<p>Fabrinet（纽约证券交易所代码：FN）收盘价为 499.61 美元，较前一交易日上涨 2.03%，此涨幅是在发布 2026 财年第二季度财报后实现的。该公司的市值在收盘时为 179 亿美元。</p>
<h2>最新季度业绩（2026 财年第二季度）</h2>
<p>在 2026 财年第二季度，Fabrinet 报告的合并收入为 11.329 亿美元，GAAP 净收入为 1.126 亿美元。与去年同期相比，收入增长了 36%，净收入同比增长 30%。</p>
<h2>业务亮点：</h2>
<p>光通信收入在本季度总计为 8.326 亿美元。在这一细分市场中，数据通信收入为 2.781 亿美元，电信收入为 5.544 亿美元。数据中心互连模块的收入为 1.422 亿美元。</p>
<p>非光通信收入为 3.003 亿美元。高性能计算贡献了 8600 万美元，汽车产品产生了 1.170 亿美元，工业激光收入在本季度为 4140 万美元。</p>
<h2>财务趋势</h2>
<p>在前一个完整财年，Fabrinet 报告的年收入为 37.5 亿美元，GAAP 净收入为 3.609 亿美元。与前一个财年相比，收入和利润均实现了同比增长。年度趋势反映了光通信和非光平台的扩展，电信、数据通信和高性能计算项目均有增长。在此期间，公司披露的最终市场没有报告重大收缩。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-19.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-19.png"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-18.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-18.png"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-20.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-20.png"/></p>
<h2>业务与运营更新</h2>
<p>在本季度，Fabrinet 继续在其制造基地进行产能扩张项目。公司表示，计划中的建筑 10（一个 200 万平方英尺的设施）的建设进展顺利，预计到 2026 年中期将有约 25 万平方英尺准备投入生产。管理层还报告了在 Pinehurst 园区的持续产能增加，以及对自动化生产线的持续认证，特别是针对高性能计算项目。本季度的运营更新集中在制造准备、员工培训和供应链协调，以支持客户需求。</p>
<h2>并购或战略举措</h2>
<p>公司在本季度没有宣布任何收购、剥离或重大战略交易。审查材料中没有披露与并购或资产销售相关的任何确定性协议或机构报告的讨论。</p>
<h2>股权分析师评论</h2>
<p>公共摘要中提到的机构研究评论指出，电信、数据通信和高性能计算平台的收入持续增长。分析师强调了数据中心互连模块的贡献以及高性能计算项目的增加量。评论集中在报告的数字和运营更新上，没有发布投资建议或估值目标。</p>
<h2>指引与展望 — 关注事项</h2>
<p>展望未来，关注事项包括公司为 2026 财年第三季度发布的收入指引范围，设定在 11.5 亿至 12 亿美元之间。投资者还在关注建筑 10 的设施准备进展、额外自动化生产线的认证时间表，以及与资本支出和外汇对冲相关的披露。光通信和非光平台的行业需求状况仍然是一个关键关注领域。</p>
<h2>业绩总结</h2>
<p>Fabrinet 的股价在收盘时上涨了 2.03%。第二季度收入为 11.329 亿美元，GAAP 净收入为 1.126 亿美元。光通信和高性能计算是最大的报告贡献者，而产能扩张仍然是中心运营重点。</p>
<p>Fabrinet 股价在 2026 财年第二季度收入和利润同比增长后上涨的消息首次出现在 AlphaStreet 上。</p>

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<p>Fabrinet（纽约证券交易所代码：FN）在发布 2026 财年第二季度业绩后，股价上涨 2.03%，至 499.61 美元。该公司报告的收入为 11.329 亿美元，GAAP 净收入为 1.126 亿美元，分别同比增长 36% 和 30%。公司的市值为 179 亿美元。主要业务板块包括光通信，收入为 8.326 亿美元。展望未来，2026 财年第三季度的收入指引设定在 11.5 亿至 12 亿美元之间，期间没有报告重大战略交易，且正在进行产能扩张项目</p>

<p>Fabrinet (NYSE: FN) closed at $499.61, up 2.03% on the session, following the release of its second-quarter fiscal year 2026 results. The company’s market capitalization stood at $17.9 billion at the close.</p>
<div class="lb-trans"><p>Fabrinet（纽约证券交易所代码：FN）收盘价为 499.61 美元，较前一交易日上涨 2.03%，此涨幅是在发布 2026 财年第二季度财报后实现的。该公司的市值在收盘时为 179 亿美元。</p>
</div><h2>Latest Quarterly Results (Q2FY26)</h2>
<div class="lb-trans"><h2>最新季度业绩（2026 财年第二季度）</h2>
</div><p>For the second quarter of fiscal year 2026, Fabrinet reported consolidated revenue of $1,132.9 million and GAAP net income of $112.6 million. Revenue increased 36% from the corresponding quarter a year earlier, while net income rose 30% year over year.</p>
