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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Fabrinet (FN) investor relations material
Fabrinet Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Aug, 2025
Executive summary
Achieved record Q4 revenue of $910M, up 21% year-over-year, surpassing guidance and marking a strong finish to the year.
Fiscal year 2025 revenue reached $3.42B, a 19% increase over the prior year, with non-GAAP EPS at a record $10.17.
Non-GAAP EPS for Q4 and the full year set new highs, reflecting operational excellence and strong margins.
Maintains a strong balance sheet with $934M in cash and no debt as of June 27, 2025.
Strong momentum driven by telecom, DCI, and new partnerships, notably with AWS; construction began on Building 10 to expand capacity.
Financial highlights
Q4 non-GAAP EPS was $2.65, a new record, with non-GAAP operating margin at 10.7%.
Q4 GAAP revenue was $909.7M, up from $753.3M year-over-year; GAAP net income was $87.2M.
Q4 non-GAAP net income was $95.6M; non-GAAP gross margin for FY2025 was 12.4%.
Operating income reached $97M in Q4; interest income was $8M.
Top 10 customers accounted for 86% of revenue; NVIDIA and Cisco represented 28% and 18%, respectively.
Outlook and guidance
Q1 FY26 revenue expected between $910M and $950M, with non-GAAP EPS guidance of $2.75–$2.90.
Telecom growth to continue, but Datacom to see a temporary sequential dip due to component supply constraints.
New HPC segment to be reported separately, with strong growth anticipated.
Margins to face seasonal pressure in Q1 but expected to recover through efficiency gains.
Guidance excludes share-based compensation and certain non-recurring items.
What is driving growing demand across Fabrinet's business?
How does Fabrinet manage operating costs?
What are the expected revenues for Q1 2026?
Assess Building 10 acceleration impact on CapEx.
How durable is DCI demand?
Quantify component shortage impact on datacom.
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Next Fabrinet earnings date
Q1 20263 Nov, 2025
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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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