Professional
Added to YB: 2025-10-08
Pitch date: 2025-10-02
FN [neutral]
Fabrinet
+49.05%
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
$18.9B
Pitch Price
$371.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.00
P/E
50.57
EV/Sales
4.61
Sector
Electronic Equipment, Instruments and Components
Category
growth
LRT Capital Management Portfolio Holding: Fabrinet
FN (holding update): Premier optical packaging manufacturer w/ defensible moat from complex, high-precision manufacturing expertise. Deep customer integration creates high switching costs. Benefits from secular tailwinds: data growth, 5G, AI driving optical demand. Thailand ops provide cost advantage while maintaining quality. Strong FCF generation, disciplined mgmt.
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