simplyStocks
Fabrinet
FN · NYSETechnology
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
$26B
P/E ratio
62×
Div yield
None
EPS (FY25, GAAP)
$9.17
Profit margin
~10%
Rev. growth
+19%
Revenue (FY25)
$3.4B
Net cash (no debt)
$0.9B
In plain English
Fabrinet is the invisible factory behind the world's optical hardware — a contract manufacturer that builds the transceivers, laser modules and photonic assemblies that other companies design and sell. It doesn't own the brand or the chip; it owns the precision build. Two customers, NVIDIA and Cisco, drive ~46% of its $3.4B revenue, riding the AI-networking and telecom boom out of low-cost mega-plants in Thailand.
In simple terms
What Fabrinet really sells
Fabrinet is the invisible factory behind the world's optical hardware — a contract manufacturer that builds the transceivers, laser modules and photonic assemblies that other companies design and sell. It doesn't own the brand or the chip; it owns the precision build. Two customers, NVIDIA and Cisco, drive ~46% of its $3.4B revenue, riding the AI-networking and telecom boom out of low-cost mega-plants in Thailand.
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Risk read
SteadierMore speculative
Why this rating?