From StructContinue beyond “Fabrinet’s sales surged 36%. Its cash conversion nearly halved.”Back to the brief ↗Feed / FN

Fabrinet

FN

Technology · 454.08 -5.9% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 19 Aug, 15:55 GMT-4

Jodie situation report

Fabrinet's move is being confirmed by its market group.

FN accounts for 13.7% of the group's measured movement across 7.7 effective names. all 9 measured members are falling in raw terms, but 9 of 9 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#4 of 9 by movement share
Group movement share13.7%Absolute path energy—not portfolio weight
Relative path-4.93%aligned
Effective breadth7.7 / 9broad
Relative alignment9/9downside path · 0 counter-moving
Capital-flow agreement4%not yet clean
SEQUENCE READ

CIEN, MTSI, SMTC moved materially before FN. FN crossed its material path threshold at 09:50 ET, 5 minutes after the first measured mover. COHR, LITE followed.

What changed
  • Revenue increased 39.3% versus the comparable filing period.
EVIDENCE COVERAGE

9 of 9 members in Technology Hardware are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 6 of 9 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as SWKS begins moving with the group.

Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.

Watch this read

Who this business touches

The relationships behind FN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

COHRCoherent Corp.competitorMay 5, 2026 ▾

“Our customized optics and glass operations face competition from companies such as CASTECH, Inc., Excelitas Technologies Corp.”

ACTGFiling-linked nameinvesteeMay 5, 2026 ▾

“For example, Nokia Corporation completed its acquisition of Infinera Corporation in February 2025; Lumentum Holdings Inc.”

Depended on by

OUSTOuster, Inc.supplierMay 5, 2026 ▾

“However, we believe that because of the simplicity of our digital lidar technology, the increasing capabilities of our software solutions, and efficiencies created by our established manufacturing partnerships and suppliers, including Benchmark and Fabrinet,…”

Filing peers

CREG

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FN is currently a Participant in the organic co-movement group Technology Hardware. 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.