<div class="lb-trans"><p>在 2026 财年第二季度，Fabrinet 报告的合并收入为 11.329 亿美元，GAAP 净收入为 1.126 亿美元。与去年同期相比，收入增长了 36%，净收入同比增长 30%。</p>
</div><h2>Segment Highlights:</h2>
<div class="lb-trans"><h2>业务亮点：</h2>
</div><p>Optical communications revenue totaled $832.6 million for the quarter. Within this segment, datacom revenue was $278.1 million and telecom revenue was $554.4 million. Revenue from data center interconnect modules was reported at $142.2 million.</p>
<div class="lb-trans"><p>光通信收入在本季度总计为 8.326 亿美元。在这一细分市场中，数据通信收入为 2.781 亿美元，电信收入为 5.544 亿美元。数据中心互连模块的收入为 1.422 亿美元。</p>
</div><p>Non-optical communications revenue amounted to $300.3 million. High-performance computing contributed $86.0 million, automotive products generated $117.0 million, and industrial laser revenue was $41.4 million during the quarter.</p>
<div class="lb-trans"><p>非光通信收入为 3.003 亿美元。高性能计算贡献了 8600 万美元，汽车产品产生了 1.170 亿美元，工业激光收入在本季度为 4140 万美元。</p>
</div><h2>Financial Trends</h2>
<div class="lb-trans"><h2>财务趋势</h2>
</div><p>For the prior full fiscal year, Fabrinet reported annual revenue of $3.75 billion and GAAP net income of $360.9 million. Compared with the previous fiscal year, both revenue and profit recorded year-over-year growth. The annual trend reflected expansion across optical communications and non-optical platforms, with growth reported in telecom, datacom, and high-performance computing programs. No material contraction was reported in the company’s disclosed end markets during the period.</p>
<div class="lb-trans"><p>在前一个完整财年，Fabrinet 报告的年收入为 37.5 亿美元，GAAP 净收入为 3.609 亿美元。与前一个财年相比，收入和利润均实现了同比增长。年度趋势反映了光通信和非光平台的扩展，电信、数据通信和高性能计算项目均有增长。在此期间，公司披露的最终市场没有报告重大收缩。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-19.png" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-19.png"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-18.png" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-18.png"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-20.png" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2026/02/image-20.png"/></p>
<h2>Business &amp; Operations Update</h2>
<div class="lb-trans"><h2>业务与运营更新</h2>
</div><p>During the quarter, Fabrinet continued work on capacity expansion projects across its manufacturing footprint. The company said construction of Building 10, a planned 2 million square foot facility, remained on schedule, with approximately 250,000 square feet expected to be ready for production by mid-calendar 2026. Management also reported ongoing capacity additions at the Pinehurst campus and continued qualification of automated production lines, particularly for high-performance computing programs. Operational updates during the quarter focused on manufacturing readiness, workforce training, and supply chain coordination to support customer demand.</p>
