FN — Fabrinet
Precision optical, electro-mechanical, and photonic assembly — effectively the TSMC of optical-transceiver manufacturing. Contract manufacturer for COHR, LITE, and others.
Coiled
0
52w range compression, breakout-adjusted
Watched
11
7-day news volume + tape quietness
Sound
75
Margins, growth, FCF composite
Critical
99
Supply-chain concentration × demand
Pressure
47
Pricing Power
12.0%
Inflating
Numbers on the wire.
Market cap
$17.7B
P/E (TTM)
42.07
P/S (TTM)
4.18
EV / EBITDA
386.46
Gross margin
12.04%
Op margin
9.86%
Net margin
9.94%
FCF margin
—
Rev growth YoY
29.79%
EPS growth YoY
29.63%
ROE
19.74%
ROA
13.35%
Debt / Equity
0.00
Current ratio
2.55
Price / Book
8.58
Beta
1.23
Layer Presence.
Fabrinet is the pick-and-shovel trade under the pick-and-shovel trade. Every ramp in photonics OEM shipments lands at FN first. Thin margin but near-zero tech risk: they build what others design.
From the EDGAR wire.
From the tape.
- SeekingAlphaCelestica: The Cheapest Way To Invest In Growth In AI Trends
- BenzingaAMD's $600 Target Isn't Really About AMD
- YahooCOHR's Post-Earnings Pullback Has Strengthened the Investment Case
- SeekingAlphaFabrinet: A Compelling AI Infrastructure Opportunity
- SeekingAlphaTurning Bullish On TTM Technologies: The Rationale Behind My Upgrade
- YahooIs Fabrinet (FN) a Compelling Opportunity Now?
Who FN touches.
Depends on
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