Fabrinet · FN · Next earnings

Fabrinet reports Monday, Feb 1, 2027

FN reports after market close with consensus EPS at $4.85 and revenue at $1.63B. Last quarter: Fabrinet posts 51% growth as capacity expansion accelerates

Reports After market close88 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.85 Calendar consensus
Consensus revenue $1.63B Calendar consensus
Report date Feb 1, 2027 Monday, date estimated
Session After market close 88 days away

Where FN left off: FY2027 Q1

Full report

Fabrinet posts 51% growth as capacity expansion accelerates

EPS surprise +3.3% Reported $4.34 vs $4.20
Revenue surprise +4.8% Reported $1.47B vs $1.41B
Stock move -3.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management provided Q2 FY2027 guidance of $1.60–$1.65 billion in revenue and $4.77–$4.92 in non-GAAP EPS. The supplied analysis characterizes guidance sentiment as maintained; it does not establish a comparable guidance revision.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tight component supply could constrain production even as capacity expands.
  • Early-ramp costs and foreign-exchange headwinds could pressure gross margin.
  • Rapid expansion is capital-intensive and entails financing and execution risk.
  • The revenue scale and timing of OCS, multi-rail, NPO and CPO opportunities remain uncertain in the supplied analysis.

Questions analysts left open

  • What are the scale and timing of new OCS and multi-rail programs?
  • How quickly can NPO/CPO opportunities contribute revenue?
  • How could component shortages and margin pressure affect profitability?
  • How will the company finance capital expenditures and capacity expansion?

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Recent FN quarters

All FN earnings
-3.8%FY2027 Q1-19.4%FY2026 Q4-8.0%FY2026 Q3-10.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.