE · Technology · Hardware, Equipment & Parts

Research dated 2026-09-13: Fabrinet is the outsourced manufacturing layer behind optical communications, data-center interconnects and other precision products sold by original equipment manufacturers. Its shares hinge on whether surging production can keep lifting profit faster than added manufacturing capacity absorbs cash.

Price as of Oct 2, 2026

Key Statistics

60 of 100

MoonshotScore v2 · Fabrinet (FN)

Fair
Business Quality Average (58)
Financial Safety Fortress (85)
Valuation Rich (33)
Growth Durability Compounding (80)
Momentum Quiet (52)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

A strong balance sheet and durable growth, but a full valuation. Business Quality: Average; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Compounding; Momentum: Quiet.

Enterprise value relative to free cash flow is the main valuation drag relative to sector peers.

  • quarterly revenue $1.32B (Q4 FY2026, quarter ended Jun 2026)
  • EPS beat 6 of 8
  • Altman Z 9.96 · Piotroski F 6

Holding back: a rich price

Helping: balance-sheet strength, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for FN (29 recorded, newest six shown)
RecordedScoreBand
57Fair
57Fair
58Fair
58Fair
59Fair
59Fair

The score was 60 in the stored Oct 4, 2026 snapshot and remains 60 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$463.69
Change on the day+2.71%
52-week range$358.28 – $748.89
Market capitalisation$16.6B
Price / earnings (trailing)35.10
Shares traded on the day659.4K
Beta (volatility vs the S&P 500)1.21

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $358, high $722, latest $464. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $722 $358 high $722 Nov 3, 2025 · Earnings results · reported above the recorded estimate · close $4411Feb 2, 2026 · Earnings results · reported above the recorded estimate · close $4892May 4, 2026 · Earnings results · reported above the recorded estimate · close $7073Aug 17, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $5704Aug 17, 2026 · Earnings results · reported above the recorded estimate · close $5705 Sep 5, 2025 Oct 2, 2026 · $464 $370Sep 5, 2025$383Sep 19, 2025$366Oct 3, 2025$410Oct 17, 2025$441Oct 31, 2025$413Nov 14, 2025$459Nov 28, 2025$471Dec 12, 2025$478Dec 26, 2025$447Jan 9, 2026$467Jan 23, 2026$504Feb 6, 2026$546Feb 20, 2026$489Mar 6, 2026$506Mar 20, 2026$558Apr 2, 2026$690Apr 17, 2026$707May 1, 2026$722May 15, 2026$654May 29, 2026$611Jun 12, 2026$525Jun 26, 2026$471Jul 10, 2026$476Jul 24, 2026$562Aug 7, 2026$437Aug 21, 2026$407Sep 4, 2026$389Sep 18, 2026$464Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • In total, we expect first quarter revenue to be between $1.375 and $1.425 billion representing year over year growth of 43% at the mid midpoint.

    Csaba Sverha · Statement from

  • We have already qualified 250 thousand square feet on the 1st Floor of this facility and we expect a similar amount on the 3rd Floor to be qualified this quarter.

    Seamus Grady · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Fabrinet (FN): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Weak
Business Quality Neutral
Financial Safety Strong
Valuation Weak

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Neutral read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Moderate
Margin of Safety Fairly Valued
Profit Margin Neutral
Revenue Growth Strong
Debt/Equity Strong
ROE Moderate
Gross Margin Weak

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the FN film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Fabrinet (FN), and what does it report?

Short answer · as of

Fabrinet does not primarily sell a branded networking system to end users.

Research dated 2026-09-13.

Fabrinet does not primarily sell a branded networking system to end users. It supplies process engineering, supply-chain management, circuit-board assembly, optical packaging, integration and testing for customer programs spanning optical communications, data-center interconnects, industrial lasers, sensors and medical devices. Reported revenue therefore measures manufacturing output across those programs, with optical communications representing the dominant disclosed line.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Revenue by segment; Annual revenue and net result (USD millions)

2 · Latest results

What do the latest results show for Fabrinet (FN)?

