<p>Fabrinet（紐約證券交易所代碼：FN）收盤價為 499.61 美元，較前一交易日上漲 2.03%，此漲幅是在發佈 2026 財年第二季度財報後實現的。該公司的市值在收盤時為 179 億美元。</p>
<h2>最新季度業績（2026 財年第二季度）</h2>
<p>在 2026 財年第二季度，Fabrinet 報告的合併收入為 11.329 億美元，GAAP 淨收入為 1.126 億美元。與去年同期相比，收入增長了 36%，淨收入同比增長 30%。</p>
<h2>業務亮點：</h2>
<p>光通信收入在本季度總計為 8.326 億美元。在這一細分市場中，數據通信收入為 2.781 億美元，電信收入為 5.544 億美元。數據中心互連模塊的收入為 1.422 億美元。</p>
<p>非光通信收入為 3.003 億美元。高性能計算貢獻了 8600 萬美元，汽車產品產生了 1.170 億美元，工業激光收入在本季度為 4140 萬美元。</p>
<h2>財務趨勢</h2>
<p>在前一個完整財年，Fabrinet 報告的年收入為 37.5 億美元，GAAP 淨收入為 3.609 億美元。與前一個財年相比，收入和利潤均實現了同比增長。年度趨勢反映了光通信和非光平台的擴展，電信、數據通信和高性能計算項目均有增長。在此期間，公司披露的最終市場沒有報告重大收縮。</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>業務與運營更新</h2>
<p>在本季度，Fabrinet 繼續在其製造基地進行產能擴張項目。公司表示，計劃中的建築 10（一個 200 萬平方英尺的設施）的建設進展順利，預計到 2026 年中期將有約 25 萬平方英尺準備投入生產。管理層還報告了在 Pinehurst 園區的持續產能增加，以及對自動化生產線的持續認證，特別是針對高性能計算項目。本季度的運營更新集中在製造準備、員工培訓和供應鏈協調，以支持客户需求。</p>
<h2>併購或戰略舉措</h2>
<p>公司在本季度沒有宣佈任何收購、剝離或重大戰略交易。審查材料中沒有披露與併購或資產銷售相關的任何確定性協議或機構報告的討論。</p>
<h2>股權分析師評論</h2>
<p>公共摘要中提到的機構研究評論指出，電信、數據通信和高性能計算平台的收入持續增長。分析師強調了數據中心互連模塊的貢獻以及高性能計算項目的增加量。評論集中在報告的數字和運營更新上，沒有發佈投資建議或估值目標。</p>
<h2>指引與展望 — 關注事項</h2>
<p>展望未來，關注事項包括公司為 2026 財年第三季度發佈的收入指引範圍，設定在 11.5 億至 12 億美元之間。投資者還在關注建築 10 的設施準備進展、額外自動化生產線的認證時間表，以及與資本支出和外匯對沖相關的披露。光通信和非光平台的行業需求狀況仍然是一個關鍵關注領域。</p>
<h2>業績總結</h2>
<p>Fabrinet 的股價在收盤時上漲了 2.03%。第二季度收入為 11.329 億美元，GAAP 淨收入為 1.126 億美元。光通信和高性能計算是最大的報告貢獻者，而產能擴張仍然是中心運營重點。</p>
<p>Fabrinet 股價在 2026 財年第二季度收入和利潤同比增長後上漲的消息首次出現在 AlphaStreet 上。</p>

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<p>Fabrinet（紐約證券交易所代碼：FN）在發佈 2026 財年第二季度業績後，股價上漲 2.03%，至 499.61 美元。該公司報告的收入為 11.329 億美元，GAAP 淨收入為 1.126 億美元，分別同比增長 36% 和 30%。公司的市值為 179 億美元。主要業務板塊包括光通信，收入為 8.326 億美元。展望未來，2026 財年第三季度的收入指引設定在 11.5 億至 12 億美元之間，期間沒有報告重大戰略交易，且正在進行產能擴張項目</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（紐約證券交易所代碼：FN）收盤價為 499.61 美元，較前一交易日上漲 2.03%，此漲幅是在發佈 2026 財年第二季度財報後實現的。該公司的市值在收盤時為 179 億美元。</p>
</div><h2>Latest Quarterly Results (Q2FY26)</h2>
<div class="lb-trans"><h2>最新季度業績（2026 財年第二季度）</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 財年第二季度，Fabrinet 報告的合併收入為 11.329 億美元，GAAP 淨收入為 1.126 億美元。與去年同期相比，收入增長了 36%，淨收入同比增長 30%。</p>
