View Financial HealthFabrinet 配当と自社株買い配当金 基準チェック /06Fabrinet配当金を支払った記録がありません。主要情報n/a配当利回り0.2%バイバック利回り総株主利回り0.2%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • May 06Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 26, 2026Fabrinet provided earnings guidance for the fourth fiscal quarter ending June 26, 2026. Fabrinet expects fourth quarter revenue to be in the range of $1.25 billion to $1.29 billion. GAAP net income per diluted share is expected to be in the range of $3.48 to $3.63, based on approximately 36.3 million fully diluted shares outstanding. Total related to net income & EPS is $0.24 per share.お知らせ • Apr 21Fabrinet to Report Q3, 2026 Results on May 04, 2026Fabrinet announced that they will report Q3, 2026 results After-Market on May 04, 2026お知らせ • Feb 03Fabrinet Provides Earnings Guidance for the Third Fiscal Quarter Ending March 27, 2026Fabrinet provided earnings guidance for the third fiscal quarter ending March 27, 2026. Fabrinet expects third quarter revenue to be in the range of $1.15 billion to $1.20 billion. GAAP net income per diluted share is expected to be in the range of $3.22 to $3.37, based on approximately 36.3 million fully diluted shares outstanding.お知らせ • Jan 20Fabrinet to Report Q2, 2026 Results on Feb 02, 2026Fabrinet announced that they will report Q2, 2026 results After-Market on Feb 02, 2026お知らせ • Nov 04Fabrinet Provides Earnings Guidance for the Second Fiscal Quarter Ending December 26, 2025Fabrinet provided earnings guidance for the second fiscal quarter ending December 26, 2025. For the quarter, the company expects revenue to be in the range of $1.05 billion to $1.10 billion. GAAP net income per diluted share is expected to be in the range of $2.91 to $3.06, based on approximately 36.2 million fully diluted shares outstanding.お知らせ • Oct 24Fabrinet, Annual General Meeting, Dec 11, 2025Fabrinet, Annual General Meeting, Dec 11, 2025.お知らせ • Oct 21Fabrinet to Report Q1, 2026 Results on Nov 03, 2025Fabrinet announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025お知らせ • Oct 17+ 1 more updateFabrinet Announces Board ChangesFabrinet announced the retirement of company founder and Chairman, David T. (“Tom”) Mitchell, after 25 years of visionary leadership. Mr. Mitchell founded Fabrinet in 2000 and over the next 25 years grew the organization into a highly-respected public company. This impressive accomplishment was driven by an unwavering commitment to innovation, customer focus, and long-term value creation. Mr. Mitchell, who previously co-founded Seagate Technologies, served as Fabrinet’s CEO and Chairman from the company’s inception until 2017, when Seamus Grady was appointed CEO. Mr. Mitchell returned to the role of Chairman in 2018, which he has held since. Under Mr. Mitchell’s leadership, Fabrinet evolved from a startup into a global manufacturing leader of components and modules for the optical communications, automotive, industrial laser, and other advanced technology markets. The company completed its initial public offering on the New York Stock Exchange in 2010, and has since extended its track record of profitable growth and operational excellence, with revenue exceeding $3.4 billion in fiscal year 2025. In conjunction with Mr. Mitchell’s retirement, the Board of Directors appointed CEO and Director Seamus Grady as Chairman, ensuring Fabrinet’s seamless continuity of leadership.お知らせ • Aug 19Fabrinet Provides Earnings Guidance for the First Fiscal Quarter Ending September 26, 2025Fabrinet provided earnings guidance for the first fiscal quarter ending September 26, 2025. The company expects first quarter revenue to be in the range of $910 million to $950 million. GAAP net income per diluted share is expected to be in the range of $2.48 to $2.63, based on approximately 36.1 million fully diluted shares outstanding.お知らせ • Jul 29Fabrinet to Report Q4, 2025 Results on Aug 18, 2025Fabrinet announced that they will report Q4, 2025 results After-Market on Aug 18, 2025お知らせ • May 06Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 27, 2025Fabrinet provided earnings guidance for the Fourth Fiscal Quarter Ending June 27, 2025. For the quarter, the company expects revenue to be in the range of $860 million to $900 million. GAAP net income per diluted share is expected to be in the range of $2.32 to $2.47, based on approximately 36.3 million fully diluted shares outstanding and .お知らせ • Apr 22Fabrinet to Report Q3, 2025 Results on May 05, 2025Fabrinet announced that they will report Q3, 2025 results After-Market on May 05, 2025お知らせ • Feb 04Fabrinet Provides Earnings Guidance for the Third Fiscal Quarter Ending March 28, 2025Fabrinet provided earnings guidance for the third fiscal quarter ending March 28, 2025. For the period, the company expects revenue to be in the range of $850 million to $870 million. GAAP net income per diluted share is expected to be in the range of $2.32 to $2.40, based on approximately 36.3 million fully diluted shares outstanding.お知らせ • Jan 17Fabrinet to Report Q2, 2025 Results on Feb 03, 2025Fabrinet announced that they will report Q2, 2025 results After-Market on Feb 03, 2025Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €253, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 143% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.Reported Earnings • Nov 05First quarter 2025 earnings released: EPS: US$2.14 (vs US$1.80 in 1Q 2024)First quarter 2025 results: EPS: US$2.14 (up from US$1.80 in 1Q 2024). Revenue: US$804.2m (up 17% from 1Q 2024). Net income: US$77.4m (up 19% from 1Q 2024). Profit margin: 9.6% (in line with 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 05Fabrinet Provides Earnings Guidance for the Second Quarter Ending December 27, 2024Fabrinet provided earnings guidance for the second quarter ending December 27, 2024. For the quarter, the company expects second quarter revenue to be in the range of $800 million to $820 million. GAAP net income per diluted share is expected to be in the range of $2.20 to $2.28, based on approximately 36.4 million fully diluted shares outstanding.お知らせ • Oct 24Fabrinet, Annual General Meeting, Dec 12, 2024Fabrinet, Annual General Meeting, Dec 12, 2024.お知らせ • Oct 22Fabrinet to Report Q1, 2025 Results on Nov 04, 2024Fabrinet announced that they will report Q1, 2025 results After-Market on Nov 04, 2024Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €184, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €85.55 per share.Recent Insider Transactions • Sep 07Insider recently sold €1.7m worth of stockOn the 5th of September, Edward Archer sold around 9k shares on-market at roughly €199 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.4m. Insiders have been net sellers, collectively disposing of €23m more than they bought in the last 12 months.Recent Insider Transactions • Aug 25Executive VP & CFO recently sold €2.2m worth of stockOn the 23rd of August, Csaba Sverha sold around 9k shares on-market at roughly €241 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Csaba's only on-market trade for the last 12 months.Reported Earnings • Aug 20Full year 2024 earnings released: EPS: US$8.17 (vs US$6.79 in FY 2023)Full year 2024 results: EPS: US$8.17 (up from US$6.79 in FY 2023). Revenue: US$2.88b (up 9.0% from FY 2023). Net income: US$296.2m (up 20% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 20Fabrinet Provides Earnings Guidance for the First Fiscal Quarter Ending September 27, 2024Fabrinet provided earnings guidance for the first fiscal quarter ending September 27, 2024. For the quarter, the company expects revenue to be in the range of $760 million to $780 million. GAAP net income per diluted share is expected to be in the range of $2.10 to $2.17, based on approximately 36.5 million fully diluted shares outstanding.