Fabrinet

Stock

ISIN: KYG3323L1005

Ticker: FN

KYG3323L1005

Price

Debate sobre FN

Puestos

Leopold T.

@Tuffbet

1D·

Performance 2025

Hello everyone,

I would like to wish everyone a happy holiday and a happy new year.

Here is my annual performance, which I am satisfied with, not only because of the return I achieved - some have achieved far more - but also because I was able to reduce my drawdown compared to my "comparison benchmarks".

I thought my 3 best stocks would be the ones I bought in the "Trump Crash". But the 3 best were the ones I bought before and simply held:

$CIEN (+2,26 %)

$KGX (-0,63 %)

$FN (+0,38 %)

And also the ones I bought after the big carnage did well

$CTMX (+1,42 %)

$SQ (-1,01 %)

$INOD (-2,53 %)

However, the following did not go well at all

$ENPH (-4,42 %)

$US60855R1005 (-0,11 %)

$1SXP (+0 %)

The surprise of the year for me was silver, which of course benefited my portfolio.

Best regards

GREY CAPITAL

@GREYxCAPITAL

1Lun·

Fabrinet Q1’26 Earnings Highlights

$FN (+0,38 %)

🔹 Revenue: $978.1M (Est. $933.6M) 🟢; UP +22% YoY

🔹 Adjusted EPS: $2.92 (Est. $2.82) 🟢; UP +22% YoY

Guidance:

🔹 Q2 Revenue: $1.05B–$1.10B (Est. $979.6M) 🟢

🔹 Q2 EPS: $3.15–$3.30 (Est. $2.98) 🟢

🔸 “We had an outstanding first quarter with record revenue above guidance, driven by strong telecom performance, early HPC contributions, and smaller-than-expected Datacom decline.” – CEO

Leopold T.

@Tuffbet

10Lun·

Purchase Fabrinet

Decent earnings growth and not often below the 200-day line.

12.02

Fabrinet

Comprado a 197,45 €

GREY CAPITAL

@GREYxCAPITAL

1Año·

Nvidia‘s Top Customers & Suppliers | $NVDA (+2,51 %)

1Año·

$FN (+0,38 %) Fabrinet reported earnings

Q1 FY2025 results ended on September 27th 2024

- Revenue: $804.2M, +17% YoY

- GAAP Net Income: $77.4M, +19% YoY

- GAAP EPS: $2.13 vs $1.78 in Q1 2024

- Non-GAAP EPS: $2.39 vs $2.00 in Q1 2024

CEO Seamus Grady: "We started fiscal year 2025 with significant momentum across our business. Record revenue of $804 million increased 17% from a year ago and was above our guidance range. We saw revenue growth from every product area, including our first telecom revenue growth in several quarters. Strong margins coupled with our revenue performance helped produce earnings per share at the upper end of our guidance range."

Other Metrics:

- Gross Margin (GAAP): 12.3%, flat YoY

- Operating Margin (GAAP): 9.6% vs 9.3% in Q1 2024

- Operating Margin (Non-GAAP): 10.7% vs 10.5% in Q1 2024

- Free Cash Flow: $62.9M vs $133.6M in Q1 2024

Business Highlights:

- Growth across all product areas

- First telecom revenue growth in several quarters

- Strong margins performance

- Operating cash flow of $83.2M

- Total cash and investments of $908.9M

Outlook (Q2 FY2025):