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Fabrinet

FN Q4 2025 Earnings

Reported Aug 18, 2025 at 4:24 PM ET · SEC Source

Q4 25 EPS

$2.65

BEAT +0.38%

Est. $2.64

Q4 25 Revenue

$909.7M

BEAT +3.14%

Est. $882.0M

vs S&P Since Q4 25

+127.4%

BEATING MARKET

FN +140.0% vs S&P +12.6%

Full Year 2025 Results

FY 25 EPS

$10.17

BEAT +0.51%

Est. $10.12

FY 25 Revenue

$3.42B

BEAT +0.82%

Est. $3.39B

Market Reaction

Did FN Beat Earnings? Q4 2025 Results

Fabrinet closed out fiscal year 2025 on record footing, posting Q4 revenue of $909.69 million, a 20.8% year-over-year increase that cleared the $882.03 million consensus estimate by 3.14%, while non-GAAP EPS of $2.65 edged past the $2.64 analyst fore… Read more Fabrinet closed out fiscal year 2025 on record footing, posting Q4 revenue of $909.69 million, a 20.8% year-over-year increase that cleared the $882.03 million consensus estimate by 3.14%, while non-GAAP EPS of $2.65 edged past the $2.64 analyst forecast by 0.38%. The results capped a full fiscal year of $3.42 billion in revenue, up 19% from $2.88 billion in FY2024, with demand from AI data center buildouts, including a new relationship with Amazon Web Services, serving as the primary engine behind the growth. Investors tracking the print saw a complicated post-earnings picture, however, as management flagged near-term supply constraints on 1.6-terabit optical transceiver components tied to Nvidia's networking technology, sending shares lower despite forward guidance that itself exceeded expectations. For Q1 FY2026, Fabrinet guided revenue of $910 million to $950 million, with non-GAAP EPS of $2.75 to $2.90, signaling confidence that underlying demand trends remain firmly intact beyond the transient supply headwinds.

Key Takeaways

  • • Record quarterly revenue of $910 million exceeding guidance range
  • • Non-GAAP EPS reached all-time high of $2.65
  • • Growing demand across all areas of the business
  • • Record fiscal year 2025 revenue of $3.4 billion, up 19% year-over-year
24/7 Wall St

FN YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

“Our fourth quarter was exceptional, capping off a remarkable year with strong momentum. We achieved record quarterly revenue of $910 million, exceeding our guidance range. Through excellent execution, our non-GAAP EPS also reached a new all-time high. For all of fiscal year 2025, we achieved record revenue of $3.4 billion, an increase of 19% from the prior year. We're encouraged by the growing demand across all areas of our business and remain optimistic that these favorable trends will carry into the first quarter and beyond.”

— Seamus Grady, Q4 2025 Earnings Press Release

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