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€1.6m sold).お知らせ • Jul 30Fabrinet to Report Q4, 2024 Results on Aug 19, 2024Fabrinet announced that they will report Q4, 2024 results After-Market on Aug 19, 2024Recent Insider Transactions • May 27Independent Director recently sold €1.3m worth of stockOn the 24th of May, Frank Levinson sold around 6k shares on-market at roughly €223 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €193, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.お知らせ • May 08Fabrinet Provides Guidance for the Fourth Quarter of Fiscal Ending June 28, 2024Fabrinet provided guidance for the fourth quarter of fiscal ending June 28,2024. For the quarter, the company expects revenue to be in the range of $720 million to $740 million. GAAP net income per diluted share is expected to be in the range of $2.01 to $2.08, based on approximately 36.5 million fully diluted shares outstanding.Buy Or Sell Opportunity • May 07Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €197. The fair value is estimated to be €153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 07Third quarter 2024 earnings released: EPS: US$2.23 (vs US$1.62 in 3Q 2023)Third quarter 2024 results: EPS: US$2.23 (up from US$1.62 in 3Q 2023). Revenue: US$731.5m (up 10.0% from 3Q 2023). Net income: US$80.9m (up 36% from 3Q 2023). Profit margin: 11% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Fabrinet to Report Q3, 2024 Results on May 06, 2024Fabrinet announced that they will report Q3, 2024 results After-Market on May 06, 2024Recent Insider Transactions • Mar 12Independent Director recently sold €2.0m worth of stockOn the 7th of March, Thomas Kelly sold around 10k shares on-market at roughly €203 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.Recent Insider Transactions • Mar 04President & COO recently sold €4.3m worth of stockOn the 29th of February, Harpal Gill sold around 21k shares on-market at roughly €199 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harpal's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 22Independent Director recently sold €846k worth of stockOn the 16th of February, Homa Bahrami sold around 5k shares on-market at roughly €188 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Recent Insider Transactions • Feb 16Lead Independent Director recently sold €1.9m worth of stockOn the 12th of February, Rollance Olson sold around 10k shares on-market at roughly €191 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Significant insider selling over the past 3 months (€1.5m sold).お知らせ • Feb 06Fabrinet Provides Earnings Guidance for the Third Quarter of Fiscal 2024Fabrinet provided earnings guidance for the third quarter of fiscal 2024. The company expects third quarter revenue to be in the range of $705 million to $725 million. GAAP net income per diluted share is expected to be in the range of $1.89 to $1.96, based on approximately 36.6 million fully diluted shares outstanding.Reported Earnings • Feb 06Second quarter 2024 earnings released: EPS: US$1.90 (vs US$1.73 in 2Q 2023)Second quarter 2024 results: EPS: US$1.90 (up from US$1.73 in 2Q 2023). Revenue: US$712.7m (up 6.6% from 2Q 2023). Net income: US$69.1m (up 9.4% from 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 23Fabrinet to Report Q2, 2024 Results on Feb 05, 2024Fabrinet announced that they will report Q2, 2024 results After-Market on Feb 05, 2024Recent Insider Transactions • Nov 24Independent Director recently sold €1.0m worth of stockOn the 21st of November, Thomas Kelly sold around 7k shares on-market at roughly €154 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.Reported Earnings • Nov 07First quarter 2024 earnings released: EPS: US$1.80 (vs US$1.77 in 1Q 2023)First quarter 2024 results: EPS: US$1.80 (up from US$1.77 in 1Q 2023). Revenue: US$685.5m (up 4.6% from 1Q 2023). Net income: US$65.1m (flat on 1Q 2023). Profit margin: 9.5% (in line with 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 07Fabrinet Provides Earnings Guidance for the Second Fiscal Quarter Ending December 29, 2023Fabrinet provided earnings guidance for the second fiscal quarter ending December 29, 2023. For the quarter, the company expected revenue to be in the range of $680 million to $700 million. GAAP net income per diluted share is expected to be in the range of $1.78 to $1.85, based on approximately 36.5 million fully diluted shares outstanding.お知らせ • Oct 25Fabrinet, Annual General Meeting, Dec 12, 2023Fabrinet, Annual General Meeting, Dec 12, 2023, at 09:00 Pacific Standard Time. Agenda: To elect two Class II directors named in the proxy statement and recommended by Fabrinet’s board of directors to serve for a term of three years and until their respective successors have been duly elected and qualified or until their earlier death, resignation or removal; to ratify the appointment of PricewaterhouseCoopers ABAS Ltd. as Fabrinet’s independent registered public accounting firm for Fabrinet’s fiscal year ending June 28, 2024; to hold a non-binding, advisory vote to approve the compensation of Fabrinet’s named executive officers, as disclosed in the proxy statement; to hold a non-binding, advisory vote to determine shareholders’ preferred frequency of holding future advisory votes to approve the compensation of Fabrinet’s named executive officers; and to conduct any other business as may properly come before the meeting or any adjournment or postponement thereof.お知らせ • Oct 24Fabrinet to Report Q1, 2024 Results on Nov 06, 2023Fabrinet announced that they will report Q1, 2024 results After-Market on Nov 06, 2023Recent Insider Transactions • Aug 28CEO & Director recently sold €4.0m worth of stockOn the 24th of August, Seamus Grady sold around 27k shares on-market at roughly €148 per share. This transaction amounted to 79% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Seamus' only on-market trade for the last 12 months.お知らせ • Aug 22Fabrinet Provides Earnings Guidance for the First Quarter Ending September 29, 2023Fabrinet provided earnings guidance for the first quarter ending September 29, 2023. Fabrinet expects first quarter revenue to be in the range of $650 million to $670 million. GAAP net income per diluted share is expected to be in the range of $1.60 to $1.67, based on approximately 36.5 million fully diluted shares outstanding.Reported Earnings • Aug 22Full year 2023 earnings released: EPS: US$6.79 (vs US$5.43 in FY 2022)Full year 2023 results: EPS: US$6.79 (up from US$5.43 in FY 2022). Revenue: US$2.65b (up 17% from FY 2022). Net income: US$247.9m (up 24% from FY 2022). Profit margin: 9.4% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Significant insider selling over the past 3 months (€930k sold).