10-Q quarterly report · filed Feb 3, 2026

Fabrinet (FN) Q4 2025 10-Q Quarterly Report

Short answer

Fabrinet (FN) filed its Q4 2025 10-Q quarterly report on Feb 3, 2026 for the quarter ended Dec 26, 2025. Quarterly revenue was $1.1B (up 35.9% year over year) with net income of $113M.

Q4 2025 key financials · XBRL

Revenue
$1.1B
+35.9% YoY · +15.8% QoQ
Net income
$113M
+30.0% YoY · +17.4% QoQ
Operating margin
10.1%
Gross margin
12.2%
EPS (diluted)
$3.11
+30.7% YoY · +16.9% QoQ

Source: XBRL data from the Fabrinet (FN) Q4 2025 10-Q on SEC EDGAR. USD.

Fabrinet Q4 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • No newly added risk factors explicitly stated; ongoing economic downturn and trade policy changes heighten customer payment default risk
  • Most material update: Increased customer concentration with four customers contributing 59.1% of quarterly revenues vs two customers at 48.5% prior year, raising revenue risk
  • Regulatory risk: No new specific regulatory changes noted; ongoing compliance with product safety and warranty laws remains critical due to potential product liability claims
  • Operational risk: Persistent supply chain disruptions with semiconductor shortages and lead times up to 30 weeks impacting production and costs
  • Financial risk: Customer concentration increases accounts receivable risk amid economically distressed clients, plus potential inventory write-downs from short-term non-binding customer orders

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other Fabrinet quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.