NYSE$FN

Fabrinet · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Exceeded guidance ranges with record revenue and net income per share.

Fabrinet announced strong second quarter results, exceeding guidance and achieving record levels for revenue and net income per share. Datacom revenue growth was a significant driver of top-line performance, and the company anticipates continued contributions from newer datacom programs. The impact of telecom inventory adjustments is moderating, leading to optimism for diminished effects.

  • Revenue for the second quarter of fiscal year 2024 was $712.7 million, compared to $668.7 million for the second quarter of fiscal year 2023.
  • GAAP net income for the second quarter of fiscal year 2024 was $69.1 million, compared to $63.2 million for the second quarter of fiscal year 2023.
  • GAAP net income per diluted share for the second quarter of fiscal year 2024 was $1.89, compared to $1.71 for the second quarter of fiscal year 2023.
  • Non-GAAP net income per diluted share for the second quarter of fiscal year 2024 was $2.08, compared to $1.90 for the second quarter of fiscal year 2023.

Headline financials

Total Revenue

$713M

Previous: $669M+6.6%
EPS

$1.89

Previous: $1.90-0.5%
Capital Expenditures

-$21.2M

Previous: -$23.6M+10.2%
Free Cash Flow

$47.9M

Previous: $39.5M+21.2%
Net Income

$69.1M

Previous: $63.2M+9.4%
Operating Income

$69M

Previous: $66.3M+4.1%
Gross Profit

$88.3M

Previous: $85.2M+3.7%
Cash & Equivalents

$334M

Previous: $251M+33.2%
Total Assets

$2.13B

Previous: $1.97B+8.4%
Stock-Based Comp

$6.98M

Previous: $6.78M+3.0%

Revenue & EPS history

Fabrinet · Revenue · Quarterly

$713M

Q2 2024+6.6%vs Q2 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Fabrinet expects third quarter revenue to be in the range of $705 million to $725 million. GAAP net income per diluted share is expected to be in the range of $1.89 to $1.96, and non-GAAP net income per diluted share is expected to be in the range of $2.08 to $2.15.

Tailwinds

  • Revenue to be in the range of $705 million to $725 million.
  • GAAP net income per diluted share is expected to be in the range of $1.89 to $1.96.
  • Based on approximately 36.6 million fully diluted shares outstanding.
  • Non-GAAP net income per diluted share is expected to be in the range of $2.08 to $2.15.
  • Excludes share-based compensation expenses and certain non-recurring items.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.5%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+4.5%

Avg return

30 days after

54%

34 / 63 earnings

Positive

+34.4%

Q1 2013

Best reaction

-18.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-5.8%-13.3%-0.3%
Q2 2026-10.3%+0.9%+9.0%
Q1 2026+3.9%+1.4%+6.5%
Q3 2025-7.0%-8.3%+7.4%
Q2 2025-8.2%-6.0%-18.6%
Q1 2025-5.1%+11.8%-0.3%
Q4 2024+16.0%+15.7%-0.9%
Q3 2024+16.8%+24.3%+35.4%
Q2 2024-18.4%-8.5%+0.6%
Q1 2024+5.5%+3.2%+0.0%
Q4 2023+30.4%+33.0%+30.5%
Q3 2023-0.5%-1.3%+20.8%
Q2 2023-8.4%-7.7%-8.8%
Q1 2023+8.6%+12.6%+13.9%
Q4 2022+15.0%+12.8%+2.1%
Q3 2022-4.6%-9.0%-12.1%
Q2 2022-7.1%-8.8%-8.3%
Q1 2022+15.8%+25.4%+19.1%
Q4 2021+6.4%+14.7%+17.9%
Q3 2021-0.8%-0.4%+6.1%
Q2 2021+6.1%+13.1%+10.7%
Q1 2021+6.1%+10.8%+15.5%
Q4 2020-0.5%-5.4%-14.9%
Q3 2020-2.7%+2.9%+11.4%
Q2 2020+7.4%+2.3%-5.8%
Q1 2020-1.5%+0.6%+1.8%
Q4 2019-16.4%-14.4%-2.0%
Q3 2019-3.7%-5.2%-27.9%
Q2 2019-8.6%-9.9%-4.3%
Q1 2019+7.4%+9.9%+12.1%
Q4 2018+7.1%+9.6%+3.7%
Q3 2018+9.4%+9.4%+13.1%
Q2 2018+20.0%+18.1%+29.5%
Q1 2018-10.4%-3.5%-4.6%
Q4 2017-7.8%-3.9%-8.2%
Q3 2017+12.3%+8.3%+17.5%
Q2 2017+1.6%+6.1%-2.7%
Q1 2017+7.6%+8.9%+8.1%
Q4 2016-2.0%-1.5%+1.9%
Q3 2016+12.6%
Q2 2016+12.5%
Q1 2016+9.5%
Q4 2015+6.7%
Q3 2015+1.5%
Q2 2015+3.1%
Q1 2015-3.8%
Q4 2014+9.1%
Q3 2014-13.0%
Q2 2014-8.0%
Q1 2014+13.8%
Q4 2013+4.6%
Q3 2013+1.7%
Q2 2013+10.3%
Q1 2013+34.4%
Q4 2010-0.8%
Q4 2012-2.5%
Q3 2011-6.9%
Q3 2012-8.2%
Q2 2011+1.5%
Q2 2012+5.0%
Q4 2011-1.5%
Q1 2011-1.5%
Q1 2012+1.6%
Q3 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro