Latest Earnings Results: Q4 '26
Estimated EPS
$3.81
Reported EPS
$4.10
Surprise
+7.5%
Estimated Rev
$1.28B
Reported Rev
$1.32B
Surprise
+3.1%
• Reported GAAP EPS of $3.89 up 59.43% YoY • Reported revenue of $1.32B up 44.64% YoY • Fabrinet expects first quarter revenue for the period ending September 25, 2026, to be in the range of $1.375 billion to $1.425 billion, with GAAP net income per diluted share between $3.39 and $3.54.
Bullish Takeaway
Fabrinet delivered exceptional growth with record quarterly and annual revenue, alongside all-time high non-GAAP earnings per share, driven by strong momentum and significant growth drivers across the business.
Bearish Takeaway
Fabrinet faces structural risks from customer and supplier concentration, while experiencing a year-over-year decline in operating cash flow and a negative free cash flow position for the most recent quarter.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $4.15 | -- | -- | N/A |
Q4 '26 | $3.81 | $4.10 | 7.50% | BEAT |
Q3 '26 | $3.56 | $3.72 | 4.54% | BEAT |
Q2 '26 | $3.25 | $3.36 | 3.41% | BEAT |
Q1 '26 | $2.82 | $2.92 | 3.39% | BEAT |