Short answer · as of

The most recent reported quarter, Q4 FY2026, carried revenue of $1.32B.

Research dated 2026-09-13.

Revenue, gross profit, operating profit, net income and diluted earnings advanced again in the latest period, extending a strong annual expansion. Reported revenue and earnings have also cleared consensus throughout the displayed earnings history, so the improvement is visible in delivered results rather than resting only on guidance.

Management expects revenue growth to continue, says the data-center category should rise from the preceding period and is qualifying more factory space. It also flags seasonal expense pressure on margin while arguing that rising volume should preserve operating leverage.

Sources (as of 2026-09-13): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Reported versus estimated, last 8 quarters; Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$1.32B Jun 26, 2026
Latest quarter · SG&A
$23.43M Jun 26, 2026
Latest quarter · FMP standardized operating result
$137.91M Jun 26, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 26, 2026$1.32BNot available$23.43M$137.91M
Mar 27, 2026$1.21BNot available$24.55M$116.39M
Dec 26, 2025$1.13BNot available$23.28M$114.40M
Sep 26, 2025$978.13MNot available$22.25M$94.19M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$1.32B Aug 17, 2026
Latest report · revenue estimate
$1.28B Aug 17, 2026
Latest report · revenue vs estimate
Above estimate Aug 17, 2026
Latest report · EPS vs estimate
Above estimate Aug 17, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 17, 2026$1.32B$1.28B$4.1000$3.8100
May 4, 2026$1.21B$1.19B$3.7200$3.5600
Feb 2, 2026$1.13B$1.08B$3.3600$3.2600
Nov 3, 2025$978.13M$934.42M$2.9200$2.8200

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q4 FY2026$1.32B$142M$3.83 (diluted)
Q3 FY2026$1.21B$125M$3.45 (diluted)
Q2 FY2026$1.13B$113M$3.11 (diluted)
Q1 FY2026$978M$93M$2.66 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Fabrinet (FN)?

Short answer

Cash and short-term investments were $875.06M at the Jun 26, 2026 balance-sheet date. Operating cash flow was $54.97M for the quarter ended Jun 26, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

Liquidity is a genuine strength: cash and investments stand far above debt, while current and quick coverage provide a substantial cushion. The recent cash-flow pattern is less comfortable. Capital spending has overtaken operating cash generation across the latest run of periods, and cash plus short-term investments have declined from the opening point in the displayed window.

Manufacturing expansion requires capital while its payoff depends on customer volume filling the qualified space. With a modest gross margin, weaker factory loading or a delayed production ramp could make that conversion less forgiving even while the balance sheet remains resilient.

Sources (as of 2026-09-13): Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash decline over the reported window; Operating cash flow by quarter (USD millions); Trailing twelve-month ratio set; Management outlook — dated call excerpts

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$54.97M Jun 26, 2026
Previous quarter · operating cash flow
$52.93M Mar 27, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 26, 2026$54.97M−$93.05M
Mar 27, 2026$52.93M−$63.76M
Dec 26, 2025$46.26M−$51.61M
Sep 26, 2025$102.57M−$45.27M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Fabrinet (FN)?

Short answer · as of

The next earnings report is expected on Nov 2, 2026.

Research dated 2026-09-13.

Fabrinet’s data-center category, sequential revenue trend and newly qualified factory space belong on the same watchlist. Management’s seasonal margin pressure should look temporary only if operating leverage reappears as sales expand and the upcoming result remains consistent with the growth embedded in current expectations.

Cash conversion matters just as much. If capital spending continues to outrun operating cash flow while liquidity keeps falling, capacity growth will become less self-funding even if accounting profit remains strong; a reversal would show that manufacturing scale is translating into cash.

