Fabrinet reported record revenue of $909.7 million for the fourth quarter of fiscal 2025, a 21 percent increase from $753.3 million a year earlier. GAAP net income rose to $87.2 million from $81.1 million, while non-GAAP earnings per share reached an all-time high of $2.65. The optical and electronics manufacturer said demand remained strong across its business lines, helping the company exceed its own guidance for the quarter and deliver its fourth consecutive earnings beat. Market participants noted, however, that management’s commentary pointed to a weaker near-term outlook for datacom products, a segment that had previously powered growth. Fabrinet has now delivered revenue growth and profitability gains in every quarter of fiscal 2025, underscoring its operational discipline amid mixed conditions for electronic components suppliers. Investors will look to the company’s fiscal 2026 guidance for further clarity on whether the momentum can be sustained as product mix shifts.
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Fabrinet, $FN, Q4-25. Results: 📊 Adj. EPS: $2.65 🟢 💰 Revenue: $909.7M 🟢 📈 Net Income: $87.2M 🔎 Record Q4 revenue exceeded guidance, with all-time high non-GAAP EPS and continued strong demand across the business.
$FN beat/guide above but mix color not what investors were looking for (datacom guide weaker). Rinse and repeat 2Q, 3Q, now 4Q...