earnings
confidence high
sentiment positive
materiality 0.80
Fabrinet reports record Q3 revenue $1.214B; EPS beats guidance ranges
Fabrinet
2026-Q3 EPS reported
$9.22
revenue$3,325,309,000
- Q3 revenue $1,214.3M vs $871.8M YoY; GAAP diluted EPS $3.45 vs $2.25 YoY.
- Non-GAAP diluted EPS $3.72 vs $2.52 YoY; both exceeded guidance ranges.
- Q4 FY2026 guidance: revenue $1.25B–$1.29B; GAAP EPS $3.48–$3.63.
- CEO cites strong datacom demand and new customer agreements as tailwinds.
- GAAP net income $125.2M vs $81.3M YoY; non-GAAP net income $134.9M vs $91.2M.
item 2.02item 9.01