Sources (as of 2026-09-13): Management outlook — dated call excerpts; Next earnings report; Analyst revenue and earnings estimates (average); Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions)

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. In total, we expect first quarter revenue to be between $1.375 and $1.425 billion representing year over year growth of 43% at the mid midpoint.

    Csaba Sverha ·

  2. We have already qualified 250 thousand square feet on the 1st Floor of this facility and we expect a similar amount on the 3rd Floor to be qualified this quarter.

    Seamus Grady ·

  3. While our usual first quarter expense seasonality will create a temporary margin headwind, we expect to continue generating operating leverage as revenue grows.

    Csaba Sverha ·

  4. When we are looking at this category in our data center business in the future quarter, we do anticipate this to, be up sequentially in our Q1 guidance.

    Csaba Sverha ·

5 · Peer comparison

How does Fabrinet compare with its peers?

Short answer

Fabrinet's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-13.

Against optical-component designers, Fabrinet is better understood as the manufacturing layer behind original equipment manufacturers’ products. It combines optical packaging with supply-chain execution, circuit-board assembly, integration and testing across customer programs, so the useful comparison is not merely product innovation or component share; it is how efficiently outsourced production volume becomes operating profit and cash.

That model currently pairs modest gross margins with minimal debt and rising profit. It offers exposure to optical and data-center buildouts without requiring Fabrinet to be the branded system vendor, while leaving results sensitive to factory loading and capital intensity.

Sources (as of 2026-09-13): Business description; Revenue by segment; Trailing twelve-month ratio set; Cash, investments and debt; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions)

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Vicor Corporation (VICR) Same industry, near in market value$308.90 Oct 2, 2026$14.0B80 5-pillar Oct 5, 2026
Cognex Corporation (CGNX) Same industry, near in market value$64.97 Oct 2, 2026$10.8B77 5-pillar Oct 5, 2026
Jabil Inc. (JBL) Same industry, near in market value$304.41 Oct 2, 2026$31.9B73 5-pillar Oct 5, 2026
ESCO Technologies Inc. (ESE) Same industry, near in market value$274.95 Oct 2, 2026$7.12B71 5-pillar Oct 5, 2026
Teledyne Technologies Incorporated (TDY) Same industry, near in market value$617.17 Oct 2, 2026$28.6B69 5-pillar Oct 5, 2026
Sanmina Corporation (SANM) Same industry, near in market value$229.04 Oct 2, 2026$12.3B66 5-pillar Oct 5, 2026
Entegris, Inc. (ENTG) Named competitor$166.47 Oct 2, 2026$25.4B64 5-pillar Oct 5, 2026
Plexus Corp. (PLXS) Same industry, near in market value$273.13 Oct 2, 2026$7.31B64 5-pillar Oct 5, 2026
TTM Technologies, Inc. (TTMI) Same industry, near in market value$131.87 Oct 2, 2026$13.7B62 5-pillar Oct 5, 2026
Littelfuse, Inc. (LFUS) Same industry, near in market value$456.53 Oct 2, 2026$11.6B62 5-pillar Oct 5, 2026
Fortive Corporation (FTV) Named competitor$57.47 Oct 2, 2026$17.4B61 5-pillar Oct 5, 2026
Flex Ltd. (FLEX) Same industry, near in market value$116.61 Oct 2, 2026$43.1B61 5-pillar Oct 5, 2026
Fabrinet (FN) — this page$463.69$16.6B60

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Technology stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$739.00 – $800.00
Consensus target
$769.50
Median target
$769.50

Consensus record · Captured .

Measured against a quoted price of $463.69 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 3, 2026

Transactions
31
Identified insiders
5
Purchases
0
Sales
3
Other transactions
28

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Reporting holders
787 Period end Jun 30, 2026
Previous quarter · holders
699 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.4,824,895
Price T Rowe Associates INC /Md/1,940,957
Vanguard Portfolio Management LLC1,898,671
Fmr LLC1,841,854
Vanguard Capital Management LLC1,615,994

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Fabrinet (FN)?

