Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
FN [neutral]
Fabrinet
+79.02%
current return
Author Info
No bio for this author
Company Info
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.
Market Cap
$17.8B
Pitch Price
$287.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.48
P/E
47.62
EV/Sales
4.33
Sector
Electronic Equipment, Instruments and Components
Category
growth
LRT Capital Management Portfolio Holding: Fabrinet
FN (holding update): Specialized optical packaging & precision manufacturing provider for complex OEM products. Creates high switching costs via deep engineering expertise & integration from design to production. Benefits from data, 5G, and AI growth driving optical communications. Strong FCF from cost-effective Thai facilities. A quality compounder enabling digital infrastructure.
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