Fabrinet

NYSE:FN 주식 리포트

시가총액: US$22.3b

Fabrinet 향후 성장

Future 기준 점검 6/6

Fabrinet (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 정보

23.3%

이익 성장률

22.97%

EPS 성장률

Electronic 이익 성장24.6%
매출 성장률21.4%
향후 자기자본이익률24.16%
애널리스트 커버리지

Good

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Apr 30

FN: Buybacks And Higher Long Term Assumptions Will Support Future Upside Potential

Analysts have raised their price target on Fabrinet from $715 to $850, citing updated assumptions for revenue growth, profit margin, and future P/E that contribute to a higher assessed fair value under a slightly adjusted discount rate. What's in the News Fabrinet reported that from September 27, 2025 to December 26, 2025 it repurchased 12,439 shares, representing 0.03% of shares, for US$4.81 million under its existing buyback program (Key Developments).
내러티브 업데이트 • Apr 16

FN: Rich Multiple And Earnings Outlook Will Drive Future Downside Risk

Analysts have raised their price target for Fabrinet from about $493 to roughly $582. They cite updated assumptions around slightly higher revenue growth, margins, and future P/E as the key drivers behind this shift.
내러티브 업데이트 • Apr 02

FN: Buybacks And Margin Improvements Will Support Future Upside Potential

Analysts have raised their price target for Fabrinet from $600 to $715, citing updated assumptions for slightly higher revenue growth, a modestly higher profit margin, a lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet updated its outlook for the third fiscal quarter ending March 27, 2026, with expected revenue in the range of US$1.15b to US$1.20b.
Seeking Alpha • Mar 29

Fabrinet: Excellent Growth Is Overshadowed By Overvaluation And Overbought Stock Level

Summary Fabrinet delivered record Q2 2026 results, with revenue up 36% YoY to $1.13B and non-GAAP EPS up 29% to $3.36. FN's robust growth is supported by capacity expansion, strong demand in Telecom and HPC, and a solid balance sheet with zero net debt. Despite operational momentum, FN trades at 44x FY26E EPS — more than double the sector median — raising concerns about valuation-driven downside risk. I maintain a Hold rating due to FN’s premium valuation and extreme overbought technicals, despite multi-year growth potential and positive Q3 guidance. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 19

FN: Higher Forward P/E Assumptions Will Likely Restrain Future Share Returns

Analysts have raised their price target on Fabrinet from $317.26 to $452.00, citing updated assumptions including slightly higher revenue growth, marginally stronger profit margins, a modestly lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet reported completing a share repurchase program announced on August 21, 2017, buying back a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under the plan.
내러티브 업데이트 • Mar 04

FN: Lower Forward P/E Assumptions Will Likely Temper Future Share Returns

Analysts have trimmed their average price target on Fabrinet to reflect a fair value update to $317.26, citing refreshed assumptions around discount rates, revenue growth, profit margins and forward P/E. What's in the News Fabrinet completed a share repurchase program announced on August 21, 2017, buying a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under this authorization (Key Developments).
새 내러티브 • Mar 03

Fabrinet (FN): The Optical Backbone – Scaling High-Precision Manufacturing for the 1.6T AI Transition in 2026.

Fabrinet (FN) is currently positioned as the "indispensable craftsman" of the AI hardware supply chain, trading at $553.00 as of the March 3, 2026, close. Despite a sharp 4.9% intraday drop today amid broader tech sector profit-taking, the stock has been a massive outperformer over the last year, recently peaking at an all-time high of $632.99.
내러티브 업데이트 • Feb 18

FN: Share Repurchases And Margin Strength Will Support Future Upside

Analysts have nudged their price outlook for Fabrinet higher to $600.00, citing small adjustments to assumptions such as a discount rate of 8.34%, revenue growth of 21.31%, a profit margin of 10.32%, and a forward P/E of 37.24x. What's in the News Fabrinet repurchased 12,439 shares for US$4.81m between September 27, 2025 and December 26, 2025, representing 0.03% of shares.
내러티브 업데이트 • Feb 04

FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns

Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.
내러티브 업데이트 • Jan 21

FN: Higher Margins And Buybacks Will Support Stronger Future Upside

Analysts have lifted their price target on Fabrinet from US$375.00 to US$600.00, citing updated assumptions around higher revenue growth, slightly higher discount rates, stronger profit margins, and a richer future P/E multiple. What's in the News Fabrinet updated its earnings guidance for the second fiscal quarter ending December 26, 2025, with expected revenue in the range of US$1.05b to US$1.10b (Key Developments).
내러티브 업데이트 • Jan 07

FN: Future Performance Will Be Shaped By Buybacks And Earnings Guidance

Analysts have raised their price target on Fabrinet to US$492.67 from US$479.25, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together support a slightly higher valuation framework. What's in the News Fabrinet reported that between June 28, 2025 and September 26, 2025, it repurchased 970 shares for US$0.27m, completing a total buyback of 3,875,048 shares, or 10.53% of the company, under its repurchase program announced on August 21, 2017 (Key Developments).
분석 기사 • Jan 02

Returns Are Gaining Momentum At Fabrinet (NYSE:FN)

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
내러티브 업데이트 • Dec 14

FN: Elevated Earnings Multiple Will Likely Pressure Future Share Returns

Analysts have raised their price target on Fabrinet, lifting fair value estimates from approximately 226 dollars to about 284 dollars. This change reflects stronger expectations for revenue growth, slightly higher profit margins, and a modestly richer future earnings multiple.
내러티브 업데이트 • Nov 29