<div class="lb-trans"><p>在本季度，Fabrinet 继续在其制造基地进行产能扩张项目。公司表示，计划中的建筑 10（一个 200 万平方英尺的设施）的建设进展顺利，预计到 2026 年中期将有约 25 万平方英尺准备投入生产。管理层还报告了在 Pinehurst 园区的持续产能增加，以及对自动化生产线的持续认证，特别是针对高性能计算项目。本季度的运营更新集中在制造准备、员工培训和供应链协调，以支持客户需求。</p>
</div><h2>M&amp;A or Strategic Moves</h2>
<div class="lb-trans"><h2>并购或战略举措</h2>
</div><p>The company did not announce any acquisitions, divestitures, or material strategic transactions during the quarter. No definitive agreements or institutionally reported discussions related to mergers or asset sales were disclosed in the reviewed materials.</p>
<div class="lb-trans"><p>公司在本季度没有宣布任何收购、剥离或重大战略交易。审查材料中没有披露与并购或资产销售相关的任何确定性协议或机构报告的讨论。</p>
</div><h2>Equity Analyst Commentary</h2>
<div class="lb-trans"><h2>股权分析师评论</h2>
</div><p>Institutional research commentary referenced in public summaries noted continued revenue growth across telecom, datacom, and high-performance computing platforms. Analysts highlighted the contribution from data center interconnect modules and increasing volumes in high-performance computing programs. The commentary focused on reported figures and operational updates without issuing investment recommendations or valuation targets.</p>
<div class="lb-trans"><p>公共摘要中提到的机构研究评论指出，电信、数据通信和高性能计算平台的收入持续增长。分析师强调了数据中心互连模块的贡献以及高性能计算项目的增加量。评论集中在报告的数字和运营更新上，没有发布投资建议或估值目标。</p>
</div><h2>Guidance &amp; Outlook — what to watch for</h2>
<div class="lb-trans"><h2>指引与展望 — 关注事项</h2>
</div><p>Looking ahead, what to watch for includes the company’s issued revenue guidance range for the third quarter of fiscal year 2026, set between $1.15 billion and $1.20 billion. Investors are also monitoring progress on facility readiness at Building 10, qualification timelines for additional automated production lines, and disclosures related to capital expenditure and foreign exchange hedging. Industry demand conditions across optical and non-optical platforms remain a key area of attention.</p>
<div class="lb-trans"><p>展望未来，关注事项包括公司为 2026 财年第三季度发布的收入指引范围，设定在 11.5 亿至 12 亿美元之间。投资者还在关注建筑 10 的设施准备进展、额外自动化生产线的认证时间表，以及与资本支出和外汇对冲相关的披露。光通信和非光平台的行业需求状况仍然是一个关键关注领域。</p>
</div><h2>Performance Summary</h2>
<div class="lb-trans"><h2>业绩总结</h2>
</div><p>Fabrinet shares rose 2.03% at the close. Second-quarter revenue was $1,132.9 million, with GAAP net income of $112.6 million. Optical communications and high-performance computing were the largest reported contributors, while capacity expansion remained a central operational focus.</p>
<div class="lb-trans"><p>Fabrinet 的股价在收盘时上涨了 2.03%。第二季度收入为 11.329 亿美元，GAAP 净收入为 1.126 亿美元。光通信和高性能计算是最大的报告贡献者，而产能扩张仍然是中心运营重点。</p>
</div><p>The post Fabrinet shares climb after Q2 FY26 revenue and profit rise year over year first appeared on AlphaStreet.</p>
<div class="lb-trans"><p>Fabrinet 股价在 2026 财年第二季度收入和利润同比增长后上涨的消息首次出现在 AlphaStreet 上。</p>
</div>

Fabrinet 的股票在 2026 财年第二季度收入和利润同比增长后上涨