Read these with our analysis →

Common Questions About FN (Technology)

Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.

What does Fabrinet make for optical communications customers?

Fabrinet manufactures and packages switching modules, amplifiers, modulators, transceivers, tunable lasers, transponders and active optical cables, while also handling assembly, integration and testing for original equipment manufacturers. The revenue reflects outsourced production and services rather than sales of a Fabrinet-branded network system.

Sources (as of 2026-09-13): Business description; Revenue by segment

Why do active optical cables matter to Fabrinet’s data-center exposure?

Active optical cables provide high-speed links within data centers and computing clusters, making them a direct connection between Fabrinet’s manufacturing activity and expanding interconnect demand. Management expects the data-center category to rise from the preceding period.

Sources (as of 2026-09-13): Business description; Management outlook — dated call excerpts

How does Fabrinet’s factory expansion affect cash conversion?

Management is qualifying additional manufacturing space while recent capital spending has exceeded operating cash flow, so expansion is not currently being covered by operating cash generation. Large liquidity and minimal debt cushion the gap, but sustained self-funding requires cash generation to catch up.

Sources (as of 2026-09-13): Management outlook — dated call excerpts; Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and short-term investments over time (USD millions)

Why has Fabrinet shown operating leverage despite modest gross margins?

Selling and administrative expense stayed within a comparatively narrow range while revenue and gross profit climbed sharply, allowing more gross profit to reach operating income. Continued leverage therefore depends on production growth outpacing the operating costs needed to support it.

Sources (as of 2026-09-13): Quarterly income statement (USD thousands); Trailing twelve-month ratio set; Annual revenue and net result (USD millions)

What is the FN stock price today?

The last price recorded on this page for Fabrinet (FN) is $463.69, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the FN price target?

The analyst consensus price target for Fabrinet (FN) is $769.50 (range $739.00 to $800.00, median $769.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-13): Legal name; Business description; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Management outlook — dated call excerpts

Sources — records for every figure on this page (78 figures)

The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsCsaba Sverha (Aug 17, 2026): In total, we expect first quarter revenue to be between $1.375 and $1.425 billion representing year over year growth of 43% at the mid midpoint. Seamus Grady (Aug 17, 2026): We have already qualified 250 thousand square feet on the 1st Floor of this facility and we expect a similar amount on the 3rd Floor to be qualified this quarter. Csaba Sverha (Aug 17, 2026): While our usual first quarter expense seasonality will create a temporary margin headwind, we expect to continue generating operating leverage as revenue grows. Csaba Sverha (Aug 17, 2026): When we are looking at this category in our data center business in the future quarter, we do anticipate this to, be up sequentially in our Q1 guidance.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressC/O Intertrust Corporate Services, ONE Nexus WAY, Camana BAY, Grand Cayman, KY1-9005OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "190 Elgin Avenue, George Town, GT, KY1-9008, KY".

