View Future GrowthFabrinet 과거 순이익 실적과거 기준 점검 3/6Fabrinet은 연평균 19.2%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 5% 감소했습니다. 매출은 연평균 15%의 비율로 증가했습니다. Fabrinet의 자기자본이익률은 18.3%이고 순이익률은 9.9%입니다.핵심 정보19.23%순이익 성장률19.87%주당순이익(EPS) 성장률Electronic 산업 성장률1.03%매출 성장률15.03%자기자본이익률18.27%순이익률9.94%최근 순이익 업데이트27 Mar 2026최근 과거 실적 업데이트공시 • Apr 21Fabrinet to Report Q3, 2026 Results on May 04, 2026Fabrinet announced that they will report Q3, 2026 results After-Market on May 04, 2026공시 • Jan 20Fabrinet to Report Q2, 2026 Results on Feb 02, 2026Fabrinet announced that they will report Q2, 2026 results After-Market on Feb 02, 2026공시 • 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, 2025공시 • Jul 29Fabrinet to Report Q4, 2025 Results on Aug 18, 2025Fabrinet announced that they will report Q4, 2025 results After-Market on Aug 18, 2025공시 • Apr 22Fabrinet to Report Q3, 2025 Results on May 05, 2025Fabrinet announced that they will report Q3, 2025 results After-Market on May 05, 2025공시 • Jan 17Fabrinet to Report Q2, 2025 Results on Feb 03, 2025Fabrinet announced that they will report Q2, 2025 results After-Market on Feb 03, 2025모든 업데이트 보기Recent updates공시 • 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.공시 • Apr 21Fabrinet to Report Q3, 2026 Results on May 04, 2026Fabrinet announced that they will report Q3, 2026 results After-Market on May 04, 2026공시 • 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.공시 • Jan 20Fabrinet to Report Q2, 2026 Results on Feb 02, 2026Fabrinet announced that they will report Q2, 2026 results After-Market on Feb 02, 2026공시 • 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.공시 • Oct 24Fabrinet, Annual General Meeting, Dec 11, 2025Fabrinet, Annual General Meeting, Dec 11, 2025.공시 • 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, 2025공시 • 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.공시 • 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.공시 • Jul 29Fabrinet to Report Q4, 2025 Results on Aug 18, 2025Fabrinet announced that they will report Q4, 2025 results After-Market on Aug 18, 2025공시 • 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 .공시 • Apr 22Fabrinet to Report Q3, 2025 Results on May 05, 2025Fabrinet announced that they will report Q3, 2025 results After-Market on May 05, 2025공시 • 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.공시 • 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.공시 • 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.공시 • Oct 24Fabrinet, Annual General Meeting, Dec 12, 2024Fabrinet, Annual General Meeting, Dec 12, 2024.공시 • 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.공시 • 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).공시 • 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.공시 • 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.공시 • 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).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Oct 25Fabrinet to Report Q1, 2023 Results on Nov 07, 2022Fabrinet announced that they will report Q1, 2023 results After-Market on Nov 07, 2022공시 • 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.공시 • 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.공시 • Aug 02Fabrinet to Report Q4, 2022 Results on Aug 15, 2022Fabrinet announced that they will report Q4, 2022 results After-Market on Aug 15, 2022공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.매출 및 비용 세부 내역Fabrinet가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:FAN 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비27 Mar 264,23542192026 Dec 253,89337790026 Sep 253,59335188027 Jun 253,41933388028 Mar 253,26332684027 Dec 243,12332681027 Sep 243,00230880028 Jun 242,88329678029 Mar 242,78627679029 Dec 232,71925478029 Sep 232,67524877030 Jun 232,64524878031 Mar 232,57724376030 Dec 222,47623575030 Sep 222,37422074024 Jun 222,26220074025 Mar 222,18418774024 Dec 212,09917375024 Sep 211,98616074025 Jun 211,87914871026 Mar 211,77513467025 Dec 201,70712566025 Sep 201,67912166026 Jun 201,64211365027 Mar 201,64211864027 Dec 191,63011961027 Sep 191,60611957028 Jun 191,58412155029 Mar 191,52511158028 Dec 181,45810356028 Sep 181,3929157029 Jun 181,3728458030 Mar 181,3978954029 Dec 171,4328959029 Sep 171,4469563030 Jun 171,4209764031 Mar 171,3268960030 Dec 161,2108955030 Sep 161,0928351024 Jun 169776250025 Mar 169075548025 Dec 158454545025 Sep 158013442026 Jun 1577444390양질의 수익: FAN의 비현금 수익 수준이 높습니다.이익 마진 증가: FAN의 현재 순 이익률 (9.9%)은 지난해 (10%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: FAN의 수익은 지난 5년 동안 연평균 19.2% 증가했습니다.성장 가속화: 지난 1년간 FAN 의 수익 증가율(29%)은 연간 평균(19.2%)을 초과합니다.수익 대 산업: FAN의 지난 1년 수익 증가율(29%)은 Electronic 업계의 3.9%를 상회했습니다.자기자본이익률높은 ROE: FAN의 자본 수익률(18.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 02:18종가2026/05/22 00:00수익2026/03/27연간 수익2025/06/27데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Fabrinet는 19명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Timothy LongBarclaysDong WangBarclaysKarl AckermanBNP Paribas16명의 분석가 더 보기
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • Oct 24Fabrinet, Annual General Meeting, Dec 11, 2025Fabrinet, Annual General Meeting, Dec 11, 2025.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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 .
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Oct 24Fabrinet, Annual General Meeting, Dec 12, 2024Fabrinet, Annual General Meeting, Dec 12, 2024.
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.