お知らせ • Jul 25Fabrinet to Report Q4, 2023 Results on Aug 21, 2023Fabrinet announced that they will report Q4, 2023 results After-Market on Aug 21, 2023New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (€930k sold).Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €120, the stock trades at a trailing P/E ratio of 19.4x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €124 per share.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €110, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €125 per share.Recent Insider Transactions • May 29Independent Director recently sold €930k worth of stockOn the 25th of May, Homa Bahrami sold around 10k shares on-market at roughly €92.98 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Reported Earnings • May 09Third quarter 2023 earnings released: EPS: US$1.62 (vs US$1.37 in 3Q 2022)Third quarter 2023 results: EPS: US$1.62 (up from US$1.37 in 3Q 2022). Revenue: US$665.3m (up 18% from 3Q 2022). Net income: US$59.4m (up 17% from 3Q 2022). Profit margin: 8.9% (down from 9.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 11Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be €127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%.Buying Opportunity • Mar 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%.Recent Insider Transactions • Feb 17Lead Independent Director recently sold €589k worth of stockOn the 14th of February, Rollance Olson sold around 5k shares on-market at roughly €118 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Reported Earnings • Feb 07Second quarter 2023 earnings released: EPS: US$1.73 (vs US$1.32 in 2Q 2022)Second quarter 2023 results: EPS: US$1.73 (up from US$1.32 in 2Q 2022). Revenue: US$668.7m (up 18% from 2Q 2022). Net income: US$63.2m (up 29% from 2Q 2022). Profit margin: 9.4% (up from 8.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.お知らせ • Feb 07Fabrinet Provides Earnings Guidance for the Third Quarter Ending March 31, 2023Fabrinet provided earnings guidance for the third quarter ending March 31, 2023. Based on information available as of February 6, 2023, Fabrinet is issuing guidance for its third fiscal quarter ending March 31, 2023, as follows: Fabrinet expects third quarter revenue to be in the range of $640 million to $660 million. GAAP net income per diluted share is expected to be in the range of $1.59 to $1.66, based on approximately 37.0 million fully diluted shares outstanding.お知らせ • Jan 24Fabrinet to Report Q2, 2023 Results on Feb 06, 2023Fabrinet announced that they will report Q2, 2023 results After-Market on Feb 06, 2023Recent Insider Transactions • Nov 22President & COO recently sold €1.4m worth of stockOn the 18th of November, Harpal Gill sold around 11k shares on-market at roughly €124 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. Harpal has been a net seller over the last 12 months, reducing personal holdings by €3.8m.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Director Darlene Knight was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 11Executive VP & CFO recently sold €1.7m worth of stockOn the 10th of November, Csaba Sverha sold around 14k shares on-market at roughly €120 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. This was Csaba's only on-market trade for the last 12 months.Reported Earnings • Nov 09First quarter 2023 earnings released: EPS: US$1.77 (vs US$1.21 in 1Q 2022)First quarter 2023 results: EPS: US$1.77 (up from US$1.21 in 1Q 2022). Revenue: US$655.4m (up 21% from 1Q 2022). Net income: US$64.6m (up 45% from 1Q 2022). Profit margin: 9.9% (up from 8.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 08Fabrinet Provides Earnings Guidance for the Second Quarter Ending December 30, 2022Fabrinet provided earnings guidance for the second quarter ending December 30, 2022. For the period, the company expects revenue to be in the range of $640 million to $660 million and GAAP net income per diluted share is expected to be in the range of $1.67 to $1.74, based on approximately 37.6 million fully diluted shares outstanding.お知らせ • Oct 25Fabrinet to Report Q1, 2023 Results on Nov 07, 2022Fabrinet announced that they will report Q1, 2023 results After-Market on Nov 07, 2022お知らせ • Oct 21Fabrinet, Annual General Meeting, Dec 08, 2022Fabrinet, Annual General Meeting, Dec 08, 2022, at 09:00 Pacific Standard Time. Agenda: To elect three class I directors listed in the accompanying proxy statement and recommended by fabrinet’s board of directors to serve for a term of three years, or until their respective successors have been duly elected and qualified; to ratify the appointment of pricewaterhousecoopers abas ltd. as fabrinet’s independent registered public accounting firm for fabrinet’s fiscal year ending june 30, 2023; to hold an advisory vote to approve the compensation paid to fabrinet’s named executive officers; and to consider other matters if any.Recent Insider Transactions • Aug 23President & COO recently sold €2.4m worth of stockOn the 18th of August, Harpal Gill sold around 21k shares on-market at roughly €116 per share. This was the largest sale by an insider in the last 3 months. Harpal has been a seller over the last 12 months, reducing personal holdings by €6.3m.Reported Earnings • Aug 17Full year 2022 earnings released: EPS: US$5.43 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$5.43 (up from US$4.02 in FY 2021). Revenue: US$2.26b (up 20% from FY 2021). Net income: US$200.4m (up 35% from FY 2021). Profit margin: 8.9% (up from 7.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 18% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 17Fabrinet Provides Financial Guidance for the First Quarter Ending September 30, 2022Fabrinet provided financial guidance for the first quarter ending September 30, 2022. The company expects first quarter revenue to be in the range of $620 million to $640 million. GAAP net income per diluted share is expected to be in the range of $1.51 to $1.58, based on approximately 37.6 million fully diluted shares outstanding.お知らせ • Aug 02Fabrinet to Report Q4, 2022 Results on Aug 15, 2022Fabrinet announced that they will report Q4, 2022 results After-Market on Aug 15, 2022お知らせ • May 05Fabrinet Provides Earnings Guidance for the Fourth Quarter Ending June 24, 2022Fabrinet provided earnings guidance for its fourth fiscal quarter ending June 24, 2022. For the period, the company expects fourth quarter revenue to be in the range of $570 million to $590 million. GAAP net income per diluted share is expected to be in the range of $1.35 to $1.42, based on approximately 37.6 million fully diluted shares outstanding.Reported Earnings • May 04Third quarter 2022 earnings released: EPS: US$1.37 (vs US$1.02 in 3Q 2021)Third quarter 2022 results: EPS: US$1.37 (up from US$1.02 in 3Q 2021). Revenue: US$564.4m (up 18% from 3Q 2021). Net income: US$50.7m (up 35% from 3Q 2021). Profit margin: 9.0% (up from 7.