AI brief of an SEC Form 8-K · Fabrinet (FN)

Fabrinet posts record Q4 revenue of $1.32 billion and guides first quarter higher

Positive Impact 4 of 5 earnings Written later

Fabrinet reported record fourth-quarter fiscal 2026 revenue of $1,315.8 million, up from $909.7 million a year earlier, and GAAP diluted EPS of $3.83 versus $2.42. The company guided first-quarter fiscal 2027 revenue to $1.375 billion to $1.425 billion and non-GAAP diluted EPS to $4.10 to $4.25, and its Thai subsidiary took a term loan of about $75.0 million guaranteed by Fabrinet.

Key points

  • Q4 fiscal 2026 revenue of $1,315.8 million, up from $909.7 million; GAAP net income of $139.3 million versus $87.2 million
  • Fiscal 2027 first-quarter guidance: revenue of $1.375 billion to $1.425 billion; non-GAAP EPS of $4.10 to $4.25
  • On August 17, 2026, Fabrinet Co., Ltd. borrowed a THB 2.50 billion (about $75.0 million) term loan from Bank of Ayudhya, guaranteed by Fabrinet, to support capital expenditures
  • On August 11, 2026, the compensation committee raised CEO Seamus Grady's base salary to $1,500,000 and set his fiscal 2027 target bonus at $2,625,000

The filing

CompanyFabrinet (FN)
Form8-K, current report
Filed with the SECAug 17, 2026, 4:22 PM ET
Accession number0001408710-26-000026

Items reported: 1.01 Material Definitive Agreement2.02 Results of Operations2.03 New Direct Financial Obligation5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:12 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 17, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.