FN: Stable Performance Outlook Will Be Shaped By Continued Share Buybacks

Analysts have maintained their fair value estimate for Fabrinet at $479.25. They cite minimal changes in underlying assumptions and continued confidence in the company’s financial outlook.
내러티브 업데이트 • Nov 15

FN: Significant Buyback Completion Will Drive Projected Upside Momentum

Fabrinet Sees Analyst Price Target Jump with Optimistic Revenue Projections Analysts have raised their fair value estimate for Fabrinet from $364.13 to $479.25, citing stronger anticipated revenue growth as a primary driver for the upward revision. What's in the News Fabrinet has completed the repurchase of 3,875,048 shares, representing 10.53% for $360.28 million, as part of the buyback announced on August 21, 2017 (Key Developments).
분석 기사 • Nov 11

After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar

Fabrinet ( NYSE:FN ) shareholders have had their patience rewarded with a 29% share price jump in the last month...
내러티브 업데이트 • Nov 01

FN: Future Share Buyback Progress Is Likely To Limit Upside Potential

Analysts have raised their price target for Fabrinet from $352.88 to $364.13, citing modest adjustments to fair value estimates alongside a slightly higher forward earnings multiple. What's in the News Between March 29, 2025 and June 27, 2025, Fabrinet repurchased 107,945 shares for $22.26 million.
내러티브 업데이트 • Oct 17

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $332.75 to $352.88. They cite stronger revenue growth expectations, even though there is a slight decline in projected profit margins.
내러티브 업데이트 • Oct 03

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $324.63 to $332.75. This reflects a modest increase as expectations for future performance improve.
분석 기사 • Sep 13

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Today we're going to take a look at the well-established Fabrinet ( NYSE:FN ). The company's stock received a lot of...
내러티브 업데이트 • Aug 20

AWS Partnership And Telecom Wins Will Unlock Future Potential

Despite a higher discount rate, the consensus analyst price target for Fabrinet has increased—driven primarily by a modest rise in forward P/E—resulting in a new fair value estimate of $321.25. What's in the News Fabrinet issued Q1 earnings guidance, projecting revenue of $910 million to $950 million.
분석 기사 • Jul 25

The Return Trends At Fabrinet (NYSE:FN) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Jul 10

Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jun 27

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Fabrinet ( NYSE:FN ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking...
분석 기사 • Jun 19

A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fabrinet fair value estimate is US$291 Current share price of...
Seeking Alpha • Feb 12

Fabrinet: Struggling To Kick On

Summary The Fabrinet stock has struggled to make any headway over the past year, and the Q2 results which came out last week failed to lift sentiment. We cover some of the major sub-plots of the earnings event and ascertain why weakness has persisted despite a strong beat and a lift in guidance at the headline level. On a forward P/E basis, Fabrinet is still priced at a slight premium to its historical average, but that premium can be mitigated by the sturdy earnings growth on offer. Despite weak cash flow generation, the subdued market-cap makes the current FCF yield of +4% look better than the historical average of around 3%. Fabrinet's short, medium, long-term and relative strength charts don't reflect well on its prospects. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:FN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20286,8677125568364
6/30/20275,6585914126758
6/30/20264,5994631783937
3/27/20264,23542145257N/A
12/26/20253,893377102278N/A
9/26/20253,593351201348N/A
6/27/20253,419333207328N/A
3/28/20253,263326272356N/A
12/27/20243,123326314383N/A
9/27/20243,002308294351N/A
6/28/20242,883296365413N/A
3/29/20242,786276347401N/A
12/29/20232,719254277337N/A
9/29/20232,675248234298N/A
6/30/20232,645248151213N/A
3/31/20232,577243100159N/A
12/30/20222,476235110172N/A
9/30/20222,37422080148N/A
6/24/20222,26220034124N/A
3/25/20222,18418762151N/A
12/24/20212,09917362138N/A
9/24/20211,98616057125N/A
6/25/20211,87914874122N/A
3/26/20211,77513475126N/A
12/25/20201,70712588139N/A
9/25/20201,679121132183N/A
6/26/20201,642113107151N/A
3/27/20201,642118113146N/A
12/27/20191,630119N/A131N/A
9/27/20191,606119N/A115N/A
6/28/20191,584121N/A147N/A
3/29/20191,525111N/A154N/A
12/28/20181,458103N/A170N/A
9/28/20181,39291N/A176N/A
6/29/20181,37284N/A138N/A
3/30/20181,39789N/A100N/A
12/29/20171,43289N/A88N/A
9/29/20171,44695N/A69N/A
6/30/20171,42097N/A71N/A
3/31/20171,32689N/A66N/A
12/30/20161,21089N/A43N/A
9/30/20161,09283N/A42N/A
6/24/201697762N/A47N/A
3/25/201690755N/A54N/A
12/25/201584545N/A46N/A
9/25/201580134N/A41N/A
6/26/201577444N/A53N/A

애널리스트 향후 성장 전망

수입 대 저축률: FN 의 연간 예상 수익 증가율(23.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: FN 의 연간 수익(23.3%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: FN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: FN 의 수익(연간 21.4%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: FN 의 수익(연간 21.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: FN의 자본 수익률은 3년 후 24.2%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:03
종가2026/05/11 00:00
수익2026/03/27
연간 수익2025/06/27

데이터 소스

당사의 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 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Fabrinet는 19명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy LongBarclays
Dong WangBarclays
Karl AckermanBNP Paribas