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Dec 26, 2025
Fabrinet Q2 2026 Earnings Report
Delivered record revenue and earnings that exceeded guidance ranges.
Key Takeaways
Fabrinet reported record second-quarter revenue and strong profitability, with earnings per share surpassing guidance driven by multiple large strategic programs and strong operating leverage.
Record quarterly revenue driven by strong demand across key programs
GAAP and non-GAAP EPS exceeded company guidance
Net income increased year over year reflecting operating leverage
Management issued solid guidance for the following quarter
Forward Guidance
The company expects continued revenue growth and strong earnings performance in the third fiscal quarter.
Positive Outlook
- Revenue guidance indicates continued sequential growth
- Earnings per share outlook remains strong
- Demand drivers expected to persist into next quarter
- Stable customer programs supporting visibility
- Operational execution expected to remain solid
Challenges Ahead
- Guidance subject to macroeconomic uncertainty
- Exposure to customer demand variability
- Potential supply chain disruptions
- Foreign exchange volatility risk
- Competitive pressures in manufacturing services
Historical Earnings Impact
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Avg. Return Before/After Earnings
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