What did Fabrinet (FN) report for fiscal 2026, and what does it guide next?

Sonal Goyal

28 October 2026 05:40 PM AEDT

What did Fabrinet (FN) report for fiscal 2026, and what does it guide next?

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Key Highlights

Fabrinet reported fourth-quarter fiscal 2026 Revenue of US$1.316 billion, up 45 per cent year on year and above guidance.
Fiscal 2026 revenue was US$4.64 billion, up 36 per cent, with GAAP Net Income of US$473.0 million.
The company will report first-quarter fiscal 2027 results after the market close on 2 November 2026.

Highest quarterly revenue to date

Fabrinet (NYSE:FN), a Cayman Islands-incorporated company, reported fourth-quarter and fiscal 2026 results on 17 August 2026. Revenue for the quarter ended 26 June 2026 was US$1.316 billion, up 45 per cent year on year and above the company's guidance. The company described it as a record.

The summary of the release reviewed does not give reasons for any market reaction, and none is attributed here. Results are judged against expectations as well as against prior periods.

The financial detail

For the fourth quarter, GAAP net income was US$139.3 million, or US$3.83 per diluted share, and non-GAAP net income was US$149.1 million, or US$4.10 per diluted share. For fiscal 2026 as a whole, revenue was US$4.64 billion, up 36 per cent. GAAP net income was US$473.0 million, or US$13.05 per share, and non-GAAP net income was US$510.9 million, or US$14.09 per share.

Full-year GAAP Operating Margin was 10.0 per cent and non-GAAP operating margin 10.8 per cent. Operating Cash Flow for the year was US$256.7 million. Those margins are modest relative to the size of revenue, so profit depends heavily on volume.

Guidance and the next report

For the first quarter of fiscal 2027, Fabrinet guided to revenue of US$1.375 billion to US$1.425 billion, GAAP Earnings Per Share of US$3.39 to US$3.54 and non-GAAP earnings per share of US$4.10 to US$4.25.

The company will report first-quarter results, for the quarter ended 25 September 2026, after the market close on 2 November 2026, with a call at 5:00 p.m. Eastern Time. The figures above are forecasts until then. The guided GAAP and non-GAAP earnings ranges sit US$0.71 apart at both ends, a wider gap than the US$0.27 reported for the fourth quarter. The summary reviewed does not explain the difference, so the full release should be consulted.

What to watch

Points of focus include whether first-quarter revenue falls within the US$1.375 billion to US$1.425 billion guide, whether non-GAAP earnings per share reach the US$4.10 to US$4.25 range, and how management describes Demand from its customers overall. The summary reviewed did not name customers.

On 20 October 2026 the company also filed a proxy statement covering Shareholder voting and governance matters, which carries no financial information of its own.

FAQs

Q: What was Fabrinet's fourth-quarter fiscal 2026 revenue?

A: Revenue for the quarter ended 26 June 2026 was US$1.316 billion, up 45 per cent year on year and above the company's guidance.

Q: What is Fabrinet's guidance for the first quarter of fiscal 2027?

A: Revenue of US$1.375 billion to US$1.425 billion, GAAP earnings per share of US$3.39 to US$3.54 and non-GAAP earnings per share of US$4.10 to US$4.25.

Q: When does Fabrinet report next?

A: First-quarter fiscal 2027 results are due after the market close on 2 November 2026, with a call at 5:00 p.m. Eastern Time.

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