Fabrinet's Diversification Beyond Optics Poised to Drive Further Upside
ByAinvest
Thursday, Sep 25, 2025 10:41 am ET1min read
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Fabrinet's diversification beyond optics into automotive and industrial laser segments is driving substantial growth, with non-optical communications revenues increasing 41% YoY to $221 million in Q4 FY25. The company's focus on precision electro-mechanical components and EV charging infrastructure provides a differentiated positioning, outperforming the Zacks Electronics-Miscellaneous Components industry and Computer and Technology sector. The Zacks Consensus Estimate for Q1 FY26 non-optical revenues is $231 million, indicating a YoY increase of 29.8%.

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