Fabrinet
FN
Jodie read · what matters now
Revenue increased 39.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to FN, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-05 against the comparable filing from 2025-05-06.
What improved
- Revenue increased 39.3% versus the comparable filing period.
- Operating margin improved 0.8 percentage points.
- Net income increased 54.0% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The decrease in cash provided by operating activities during the nine months ended March 27, 2026 as compared to the nine months ended March 28, 2025 was primarily due to (1) an increase in inventories to support higher demand in the next quarter, and (2) an increase in trade receivables due to timing of collection, partially offset by an increase in trade account payables aligned with the increasing volume of inventories.”
“The decrease in cash used in investing activities for the nine months ended March 27, 2026 as compared to cash used in investing activities for the nine months ended March 28, 2025 was primarily due to an increase in net proceeds of short-term investments, offset by an increase in capital expenditures related to the construction of a new manufacturing building at our Chonburi campus and support certain customers.”
“Revenues from non-optical communications products, which represented $325.6 million, or 26.8%, of our revenues for the three months ended March 27, 2026, increased by $111.0 million, or 51.7%, compared to the same period in the prior fiscal year, primarily due to high demand for high-performance computing, and partially offset with a decrease in revenue from automotive.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind FN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
FN is currently a Participant in the organic co-movement group Infrastructure Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.