Fabrinet
FN · New York Stock Exchange · USD
365,94USD
+38,81 (+11,86 %)Stand 9. Nov., 21:00
Nachbörslich368,01+2,07 (+0,57 %)18:13 ET
Kennzahlen
- Eröffnung
- 334,16
- Vortag
- 327,13
- Tagesspanne
- 331,00 – 371,43
- 52 Wochen
- 286,07 – 748,89
- Volumen
- 1,4 Mio.
- Ø Volumen
- 945.447
- Börsenwert
- 13,11 Mrd. $
- KGV
- 27,3
- Gewinn je Aktie (TTM)
- 13,25
- Dividendenrendite
- 0,0 %
- Beta
- 1,4
- Nächste Zahlen
- 1. Feb. 2027
Finanzen
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 4,64 Mrd. | 3,42 Mrd. | 2,88 Mrd. | 2,65 Mrd. | 2,26 Mrd. |
| Herstellungskosten | 4,08 Mrd. | 3,01 Mrd. | 2,53 Mrd. | 2,31 Mrd. | 1,98 Mrd. |
| Bruttogewinn | 556,51 Mio. | 413,35 Mio. | 356,12 Mio. | 336,27 Mio. | 278,59 Mio. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 93,51 Mio. | 87,47 Mio. | 78,12 Mio. | 77,67 Mio. | 73,94 Mio. |
| Operatives Ergebnis | 462,89 Mio. | 324,45 Mio. | 277,61 Mio. | 251,7 Mio. | 204,52 Mio. |
| EBITDA | 623,57 Mio. | 408,61 Mio. | 360,5 Mio. | 305,4 Mio. | 246,14 Mio. |
| Nettogewinn | 473,03 Mio. | 332,53 Mio. | 296,18 Mio. | 247,91 Mio. | 200,38 Mio. |
| Gewinn je Aktie (verwässert) | 13,05 | 9,17 | 8,10 | 6,73 | 5,36 |
Umsatz nach Segment
Produkte · FY 2025
- Optical Communications2,62 Mrd. $100,00 %+14,43 %
Anteil · ggü. Vorjahr (FY 2024)
Regionen · FY 2026
- Asia Pacific3,43 Mrd. $37,07 %+106,90 %
- THAILAND2,84 Mrd. $30,74 %+4.854,22 %
- North America1,05 Mrd. $11,40 %−28,80 %
- UNITED STATES965,42 Mio. $10,44 %−34,54 %
- SINGAPORE254,71 Mio. $2,75 %+384,81 %
- Europe159,37 Mio. $1,72 %−43,47 %
- MALAYSIA113,93 Mio. $1,23 %+251,63 %
- CHINA88,37 Mio. $0,96 %+56,79 %
- Europe, Other73,54 Mio. $0,80 %−9,97 %
- MEXICO70,57 Mio. $0,76 %
- ISRAEL54,83 Mio. $0,59 %−94,48 %
- GERMANY49,29 Mio. $0,53 %+12,30 %
- JAPAN38,04 Mio. $0,41 %+1,33 %
- Asia-Pacific, Other35,51 Mio. $0,38 %+1.107,38 %
- North America, Other18,26 Mio. $0,20 %+204,10 %
Anteil · ggü. Vorjahr (FY 2025)
Bewertung
Letzte 12 Monate
- KGV
- 27,3
- Kurs-Umsatz-Verhältnis
- 2,6
- Kurs-Buchwert-Verhältnis
- 5,2
- PEG
- 0,7
- Bruttomarge
- 11,9 %
- Operative Marge
- 10,0 %
- Nettomarge
- 9,4 %
- Verschuldungsgrad
- 0,0
- EV/EBITDA
- 19,4
- Eigenkapitalrendite
- 20,4 %
- Kapitalrendite (ROIC)
- 16,0 %
- Free-Cashflow-Rendite
- −1,5 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 12,0 % | 12,1 % | 12,4 % | 12,7 % | 12,3 % |
| Operative Marge | 10,0 % | 9,5 % | 9,6 % | 9,5 % | 9,0 % |
| Nettomarge | 10,2 % | 9,7 % | 10,3 % | 9,4 % | 8,9 % |
| KGV | 39,7 | 32,0 | 30,0 | 19,1 | 15,3 |
| Kurs-Umsatz-Verhältnis | 4,0 | 3,1 | 3,1 | 1,8 | 1,4 |
| Kurs-Buchwert-Verhältnis | 7,7 | 5,4 | 5,1 | 3,2 | 2,4 |
| Verschuldungsgrad | 0,0 | 0,0 | 0,0 | 0,0 | 0,0 |
| Liquidität 3. Grades | 2,3 | 3,0 | 3,6 | 3,4 | 2,8 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 18,45 Mrd. | 10,35 Mrd. | 8,47 Mrd. | 4,52 Mrd. | 2,9 Mrd. |
| EV/EBITDA | 29,6 | 25,3 | 23,5 | 14,8 | 11,8 |
| Eigenkapitalrendite | 19,3 % | 16,8 % | 17,0 % | 16,9 % | 16,0 % |
| Kapitalrendite (ROIC) | 15,7 % | 15,0 % | 14,8 % | 15,9 % | 15,1 % |
| Free-Cashflow-Rendite | 0,0 % | 1,9 % | 4,1 % | 3,2 % | 1,1 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +35,7 % | +18,6 % | +9,0 % | +16,9 % | +20,4 % |
| Bruttogewinn | +34,6 % | +16,1 % | +5,9 % | +20,7 % | +25,9 % |
| Operatives Ergebnis | +42,7 % | +16,9 % | +10,3 % | +23,1 % | +35,7 % |
| Nettogewinn | +42,3 % | +12,3 % | +19,5 % | +23,7 % | +35,1 % |
| Gewinn je Aktie | +42,3 % | +13,2 % | +20,4 % | +25,6 % | +35,7 % |
| Freier Cashflow | −98,5 % | −43,5 % | +142,1 % | +348,7 % | −54,6 % |
| Dividende je Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 18Kaufen
- 6Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
551,50
Durchschnitt · +50,71 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 6,59 Mrd. | 7,87 Mrd. | 9,72 Mrd. |
