Fabrinet Reports Record Revenue, Guides Higher Q1 FY2027
Aug 17, 2026, 4:19 PM EDT3 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The company beat Q4 revenue guidance, raised expectations for Q1 FY2027, and posted meaningful YoY growth. The above-consensus guidance, combined with strong non-GAAP margins, implies higher leverage and potential multiple expansion. Investor reactions to similar beat-and-raise announcements in the optics/EMS space have historically driven 5-15% intraday moves in FN depending on macro conditions and supply-chain context.
AI summary
What happened, with direct paths to the underlying reporting
Fabrinet reported record Q4 revenue of about $1.316B and full-year revenue of $4.64B, up 36% year over year. GAAP and non-GAAP earnings rose, with Q4 GAAP net income of $139.3M and non-GAAP of $149.1M; full-year non-GAAP EPS reached $14.09. The company guided Q1 FY2027 revenue near $1.40B and non-GAAP EPS around $4.20, signaling sustained growth from data-center, automotive, and industrial markets.
Q1 FY2027 guidance: revenue about $1.40B; non-GAAP EPS about $4.20.
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