Fabrinet 過去の業績
過去 基準チェック /26
Fabrinetは、平均年間19.5%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間4.7% 14.6%収益成長率で 成長しています。 Fabrinetの自己資本利益率は17.3%であり、純利益率は9.7%です。
主要情報
19.46%
収益成長率
20.06%
EPS成長率
| Electronic 業界の成長 | 15.34% |
| 収益成長率 | 14.57% |
| 株主資本利益率 | 17.26% |
| ネット・マージン | 9.69% |
| 次回の業績アップデート | 04 May 2026 |
最近の業績更新
Recent updates
FN: Buybacks And Higher Long Term Assumptions Will Support Future Upside Potential
Analysts have raised their price target on Fabrinet from $715 to $850, citing updated assumptions for revenue growth, profit margin, and future P/E that contribute to a higher assessed fair value under a slightly adjusted discount rate. What's in the News Fabrinet reported that from September 27, 2025 to December 26, 2025 it repurchased 12,439 shares, representing 0.03% of shares, for US$4.81 million under its existing buyback program (Key Developments).
FN: Rich Multiple And Earnings Outlook Will Drive Future Downside Risk
Analysts have raised their price target for Fabrinet from about $493 to roughly $582. They cite updated assumptions around slightly higher revenue growth, margins, and future P/E as the key drivers behind this shift.FN: Buybacks And Margin Improvements Will Support Future Upside Potential
Analysts have raised their price target for Fabrinet from $600 to $715, citing updated assumptions for slightly higher revenue growth, a modestly higher profit margin, a lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet updated its outlook for the third fiscal quarter ending March 27, 2026, with expected revenue in the range of US$1.15b to US$1.20b.Fabrinet: Excellent Growth Is Overshadowed By Overvaluation And Overbought Stock Level
Mar 29
FN: Higher Forward P/E Assumptions Will Likely Restrain Future Share Returns
Analysts have raised their price target on Fabrinet from $317.26 to $452.00, citing updated assumptions including slightly higher revenue growth, marginally stronger profit margins, a modestly lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet reported completing a share repurchase program announced on August 21, 2017, buying back a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under the plan.FN: Lower Forward P/E Assumptions Will Likely Temper Future Share Returns
Analysts have trimmed their average price target on Fabrinet to reflect a fair value update to $317.26, citing refreshed assumptions around discount rates, revenue growth, profit margins and forward P/E. What's in the News Fabrinet completed a share repurchase program announced on August 21, 2017, buying a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under this authorization (Key Developments).
Fabrinet (FN): The Optical Backbone – Scaling High-Precision Manufacturing for the 1.6T AI Transition in 2026.
Fabrinet (FN) is currently positioned as the "indispensable craftsman" of the AI hardware supply chain, trading at $553.00 as of the March 3, 2026, close. Despite a sharp 4.9% intraday drop today amid broader tech sector profit-taking, the stock has been a massive outperformer over the last year, recently peaking at an all-time high of $632.99.FN: Share Repurchases And Margin Strength Will Support Future Upside
Analysts have nudged their price outlook for Fabrinet higher to $600.00, citing small adjustments to assumptions such as a discount rate of 8.34%, revenue growth of 21.31%, a profit margin of 10.32%, and a forward P/E of 37.24x. What's in the News Fabrinet repurchased 12,439 shares for US$4.81m between September 27, 2025 and December 26, 2025, representing 0.03% of shares.FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns
Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.FN: Higher Margins And Buybacks Will Support Stronger Future Upside
Analysts have lifted their price target on Fabrinet from US$375.00 to US$600.00, citing updated assumptions around higher revenue growth, slightly higher discount rates, stronger profit margins, and a richer future P/E multiple. What's in the News Fabrinet updated its earnings guidance for the second fiscal quarter ending December 26, 2025, with expected revenue in the range of US$1.05b to US$1.10b (Key Developments).FN: Future Performance Will Be Shaped By Buybacks And Earnings Guidance
Analysts have raised their price target on Fabrinet to US$492.67 from US$479.25, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together support a slightly higher valuation framework. What's in the News Fabrinet reported that between June 28, 2025 and September 26, 2025, it repurchased 970 shares for US$0.27m, completing a total buyback of 3,875,048 shares, or 10.53% of the company, under its repurchase program announced on August 21, 2017 (Key Developments).Returns Are Gaining Momentum At Fabrinet (NYSE:FN)
Jan 02
FN: Elevated Earnings Multiple Will Likely Pressure Future Share Returns
Analysts have raised their price target on Fabrinet, lifting fair value estimates from approximately 226 dollars to about 284 dollars. This change reflects stronger expectations for revenue growth, slightly higher profit margins, and a modestly richer future earnings multiple.FN: Stable Performance Outlook Will Be Shaped By Continued Share Buybacks
Analysts have maintained their fair value estimate for Fabrinet at $479.25. They cite minimal changes in underlying assumptions and continued confidence in the company’s financial outlook.FN: Significant Buyback Completion Will Drive Projected Upside Momentum
Fabrinet Sees Analyst Price Target Jump with Optimistic Revenue Projections Analysts have raised their fair value estimate for Fabrinet from $364.13 to $479.25, citing stronger anticipated revenue growth as a primary driver for the upward revision. What's in the News Fabrinet has completed the repurchase of 3,875,048 shares, representing 10.53% for $360.28 million, as part of the buyback announced on August 21, 2017 (Key Developments).After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar
Nov 11FN: Future Share Buyback Progress Is Likely To Limit Upside Potential
Analysts have raised their price target for Fabrinet from $352.88 to $364.13, citing modest adjustments to fair value estimates alongside a slightly higher forward earnings multiple. What's in the News Between March 29, 2025 and June 27, 2025, Fabrinet repurchased 107,945 shares for $22.26 million.HPC Manufacturing And AWS Alliance Will Open New Markets
Analysts have raised their price target for Fabrinet from $332.75 to $352.88. They cite stronger revenue growth expectations, even though there is a slight decline in projected profit margins.HPC Manufacturing And AWS Alliance Will Open New Markets
Analysts have raised their price target for Fabrinet from $324.63 to $332.75. This reflects a modest increase as expectations for future performance improve.Is Fabrinet (NYSE:FN) Potentially Undervalued?
