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Fabrinet (FN) guidance and outlook
Fabrinet (FN) initiated its guidance on Nov 2, 2026: Revenue $1.6B for Q2 FY2027; EPS $3.81–$3.96 for Q2 FY2027; EPS $4.77–$4.92 for Q2 FY2027. Fabrinet's 10-Q filed Nov 3, 2026 makes 19 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q2 FY2027 | $1.6B | new |
| EPS | Q2 FY2027 | $3.81–$3.96 | new |
| EPS | Q2 FY2027 | $4.77–$4.92 | new |
From the earnings release filed Nov 2, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 3, 2026
- • our belief that we will be able to maintain favorable pricing on our services;
- • our expectation that the portion of our revenues attributable to customers in regions outside of North America for the remainder of fiscal year 2027 will be in line with the portion of revenues attributable to such customers during the three months ended September 25, 2026;
- • our expectation that our fiscal year 2027 selling, general and administrative (“SG&A”) expenses will increase compared to our fiscal year 2026 SG&A expenses;
- • our expectation that our employee costs will increase in Thailand and the PRC;
- • our plans to diversify our sources of revenues;
- Although we expect the prices we charge for our manufactured products to decrease over time (partly as a result of competitive market forces), we believe we will be able to continue to maintain favorable pricing for our services because of our ability to reduce cycle time, adjust our product mix by focusing on more complicated products, improve product quality and yields, and reduce material costs for the…
- Based on the short and medium-term indications and forecasts from our customers, we expect that the portion of our future revenues attributable to customers in regions outside North America for the remainder of fiscal year 2027 will be in line with the portion of revenues attributable to such customers during the three months ended September 25, 2026.
- Although there are no minimum purchase requirements in our supply agreements, our customers provide us with rolling forecasts of their demand requirements.
- We expect our employee costs to increase as wages continue to increase in Thailand and the PRC.
- Wage increases may impact our ability to sustain our competitive advantage and may reduce our profit margin.
- In fiscal year 2027, we expect our SG&A expenses will increase compared with our fiscal year 2026 SG&A expenses, primarily due to an increase in research and development (R&D) expenses, information technology related expenses and employee costs.
- The compensation committee of our board of directors approved a fiscal year 2027 executive incentive plan with quantitative objectives based solely on achieving certain revenue targets and non-GAAP operating margin targets for fiscal year 2027.
Fabrinet's latest quarter
Fabrinet, Q1 FY27: revenue $1.5B (+51% year over year), operating margin 9.9%, net earnings $103M, operating cash flow $21.3M. The chart follows the revenue to costs, profit and cash.
Questions
Did Fabrinet raise or lower its guidance?
Fabrinet (FN) initiated its guidance on Nov 2, 2026: Revenue $1.6B for Q2 FY2027; EPS $3.81–$3.96 for Q2 FY2027; EPS $4.77–$4.92 for Q2 FY2027.
What does Fabrinet expect?
• our belief that we will be able to maintain favorable pricing on our services; • our expectation that the portion of our revenues attributable to customers in regions outside of North America for the remainder of fiscal year 2027 will be in line with the portion of revenues attributable to such customers during the three months ended September 25, 2026; • our expectation that our fiscal year 2027 selling, general and administrative (“SG&A”) expenses will increase compared to our fiscal year 2026 SG&A expenses;
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.