Fabrinet (NYSE:FN) Q4 Earnings Miss Estimates, Shares Dip Slightly After Hours

Fabrinet (NYSE:FN) reported its fourth-quarter and fiscal year 2025 financial results, delivering revenue that narrowly missed analyst expectations while earnings per share (EPS) fell short of consensus estimates. The market reaction has been muted but slightly negative, with shares dipping 1.6% in after-hours trading.

Key Financial Metrics vs. Estimates

• Revenue: The company reported Q4 revenue of $909.7 million, just below the consensus estimate of $911.4 million. While the miss was marginal, it contrasts with the company’s record quarterly revenue, which exceeded its own guidance range.
• EPS: Fabrinet posted $2.65 per share in earnings, compared to the expected $2.72, a 2.4% shortfall. The lower-than-anticipated profitability may have contributed to the post-earnings decline.
• Full-Year Performance: Fiscal 2025 revenue grew 19% year-over-year, reflecting strong demand across its optical and electro-mechanical manufacturing segments.

Market Reaction & Recent Performance

The slight earnings miss appears to have dampened investor sentiment, though the broader trend remains stable. Over the past month, Fabrinet’s stock has risen 6.1%, suggesting that the market had already priced in some optimism ahead of earnings. The immediate after-hours dip aligns with a typical reaction to an EPS shortfall, even if the revenue variance was minor.

Forward-Looking Estimates

Analysts project continued growth for Fabrinet, with:

• Q1 2026 Revenue Estimate: $944.2 million
• Q1 2026 EPS Estimate: $2.83
• Full-Year 2026 Revenue Estimate: $3.95 billion
• Full-Year 2026 EPS Estimate: $11.97

The company did not provide explicit guidance in its press release, leaving investors to rely on analyst forecasts. The absence of an outlook is neither positive nor negative but shifts focus to execution against these expectations in the coming quarters.

Press Release Highlights

Fabrinet emphasized its record quarterly revenue, driven by strong performance in optical communications and industrial laser markets. The company highlighted its ability to scale complex manufacturing solutions for OEMs, reinforcing its position as a key supplier in high-precision electronics and photonics.

For a deeper dive into Fabrinet’s earnings history and future estimates, review the full earnings and estimates breakdown here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.