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Director Darlene Knight was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 19Fabrinet to Report Q3, 2022 Results on May 02, 2022Fabrinet announced that they will report Q3, 2022 results After-Market on May 02, 2022Buying Opportunity • Apr 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%.Buying Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be US$110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be US$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Reported Earnings • Feb 01Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: US$1.32 (up from US$0.96 in 2Q 2021). Revenue: US$566.6m (up 25% from 2Q 2021). Net income: US$48.9m (up 38% from 2Q 2021). Profit margin: 8.6% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 11%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01Fabrinet Provides Earnings Guidance for the Third Quarter Ending March 25, 2022Fabrinet provided earnings guidance for the third quarter ending March 25, 2022. For the third quarter ending March 25, 2022, the company expects third quarter revenue to be in the range of $560 million to $580 million. GAAP net income per diluted share is expected to be in the range of $1.30 to $1.37, based on approximately 37.6 million fully diluted shares outstanding.Recent Insider Transactions • Dec 09Independent Director recently sold €92k worth of stockOn the 3rd of December, Thomas Kelly sold around 900 shares on-market at roughly €102 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.Recent Insider Transactions • Nov 09President & COO recently sold €1.8m worth of stockOn the 5th of November, Harpal Gill sold around 17k shares on-market at roughly €103 per share. In the last 3 months, they made an even bigger sale worth €2.1m. Harpal has been a seller over the last 12 months, reducing personal holdings by €4.8m.Reported Earnings • Nov 03First quarter 2022 earnings released: EPS US$1.21 (vs US$0.90 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$543.3m (up 24% from 1Q 2021). Net income: US$44.7m (up 35% from 1Q 2021). Profit margin: 8.2% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 01Insider recently sold €308k worth of stockOn the 31st of August, Edward Archer sold around 4k shares on-market at roughly €87.33 per share. In the last 3 months, they made an even bigger sale worth €978k. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months.Recent Insider Transactions • Aug 27Insider recently sold €978k worth of stockOn the 19th of August, Edward Archer sold around 11k shares on-market at roughly €85.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months.お知らせ • Aug 19Fabrinet Provides Financial Guidance for the First Quarter Ending September 24, 2021Fabrinet provided financial guidance for the first quarter ending September 24, 2021. Fabrinet expects first quarter revenue to be in the range of $510 million to $530 million. GAAP net income per diluted share is expected to be in the range of $1.08 to $1.15, based on approximately 37.5 million fully diluted shares outstanding.Reported Earnings • Aug 18Full year 2021 earnings released: EPS US$4.02 (vs US$3.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.88b (up 14% from FY 2020). Net income: US$148.3m (up 31% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 05Third quarter 2021 earnings released: EPS US$1.02 (vs US$0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$479.3m (up 17% from 3Q 2020). Net income: US$37.5m (up 33% from 3Q 2020). Profit margin: 7.8% (up from 6.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 04Fabrinet Provides Earnings Guidance for the Fourth Quarter Ending June 25, 2021Fabrinet provided earnings guidance for the fourth quarter ending June 25, 2021. For the quarter, the company expected revenue to be in the range of $475 million to $495 million. GAAP net income per diluted share is expected to be in the range of $1.02 to $1.09.Is New 90 Day High Low • Mar 02New 90-day high: €75.00The company is up 33% from its price of €56.50 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.67 per share.Recent Insider Transactions • Feb 28Independent Director recently sold €297k worth of stockOn the 24th of February, Thomas Kelly sold around 4k shares on-market at roughly €74.18 per share. In the last 3 months, there was an even bigger sale from another insider worth €965k. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months.Recent Insider Transactions • Feb 06Insider recently sold €164k worth of stockOn the 4th of February, Edward Archer sold around 2k shares on-market at roughly €72.52 per share. In the last 3 months, there was an even bigger sale from another insider worth €364k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.Executive Departure • Feb 03Executive Vice President of Special Projects Toh-Seng Ng has left the companyOn the 1st of February, Toh-Seng Ng's tenure as Executive Vice President of Special Projects ended after less than a year in the role. As of September 2020, Toh-Seng personally held only 1.00 share (€54.0 worth at the time). Toh-Seng is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS US$0.96 (vs US$0.84 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$453.8m (up 6.5% from 2Q 2020). Net income: US$35.4m (up 13% from 2Q 2020). Profit margin: 7.8% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 13%, compared to a 22% growth forecast for the Electronic industry in Germany.お知らせ • Jan 28Fabrinet(NYSE:FN) dropped from Russell 2000 Dynamic IndexFabrinet(NYSE:FN) dropped from Russell 2000 Dynamic IndexIs New 90 Day High Low • Jan 26New 90-day high: €71.00The company is up 39% from its price of €51.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.68 per share.決済の安定と成長配当データの取得安定した配当: FANの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: FANの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Fabrinet 配当利回り対市場FAN 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (FAN)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Electronic)0.8%アナリスト予想 (FAN) (最長3年)0%注目すべき配当: FANは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: FANは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: FANの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: FANが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 21:48終値2026/05/22 00:00収益2026/03/27年間収益2025/06/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fabrinet 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Timothy LongBarclaysDong WangBarclaysKarl AckermanBNP Paribas16 その他のアナリストを表示
お知らせ • May 06Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 26, 2026Fabrinet provided earnings guidance for the fourth fiscal quarter ending June 26, 2026. Fabrinet expects fourth quarter revenue to be in the range of $1.25 billion to $1.29 billion. GAAP net income per diluted share is expected to be in the range of $3.48 to $3.63, based on approximately 36.3 million fully diluted shares outstanding. Total related to net income & EPS is $0.24 per share.
