FN Latest Report

Financial Performance

Fabrinet (stock code: FN) reported an operating income of USD 79,597,000, with a total operating income of USD 833,608,000 as of 2024-12-27. Although lacking in the previous operating income data, other financial indicators show a good overall profitability and cash flow of the company. The growth in operating income may benefit from the increase in market demand and the company's effective cost control.

Key Financial Data

1. Operating income of USD 79,597,000, with a total operating income of USD 833,608,000, indicating a large scale in operating income.

2. Net profit of USD 86,636,000, with a net margin of 10.02%, indicating good performance in converting revenue into profit.

3. Net cash provided by operating activities of USD 199,086,000, indicating sufficient cash flow generated in operating activities.

4. Asset-liability ratio of 27.51%, indicating strong debt repayment ability and financial stability.

Peer Comparison

1. Industry overall analysis: The optoelectronics industry where Fabrinet is located has experienced rapid growth in the past few years, driven by 5G, IoT, and high-performance computing, with a general increase in overall operating income. The enhancement in technological innovation and market demand has promoted revenue growth.

2. Peer evaluation analysis: Fabrinet's operating income and net margin are relatively high, indicating strong competitiveness in the market, with better financial health and profitability than many competitors, which may give it an advantage in future market competition.

Summary

Fabrinet's financial performance in 2024 shows strong operating income and good profitability, especially in the context of the rapid growth of the optoelectronics industry. Although lacking in comparative analysis with previous data, the performance of other financial indicators provides positive signals for future revenue growth.

Opportunities

1. With the development of 5G and IoT, the market demand for the optoelectronics industry is expected to continue to grow, which may benefit Fabrinet.

2. The company's revenue growth in the data communication segment exceeds 120%, indicating its strong performance in the market.

3. Fabrinet plans to expand its stock repurchase scale, which may enhance shareholder value and strengthen market confidence.

Risks

1. The increasing competition in the optoelectronics industry may pose a challenge to Fabrinet's market share and profit margin.

2. Global economic uncertainty may affect the overall demand for the industry, which in turn may affect the company's operating income.

3. Rapid technological changes may lead to a shortened product life cycle, and Fabrinet needs to continuously invest in R&D to maintain its competitiveness.