Overview

* Fabrinet ( FN ) 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 ( FN ) expects Q1 revenue between $910 mln and $950 mln

* Company projects Q1 GAAP EPS of $2.48 to $2.63

* Fabrinet ( FN ) 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/Mis Actual Consensu

s s

Estimate

Q4 Beat $910 mln $884.90

Revenue mln (7

Analysts

)

Q4 Beat $2.65 $2.64 (7

Adjusted Analysts

EPS )

Q4 EPS $2.42

Q4 Beat $95.60 $95.50

Adjusted mln mln (5

Net Analysts

Income )

Q4 Net $87.20

Income 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 ( FN ) 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:

(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.)