FMP — 67 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 2, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$463.69FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:40.633Z.
px.changeChange on the day+2.71%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$16.6BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T20:54:39.019Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars+$12.25FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q4 FY2026$1.32BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)35.10FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day659.4KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.21FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveSeamus GradyFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees21,521FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2022 through FY2026: FY2022 revenue $2.26B, net result $200.38M; FY2023 revenue $2.65B, net result $247.91M; FY2024 revenue $2.88B, net result $296.18M; FY2025 revenue $3.42B, net result $332.53M; FY2026 revenue $4.64B, net result $473.03MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsOptical Communications $2.62BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)12.0%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-26.revenue_kRevenue — period end 2026-06-26$1.32BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-26.sga_kSG&A — period end 2026-06-26$23.43MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-26.operating_result_kFMP standardized operating result — period end 2026-06-26$137.91MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-27.revenue_kRevenue — period end 2026-03-27$1.21BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-27.sga_kSG&A — period end 2026-03-27$24.55MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-27.operating_result_kFMP standardized operating result — period end 2026-03-27$116.39MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-26.revenue_kRevenue — period end 2025-12-26$1.13BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-26.sga_kSG&A — period end 2025-12-26$23.28MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-26.operating_result_kFMP standardized operating result — period end 2025-12-26$114.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-26.revenue_kRevenue — period end 2025-09-26$978.13MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-26.sga_kSG&A — period end 2025-09-26$22.25MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-26.operating_result_kFMP standardized operating result — period end 2025-09-26$94.19MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-17.revenue_actualRevenue · reported — report date 2026-08-17$1.32BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-17.revenue_estimatedRevenue · estimate — report date 2026-08-17$1.28BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-17.eps_actualEPS · reported — report date 2026-08-17$4.1000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-17.eps_estimatedEPS · estimate — report date 2026-08-17$3.8100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-04.revenue_actualRevenue · reported — report date 2026-05-04$1.21BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-04.revenue_estimatedRevenue · estimate — report date 2026-05-04$1.19BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-04.eps_actualEPS · reported — report date 2026-05-04$3.7200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-04.eps_estimatedEPS · estimate — report date 2026-05-04$3.5600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-02.revenue_actualRevenue · reported — report date 2026-02-02$1.13BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-02.revenue_estimatedRevenue · estimate — report date 2026-02-02$1.08BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-02.eps_actualEPS · reported — report date 2026-02-02$3.3600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-02.eps_estimatedEPS · estimate — report date 2026-02-02$3.2600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-03.revenue_actualRevenue · reported — report date 2025-11-03$978.13MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-03.revenue_estimatedRevenue · estimate — report date 2025-11-03$934.42MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-03.eps_actualEPS · reported — report date 2025-11-03$2.9200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-03.eps_estimatedEPS · estimate — report date 2025-11-03$2.8200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q4 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$875.06MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$54.97MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-26. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$89.10MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$4.01MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value6.77×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-26.operating_cash_flow_mOperating cash flow — period end 2026-06-26$54.97MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-27.operating_cash_flow_mOperating cash flow — period end 2026-03-27$52.93MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-26.capex_mCapital expenditure (reported) — period end 2026-06-26−$93.05MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-27.capex_mCapital expenditure (reported) — period end 2026-03-27−$63.76MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-26.operating_cash_flow_mOperating cash flow — period end 2025-12-26$46.26MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-26.capex_mCapital expenditure (reported) — period end 2025-12-26−$51.61MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-26.operating_cash_flow_mOperating cash flow — period end 2025-09-26$102.57MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-26.capex_mCapital expenditure (reported) — period end 2025-09-26−$45.27MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$739.00 – $800.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$769.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$769.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP31 transactions · 0 purchases, 3 sales, 28 other transactions · 5 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 3, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.holdersReporting holders787FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders699FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot4,824,895FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesPrice T Rowe Associates INC /Md/ — shares in provider snapshot1,940,957FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Portfolio Management LLC — shares in provider snapshot1,898,671FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesFmr LLC — shares in provider snapshot1,841,854FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesVanguard Capital Management LLC — shares in provider snapshot1,615,994FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 6 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-05
fin.scoresDistress and quality screensAltman Z 9.96 · Piotroski F 6UNRECORDEDStored financial-scores observation — Captured 2026-10-04 · Expired observation
px.range5252-week range$358.28 – $748.89UNRECORDEDStored company-profile observation — Captured 2026-10-05

