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Fabrinet Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary2 Feb, 2026
Executive summary
Achieved record Q2 revenue of $1.13 billion (or $1,133 million), up 36% year-over-year, surpassing guidance and marking the fastest growth since IPO over 15 years ago.
Non-GAAP EPS reached a record $3.36, exceeding guidance despite FX headwinds; GAAP EPS was $3.11.
Net income for the quarter was $122 million (non-GAAP) and $112.6 million (GAAP), up 30% year-over-year.
Multiple large strategic programs, strong execution, and robust demand across all business segments drove results.
Maintained strong customer relationships and a diversified global manufacturing footprint.
Financial highlights
Optical Communications revenue grew 29% year-over-year and 11% sequentially to $833 million, accounting for about 73% of Q2 revenue.
Telecom revenue hit a record $554 million, up 59% year-over-year; DCI module revenue up 42% year-over-year.
Non-Optical Communications revenue surged 61% year-over-year, driven by high-performance computing and automotive demand.
Gross margin was 12.2%–12.4%, stable year-over-year; operating margin reached 10.9% (non-GAAP) and 10.1% (GAAP).
Cash and short-term investments stood at $961 million at quarter end, with no debt.
Outlook and guidance
Q3 revenue expected between $1.15 billion and $1.2 billion, with non-GAAP EPS guidance of $3.45–$3.60.
Sequential growth anticipated in telecom, Datacom, and HPC; automotive expected to decline modestly.
FX headwinds expected to persist but offset by operating leverage.
Revenue and EPS for Q2 exceeded guidance, indicating continued strong demand.
What is the strategy for current inventory levels?
Elaborate on key strategic program contributions
What is driving the significant increase in CapEx?
HPC: Path to exceed initial ramp beyond $150M
Datacom: Easing supply and new hyperscaler wins
Drivers for aggressive capacity expansion?
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Next Fabrinet earnings date
Q3 20264 May, 2026
Fabrinet
Next Fabrinet earnings date
Q3 20264 May, 2026
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Frequently asked questions
Fabrinet is a global provider of advanced optical packaging and precision manufacturing services, primarily serving the optical communications, automotive, industrial lasers, and medical device industries. The company specializes in the engineering and production of complex optical, electronic, and mechanical components. Fabrinet offers a range of services, including design for manufacturing, prototyping, and mass production, with a focus on delivering high-quality, precision-engineered products. Its customer base includes leading original equipment manufacturers (OEMs) in industries requiring advanced manufacturing capabilities. The company is headquartered in Pathum Thani, Thailand, and its shares are listed on the NYSE.
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