Fabrinet [FN]
Built 2026-07-29. Every date is a filed date, a company-stated window, or an inference explicitly labelled as such. No date is fabricated.
| Date | Event | Why it matters | Source |
|---|---|---|---|
| ~2026-08-10 to 08-19 (window) | Q4 / FY2026 results + first FY2027 guide | The highest-information event. Tests the Q4 guide of $1.25–1.29bn (+40% YoY) and "gross margin dynamics similar to Q3." The FY2027 guide is what the 12-month target rests on — the target needs ~+38% and management has said new programmes contribute "more meaningfully in fiscal 2027 than in the fourth quarter" without a number | FY2025 results 8-K filed 2025-08-18 (report date 2025-08-12); FY2024 pattern identical. FY2026 date not yet announced — window inferred and labelled |
| ~2026-08-15 to 08-22 (window) | FY2026 10-K | The only place the named-customer table and the receivables table appear. Tests whether NVIDIA's revenue share moved from 27.6%, whether Cisco held 18.2%, and — the AAOI test — whether either name's receivable share rises above its revenue share. That single comparison is the most valuable number FN publishes | FY2025 10-K filed 2025-08-19 |
| ~2026-11-03 (window) | Q1 FY2027 results | First read on whether the $150m/quarter high-performance-compute milestone was reached; first read on whether the gross margin's four-year slide (12.71% → 11.96%) continues | FY2026 Q1 results 8-K filed 2025-11-03 |
| ~2026-12-10 (window) | Annual meeting | Prior-year proxy filed 2025-10-23 for a 2025-12-11 meeting | DEF 14A 2025-10-23 |
| ~2027-02-02 (window) | Q2 FY2027 results | The FY2027 new-programme ramp should be revenue-bearing by here | FY2026 Q2 results 8-K filed 2026-02-02 |
| Window | Event | Company language | Consequence |
|---|---|---|---|
| ~Q4 FY2026 / Q1 FY2027 | High-performance compute reaches $150m per quarter | "we now believe that the $150 million mark will be pushed out by maybe one quarter... short term, this quarter we do not think we get to $150 million, but we think it is probably a quarter away" | The only quantified new-revenue milestone FN has given. ~12% of quarterly revenue at the current base |
| FY2027 | New customer programmes ramp | "we are excited by the number of new customer programs coming online that we expect will contribute more meaningfully to our performance in fiscal 2027 than in the fourth quarter" | Unquantified and unnamed. This is the gap between the required 31.27% CAGR and what is currently evidenced |
| Ongoing | Component supply normalises | "a broader supply-constrained environment... component availability that is not keeping pace with strong demand"; "datacom growth expected to be more measured" | Cuts both ways: relief lifts datacom revenue, but it also removes the scarcity that currently protects pricing |