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments18.97×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $875.06M at Jun 26, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-26. The inputs do not establish a single common source date for this ratio.
earn.history.depth.2026-08-17.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.32B) with the recorded estimate ($1.28B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-17.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($4.1000) with the recorded estimate ($3.8100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v260 of 100 · Fair · pillars 58 / 85 / 33 / 80 / 52OURSStock Expert AI MoonshotScore v2 engine
ours.valuation_driverRecorded valuation score driverEnterprise value relative to free cash flow is the main valuation drag relative to sector peers.OURSStock Expert AI MoonshotScore v2 engine · stored factor contributions
ours.moonshot_changeMoonshotScore movement60 (stored snapshot Oct 4, 2026) → 60 (current publication computed Oct 5, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-26. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-26.revenue_k, fin.q_table.depth.2026-06-26.sga_k, fin.q_table.depth.2026-06-26.operating_result_k, fin.q_table.depth.2026-03-27.revenue_k, fin.q_table.depth.2026-03-27.sga_k, fin.q_table.depth.2026-03-27.operating_result_k, fin.q_table.depth.2025-12-26.revenue_k, fin.q_table.depth.2025-12-26.sga_k, fin.q_table.depth.2025-12-26.operating_result_k, fin.q_table.depth.2025-09-26.revenue_k, fin.q_table.depth.2025-09-26.sga_k, fin.q_table.depth.2025-09-26.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-17. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-17.revenue_actual, earn.history.depth.2026-08-17.revenue_estimated, earn.history.depth.2026-08-17.revenue_actual.comparison, earn.history.depth.2026-08-17.eps_actual.comparison, earn.history.depth.2026-08-17.eps_actual, earn.history.depth.2026-08-17.eps_estimated, earn.history.depth.2026-05-04.revenue_actual, earn.history.depth.2026-05-04.revenue_estimated, earn.history.depth.2026-05-04.eps_actual, earn.history.depth.2026-05-04.eps_estimated, earn.history.depth.2026-02-02.revenue_actual, earn.history.depth.2026-02-02.revenue_estimated, earn.history.depth.2026-02-02.eps_actual, earn.history.depth.2026-02-02.eps_estimated, earn.history.depth.2025-11-03.revenue_actual, earn.history.depth.2025-11-03.revenue_estimated, earn.history.depth.2025-11-03.eps_actual, earn.history.depth.2025-11-03.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-26. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-26.operating_cash_flow_m, fin.opcf.depth.2026-03-27.operating_cash_flow_m, fin.opcf.depth.2026-06-26.capex_m, fin.opcf.depth.2026-03-27.capex_m, fin.opcf.depth.2025-12-26.operating_cash_flow_m, fin.opcf.depth.2025-12-26.capex_m, fin.opcf.depth.2025-09-26.operating_cash_flow_m, fin.opcf.depth.2025-09-26.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Legal name
Fabrinet
2026-08-18OFFICIALSEC EDGAR — 10-K filed 2026-08-18
Business description
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company’s products also comprise transceivers, tunable lasers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.
2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-26 — EPS: $3.83 per share, SG&A: $23.43M, EPS basic: $3.89 per share, EPS basis: diluted, Revenue: $1.32B, EPS diluted: $3.83 per share, Net result: $142.22M, Gross profit: $161.45M, Operating result: $137.91M
