View ValuationFabrinet 향후 성장Future 기준 점검 6/6Fabrinet (는) 각각 연간 23.3% 및 21.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.2% 로 예상됩니다.핵심 정보23.3%이익 성장률22.97%EPS 성장률Electronic 이익 성장18.8%매출 성장률21.4%향후 자기자본이익률24.16%애널리스트 커버리지Good마지막 업데이트23 Jun 2026최근 향후 성장 업데이트공시 • 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 • 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 • 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 • 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 • 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 .모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €539, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 15x in the Electronic industry in Italy. Total returns to shareholders of 167% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €328 per share.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €607, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Electronic industry in Italy. Total returns to shareholders of 198% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €323 per share.Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$3.50 (vs US$2.26 in 3Q 2025)Third quarter 2026 results: EPS: US$3.50 (up from US$2.26 in 3Q 2025). Revenue: US$1.21b (up 39% from 3Q 2025). Net income: US$125.2m (up 54% from 3Q 2025). Profit margin: 10% (up from 9.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in Europe.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, 2026Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €564, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €302 per share.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €506, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €309 per share.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €505, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €288 per share.Buy Or Sell Opportunity • Feb 06Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €422. The fair value is estimated to be €316, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Reported Earnings • Feb 03Second quarter 2026 earnings released: EPS: US$3.14 (vs US$2.40 in 2Q 2025)Second quarter 2026 results: EPS: US$3.14 (up from US$2.40 in 2Q 2025). Revenue: US$1.13b (up 36% from 2Q 2025). Net income: US$112.6m (up 30% from 2Q 2025). Profit margin: 9.9% (in line with 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.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, 2026Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €434, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 18x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €285 per share.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €370, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €258 per share.Recent Insider Transactions • Dec 02CEO & Chairman recently sold €8.7m worth of stockOn the 26th of November, Seamus Grady sold around 22k shares on-market at roughly €385 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. Seamus has been a net seller over the last 12 months, reducing personal holdings by €11m.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €384, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €269 per share.Buy Or Sell Opportunity • Nov 24Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to €352. The fair value is estimated to be €286, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.Reported Earnings • Nov 04First quarter 2026 earnings released: EPS: US$2.68 (vs US$2.14 in 1Q 2025)First quarter 2026 results: EPS: US$2.68 (up from US$2.14 in 1Q 2025). Revenue: US$978.1m (up 22% from 1Q 2025). Net income: US$95.9m (up 24% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.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, 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.Board Change • Sep 25Insufficient 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. 6 highly experienced directors. Independent Director Forbes I. Alexander was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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 .이익 및 매출 성장 예측BIT:1FN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20286,86771255683646/30/20275,65859141267586/30/20264,59946317839373/27/20264,23542145257N/A12/26/20253,893377102278N/A9/26/20253,593351201348N/A6/27/20253,419333207328N/A3/28/20253,263326272356N/A12/27/20243,123326314383N/A9/27/20243,002308294351N/A6/28/20242,883296365413N/A3/29/20242,786276347401N/A12/29/20232,719254277337N/A9/29/20232,675248234298N/A6/30/20232,645248151213N/A3/31/20232,577243100159N/A12/30/20222,476235110172N/A9/30/20222,37422080148N/A6/24/20222,26220034124N/A3/25/20222,18418762151N/A12/24/20212,09917362138N/A9/24/20211,98616057125N/A6/25/20211,87914874122N/A3/26/20211,77513475126N/A12/25/20201,70712588139N/A9/25/20201,679121132183N/A6/26/20201,642113107151N/A3/27/20201,642118113146N/A12/27/20191,630119N/A131N/A9/27/20191,606119N/A115N/A6/28/20191,584121N/A147N/A3/29/20191,525111N/A154N/A12/28/20181,458103N/A170N/A9/28/20181,39291N/A176N/A6/29/20181,37284N/A138N/A3/30/20181,39789N/A100N/A12/29/20171,43289N/A88N/A9/29/20171,44695N/A69N/A6/30/20171,42097N/A71N/A3/31/20171,32689N/A66N/A12/30/20161,21089N/A43N/A9/30/20161,09283N/A42N/A6/24/201697762N/A47N/A3/25/201690755N/A54N/A12/25/201584545N/A46N/A9/25/201580134N/A41N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1FN 의 연간 예상 수익 증가율(23.3%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1FN 의 연간 수익(23.3%)이 Italian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1FN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1FN 의 수익(연간 21.4%)이 Italian 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1FN 의 수익(연간 21.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1FN의 자본 수익률은 3년 후 24.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 08:52종가2026/06/26 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 • 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 • 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 • 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 • 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 • 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 .
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €539, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 15x in the Electronic industry in Italy. Total returns to shareholders of 167% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €328 per share.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €607, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Electronic industry in Italy. Total returns to shareholders of 198% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €323 per share.
Reported Earnings • May 06Third quarter 2026 earnings released: EPS: US$3.50 (vs US$2.26 in 3Q 2025)Third quarter 2026 results: EPS: US$3.50 (up from US$2.26 in 3Q 2025). Revenue: US$1.21b (up 39% from 3Q 2025). Net income: US$125.2m (up 54% from 3Q 2025). Profit margin: 10% (up from 9.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in Europe.
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
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €564, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €302 per share.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €506, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €309 per share.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €505, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €288 per share.
Buy Or Sell Opportunity • Feb 06Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €422. The fair value is estimated to be €316, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 46% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Reported Earnings • Feb 03Second quarter 2026 earnings released: EPS: US$3.14 (vs US$2.40 in 2Q 2025)Second quarter 2026 results: EPS: US$3.14 (up from US$2.40 in 2Q 2025). Revenue: US$1.13b (up 36% from 2Q 2025). Net income: US$112.6m (up 30% from 2Q 2025). Profit margin: 9.9% (in line with 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.
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
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €434, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 18x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €285 per share.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €370, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €258 per share.
Recent Insider Transactions • Dec 02CEO & Chairman recently sold €8.7m worth of stockOn the 26th of November, Seamus Grady sold around 22k shares on-market at roughly €385 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. Seamus has been a net seller over the last 12 months, reducing personal holdings by €11m.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €384, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €269 per share.
Buy Or Sell Opportunity • Nov 24Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to €352. The fair value is estimated to be €286, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
Reported Earnings • Nov 04First quarter 2026 earnings released: EPS: US$2.68 (vs US$2.14 in 1Q 2025)First quarter 2026 results: EPS: US$2.68 (up from US$2.14 in 1Q 2025). Revenue: US$978.1m (up 22% from 1Q 2025). Net income: US$95.9m (up 24% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.
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.
Board Change • Sep 25Insufficient 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. 6 highly experienced directors. Independent Director Forbes I. Alexander was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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 .