Thailand's Fabrinet Q4 revenue jumps 45%, beats estimates

Fabrinet

17/08/2026 21:24

Overview
Thailand optical manufacturing firm's fiscal Q4 revenue rose 45% yr/yr, beating analyst expectations
Adjusted EPS for fiscal Q4 beat analyst expectations
Company cites accelerating growth and strong momentum across business lines

Outlook
Fabrinet expects Q1 revenue between $1.375 bln and $1.425 bln
Company sees Q1 GAAP EPS of $3.39 to $3.54
Fabrinet expects Q1 non-GAAP EPS of $4.10 to $4.25

Result Drivers
MULTIPLE GROWTH DRIVERS - Co said results were driven by significant growth drivers across its business, citing broad-based momentum
EXECUTION - CEO attributed Q4 results to excellent execution

Company press release: ID:nGNX8wttN

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.32 bln
$1.27 bln (7 Analysts)
Q4 Adjusted EPS
Beat
$4.10
$3.82 (9 Analysts)
Q4 EPS
 
$3.83
 
Q4 Adjusted Net Income
Beat
$149.10 mln
$138.73 mln (6 Analysts)
Q4 Net Income
 
$139.30 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "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 $750.00, about 31.5% above its August 14 closing price of $570.22
The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 43 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)