お知らせ • Apr 21Fabrinet to Report Q3, 2026 Results on May 04, 2026Fabrinet announced that they will report Q3, 2026 results After-Market on May 04, 2026
お知らせ • Feb 03Fabrinet Provides Earnings Guidance for the Third Fiscal Quarter Ending March 27, 2026Fabrinet provided earnings guidance for the third fiscal quarter ending March 27, 2026. Fabrinet expects third quarter revenue to be in the range of $1.15 billion to $1.20 billion. GAAP net income per diluted share is expected to be in the range of $3.22 to $3.37, based on approximately 36.3 million fully diluted shares outstanding.
お知らせ • Jan 20Fabrinet to Report Q2, 2026 Results on Feb 02, 2026Fabrinet announced that they will report Q2, 2026 results After-Market on Feb 02, 2026
お知らせ • Nov 04Fabrinet Provides Earnings Guidance for the Second Fiscal Quarter Ending December 26, 2025Fabrinet provided earnings guidance for the second fiscal quarter ending December 26, 2025. For the quarter, the company expects revenue to be in the range of $1.05 billion to $1.10 billion. GAAP net income per diluted share is expected to be in the range of $2.91 to $3.06, based on approximately 36.2 million fully diluted shares outstanding.
お知らせ • Oct 24Fabrinet, Annual General Meeting, Dec 11, 2025Fabrinet, Annual General Meeting, Dec 11, 2025.
お知らせ • Oct 21Fabrinet to Report Q1, 2026 Results on Nov 03, 2025Fabrinet announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
お知らせ • Oct 17+ 1 more updateFabrinet Announces Board ChangesFabrinet announced the retirement of company founder and Chairman, David T. (“Tom”) Mitchell, after 25 years of visionary leadership. Mr. Mitchell founded Fabrinet in 2000 and over the next 25 years grew the organization into a highly-respected public company. This impressive accomplishment was driven by an unwavering commitment to innovation, customer focus, and long-term value creation. Mr. Mitchell, who previously co-founded Seagate Technologies, served as Fabrinet’s CEO and Chairman from the company’s inception until 2017, when Seamus Grady was appointed CEO. Mr. Mitchell returned to the role of Chairman in 2018, which he has held since. Under Mr. Mitchell’s leadership, Fabrinet evolved from a startup into a global manufacturing leader of components and modules for the optical communications, automotive, industrial laser, and other advanced technology markets. The company completed its initial public offering on the New York Stock Exchange in 2010, and has since extended its track record of profitable growth and operational excellence, with revenue exceeding $3.4 billion in fiscal year 2025. In conjunction with Mr. Mitchell’s retirement, the Board of Directors appointed CEO and Director Seamus Grady as Chairman, ensuring Fabrinet’s seamless continuity of leadership.
お知らせ • Aug 19Fabrinet Provides Earnings Guidance for the First Fiscal Quarter Ending September 26, 2025Fabrinet provided earnings guidance for the first fiscal quarter ending September 26, 2025. The company expects first quarter revenue to be in the range of $910 million to $950 million. GAAP net income per diluted share is expected to be in the range of $2.48 to $2.63, based on approximately 36.1 million fully diluted shares outstanding.
お知らせ • Jul 29Fabrinet to Report Q4, 2025 Results on Aug 18, 2025Fabrinet announced that they will report Q4, 2025 results After-Market on Aug 18, 2025
お知らせ • May 06Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 27, 2025Fabrinet provided earnings guidance for the Fourth Fiscal Quarter Ending June 27, 2025. For the quarter, the company expects revenue to be in the range of $860 million to $900 million. GAAP net income per diluted share is expected to be in the range of $2.32 to $2.47, based on approximately 36.3 million fully diluted shares outstanding and .
お知らせ • Apr 22Fabrinet to Report Q3, 2025 Results on May 05, 2025Fabrinet announced that they will report Q3, 2025 results After-Market on May 05, 2025
お知らせ • Feb 04Fabrinet Provides Earnings Guidance for the Third Fiscal Quarter Ending March 28, 2025Fabrinet provided earnings guidance for the third fiscal quarter ending March 28, 2025. For the period, the company expects revenue to be in the range of $850 million to $870 million. GAAP net income per diluted share is expected to be in the range of $2.32 to $2.40, based on approximately 36.3 million fully diluted shares outstanding.
お知らせ • Jan 17Fabrinet to Report Q2, 2025 Results on Feb 03, 2025Fabrinet announced that they will report Q2, 2025 results After-Market on Feb 03, 2025
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €253, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 143% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.
Reported Earnings • Nov 05First quarter 2025 earnings released: EPS: US$2.14 (vs US$1.80 in 1Q 2024)First quarter 2025 results: EPS: US$2.14 (up from US$1.80 in 1Q 2024). Revenue: US$804.2m (up 17% from 1Q 2024). Net income: US$77.4m (up 19% from 1Q 2024). Profit margin: 9.6% (in line with 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 05Fabrinet Provides Earnings Guidance for the Second Quarter Ending December 27, 2024Fabrinet provided earnings guidance for the second quarter ending December 27, 2024. For the quarter, the company expects second quarter revenue to be in the range of $800 million to $820 million. GAAP net income per diluted share is expected to be in the range of $2.20 to $2.28, based on approximately 36.4 million fully diluted shares outstanding.
お知らせ • Oct 24Fabrinet, Annual General Meeting, Dec 12, 2024Fabrinet, Annual General Meeting, Dec 12, 2024.
