Fabrinet Q2 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy FN?
Source: seekingalpha
- Strong Performance: Fabrinet reported a Q2 non-GAAP EPS of $3.36, beating expectations by $0.11, which underscores the company's robust performance in the semiconductor sector and solidifies its market position.
- Significant Revenue Growth: The company achieved revenue of $1.13 billion in Q2, reflecting a 35.6% year-over-year increase and surpassing market expectations by $50 million, indicating sustained demand for its products and boosting investor confidence.
- Positive Future Outlook: Fabrinet anticipates Q3 revenue to range between $1.15 billion and $1.20 billion, demonstrating the company's optimistic outlook for future performance, which may attract more investor interest.
- Earnings Guidance: The expected GAAP EPS for Q3 is projected to be between $3.22 and $3.37, while non-GAAP EPS is forecasted to be between $3.45 and $3.60, based on approximately 36.3 million fully diluted shares, indicating the company's stable profitability.
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Analyst Views on FN
Wall Street analysts forecast FN stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 462.050
Low
499.00
Averages
544.83
High
600.00
Current: 462.050
Low
499.00
Averages
544.83
High
600.00
About FN
Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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