Sep 13AWS Partnership And Telecom Wins Will Unlock Future Potential
Despite a higher discount rate, the consensus analyst price target for Fabrinet has increased—driven primarily by a modest rise in forward P/E—resulting in a new fair value estimate of $321.25. What's in the News Fabrinet issued Q1 earnings guidance, projecting revenue of $910 million to $950 million.The Return Trends At Fabrinet (NYSE:FN) Look Promising
Jul 25Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?
Jul 10Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up
Jun 27A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)
Jun 19Fabrinet's (NYSE:FN) 28% Price Boost Is Out Of Tune With Earnings
May 04Fabrinet: Struggling To Kick On
Feb 12Fabrinet: Attractive Growth But Richly Priced
Sep 23
Expanding Into Telecom And Datacom Fuels Revenue Growth And Critical Expansions
Expansion in datacom and telecom sectors, and strategic investments in manufacturing capacity, are poised to drive significant revenue growth.収支内訳
収支内訳
Fabrinet の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 26 Dec 25 | 3,893 | 377 | 90 | 0 |
| 26 Sep 25 | 3,593 | 351 | 88 | 0 |
| 27 Jun 25 | 3,419 | 333 | 88 | 0 |
| 28 Mar 25 | 3,263 | 326 | 84 | 0 |
| 27 Dec 24 | 3,123 | 326 | 81 | 0 |
| 27 Sep 24 | 3,002 | 308 | 80 | 0 |
| 28 Jun 24 | 2,883 | 296 | 78 | 0 |
| 29 Mar 24 | 2,786 | 276 | 79 | 0 |
| 29 Dec 23 | 2,719 | 254 | 78 | 0 |
| 29 Sep 23 | 2,675 | 248 | 77 | 0 |
| 30 Jun 23 | 2,645 | 248 | 78 | 0 |
| 31 Mar 23 | 2,577 | 243 | 76 | 0 |
| 30 Dec 22 | 2,476 | 235 | 75 | 0 |
| 30 Sep 22 | 2,374 | 220 | 74 | 0 |
| 24 Jun 22 | 2,262 | 200 | 74 | 0 |
| 25 Mar 22 | 2,184 | 187 | 74 | 0 |
| 24 Dec 21 | 2,099 | 173 | 75 | 0 |
| 24 Sep 21 | 1,986 | 160 | 74 | 0 |
| 25 Jun 21 | 1,879 | 148 | 71 | 0 |
| 26 Mar 21 | 1,775 | 134 | 67 | 0 |
| 25 Dec 20 | 1,707 | 125 | 66 | 0 |
| 25 Sep 20 | 1,679 | 121 | 66 | 0 |
| 26 Jun 20 | 1,642 | 113 | 65 | 0 |
| 27 Mar 20 | 1,642 | 118 | 64 | 0 |
| 27 Dec 19 | 1,630 | 119 | 61 | 0 |
| 27 Sep 19 | 1,606 | 119 | 57 | 0 |
| 28 Jun 19 | 1,584 | 121 | 55 | 0 |
| 29 Mar 19 | 1,525 | 111 | 58 | 0 |
| 28 Dec 18 | 1,458 | 103 | 56 | 0 |
| 28 Sep 18 | 1,392 | 91 | 57 | 0 |
| 29 Jun 18 | 1,372 | 84 | 58 | 0 |
| 30 Mar 18 | 1,397 | 89 | 54 | 0 |
| 29 Dec 17 | 1,432 | 89 | 59 | 0 |
| 29 Sep 17 | 1,446 | 95 | 63 | 0 |
| 30 Jun 17 | 1,420 | 97 | 64 | 0 |
| 31 Mar 17 | 1,326 | 89 | 60 | 0 |
| 30 Dec 16 | 1,210 | 89 | 55 | 0 |
| 30 Sep 16 | 1,092 | 83 | 51 | 0 |
| 24 Jun 16 | 977 | 62 | 50 | 0 |
| 25 Mar 16 | 907 | 55 | 48 | 0 |
| 25 Dec 15 | 845 | 45 | 45 | 0 |
| 25 Sep 15 | 801 | 34 | 42 | 0 |
| 26 Jun 15 | 774 | 44 | 39 | 0 |
質の高い収益: FN 非現金収入 のレベルが高いです。
利益率の向上: FNの現在の純利益率 (9.7%)は、昨年(10.4%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: FNの収益は過去 5 年間で年間19.5%増加しました。
成長の加速: FNの過去 1 年間の収益成長率 ( 15.7% ) は、5 年間の平均 ( 年間19.5%を下回っています。
収益対業界: FNの過去 1 年間の収益成長率 ( 15.7% ) はElectronic業界12.5%を上回りました。
株主資本利益率
高いROE: FNの 自己資本利益率 ( 17.3% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/03 08:46 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2025/12/26 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Long | Barclays |
| Dong Wang | Barclays |
| Karl Ackerman | BNP Paribas |