お知らせ • Oct 22Fabrinet to Report Q1, 2025 Results on Nov 04, 2024Fabrinet announced that they will report Q1, 2025 results After-Market on Nov 04, 2024
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €184, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €85.55 per share.
Recent Insider Transactions • Sep 07Insider recently sold €1.7m worth of stockOn the 5th of September, Edward Archer sold around 9k shares on-market at roughly €199 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.4m. Insiders have been net sellers, collectively disposing of €23m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 25Executive VP & CFO recently sold €2.2m worth of stockOn the 23rd of August, Csaba Sverha sold around 9k shares on-market at roughly €241 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Csaba's only on-market trade for the last 12 months.
Reported Earnings • Aug 20Full year 2024 earnings released: EPS: US$8.17 (vs US$6.79 in FY 2023)Full year 2024 results: EPS: US$8.17 (up from US$6.79 in FY 2023). Revenue: US$2.88b (up 9.0% from FY 2023). Net income: US$296.2m (up 20% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 20Fabrinet Provides Earnings Guidance for the First Fiscal Quarter Ending September 27, 2024Fabrinet provided earnings guidance for the first fiscal quarter ending September 27, 2024. For the quarter, the company expects revenue to be in the range of $760 million to $780 million. GAAP net income per diluted share is expected to be in the range of $2.10 to $2.17, based on approximately 36.5 million fully diluted shares outstanding.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€1.6m sold).
お知らせ • Jul 30Fabrinet to Report Q4, 2024 Results on Aug 19, 2024Fabrinet announced that they will report Q4, 2024 results After-Market on Aug 19, 2024
Recent Insider Transactions • May 27Independent Director recently sold €1.3m worth of stockOn the 24th of May, Frank Levinson sold around 6k shares on-market at roughly €223 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €193, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.
お知らせ • May 08Fabrinet Provides Guidance for the Fourth Quarter of Fiscal Ending June 28, 2024Fabrinet provided guidance for the fourth quarter of fiscal ending June 28,2024. For the quarter, the company expects revenue to be in the range of $720 million to $740 million. GAAP net income per diluted share is expected to be in the range of $2.01 to $2.08, based on approximately 36.5 million fully diluted shares outstanding.
Buy Or Sell Opportunity • May 07Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €197. The fair value is estimated to be €153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 07Third quarter 2024 earnings released: EPS: US$2.23 (vs US$1.62 in 3Q 2023)Third quarter 2024 results: EPS: US$2.23 (up from US$1.62 in 3Q 2023). Revenue: US$731.5m (up 10.0% from 3Q 2023). Net income: US$80.9m (up 36% from 3Q 2023). Profit margin: 11% (up from 8.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Fabrinet to Report Q3, 2024 Results on May 06, 2024Fabrinet announced that they will report Q3, 2024 results After-Market on May 06, 2024
Recent Insider Transactions • Mar 12Independent Director recently sold €2.0m worth of stockOn the 7th of March, Thomas Kelly sold around 10k shares on-market at roughly €203 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.3m. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 04President & COO recently sold €4.3m worth of stockOn the 29th of February, Harpal Gill sold around 21k shares on-market at roughly €199 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harpal's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 22Independent Director recently sold €846k worth of stockOn the 16th of February, Homa Bahrami sold around 5k shares on-market at roughly €188 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 16Lead Independent Director recently sold €1.9m worth of stockOn the 12th of February, Rollance Olson sold around 10k shares on-market at roughly €191 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
New Risk • Feb 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Significant insider selling over the past 3 months (€1.5m sold).
お知らせ • Feb 06Fabrinet Provides Earnings Guidance for the Third Quarter of Fiscal 2024Fabrinet provided earnings guidance for the third quarter of fiscal 2024. The company expects third quarter revenue to be in the range of $705 million to $725 million. GAAP net income per diluted share is expected to be in the range of $1.89 to $1.96, based on approximately 36.6 million fully diluted shares outstanding.
Reported Earnings • Feb 06Second quarter 2024 earnings released: EPS: US$1.90 (vs US$1.73 in 2Q 2023)Second quarter 2024 results: EPS: US$1.90 (up from US$1.73 in 2Q 2023). Revenue: US$712.7m (up 6.6% from 2Q 2023). Net income: US$69.1m (up 9.4% from 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 23Fabrinet to Report Q2, 2024 Results on Feb 05, 2024Fabrinet announced that they will report Q2, 2024 results After-Market on Feb 05, 2024
Recent Insider Transactions • Nov 24Independent Director recently sold €1.0m worth of stockOn the 21st of November, Thomas Kelly sold around 7k shares on-market at roughly €154 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
Reported Earnings • Nov 07First quarter 2024 earnings released: EPS: US$1.80 (vs US$1.77 in 1Q 2023)First quarter 2024 results: EPS: US$1.80 (up from US$1.77 in 1Q 2023). Revenue: US$685.5m (up 4.6% from 1Q 2023). Net income: US$65.1m (flat on 1Q 2023). Profit margin: 9.5% (in line with 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 07Fabrinet Provides Earnings Guidance for the Second Fiscal Quarter Ending December 29, 2023Fabrinet provided earnings guidance for the second fiscal quarter ending December 29, 2023. For the quarter, the company expected revenue to be in the range of $680 million to $700 million. GAAP net income per diluted share is expected to be in the range of $1.78 to $1.85, based on approximately 36.5 million fully diluted shares outstanding.
お知らせ • Oct 25Fabrinet, Annual General Meeting, Dec 12, 2023Fabrinet, Annual General Meeting, Dec 12, 2023, at 09:00 Pacific Standard Time. Agenda: To elect two Class II directors named in the proxy statement and recommended by Fabrinet’s board of directors to serve for a term of three years and until their respective successors have been duly elected and qualified or until their earlier death, resignation or removal; to ratify the appointment of PricewaterhouseCoopers ABAS Ltd. as Fabrinet’s independent registered public accounting firm for Fabrinet’s fiscal year ending June 28, 2024; to hold a non-binding, advisory vote to approve the compensation of Fabrinet’s named executive officers, as disclosed in the proxy statement; to hold a non-binding, advisory vote to determine shareholders’ preferred frequency of holding future advisory votes to approve the compensation of Fabrinet’s named executive officers; and to conduct any other business as may properly come before the meeting or any adjournment or postponement thereof.
