Fabrinet (NYSE:FN ) Q4 2025 Earnings Conference Call August 18, 2025 5:00 PM ET Company Participants Csaba Sverha - Executive VP & CFO Garo Toomajanian - Vice President of Investor Relations Seamus Grady - CEO & Director Conference Call Participants George Charles Notter - Wolfe Research, LLC Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Michael Edward Genovese - Rosenblatt Securities Inc., Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Steven Bryant Fox - Fox Advisors LLC Timothy Paul Savageaux - Northland Capital Markets, Research Division Operator Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Fourth Quarter of Fiscal Year 2025.
Slightly weaker than expected homebuilding data combined with slightly better-than-expected earnings results.
Fabrinet (FN) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.41 per share a year ago.
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Initiating Fabrinet with a Buy rating and $376 fair value, driven by strong growth in optical and non-optical markets and robust financials. Fabrinet's strategic AWS partnership positions it to penetrate more enterprise customers and benefit from data center expansion and rising bandwidth demand. Fabrinet's differentiated, vertically integrated model and heavy investment in customized optics support customer loyalty and margin expansion.
Fabrinet FN stock has skyrocketed 95% since early April to trade at all-time highs heading into its fourth-quarter fiscal 2025 earnings release on Monday, August 18.
The Zacks Electronics - Miscellaneous Components industry players like TEL, NVT and FN are benefiting from the solid adoption of AI and the democratization of IoT.
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Fabrinet (FN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how Fabrinet (FN) and Jabil (JBL) have performed compared to their sector so far this year.
Fabrinet (FN) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Does Fabrinet (FN) have what it takes to be a top stock pick for momentum investors? Let's find out.