Fabrinet Q4 2026 Earnings Call Summary

Fabrinet achieved record fourth-quarter revenue of $1.316 billion, representing 45% year-over-year growth across its business segments. The company implemented a new revenue reporting structure organized around three end-market categories: Data Centers, Communications Infrastructure, and Automotive/Industrial, to better align reporting with how its optical and electronic products are deployed.
Data center revenue grew 68% year-over-year to $669 million and now accounts for 51% of total company