Fabrinet Förvaltning
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Viktig information
Seamus Grady
Verkställande direktör
US$11.9m
Total ersättning
| VD-lön i procent | 11.30% |
| Anställning som VD | 9yrs |
| Ägande av VD | 0.04% |
| Ledningens genomsnittliga anställningstid | 9yrs |
| Styrelsens genomsnittliga mandatperiod | 11.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Aug 18
FN: Index Upgrades And AI Infrastructure Demand Will Support Further Upside
Analysts have lowered their price target for Fabrinet from $635 to $598, reflecting updated assumptions for a slightly higher discount rate, different revenue growth expectations, a modestly softer profit margin, and a reduced future P/E multiple. What’s in the News for Fabrinet Fabrinet issued earnings guidance for the first fiscal quarter ending September 25, 2026, with expected revenue between US$1.375b and US$1.425b and GAAP net income per diluted share between US$3.39 and US$3.54, based on about 36.3 million fully diluted shares outstanding.Seeking Alpha • Aug 18
Fabrinet: I Expected This Selloff (Rating Upgrade)
Summary Fabrinet is selling off today at a double-digit rate. The last time I covered FN, it was a Strong Sell for me. Since then, its stock price dropped by almost 29%. Valuation has reset meaningfully, with FN's forward P/E dropping from 50x to roughly ~29.0x. I believe the selloff is what FN stock needed. I'm happy about their Data Center performance and see it as a more valid buying option right now. I remain cautious about FN stock due to gross margin pressure and limited profitability upside, awaiting stronger fundamentals or a lower entry point before considering a buy. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 23
FN: Index Additions And Completed Buybacks Will Support Future Upside Potential
Analysts have trimmed their price target on Fabrinet to about $732 from roughly $749, reflecting updated views on fair value, discount rate assumptions, revenue growth, and profit margin expectations. What’s in the News for Fabrinet Fabrinet was added to the Russell 1000 Index, shifting the stock into a larger cap benchmark universe.Uppdatering av berättelse • Jun 29
FN: AI Infrastructure Demand And Higher P/E Assumptions Will Support Upside Potential
Analysts have raised their fair value estimate for Fabrinet from $452.00 to $635.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple in their price target work. What’s in the News for Fabrinet Fabrinet is expanding its role in the AI infrastructure supply chain as a manufacturing partner for advanced optical communication products used in AI data centers, according to recent coverage on the company’s AI positioning.
Uppdatering av berättelse • Jun 15
FN: Record Q3 Results And Co-Packaged Optics Position Will Drive Future Upside
Analysts have kept their $850.00 price target for Fabrinet unchanged, citing only modest tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their valuation view. What's in the News Fabrinet reported record fiscal Q3 2026 results, with revenue rising 39.3% year over year and telecom revenue reaching a record US$628.3 million, driven largely by Optical Communications (Source: Fabrinet Posts Strong Q3 Results Amid Profit-Taking and Valuation Concerns).Uppdatering av berättelse • Jun 01
FN: CPO Expansion And Buybacks Will Support Future Upside Potential
Analysts have lifted their price target for Fabrinet from $582.22 to $749.11, citing updated assumptions for revenue growth, profit margins, and future P/E that feed into a higher fair value estimate and a slightly higher discount rate. What's in the News Fabrinet made a minority investment in Taiwan based Raytek Semiconductor, a wafer level packaging specialist, to strengthen its position in the co packaged optics (CPO) supply chain.Uppdatering av berättelse • May 15
FN: Completed Buybacks And Earnings Outlook Will Support Future Upside Potential
Analysts have kept their average Fabrinet price target steady at $850.00. The latest update reflects tweaks to assumptions for discount rate, revenue growth, profit margins and future P/E that together support this unchanged view on fair value.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 26 2026 | n/a | n/a | US$473m |
| 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$113m |
Ersättning vs marknad: Seamus s total kompensation ($USD 11.94M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.74M ).
Ersättning vs inkomst: Ersättningen från Seamus har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Seamus Grady (59 yo)
9yrs
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 | 9yrs | US$11.94m | 0.042% $ 6.3m | |
| President & COO | 17.5yrs | US$10.03m | 0.026% $ 3.9m | |
| Executive VP & CFO | 6.6yrs | US$4.63m | 0.029% $ 4.3m | |
| Executive Vice President of Sales & Marketing | 7.7yrs | US$3.52m | 0.0054% $ 812.4k | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| VP & General Counsel | 10.1yrs | inga uppgifter | inga uppgifter |
9.0yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder
Erfaren ledning: FN s ledningsgrupp är erfaren och erfaren ( 9 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman | 9yrs | US$11.94m | 0.042% $ 6.3m | |
| Independent Director | 2.3yrs | US$319.01k | 0.0013% $ 193.4k | |
| Lead Independent Director | 25.7yrs | US$343.01k | 0.016% $ 2.4m | |
| Independent Director | 14.1yrs | US$331.01k | 0.044% $ 6.6m | |
| Independent Director | 15.9yrs | US$348.01k | 0.044% $ 6.6m | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter |
11.5yrs
Genomsnittlig anställningstid
68.5yo
Genomsnittlig ålder
Erfaren styrelse: FN s styrelse är rutinerade och erfaren ( 11.5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 00:20 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/26 |
| Årlig intjäning | 2026/06/26 |
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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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 18 analytiker. 7 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 |