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Mar 28, 2025
Fabrinet Q3 2025 Earnings Report
Fabrinet reported record revenue and earnings in Q3 2025, outperforming its own guidance.
Key Takeaways
Fabrinet delivered strong Q3 results with record revenue and non-GAAP EPS, supported by robust demand in both optical and non-optical communication segments.
Achieved record revenue of $871.8 million, up 19% YoY.
Non-GAAP EPS exceeded guidance at $2.52.
Optical communications contributed 75% of total revenue.
Non-optical revenue grew significantly to $214.6 million.
Forward Guidance
The company expects continued strong demand in optical communications and automotive applications, supported by a robust balance sheet.
Positive Outlook
- Solid demand for optical communications products, especially in telecom.
- Non-optical segment showing consistent growth, especially automotive.
- Strong customer relationships and growing order pipeline.
- No outstanding debt provides flexibility for investments.
- Operational execution continues to be a key strength.
Challenges Ahead
- Slight decline in gross margin compared to prior year.
- Stock-based compensation impacting GAAP margins.
- Potential macroeconomic uncertainties remain.
- Telecom revenue mix volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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