Fabrinet Reports Record Q4 Revenue of $1.316 Billion with Strong Growth Across Key Markets
Fabrinet reported record fourth-quarter revenue of $1.316 billion, a 45% year-over-year increase driven by strong demand in data center and communications infrastructure markets. Data center revenue alone grew 68% to $669 million, now accounting for over half of total sales, fueled primarily by DCI products with an annualized run rate exceeding $1 billion. The company transitioned to a new reporting structure—Data Centers, Communications Infrastructure, and Automotive/Industrial—to better reflect its market focus. Fabrinet is also expanding manufacturing capacity significantly, including doubling the Santa Clara facility and progressing on Building 10 in Chonburi for completion by early 2027. Management anticipates Q1 revenue between $1.375 billion and $1.425 billion with a long-term goal of increasing total run rate potential to $12.5–$14 billion through new facilities and product ramps, including hyperscale transceiver programs.
Topics: capacity_expansion data_center_demand revenue_growth