Fabrinet Q4 revenue $1.316B (+45% YoY), FY26 revenue $4.64B (+36%); guides Q1 above

Fabrinet

• Q4 FY26 revenue $1,315.8M, up 45% YoY from $909.7M; GAAP EPS $3.83, non-GAAP EPS $4.10.
• FY26 revenue $4.64B, up 36% YoY; GAAP net income $473.0M, non-GAAP EPS $14.09.
• Q1 FY27 guidance: revenue $1.375-1.425B, GAAP EPS $3.39-3.54, non-GAAP EPS $4.10-4.25.
• Entered THB 2.5B (~$75M) term loan; facility increased to THB 2.61B and $100M, drawdown extended to 2044.