| Umsatz (Tief – Hoch) | 6,55 Mrd. – 6,62 Mrd. | 7,48 Mrd. – 8,26 Mrd. | 9 Mrd. – 10,46 Mrd. |
| Gewinn je Aktie (Ø) | 19,71 | 23,99 | 29,74 |
| Gewinn je Aktie (Tief – Hoch) | 19,53 – 19,87 | 22,50 – 25,47 | 28,83 – 30,65 |
| Analysten | 4 | 4 | 2 |
Letzte Änderungen
- Barclays4. Nov. 2026Overweight
- Needham3. Nov. 2026Buy
- JP Morgan3. Nov. 2026Neutral
- B. Riley Securities3. Nov. 2026Neutral
- Rosenblatt3. Nov. 2026Buy
- B. Riley Securities30. Okt. 2026Neutral
- Needham27. Okt. 2026Buy
- Susquehanna21. Okt. 2026Positive
Quartalszahlen
Nächste Zahlen: 1. Feb. 2027| Nov. 2026 | Aug. 2026 | Mai 2026 | Feb. 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 4,21 | 3,81 | 3,56 | 3,26 | 2,82 | 2,64 | 2,47 | 2,51 |
| Gewinn je Aktie · Tatsächlich | 4,34 | 4,10 | 3,72 | 3,36 | 2,92 | 2,65 | 2,52 | 2,61 |
| Abweichung | +3,09 % | +7,61 % | +4,49 % | +3,07 % | +3,55 % | +0,38 % | +2,02 % | +3,98 % |
| Umsatz · Tatsächlich | 1,47 Mrd. | 1,32 Mrd. | 1,21 Mrd. | 1,13 Mrd. | 978,13 Mio. | 909,69 Mio. | 871,8 Mio. | 833,61 Mio. |
Dividenden und Splits
Keine Dividenden gezahlt.
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 102,19 %
- Investoren mit 13F-Meldung
- 790
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Insider-Geschäfte
- Archer Edward T.3. Sept. 2026 · officer: EVP, Sales & MarketingVerkauf1420 Aktien · 385,58
- Archer Edward T.3. Sept. 2026 · officer: EVP, Sales & MarketingVerkauf1080 Aktien · 386,34
- Gill Harpal24. Aug. 2026 · officer: PRESIDENT & COOVerkauf1840 Aktien · 421,14
- Grady Seamus24. Aug. 2026 · director, officer: Chief Executive OfficerVerkauf2943 Aktien · 421,14
- Sverha Csaba24. Aug. 2026 · officer: Chief Financial OfficerVerkauf321 Aktien · 421,14
- Archer Edward T.24. Aug. 2026 · officer: EVP, Sales & MarketingVerkauf849 Aktien · 421,14
- Archer Edward T.22. Aug. 2026 · officer: EVP, Sales & MarketingVerkauf550 Aktien · 436,67
- Sverha Csaba22. Aug. 2026 · officer: Chief Financial OfficerVerkauf217 Aktien · 436,67
Vergleichbare Unternehmen
Über das Unternehmen
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company’s products also comprise transceivers, tunable lasers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.
Führung
- Seamus GradyChief Executive Officer & Chairman
- Harpal S. GillPresident & Chief Operating Officer
- Csaba SverhaExecutive Vice President & Chief Financial Officer
- Edward T. ArcherExecutive Vice President of Sales & Marketing
- Colin R. CampbellVice President & General Counsel
- Garo ToomajanianVice President of Investor Relations
- CEO
- Seamus Grady
- Mitarbeitende
- 21.521
- Hauptsitz
- George Town, GT, KY
- Sektor
- Technology
- Branche
- Hardware, Equipment & Parts
- Börsengang
- 22. Juni 2010
- Website
- fabrinet.com
Nachrichten
- Defense World · 5. Nov., 1:44Analyzing Fabrinet (NYSE:FN) and IEH (OTCMKTS:IEHC)
- Zacks Investment Research · 3. Nov., 12:05FN Q1 Earnings Beat Estimates, Data Center Demand Aids Revenues
- Benzinga · 3. Nov., 12:02Fabrinet, EverQuote, Lattice Semiconductor, Fiserv And Other Big Stocks Moving Higher On Tuesday
- Zacks Investment Research · 3. Nov., 11:01Fabrinet Q1 Earnings Call Highlights Capacity Expansion and AI Demand
- Invezz · 3. Nov., 8:32Why is this data center components supplier stock gaining 8% in premarket today?
- MarketBeat · 2. Nov., 21:15Fabrinet Q1 Earnings Call Highlights
- Seeking Alpha · 2. Nov., 20:48Fabrinet (FN) Q1 2027 Earnings Call Transcript
- Zacks Investment Research · 2. Nov., 20:11Fabrinet (FN) Q1 Earnings and Revenues Surpass Estimates
- Benzinga · 2. Nov., 17:03Fabrinet Stock Jumps on Q1 Earnings Double Beat, Strong Guidance
- The Motley Fool · 2. Nov., 16:36Fabrinet's 51% Growth Comes at a Cash Cost: Rapid Earnings Reaction
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