Fabrinet Förvaltning
Förvaltning kriterier kontrolleras 4/4
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Viktig information
Seamus Grady
Verkställande direktör
US$11.9m
Total ersättning
| VD-lön i procent | 11.30% |
| Anställning som VD | 8.7yrs |
| Ägande av VD | n/a |
| Ledningens genomsnittliga anställningstid | 8.7yrs |
| Styrelsens genomsnittliga mandatperiod | 11.2yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysuppdatering • 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).
Analysuppdatering • 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.Analysuppdatering • 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
Analysuppdatering • 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.Analysuppdatering • 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).
Ny analys • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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).Analysuppdatering • 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).Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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).Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | US$421m |
| Dec 26 2025 | n/a | n/a | US$377m |
| Sep 26 2025 | n/a | n/a | US$351m |
| Jun 27 2025 | US$12m | US$1m | US$333m |
| Mar 28 2025 | n/a | n/a | US$326m |
| Dec 27 2024 | n/a | n/a | US$326m |
| Sep 27 2024 | n/a | n/a | US$308m |
| Jun 28 2024 | US$11m | US$1m | US$296m |
| Mar 29 2024 | n/a | n/a | US$276m |
| Dec 29 2023 | n/a | n/a | US$254m |
| Sep 29 2023 | n/a | n/a | US$248m |
| Jun 30 2023 | US$11m | US$1m | US$248m |
| Mar 31 2023 | n/a | n/a | US$243m |
| Dec 30 2022 | n/a | n/a | US$235m |
| Sep 30 2022 | n/a | n/a | US$220m |
| Jun 24 2022 | US$10m | US$1m | US$200m |
| Mar 25 2022 | n/a | n/a | US$187m |
| Dec 24 2021 | n/a | n/a | US$173m |
| Sep 24 2021 | n/a | n/a | US$160m |
| Jun 25 2021 | US$8m | US$860k | US$148m |
| Mar 26 2021 | n/a | n/a | US$134m |
| Dec 25 2020 | n/a | n/a | US$125m |
| Sep 25 2020 | n/a | n/a | US$121m |
| Jun 26 2020 | US$8m | US$860k | US$113m |
| Mar 27 2020 | n/a | n/a | US$118m |
| Dec 27 2019 | n/a | n/a | US$119m |
| Sep 27 2019 | n/a | n/a | US$119m |
| Jun 28 2019 | US$6m | US$775k | US$121m |
Ersättning vs marknad: Seamus s total kompensation ($USD 11.94M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.71M ).
Ersättning vs inkomst: Ersättningen från Seamus har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Seamus Grady (58 yo)
8.7yrs
Anställning
US$11,944,135
Kompensation
Mr. Seamus Grady has been Chief Executive Officer and Director at Fabrinet since September 22, 2017 and is Chairman since Oct 2025. Mr. Grady served as Executive Vice President and Chief Operating Officer,...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman | 8.7yrs | US$11.94m | inga uppgifter | |
| President & COO | 17.2yrs | US$10.03m | inga uppgifter | |
| Executive VP & CFO | 6.3yrs | US$4.63m | 0.0010% $ 229.6k | |
| Executive Vice President of Sales & Marketing | 7.3yrs | US$3.52m | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| VP & General Counsel | 9.8yrs | inga uppgifter | inga uppgifter |
8.7yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder
Erfaren ledning: FN s ledningsgrupp är erfaren och erfaren ( 8.7 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman | 8.7yrs | US$11.94m | inga uppgifter | |
| Independent Director | 1.9yrs | US$319.01k | 0.0013% $ 293.3k | |
| Lead Independent Director | 25.3yrs | US$343.01k | 0.016% $ 3.6m | |
| Independent Director | 13.8yrs | US$331.01k | 0.049% $ 11.1m | |
| Independent Director | 15.6yrs | US$348.01k | 0.044% $ 10.1m | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter |
11.2yrs
Genomsnittlig anställningstid
67.5yo
Genomsnittlig ålder
Erfaren styrelse: FN s styrelse är rutinerade och erfaren ( 11.2 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/13 01:18 |
| Aktiekurs vid dagens slut | 2026/05/13 00:00 |
| Intäkter | 2026/03/27 |
| Årlig intjäning | 2025/06/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Fabrinet bevakas av 19 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Timothy Long | Barclays |
| Dong Wang | Barclays |
| Karl Ackerman | BNP Paribas |