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Upturn AI SWOT - About
FN 
Fabrinet (FN)
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Upturn Advisory Summary
08/28/2025: FN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $324.62
1 Year Target Price $324.62
| 3 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.17% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.69B USD | Price to earnings Ratio 38.76 | 1Y Target Price 324.62 |
Price to earnings Ratio 38.76 | 1Y Target Price 324.62 | ||
Volume (30-day avg) 9 | Beta 1.01 | 52 Weeks Range 148.55 - 360.00 | Updated Date 08/28/2025 |
52 Weeks Range 148.55 - 360.00 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 9.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-18 | When - | Estimate 2.64 | Actual 2.65 |
Profitability
Profit Margin 9.73% | Operating Margin (TTM) 9.78% |
Management Effectiveness
Return on Assets (TTM) 7.88% | Return on Equity (TTM) 17.84% |
Valuation
Trailing PE 38.76 | Forward PE - | Enterprise Value 10945595949 | Price to Sales(TTM) 3.71 |
Enterprise Value 10945595949 | Price to Sales(TTM) 3.71 | ||
Enterprise Value to Revenue 3.2 | Enterprise Value to EBITDA 26.79 | Shares Outstanding 35729600 | Shares Floating 35537356 |
Shares Outstanding 35729600 | Shares Floating 35537356 | ||
Percent Insiders 0.44 | Percent Institutions 113.48 |
Upturn AI SWOT
Fabrinet
Company Overview
History and Background
Fabrinet was founded in 2000. It initially focused on optical communication components manufacturing. Over time, it expanded into advanced optical, mechanical, and electrical components and modules, becoming a leading provider of precision optical and electronic manufacturing services.
Core Business Areas
- Optical Communications: Manufactures a wide range of optical communication components, modules, and subsystems used in telecommunications, data centers, and other applications.
- Industrial Lasers: Provides manufacturing services for industrial lasers used in various applications such as materials processing, medical devices, and metrology.
- Automotive: Provides manufacturing services for lidar systems and other automotive components.
Leadership and Structure
Fabrinet is led by CEO Seamus Grady. The company has a functional organizational structure with departments focused on engineering, operations, sales, and finance.
Top Products and Market Share
Key Offerings
- Optical Transceivers: Fabrinet manufactures optical transceivers for data centers and telecom networks. They are a major player in high-speed transceivers. Competitors include Lumentum, Coherent Corp, and Accelink.
- Lidar Systems: Fabrinet manufactures lidar systems for autonomous vehicles and industrial applications. Their customer base is primarily in automotive. Competitors include Velodyne, Luminar, and Innoviz.
- 3D Sensing: Fabrinet manufactures components used in 3D sensing applications, including augmented reality and virtual reality devices. Competitors include Himax Technologies and STMicroelectronics.
Market Dynamics
Industry Overview
The optical communications industry is experiencing growth driven by increasing bandwidth demands in data centers and telecom networks. The industrial laser market is also growing due to increasing adoption in manufacturing and other industries. The automotive lidar market is expected to grow significantly with the increasing adoption of autonomous driving technologies.
Positioning
Fabrinet is positioned as a leading provider of precision optical and electronic manufacturing services. Its competitive advantages include its manufacturing expertise, global footprint, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for Fabrinet's core markets (optical communications, industrial lasers, and automotive lidar) is estimated to be in the tens of billions of dollars. Fabrinet is well-positioned to capture a significant share of this TAM.
Upturn SWOT Analysis
Strengths
- Strong manufacturing expertise
- Global footprint
- Strong customer relationships
- Vertically integrated manufacturing capabilities
- High degree of automation
Weaknesses
- Customer concentration
- Dependence on key suppliers
- Exposure to macroeconomic fluctuations
- Inventory management challenges
Opportunities
- Increasing bandwidth demands
- Growing adoption of autonomous driving technologies
- Expanding applications of industrial lasers
- Growth in advanced packaging technologies
- Penetration of new markets such as medical devices
Threats
- Intense competition
- Technological changes
- Geopolitical risks
- Supply chain disruptions
- Economic downturns
Competitors and Market Share
Key Competitors
- LITE
- IPGP
- ACIA
Competitive Landscape
Fabrinet competes with other contract manufacturers and vertically integrated manufacturers. Its competitive advantages include its manufacturing expertise, global footprint, and strong customer relationships.
Major Acquisitions
Kasem Optics USA
- Year: 2021
- Acquisition Price (USD millions): 17.5
- Strategic Rationale: Expanded Fabrinet's capabilities in high-precision optical components manufacturing.
Growth Trajectory and Initiatives
Historical Growth: Fabrinet has experienced strong growth over the past few years, driven by increasing demand for its products and services.
Future Projections: Analysts project that Fabrinet will continue to experience strong growth in the coming years, driven by its exposure to high-growth markets.
Recent Initiatives: Fabrinet has recently invested in expanding its manufacturing capacity and developing new products and services.
Summary
Fabrinet demonstrates strength through its manufacturing expertise and strong market positioning, especially in optical communications and lidar. The company's customer concentration poses a risk and inventory requires management. Growth opportunities lie in expanding applications for industrial lasers and autonomous driving technology but economic downturns could present a threat. With increasing bandwidth demands, Fabrinet remains a strong player, and further diversifying its customer base is vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fabrinet
Exchange NYSE | Headquaters - | ||
IPO Launch date 2010-06-25 | CEO & Director Mr. Seamus Grady | ||
Sector Technology | Industry Electronic Components | Full time employees 16457 | Website https://www.fabrinet.com |
Full time employees 16457 | Website https://www.fabrinet.com | ||
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.
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