NYSE$FN

Fabrinet · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Fabrinet reported record fourth quarter revenue of $909.7 million, exceeding its guidance range.

Fabrinet achieved record Q4 revenue of $909.7 million, up 21% year-over-year, with GAAP net income of $87.2 million and diluted EPS of $2.42. Non-GAAP diluted EPS reached a new high of $2.65. For the full fiscal year 2025, revenue grew 19% to $3.42 billion.

  • Q4 revenue of $909.7 million exceeded guidance and grew 21% from the prior year.
  • GAAP diluted EPS was $2.42 and non-GAAP diluted EPS was $2.65, both records.
  • Fiscal 2025 revenue reached $3.42 billion, a 19% increase year-over-year.
  • Company issued Q1 2026 revenue guidance of $910-950 million with non-GAAP EPS of $2.75-2.90.

Headline financials

Total Revenue

$910M

Previous: $753M+20.8%
EPS (adj)

$2.65

Previous: $2.41+10.0%
Free Cash Flow

$4.68M

No prior period
Net Income

$87.2M

Previous: $81.1M+7.5%
Operating Income

$89.1M

Previous: $73.3M+21.5%
Cash & Equivalents

$306M

No prior period

Revenue & EPS history

Fabrinet · Revenue · Quarterly

$910M

Q4 2025+20.8%vs Q4 2024
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Forward guidance

Fabrinet expects Q1 2026 revenue between $910 million and $950 million.

Tailwinds

  • Strong demand trends expected to continue
  • Record quarterly and annual results demonstrate execution strength

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 Q4 2025

Historical avgQ4 2025

+2.2%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+4.8%

Avg return

30 days after

53%

34 / 64 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%
Q4 2025-12.8%-10.0%+15.6%
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

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