Added to YB: 2026-05-22
Pitch date: 2026-05-05
FN [neutral]
Fabrinet
+3.27%
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
$23.7B
Pitch Price
$680.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.26
P/E
56.88
EV/Sales
5.38
Sector
Electronic Equipment, Instruments and Components
Category
growth
FPA Queens Road Small Cap Value Fund Portfolio Holding: Fabrinet
FN (holding update): Contract manufacturer dominating optical networking/modules niche for telecom & data centers. Strong historical rev growth, expanding op margins. High-bandwidth products see rising AI data center demand; disclosed NVDA as 10%+ customer in 2023. Stock doubled since Apr on AI/capex hype, so trimming position. Still holding as FN well-positioned long-term in core markets + diversified niches requiring precision assembly.
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