Fabrinet

NYSE:FN Voorraadrapport

Marktkapitalisatie: US$25.3b

Fabrinet Inkomsten in het verleden

Verleden criteriumcontroles 2/6

Fabrinet heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 19.5%, terwijl de Electronic-industrie de winst zag groeien met 4.7% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 14.6%. Het rendement op eigen vermogen van Fabrinet is 17.3%, en het heeft een nettomarge van 9.7%.

Belangrijke informatie

19.46%

Groei van de winst

20.06%

Groei van de winst per aandeel

Electronic Groei van de industrie15.34%
Inkomstengroei14.57%
Rendement op eigen vermogen17.26%
Nettomarge9.69%
Volgende winstupdate04 May 2026

Recente prestatie-updates uit het verleden

Recent updates

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

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

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

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

FN: Buybacks And Margin Improvements Will Support Future Upside Potential

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

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

Mar 29

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

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

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

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

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

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

FN: Share Repurchases And Margin Strength Will Support Future Upside

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

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

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

FN: Higher Margins And Buybacks Will Support Stronger Future Upside

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

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

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

Returns Are Gaining Momentum At Fabrinet (NYSE:FN)

Jan 02
Returns Are Gaining Momentum At Fabrinet (NYSE:FN)

FN: Elevated Earnings Multiple Will Likely Pressure Future Share Returns

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

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

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

FN: Significant Buyback Completion Will Drive Projected Upside Momentum

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

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

Nov 11
After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar

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.

HPC Manufacturing And AWS Alliance Will Open New Markets

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

HPC Manufacturing And AWS Alliance Will Open New Markets

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

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Sep 13
Is Fabrinet (NYSE:FN) Potentially Undervalued?

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.

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

Jul 25
The Return Trends At Fabrinet (NYSE:FN) Look Promising

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

Jul 10
Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

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

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

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

Jun 19
A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Fabrinet's (NYSE:FN) 28% Price Boost Is Out Of Tune With Earnings

May 04
Fabrinet's (NYSE:FN) 28% Price Boost Is Out Of Tune With Earnings

Fabrinet: Struggling To Kick On

Feb 12

Fabrinet: Attractive Growth But Richly Priced

Sep 23
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Expanding Into Telecom And Datacom Fuels Revenue Growth And Critical Expansions

Expansion in datacom and telecom sectors, and strategic investments in manufacturing capacity, are poised to drive significant revenue growth.

Opbrengsten en kosten

Hoe Fabrinet geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:FN Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
26 Dec 253,893377900
26 Sep 253,593351880
27 Jun 253,419333880
28 Mar 253,263326840
27 Dec 243,123326810
27 Sep 243,002308800
28 Jun 242,883296780
29 Mar 242,786276790
29 Dec 232,719254780
29 Sep 232,675248770
30 Jun 232,645248780
31 Mar 232,577243760
30 Dec 222,476235750
30 Sep 222,374220740
24 Jun 222,262200740
25 Mar 222,184187740
24 Dec 212,099173750
24 Sep 211,986160740
25 Jun 211,879148710
26 Mar 211,775134670
25 Dec 201,707125660
25 Sep 201,679121660
26 Jun 201,642113650
27 Mar 201,642118640
27 Dec 191,630119610
27 Sep 191,606119570
28 Jun 191,584121550
29 Mar 191,525111580
28 Dec 181,458103560
28 Sep 181,39291570
29 Jun 181,37284580
30 Mar 181,39789540
29 Dec 171,43289590
29 Sep 171,44695630
30 Jun 171,42097640
31 Mar 171,32689600
30 Dec 161,21089550
30 Sep 161,09283510
24 Jun 1697762500
25 Mar 1690755480
25 Dec 1584545450
25 Sep 1580134420
26 Jun 1577444390

Kwaliteitswinsten: FN heeft een hoog niveau van non-cash earnings.

Groeiende winstmarge: De huidige netto winstmarges (9.7%) FN } zijn lager dan vorig jaar (10.4%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van FN is de afgelopen 5 jaar met 19.5% per jaar gegroeid.

Versnelling van de groei: De winstgroei van FN over het afgelopen jaar ( 15.7% ) ligt onder het 5-jarig gemiddelde ( 19.5% per jaar).

Winst versus industrie: De winstgroei FN over het afgelopen jaar ( 15.7% ) overtrof de Electronic -sector 12.5%.


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 17.3% ) van FN wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 08:45
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/26
Jaarlijkse inkomsten2025/06/27

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Fabrinet wordt gevolgd door 19 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Timothy LongBarclays
Dong WangBarclays
Karl AckermanBNP Paribas