Valuation Update With 7 Day Price Move • May 15
Investor 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 06
Third 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 06
Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 26, 2026 Fabrinet 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 21
Fabrinet to Report Q3, 2026 Results on May 04, 2026 Fabrinet announced that they will report Q3, 2026 results After-Market on May 04, 2026 Valuation Update With 7 Day Price Move • Apr 10
Investor 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 24
Investor 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 24
Investor 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 06
Now 34% overvalued after recent price rise Over 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 03
Second 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 03
Fabrinet Provides Earnings Guidance for the Third Fiscal Quarter Ending March 27, 2026 Fabrinet 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 20
Fabrinet to Report Q2, 2026 Results on Feb 02, 2026 Fabrinet announced that they will report Q2, 2026 results After-Market on Feb 02, 2026 Valuation Update With 7 Day Price Move • Jan 15
Investor 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 17
Investor 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 02
CEO & Chairman recently sold €8.7m worth of stock On 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 28
Investor 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 24
Now 23% overvalued after recent price rise Over 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 04
First 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 04
Fabrinet Provides Earnings Guidance for the Second Fiscal Quarter Ending December 26, 2025 Fabrinet 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 24
Fabrinet, Annual General Meeting, Dec 11, 2025 Fabrinet, Annual General Meeting, Dec 11, 2025. 공시 • Oct 21
Fabrinet to Report Q1, 2026 Results on Nov 03, 2025 Fabrinet announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025 Board Change • Sep 25
Insufficient new directors There 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 19
Fabrinet Provides Earnings Guidance for the First Fiscal Quarter Ending September 26, 2025 Fabrinet 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 29
Fabrinet to Report Q4, 2025 Results on Aug 18, 2025 Fabrinet announced that they will report Q4, 2025 results After-Market on Aug 18, 2025 공시 • May 06
Fabrinet Provides Earnings Guidance for the Fourth Fiscal Quarter Ending June 27, 2025 Fabrinet 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 .