Every material Form 8-K Fabrinet filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Fabrinet reported fiscal first-quarter 2026 results for the quarter ended September 26, 2025, with revenue of $978.1 million and GAAP diluted EPS of $2.66, both up from the prior-year quarter. The company said revenue was above its guidance range and issued second-quarter guidance of $1.05 billion to $1.10 billion in revenue and $2.91 to $3.06 in GAAP diluted EPS.
Q1 revenue was $978.1 million, up from $804.2 million a year earlier.
GAAP net income was $95.9 million, or $2.66 per diluted share, versus $77.4 million, or $2.13, a year earlier.
Non-GAAP diluted EPS was $2.92, compared with $2.39 a year earlier.
Q2 guidance (quarter ending December 26, 2025): revenue of $1.05 billion to $1.10 billion; GAAP diluted EPS of $2.91 to $3.06.
Founder and Chairman David T. (Tom) Mitchell retired from Fabrinet's board effective immediately, after notifying the board on October 13, 2025, with no disagreement with the company cited. CEO Seamus Grady was appointed Chairman, combining the chief executive and board chair roles under one person.
Mitchell notified the board on October 13, 2025 and retired effective immediately
Mitchell founded Fabrinet in 2000 and served as CEO and Chairman until 2017; he returned as Chairman in 2018
CEO Seamus Grady was appointed Chairman, per the October 17, 2025 press release (Exhibit 99.1)
Filing states revenue exceeded $3.4 billion in fiscal year 2025
Fabrinet's board appointed Caroline Dowling as a Class I director effective October 13, 2025, with her term running to the next annual shareholder meeting. She was not named to any board committee. The appointment adds a director with more than 20 years of experience at electronic manufacturing services provider Flex, and it does not involve any change to financial results or guidance.
Appointed by the board on October 13, 2025; announced in a press release dated October 16, 2025
Dowling was a Business Group President at Flex from 2012 until her retirement in February 2019
Not appointed to any board committees; will receive the standard non-employee director compensation
Current outside boards include CRH plc and DCC plc; she served on IMI plc from November 2019 to May 2025
Fabrinet reported fourth-quarter fiscal 2025 revenue of $909.7 million, up from $753.3 million a year earlier, with GAAP net income of $87.2 million and non-GAAP diluted EPS of $2.65 versus $2.41. The company guided first-quarter fiscal 2026 revenue to $910 million to $950 million. The filing also disclosed fiscal 2026 executive bonus targets, salary increases and equity grants approved August 12, 2025, with incentive pay tied to revenue and non-GAAP operating margin.
Q4 GAAP net income was $87.2 million, compared with $81.1 million a year earlier
Fiscal 2025 revenue was $3.42 billion, compared with $2.88 billion in fiscal 2024
Q1 fiscal 2026 guidance: revenue of $910 million to $950 million; non-GAAP EPS of $2.75 to $2.90
CEO Seamus Grady's fiscal 2026 target cash bonus is $1,932,000 and his base salary rises to $1,380,000
Fabrinet said director Rollance Olson will retire from its board at the end of his current term and will not stand for re-election at the 2025 annual general meeting. The filing says his decision was not due to any disagreement with the company on its operations, policies or practices.
Rollance Olson notified the board of his decision on May 22, 2025.
He will leave the board at the end of his current term and will not stand for re-election at the 2025 annual general meeting.
The filing states no disagreement with the company on operations, policies or practices was behind the decision.
Fabrinet reported results for its fiscal third quarter ended March 28, 2025, with revenue of $871.8 million, up from $731.5 million a year earlier, and GAAP net income of $81.3 million, up from $80.9 million. The company also issued fourth-quarter guidance of $860 million to $900 million in revenue and $2.32 to $2.47 in GAAP diluted EPS, and the quarter's free cash flow was $45.7 million compared with $87.3 million a year earlier.
Q3 revenue $871.8 million vs. $731.5 million in the prior-year quarter; the company said this was above its guidance range
GAAP diluted EPS $2.25 vs. $2.21; non-GAAP diluted EPS $2.52 vs. $2.39
Q4 fiscal 2025 guidance: revenue $860 million to $900 million; non-GAAP diluted EPS $2.55 to $2.70
Non-GAAP free cash flow $45.7 million vs. $87.3 million in the prior-year quarter
Fabrinet issued a warrant to an affiliate of Amazon.com, Inc. to buy up to 381,922 ordinary shares at $208.4826 per share, under a Transaction Agreement signed March 12, 2025. The company expects a non-cash charge of about $4.2 million to revenue from the warrant, which it says will reduce fully diluted EPS by about $0.12 in the fiscal third quarter ending March 28, 2025, and has revised its GAAP EPS guidance to $2.20 to $2.28.
Warrant covers up to 381,922 shares at $208.4826 per share and expires March 12, 2032; 38,192 shares vested at issuance
Expected non-cash revenue adjustment of about $4.2 million, or about $0.12 per diluted share, for the quarter ending March 28, 2025
Revised guidance: GAAP EPS $2.20 to $2.28; non-GAAP EPS $2.43 to $2.51, both on about 36.3 million fully diluted shares
Remaining warrant shares vest in tranches based on payments from Amazon or its affiliates under a commercial agreement
Fabrinet reported fiscal second-quarter 2025 results for the period ended December 27, 2024, with revenue of $833.6 million and GAAP diluted EPS of $2.38, both up from the prior-year quarter and above the company's own guidance ranges. It guided third-quarter revenue to $850 million to $870 million and GAAP diluted EPS to $2.32 to $2.40, and its board added up to $100.0 million to the share repurchase program, bringing the total authorization to $534.3 million.
Q2 revenue $833.6 million vs. $712.7 million a year earlier; GAAP net income $86.6 million vs. $69.1 million
GAAP diluted EPS $2.38 vs. $1.89; non-GAAP diluted EPS $2.61 vs. $2.08
Q3 guidance: revenue $850 million to $870 million; GAAP diluted EPS $2.32 to $2.40
Share repurchase authorization expanded by up to $100.0 million to $534.3 million in aggregate
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Fabrinet filing is on SEC EDGAR ↗. 8-K briefs of other companies →