earnings
confidence high
sentiment positive
materiality 0.75
Fabrinet reports record Q2 revenue $833.6M; EPS beat; expands buyback by $100M
Fabrinet
2025-Q2 EPS
reported $4.51
vs consensus $2.72
▲ beat
(+66.0%)
- Q2 revenue $833.6M, up 17% YoY vs $712.7M; GAAP EPS $2.38, Non-GAAP EPS $2.61.
- CEO cites strong telecom demand from datacenter interconnect and recent systems wins; datacom moderated near-term.
- Board authorized additional $100M share repurchase, total program now $534.3M.
- Q3 guidance: revenue $850M-$870M, GAAP EPS $2.32-$2.40, Non-GAAP EPS $2.55-$2.63.