お知らせ • Oct 24Fabrinet to Report Q1, 2024 Results on Nov 06, 2023Fabrinet announced that they will report Q1, 2024 results After-Market on Nov 06, 2023
Recent Insider Transactions • Aug 28CEO & Director recently sold €4.0m worth of stockOn the 24th of August, Seamus Grady sold around 27k shares on-market at roughly €148 per share. This transaction amounted to 79% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Seamus' only on-market trade for the last 12 months.
お知らせ • Aug 22Fabrinet Provides Earnings Guidance for the First Quarter Ending September 29, 2023Fabrinet provided earnings guidance for the first quarter ending September 29, 2023. Fabrinet expects first quarter revenue to be in the range of $650 million to $670 million. GAAP net income per diluted share is expected to be in the range of $1.60 to $1.67, based on approximately 36.5 million fully diluted shares outstanding.
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: US$6.79 (vs US$5.43 in FY 2022)Full year 2023 results: EPS: US$6.79 (up from US$5.43 in FY 2022). Revenue: US$2.65b (up 17% from FY 2022). Net income: US$247.9m (up 24% from FY 2022). Profit margin: 9.4% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Significant insider selling over the past 3 months (€930k sold).
お知らせ • Jul 25Fabrinet to Report Q4, 2023 Results on Aug 21, 2023Fabrinet announced that they will report Q4, 2023 results After-Market on Aug 21, 2023
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (€930k sold).
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €120, the stock trades at a trailing P/E ratio of 19.4x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €124 per share.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €110, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €125 per share.
Recent Insider Transactions • May 29Independent Director recently sold €930k worth of stockOn the 25th of May, Homa Bahrami sold around 10k shares on-market at roughly €92.98 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Reported Earnings • May 09Third quarter 2023 earnings released: EPS: US$1.62 (vs US$1.37 in 3Q 2022)Third quarter 2023 results: EPS: US$1.62 (up from US$1.37 in 3Q 2022). Revenue: US$665.3m (up 18% from 3Q 2022). Net income: US$59.4m (up 17% from 3Q 2022). Profit margin: 8.9% (down from 9.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 11Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be €127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%.
Buying Opportunity • Mar 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%.
Recent Insider Transactions • Feb 17Lead Independent Director recently sold €589k worth of stockOn the 14th of February, Rollance Olson sold around 5k shares on-market at roughly €118 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Reported Earnings • Feb 07Second quarter 2023 earnings released: EPS: US$1.73 (vs US$1.32 in 2Q 2022)Second quarter 2023 results: EPS: US$1.73 (up from US$1.32 in 2Q 2022). Revenue: US$668.7m (up 18% from 2Q 2022). Net income: US$63.2m (up 29% from 2Q 2022). Profit margin: 9.4% (up from 8.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
お知らせ • Feb 07Fabrinet Provides Earnings Guidance for the Third Quarter Ending March 31, 2023Fabrinet provided earnings guidance for the third quarter ending March 31, 2023. Based on information available as of February 6, 2023, Fabrinet is issuing guidance for its third fiscal quarter ending March 31, 2023, as follows: Fabrinet expects third quarter revenue to be in the range of $640 million to $660 million. GAAP net income per diluted share is expected to be in the range of $1.59 to $1.66, based on approximately 37.0 million fully diluted shares outstanding.
お知らせ • Jan 24Fabrinet to Report Q2, 2023 Results on Feb 06, 2023Fabrinet announced that they will report Q2, 2023 results After-Market on Feb 06, 2023
Recent Insider Transactions • Nov 22President & COO recently sold €1.4m worth of stockOn the 18th of November, Harpal Gill sold around 11k shares on-market at roughly €124 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. Harpal has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Director Darlene Knight was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 11Executive VP & CFO recently sold €1.7m worth of stockOn the 10th of November, Csaba Sverha sold around 14k shares on-market at roughly €120 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.5m. This was Csaba's only on-market trade for the last 12 months.
Reported Earnings • Nov 09First quarter 2023 earnings released: EPS: US$1.77 (vs US$1.21 in 1Q 2022)First quarter 2023 results: EPS: US$1.77 (up from US$1.21 in 1Q 2022). Revenue: US$655.4m (up 21% from 1Q 2022). Net income: US$64.6m (up 45% from 1Q 2022). Profit margin: 9.9% (up from 8.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 08Fabrinet Provides Earnings Guidance for the Second Quarter Ending December 30, 2022Fabrinet provided earnings guidance for the second quarter ending December 30, 2022. For the period, the company expects revenue to be in the range of $640 million to $660 million and GAAP net income per diluted share is expected to be in the range of $1.67 to $1.74, based on approximately 37.6 million fully diluted shares outstanding.
お知らせ • Oct 25Fabrinet to Report Q1, 2023 Results on Nov 07, 2022Fabrinet announced that they will report Q1, 2023 results After-Market on Nov 07, 2022
お知らせ • Oct 21Fabrinet, Annual General Meeting, Dec 08, 2022Fabrinet, Annual General Meeting, Dec 08, 2022, at 09:00 Pacific Standard Time. Agenda: To elect three class I directors listed in the accompanying proxy statement and recommended by fabrinet’s board of directors to serve for a term of three years, or until their respective successors have been duly elected and qualified; to ratify the appointment of pricewaterhousecoopers abas ltd. as fabrinet’s independent registered public accounting firm for fabrinet’s fiscal year ending june 30, 2023; to hold an advisory vote to approve the compensation paid to fabrinet’s named executive officers; and to consider other matters if any.
Recent Insider Transactions • Aug 23President & COO recently sold €2.4m worth of stockOn the 18th of August, Harpal Gill sold around 21k shares on-market at roughly €116 per share. This was the largest sale by an insider in the last 3 months. Harpal has been a seller over the last 12 months, reducing personal holdings by €6.3m.
