FN Q3 2025 Earnings
Reported May 5, 2025 at 4:20 PM ET · SEC Source
Q3 25 EPS
$2.52
BEAT +1.91%
Est. $2.47
Q3 25 Revenue
$871.8M
BEAT +1.73%
Est. $856.9M
vs S&P Since Q3 25
+213.9%
BEATING MARKET
FN +242.9% vs S&P +29.0%
Market Reaction
Did FN Beat Earnings? Q3 2025 Results
Fabrinet delivered a clean beat across the board in its fiscal third quarter, with record revenue of $871.80 million topping the $856.95 million consensus by 1.73% and non-GAAP earnings of $2.52 per diluted share clearing the $2.47 estimate by 1.91%,… Read more Fabrinet delivered a clean beat across the board in its fiscal third quarter, with record revenue of $871.80 million topping the $856.95 million consensus by 1.73% and non-GAAP earnings of $2.52 per diluted share clearing the $2.47 estimate by 1.91%, as the contract manufacturer reported results that exceeded both its own guidance range and Wall Street expectations. Revenue climbed 19.2% from $731.53 million in the year-ago quarter, driven primarily by strong telecom performance that more than compensated for an anticipated sequential softening in datacom revenue. Gross margin compressed modestly to 12.0% on a non-GAAP basis from 12.6% a year earlier, reflecting the mix effects that can accompany rapid revenue scaling, though the top-line momentum clearly dominated the story. CEO Seamus Grady pointed to the company's execution capabilities as a differentiating factor, and management backed that confidence with fourth-quarter guidance of $860 million to $900 million in revenue and non-GAAP EPS of $2.55 to $2.70, signaling continued demand visibility heading into fiscal 2026.
Key Takeaways
- • Strong telecom performance with growth that more than offset an anticipated sequential decline in datacom revenue
- • Record third quarter revenue exceeding guidance range
- • Non-GAAP EPS exceeded guidance
FN YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We had a very strong third quarter with revenue of $872 million dollars, which was above our guidance range. We delivered another strong telecom performance with growth that more than offset an anticipated sequential decline in datacom revenue. Our team continued to execute very well, producing non-GAAP EPS that also exceeded our guidance. Looking ahead, we remain optimistic and confident in our ability to deliver strong execution in the fourth quarter and into fiscal 2026.”
— Seamus Grady, Q3 2025 Earnings Press Release
FN Earnings Trends
FN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FN EPS Trend
Earnings per share: estimate vs actual
FN Revenue Trend
Quarterly revenue: estimate vs actual
FN Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $3.25 | $3.36 | +3.38% | $1.13B | +5.15% |
| Q1 26 BEAT | $2.82 | $2.92 | +3.59% | $978.1M | +4.61% |
| Q4 25 BEAT FY | $2.64 | $2.65 | +0.38% | $909.7M | +3.14% |
| FY Full Year | $10.12 | $10.17 | +0.51% | $3.42B | +0.82% |
| Q3 25 BEAT | $2.47 | $2.52 | +1.91% | $871.8M | +1.73% |