Optical packaging provider Fabrinet Q4 adjusted EPS beats estimates

Fabrinet

18/08/2025 21:26

Overview

Fabrinet fiscal Q4 revenue rises 21% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q4 beats consensus, per LSEG data

Fiscal 2025 GAAP revenue increases 19% yr/yr to $3.42 bln

Outlook

Fabrinet expects Q1 revenue between $910 mln and $950 mln

Company projects Q1 GAAP EPS of $2.48 to $2.63

Fabrinet sees Q1 non-GAAP EPS at $2.75 to $2.90

Result Drivers

DEMAND GROWTH - CEO Seamus Grady attributes record revenue to growing demand across all business areas

REVENUE INCREASE - Fourth-quarter revenue of $909.7 mln exceeded co's guidance range

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$910 mln
$884.90 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$2.65
$2.64 (7 Analysts)
Q4 EPS
$2.42
Q4 Adjusted Net Income
Beat
$95.60 mln
$95.50 mln (5 Analysts)
Q4 Net Income
$87.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Fabrinet is $304.00, about 8.5% below its August 15 closing price of $329.80

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nGNX6ghCZP

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)