Reported Earnings • Aug 17Full year 2022 earnings released: EPS: US$5.43 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$5.43 (up from US$4.02 in FY 2021). Revenue: US$2.26b (up 20% from FY 2021). Net income: US$200.4m (up 35% from FY 2021). Profit margin: 8.9% (up from 7.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 18% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 17Fabrinet Provides Financial Guidance for the First Quarter Ending September 30, 2022Fabrinet provided financial guidance for the first quarter ending September 30, 2022. The company expects first quarter revenue to be in the range of $620 million to $640 million. GAAP net income per diluted share is expected to be in the range of $1.51 to $1.58, based on approximately 37.6 million fully diluted shares outstanding.
お知らせ • Aug 02Fabrinet to Report Q4, 2022 Results on Aug 15, 2022Fabrinet announced that they will report Q4, 2022 results After-Market on Aug 15, 2022
お知らせ • May 05Fabrinet Provides Earnings Guidance for the Fourth Quarter Ending June 24, 2022Fabrinet provided earnings guidance for its fourth fiscal quarter ending June 24, 2022. For the period, the company expects fourth quarter revenue to be in the range of $570 million to $590 million. GAAP net income per diluted share is expected to be in the range of $1.35 to $1.42, based on approximately 37.6 million fully diluted shares outstanding.
Reported Earnings • May 04Third quarter 2022 earnings released: EPS: US$1.37 (vs US$1.02 in 3Q 2021)Third quarter 2022 results: EPS: US$1.37 (up from US$1.02 in 3Q 2021). Revenue: US$564.4m (up 18% from 3Q 2021). Net income: US$50.7m (up 35% from 3Q 2021). Profit margin: 9.0% (up from 7.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Director Darlene Knight was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 19Fabrinet to Report Q3, 2022 Results on May 02, 2022Fabrinet announced that they will report Q3, 2022 results After-Market on May 02, 2022
Buying Opportunity • Apr 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%.
Buying Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be US$110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be US$111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Reported Earnings • Feb 01Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: US$1.32 (up from US$0.96 in 2Q 2021). Revenue: US$566.6m (up 25% from 2Q 2021). Net income: US$48.9m (up 38% from 2Q 2021). Profit margin: 8.6% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 11%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01Fabrinet Provides Earnings Guidance for the Third Quarter Ending March 25, 2022Fabrinet provided earnings guidance for the third quarter ending March 25, 2022. For the third quarter ending March 25, 2022, the company expects third quarter revenue to be in the range of $560 million to $580 million. GAAP net income per diluted share is expected to be in the range of $1.30 to $1.37, based on approximately 37.6 million fully diluted shares outstanding.
Recent Insider Transactions • Dec 09Independent Director recently sold €92k worth of stockOn the 3rd of December, Thomas Kelly sold around 900 shares on-market at roughly €102 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 09President & COO recently sold €1.8m worth of stockOn the 5th of November, Harpal Gill sold around 17k shares on-market at roughly €103 per share. In the last 3 months, they made an even bigger sale worth €2.1m. Harpal has been a seller over the last 12 months, reducing personal holdings by €4.8m.
Reported Earnings • Nov 03First quarter 2022 earnings released: EPS US$1.21 (vs US$0.90 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$543.3m (up 24% from 1Q 2021). Net income: US$44.7m (up 35% from 1Q 2021). Profit margin: 8.2% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 01Insider recently sold €308k worth of stockOn the 31st of August, Edward Archer sold around 4k shares on-market at roughly €87.33 per share. In the last 3 months, they made an even bigger sale worth €978k. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 27Insider recently sold €978k worth of stockOn the 19th of August, Edward Archer sold around 11k shares on-market at roughly €85.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months.
お知らせ • Aug 19Fabrinet Provides Financial Guidance for the First Quarter Ending September 24, 2021Fabrinet provided financial guidance for the first quarter ending September 24, 2021. Fabrinet expects first quarter revenue to be in the range of $510 million to $530 million. GAAP net income per diluted share is expected to be in the range of $1.08 to $1.15, based on approximately 37.5 million fully diluted shares outstanding.
Reported Earnings • Aug 18Full year 2021 earnings released: EPS US$4.02 (vs US$3.08 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.88b (up 14% from FY 2020). Net income: US$148.3m (up 31% from FY 2020). Profit margin: 7.9% (up from 6.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 05Third quarter 2021 earnings released: EPS US$1.02 (vs US$0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$479.3m (up 17% from 3Q 2020). Net income: US$37.5m (up 33% from 3Q 2020). Profit margin: 7.8% (up from 6.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 04Fabrinet Provides Earnings Guidance for the Fourth Quarter Ending June 25, 2021Fabrinet provided earnings guidance for the fourth quarter ending June 25, 2021. For the quarter, the company expected revenue to be in the range of $475 million to $495 million. GAAP net income per diluted share is expected to be in the range of $1.02 to $1.09.
Is New 90 Day High Low • Mar 02New 90-day high: €75.00The company is up 33% from its price of €56.50 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.67 per share.
Recent Insider Transactions • Feb 28Independent Director recently sold €297k worth of stockOn the 24th of February, Thomas Kelly sold around 4k shares on-market at roughly €74.18 per share. In the last 3 months, there was an even bigger sale from another insider worth €965k. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 06Insider recently sold €164k worth of stockOn the 4th of February, Edward Archer sold around 2k shares on-market at roughly €72.52 per share. In the last 3 months, there was an even bigger sale from another insider worth €364k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
Executive Departure • Feb 03Executive Vice President of Special Projects Toh-Seng Ng has left the companyOn the 1st of February, Toh-Seng Ng's tenure as Executive Vice President of Special Projects ended after less than a year in the role. As of September 2020, Toh-Seng personally held only 1.00 share (€54.0 worth at the time). Toh-Seng is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 03Second quarter 2021 earnings released: EPS US$0.96 (vs US$0.84 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$453.8m (up 6.5% from 2Q 2020). Net income: US$35.4m (up 13% from 2Q 2020). Profit margin: 7.8% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 13%, compared to a 22% growth forecast for the Electronic industry in Germany.
お知らせ • Jan 28Fabrinet(NYSE:FN) dropped from Russell 2000 Dynamic IndexFabrinet(NYSE:FN) dropped from Russell 2000 Dynamic Index
Is New 90 Day High Low • Jan 26New 90-day high: €71.00The company is up 39% from its price of €51.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.68 per share.