Fabrinet (FN)

Fabrinet's stock has experienced significant growth over the past six months. Over the last 12 months, the stock price increased by 250.87%, with a year-to-date return of 46.01% and a 26.53% increase in the past month as of April 11, 2026. A notable event was the fiscal second-quarter 2026 earnings report on February 2, 2026, where Fabrinet reported a 35.9% year-over-year revenue growth, reaching $1.13 billion, and non-GAAP EPS of $3.36, exceeding analyst expectations, driven by a pivot into HPC and a manufacturing relationship with AWS. Following the announcement, the stock initially dipped but then began a climb as analysts upgraded the stock.

Information regarding the specific demand seasonality for Fabrinet's products and services is not readily available. Access to detailed data requires a free account.

Fabrinet is a manufacturing company specializing in advanced optical packaging and precision manufacturing services for OEMs of complex products. The company provides comprehensive manufacturing solutions, including process design and engineering, supply chain management, manufacturing, advanced packaging, integration, final assembly, and testing. Fabrinet's products and services cater to high-growth markets, including optical communication components, automotive components, industrial lasers, and custom optics and glass products.

Fabrinet has engineering and manufacturing resources and facilities in Thailand, the United States of America, the People's Republic of China, and Israel. Its principal executive offices are located in the Cayman Islands. The company's manufacturing presence is highly concentrated in Thailand.

No specific events negatively impacting Fabrinet's brand reputation in the past year were found. The company's strong financial performance and its strategic partnership with Amazon Web Services suggest a positive market perception and reputation within its industry.

Fabrinet's ownership is primarily held by institutional investors, with approximately 91.15% of the company's stock owned by them. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., Price T Rowe Associates Inc /md/, Fmr Llc, State Street Corp, Geode Capital Management, Llc, Jpmorgan Chase & Co, Wasatch Advisors Inc, Capital Research Global Investors, and Whale Rock Capital Management LLC. Ta Lin Hsu is the largest individual shareholder, owning 18.62 million shares, representing 51.98% of the company's stock. Insider ownership is approximately 0.32%.