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Fabrinet (FN) investor relations material
Fabrinet Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Nov, 2025
Executive summary
Achieved record first-quarter revenue of $978.1 million, up 22% year-over-year and 8% sequentially, surpassing guidance and prior year results.
Non-GAAP diluted EPS reached $2.92, exceeding guidance and prior year, with GAAP net income at $95.9 million.
Strong business momentum driven by growth in Telecom, DCI, and the launch of a new high-performance computing (HPC) revenue category.
Maintained strong relationships with leading OEMs and demonstrated a consistent track record of growth and profitability.
Sequential datacom revenue decline was smaller than expected, supporting overall growth.
Financial highlights
Optical communications revenue reached $747 million, up 19% year-over-year and 8% sequentially, accounting for 76% of total revenue.
Telecom revenue hit a record $473.8 million, with DCI revenue at $138 million, and datacom at $273 million, down 17% year-over-year but better than expected.
Non-optical communications revenue was $231 million, up 3% year-over-year, with automotive at $122 million and industrial laser at $40 million.
Gross margin was 12.3% (non-GAAP), with operating margin at 10.6% (non-GAAP); GAAP gross margin was 11.9% and operating margin 9.6%.
Non-GAAP net income was $105 million, or $2.92 per diluted share, including a $2 million FX loss.
Outlook and guidance
Q2 revenue expected between $1.05 billion and $1.1 billion, representing 29% year-over-year growth at the midpoint.
Anticipated Q2 non-GAAP EPS between $3.15 and $3.30; GAAP EPS guidance: $2.91 to $3.06.
Sequential revenue growth expected in all major markets except automotive, which is projected to be flat or slightly down.
HPC program expected to be a particularly strong growth driver in Q2.
Guidance excludes share-based compensation and certain non-recurring items.
HPC revenue contribution and Datacom outlook?
What drove the large inventory build-up?
Purpose of increased Q1 capital expenditures?
HPC program scaling beyond first customer?
Building 10 capacity alignment with demand?
Datacom component constraint impact on Q2?
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Q2 20262 Feb, 2026
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Frequently asked questions
Fabrinet is a global provider of advanced optical packaging and precision manufacturing services, primarily serving the optical communications, automotive, industrial lasers, and medical device industries. The company specializes in the engineering and production of complex optical, electronic, and mechanical components. Fabrinet offers a range of services, including design for manufacturing, prototyping, and mass production, with a focus on delivering high-quality, precision-engineered products. Its customer base includes leading original equipment manufacturers (OEMs) in industries requiring advanced manufacturing capabilities. The company is headquartered in Pathum Thani, Thailand, and its shares are listed on the NYSE.
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