</div><h2>Segment Highlights:</h2>
<div class="lb-trans"><h2>業務亮點：</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總計為 8.326 億美元。在這一細分市場中，數據通信收入為 2.781 億美元，電信收入為 5.544 億美元。數據中心互連模塊的收入為 1.422 億美元。</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>非光通信收入為 3.003 億美元。高性能計算貢獻了 8600 萬美元，汽車產品產生了 1.170 億美元，工業激光收入在本季度為 4140 萬美元。</p>
</div><h2>Financial Trends</h2>
<div class="lb-trans"><h2>財務趨勢</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>在前一個完整財年，Fabrinet 報告的年收入為 37.5 億美元，GAAP 淨收入為 3.609 億美元。與前一個財年相比，收入和利潤均實現了同比增長。年度趨勢反映了光通信和非光平台的擴展，電信、數據通信和高性能計算項目均有增長。在此期間，公司披露的最終市場沒有報告重大收縮。</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>業務與運營更新</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 繼續在其製造基地進行產能擴張項目。公司表示，計劃中的建築 10（一個 200 萬平方英尺的設施）的建設進展順利，預計到 2026 年中期將有約 25 萬平方英尺準備投入生產。管理層還報告了在 Pinehurst 園區的持續產能增加，以及對自動化生產線的持續認證，特別是針對高性能計算項目。本季度的運營更新集中在製造準備、員工培訓和供應鏈協調，以支持客户需求。</p>
</div><h2>M&amp;A or Strategic Moves</h2>
<div class="lb-trans"><h2>併購或戰略舉措</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>公司在本季度沒有宣佈任何收購、剝離或重大戰略交易。審查材料中沒有披露與併購或資產銷售相關的任何確定性協議或機構報告的討論。</p>
</div><h2>Equity Analyst Commentary</h2>
<div class="lb-trans"><h2>股權分析師評論</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>公共摘要中提到的機構研究評論指出，電信、數據通信和高性能計算平台的收入持續增長。分析師強調了數據中心互連模塊的貢獻以及高性能計算項目的增加量。評論集中在報告的數字和運營更新上，沒有發佈投資建議或估值目標。</p>
</div><h2>Guidance &amp; Outlook — what to watch for</h2>
<div class="lb-trans"><h2>指引與展望 — 關注事項</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>展望未來，關注事項包括公司為 2026 財年第三季度發佈的收入指引範圍，設定在 11.5 億至 12 億美元之間。投資者還在關注建築 10 的設施準備進展、額外自動化生產線的認證時間表，以及與資本支出和外匯對沖相關的披露。光通信和非光平台的行業需求狀況仍然是一個關鍵關注領域。</p>
</div><h2>Performance Summary</h2>
<div class="lb-trans"><h2>業績總結</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 的股價在收盤時上漲了 2.03%。第二季度收入為 11.329 億美元，GAAP 淨收入為 1.126 億美元。光通信和高性能計算是最大的報告貢獻者，而產能擴張仍然是中心運營重點。</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 股價在 2026 財年第二季度收入和利潤同比增長後上漲的消息首次出現在 AlphaStreet 上。</p>
</div>

Fabrinet 的股票在 2026 財年第二季度收入和利潤同比增長後上漲