Information Technology·Electronic Manufacturing Services·$25.8B
Fabrinet (FN) is a leading provider of electronic manufacturing services, specializing in the production of complex optical and electronic components. As a key player in the information technology sector, Fabrinet supports industries such as telecommunications and medical devices, making it an important company to watch as demand for technology continues to grow.
Earnings Per Share (EPS)
EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.
Revenue Growth
Revenue growth is essential to assess the company's ability to expand its market share and meet customer demand.
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Fabrinet (FN) is a leading provider of electronic manufacturing services, specializing in the production of complex optical and electronic components. As a key player in the information technology sector, Fabrinet supports industries such as telecommunications and medical devices, making it an important company to watch as demand for technology continues to grow.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+13.19%
Avg Stock Reaction
+1.47%
In Q2-2026, Fabrinet reported an EPS of $3.36, exceeding expectations by 8.49%. The stock reacted positively, gaining 2.08% the following day.
Management Promises & Guidance
Investors are cautiously optimistic ahead of Fabrinet's earnings report, given its strong track record of beating EPS estimates. However, uncertainty remains due to the lack of specific revenue guidance.
Bull Case
If Fabrinet continues its trend of beating EPS estimates, it could signal robust demand and effective cost management, leading to a positive stock reaction.
Bear Case
Conversely, if the company fails to provide clear guidance or shows signs of slowing revenue growth, it could lead to a negative market reaction.
Earnings Per Share (EPS)
N/AEPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.
Revenue Growth
N/ARevenue growth is essential to assess the company's ability to expand its market share and meet customer demand.
Gross Margin
N/AGross margin will provide insight into the company's pricing power and cost management efficiency.
The print will turn on these two things.
Q1
What is the expected EPS for Q3-2026?
The EPS figure will be crucial in determining the company's profitability and could influence investor sentiment significantly.
Q2
How is Fabrinet addressing supply chain challenges?
Supply chain issues have been a concern for many manufacturers; how Fabrinet navigates these challenges could impact its operational performance.
Why consensus could be wrong
The Street may underestimate Fabrinet's ability to capitalize on emerging technologies, which could drive higher-than-expected demand for its services.
Supporting Evidence
Fabrinet has consistently beaten EPS estimates, indicating strong operational execution.
The company's investments in technology may position it well against competitors.
Options pricing suggests a larger move than historical averages, indicating potential for surprises.
Key Risk
If the company announces new contracts or partnerships that significantly boost revenue expectations, it could challenge the current consensus.
Pre-commit to what would confirm each case.
The market is debating whether Fabrinet can maintain its growth trajectory amid potential economic headwinds.
Bull Confirmed If
A reported EPS of $3.50 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $3.00 would raise concerns about profitability and market demand.
Implied Move
±15.85%
Historical Avg
±2.0%
The options market is pricing in a significant potential move in either direction following the earnings report, indicating heightened uncertainty among investors.
Options are pricing ±15.8% while FN has averaged ±2.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Fabrinet beats expectations and raises guidance, history suggests the stock could rise by around 1.47%, confirming strong demand.
In-Line / Cautious
If results are in line but management provides cautious commentary, the stock may see muted movement as investors reassess growth prospects.
Miss
A miss on EPS could lead to a decline of around 1.47%, reflecting investor disappointment and concerns about future performance.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
COLGATE PALMOLIVE CO
May 1, 2026