  • Quarter ended 2026-03-27 — EPS: $3.45 per share, SG&A: $24.55M, EPS basic: $3.49 per share, EPS basis: diluted, Revenue: $1.21B, EPS diluted: $3.45 per share, Net result: $125.21M, Gross profit: $140.94M, Operating result: $116.39M
  • Quarter ended 2025-12-26 — EPS: $3.11 per share, SG&A: $23.28M, EPS basic: $3.15 per share, EPS basis: diluted, Revenue: $1.13B, EPS diluted: $3.11 per share, Net result: $112.63M, Gross profit: $137.68M, Operating result: $114.40M
  • Quarter ended 2025-09-26 — EPS: $2.66 per share, SG&A: $22.25M, EPS basic: $2.68 per share, EPS basis: diluted, Revenue: $978.13M, EPS diluted: $2.66 per share, Net result: $92.96M, Gross profit: $116.44M, Operating result: $94.19M
  • Quarter ended 2025-06-27 — EPS: $2.42 per share, SG&A: $22.17M, EPS basic: $2.44 per share, EPS basis: diluted, Revenue: $909.69M, EPS diluted: $2.42 per share, Net result: $87.21M, Gross profit: $111.29M, Operating result: $89.06M
  • Quarter ended 2025-03-28 — EPS: $2.24 per share, SG&A: $22.06M, EPS basic: $2.26 per share, EPS basis: diluted, Revenue: $871.80M, EPS diluted: $2.24 per share, Net result: $81.29M, Gross profit: $102.18M, Operating result: $78.86M
  • Quarter ended 2024-12-27 — EPS: $2.38 per share, SG&A: $21.21M, EPS basic: $2.4 per share, EPS basis: diluted, Revenue: $833.61M, EPS diluted: $2.38 per share, Net result: $86.64M, Gross profit: $100.85M, Operating result: $79.60M
  • Quarter ended 2024-09-27 — EPS: $2.13 per share, SG&A: $22.03M, EPS basic: $2.14 per share, EPS basis: diluted, Revenue: $804.23M, EPS diluted: $2.13 per share, Net result: $77.39M, Gross profit: $99.03M, Operating result: $76.94M
2026-06-26FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-26 — Capital expenditure: -$93.05M, Operating cash flow: $54.97M
  • Quarter ended 2026-03-27 — Capital expenditure: -$63.76M, Operating cash flow: $52.93M
  • Quarter ended 2025-12-26 — Capital expenditure: -$51.61M, Operating cash flow: $46.26M
  • Quarter ended 2025-09-26 — Capital expenditure: -$45.27M, Operating cash flow: $102.57M
  • Quarter ended 2025-06-27 — Capital expenditure: -$50.63M, Operating cash flow: $55.09M
  • Quarter ended 2025-03-28 — Capital expenditure: -$28.80M, Operating cash flow: $74.19M
  • Quarter ended 2024-12-27 — Capital expenditure: -$21.90M, Operating cash flow: $115.90M
  • Quarter ended 2024-09-27 — Capital expenditure: -$20.25M, Operating cash flow: $83.18M
2026-06-26FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-08-17 — Quote: In total, we expect first quarter revenue to be between $1.375 and $1.425 billion representing year over year growth of 43% at the mid midpoint., Speaker: Csaba Sverha
  • Call of 2026-08-17 — Quote: We have already qualified 250 thousand square feet on the 1st Floor of this facility and we expect a similar amount on the 3rd Floor to be qualified this quarter., Speaker: Seamus Grady
  • Call of 2026-08-17 — Quote: While our usual first quarter expense seasonality will create a temporary margin headwind, we expect to continue generating operating leverage as revenue grows., Speaker: Csaba Sverha
  • Call of 2026-08-17 — Quote: When we are looking at this category in our data center business in the future quarter, we do anticipate this to, be up sequentially in our Q1 guidance., Speaker: Csaba Sverha

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-17OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Sector / industry (provider taxonomy)
Technology / Hardware, Equipment & Parts

The company's SEC filings classify it under SIC 3661 — Telephone & Telegraph Apparatus.

2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Optical Communications: $2.62B
2025-06-27FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2026 — R&D: $0, Revenue: $4.64B, Period end: 2026-06-26, Net result: $473.03M
  • FY2025 — R&D: $0, Revenue: $3.42B, Period end: 2025-06-27, Net result: $332.53M
  • FY2024 — R&D: $0, Revenue: $2.88B, Period end: 2024-06-28, Net result: $296.18M
  • FY2023 — R&D: $0, Revenue: $2.65B, Period end: 2023-06-30, Net result: $247.91M
  • FY2022 — R&D: $0, Revenue: $2.26B, Period end: 2022-06-24, Net result: $200.38M
2026-06-26FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-17 — EPS actual: $4.1 per share, EPS estimated: $3.81 per share, Revenue actual: $1.32B, Revenue estimated: $1.28B
  • Reported 2026-05-04 — EPS actual: $3.72 per share, EPS estimated: $3.56 per share, Revenue actual: $1.21B, Revenue estimated: $1.19B
  • Reported 2026-02-02 — EPS actual: $3.36 per share, EPS estimated: $3.26 per share, Revenue actual: $1.13B, Revenue estimated: $1.08B
  • Reported 2025-11-03 — EPS actual: $2.92 per share, EPS estimated: $2.82 per share, Revenue actual: $978.13M, Revenue estimated: $934.42M
  • Reported 2025-08-18 — EPS actual: $2.65 per share, EPS estimated: $2.64 per share, Revenue actual: $909.69M, Revenue estimated: $883.06M
  • Reported 2025-05-05 — EPS actual: $2.52 per share, EPS estimated: $2.47 per share, Revenue actual: $871.80M, Revenue estimated: $855.66M
  • Reported 2025-02-03 — EPS actual: $2.61 per share, EPS estimated: $2.51 per share, Revenue actual: $833.61M, Revenue estimated: $813.54M
  • Reported 2024-11-04 — EPS actual: $2.39 per share, EPS estimated: $2.38 per share, Revenue actual: $804.23M, Revenue estimated: $771.30M
2026-08-17FMPFinancial Modeling Prep (FMP) earnings
Cash, investments and debt
Total debt: $4.01M; Liquidity basis: cash and short-term investments; Total liabilities: $1.46B; Cash and short-term investments: $875.06M; Cash and investments: $964.20M; Long-term investments: $89.10M; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-26FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $964.20M; Cash and short-term investments: $875.10M; Long-term investments: $89.10M; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-26COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-26 — Amount: $875.10M, Cash basis: cash and short-term investments
  • 2026-03-27 — Amount: $945.20M, Cash basis: cash and short-term investments
  • 2025-12-26 — Amount: $960.80M, Cash basis: cash and short-term investments
  • 2025-09-26 — Amount: $968.80M, Cash basis: cash and short-term investments
  • 2025-06-27 — Amount: $934.20M, Cash basis: cash and short-term investments
  • 2025-03-28 — Amount: $950.70M, Cash basis: cash and short-term investments
  • 2024-12-27 — Amount: $934.60M, Cash basis: cash and short-term investments
  • 2024-09-27 — Amount: $908.90M, Cash basis: cash and short-term investments
2026-06-26FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash decline over the reported window
To: 2026-06-26; From: 2024-09-27; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $875.10M; Decline: $33.80M; Opening balance: $908.90M; Average change per period: $4.80M

Change in cash, cash equivalents and short-term investments between the 2024-09-27 and 2026-06-26 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length.

2026-06-26COMPUTEDComputed from reported balances
Trailing twelve-month ratio set
Quick ratio: 1.52; Current ratio: 2.25; Debt to equity: 0; Net margin: 10.2%; Gross margin: 12%; Operating margin: 10%; Return on assets: 12.1%; Return on equity: 21%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-13FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Next earnings report
Date: 2026-11-02; EPS estimate: $4.19 per share; Revenue estimate: $1.40B

The date is our provider's estimate until the company confirms it.

2026-09-13FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2026 — EPS average: $13.84 per share, Revenue average: $4.60B, Revenue low: $4.59B, Revenue high: $4.62B, Analysts (revenue): 5
  • FY2027 — EPS average: $18.2 per share, Revenue average: $6.09B, Revenue low: $5.82B, Revenue high: $6.36B, Analysts (revenue): 5
  • FY2028 — EPS average: $21.73 per share, Revenue average: $7.27B, Revenue low: $6.58B, Revenue high: $7.96B, Analysts (revenue): 5
  • FY2029 — EPS average: $29.28 per share, Revenue average: $9.41B, Revenue low: $8.77B, Revenue high: $10.05B, Analysts (revenue): 2
2026-09-13FMPFinancial Modeling Prep (FMP) analyst estimates
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold FN

Funds in our ETF coverage that list FN among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
IVSS ETF1.46%
iShares Russell 2000 Growth ETF (IWO)1.26%