What is the 13F Pro Quality Score for FN?

13F Pro ranks Fabrinet (FN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FN's current score at https://13fpro.ai/company/FN (free sign-up required for the full ranking).

Which hedge funds own the most FN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FN include BlackRock,, PRICE T ROWE ASSOCIATES /MD/, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/FN as soon as new 13F filings post.

Where does 13F Pro source FN data?

All Fabrinet fundamentals and ownership data come directly from SEC EDGAR. Fabrinet files with the SEC under CIK 1408710. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FN in?

Fabrinet (FN) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives FN's revenue?

Per Fabrinet's latest 10-K filed with the SEC on 2026-08-18, the biggest revenue drivers are: Data center ($2,225.1M, +40.8% YoY); Communications infrastructure ($1,546.4M, +47.4% YoY); Automotive, Industrial and Others ($869.6M, +10.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FN.

What are FN's largest expenses?

Fabrinet's latest 10-K reports these as the largest expense items: Cost of revenues ($4,084.6M, +35.9% YoY); Income tax expense ($82.1M, effective rate 14.8% vs 6.4% prior year); Selling, general and administrative expenses ($93.5M, +6.9% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended June 26, 2026).

How often is FN research updated on 13F Pro?

FN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Fabrinet(FN)Stock Analysis

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SEC EDGAR: CIK 1408710 FN stock profile & AI dashboard →

13F Pro Quality Score

62.8/100

Rank #684 of 2,960 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

85.9/100

Profitability

64.9/100

Balance Sheet

93.3/100

Earnings Quality

31.5/100

Free Cash Flow

27.3/100

Institutional Flow

12.0/100

Revenue Scale

76.8/100

Dilution Risk

65.6/100

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Why FN Scores 63/100

exact factor attribution · 2026-09-11

FN's composite is driven by revenue growth and capital efficiency, held back by free cash flow and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.2 pts

86th pct

Capital efficiency

+4.3 pts

93th pct

Scale

+4.0 pts

77th pct

Profitability

+2.2 pts

65th pct

Earnings growth

+1.4 pts

78th pct

Shareholder dilution

+0.8 pts

66th pct

Earnings quality

-1.9 pts

32th pct

Institutional flow

-1.9 pts

12th pct

Free cash flow

-3.4 pts

27th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FN Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Fabrinet (FN), a Technology sector company. 13F Pro's AI-powered ranking engine scores FN at 62.8/100 on a 32-signal composite quality model, placing it at rank #684 of 2,960 stocks — the top 25% of the AI-ranked universe. FN scores in the top quartile across balance sheet strength (93.3), revenue growth (85.9), revenue scale (76.8). Areas of concern include institutional flow (12.0) and free cash flow (27.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Fabrinet reports quarterly revenue of $1.3B, net income of $139.3M, an operating margin of 10.2%. Top institutional holders of FN by reported 13-F value include BlackRock, PRICE T ROWE ASSOCIATES, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. FN trades on the NYSE exchange and files with the SEC under CIK 1408710. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Fabrinet directly from SEC EDGAR. Fabrinet's 13F Pro composite quality score has ranged between 53 and 74 since 2021, currently 62.8 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about Fabrinet

Quirks, history, and lore behind FN — the kind of stuff that makes a stock memorable.

1
The Basics
A technology manufacturing services company · mid-cap · listed on NYSE · with the bulk of its operations in Thailand.
2
The Numbers
Annual revenue in the neighborhood of $2–3 billion, with operating margins that make contract manufacturers envious — all earned by building highly complex optical and electronic components.
3
The History
Founded around 2000, it was spun out of a division of Foxconn and went public on the NYSE, carving out a niche that most EMS giants ignore: ultra-precision photonics manufacturing.
4
The Secret
It doesn't design a thing — it's a pure-play outsourced manufacturer, but for customers whose products demand tolerances measured in nanometers, which is why they keep coming back.
5
The Lore
Its biggest customers read like a who's who of fiber-optic networking — think the companies supplying the cables and transceivers that carry the world's internet traffic at the speed of light.
6
The Giveaway
When the world's hyperscalers went on a fiber-optic transceiver buying spree for AI data centers, orders flooded into this Bangkok-area precision manufacturer — the quiet giant behind the photons.

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What's Driving FN's Business? Latest 10-K Breakdown

✓ 27/27 datapoints verified

AI-extracted from Fabrinet's 10-K filed 2026-08-18 — FY2026 (year ended June 26, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Fabrinet's revenue grew 35.7% YoY to $4.64B, driven by surging data center and communications infrastructure demand, while net income rose 42% to $473.0M despite a jump in effective tax rate to 14.8% from new Pillar Two top-up taxes.

Biggest Revenue Drivers

Data center$2,225.1M+40.8% YoY

Increase in key customers' demand for data center products

Communications infrastructure$1,546.4M+47.4% YoY

Increase in key customers' demand for communications infrastructure products

Biggest Revenue Drivers

Total revenue: $4.64B+35.7% YoY

Data center$2,225.1M+40.8% YoY

Increase in key customers' demand for data center products

Communications infrastructure$1,546.4M+47.4% YoY

Increase in key customers' demand for communications infrastructure products

Automotive, Industrial and Others$869.6M+10.1% YoY

Increase in key customers' demand for automotive, industrial and other products

Largest Expense Items

Cost of revenues$4,084.6M+35.9% YoY

Increase was in line with the increase in sales volume

Income tax expense$82.1Meffective rate 14.8% vs 6.4% prior year

Increase primarily due to top-up taxes recorded under the Pillar Two framework in fiscal year 2026

Selling, general and administrative expenses$93.5M+6.9% YoY

Increase in IT-related expenses, executive compensation, and R&D expenses

Margins: Gross margin was roughly flat at 12.0% of revenue (vs 12.1% prior year), while operating margin improved to 10.0% from 9.4% as revenue growth outpaced SG&A growth (+6.9% vs +35.7% revenue growth).

Watch Items from the Filing

Four customers each contributed 10%+ of revenue in FY2026: Cisco 19.9%, NVIDIA 16.3%, Nokia 10.7%, Amazon 10.5%, together 57.4% of revenue, up from 45.8% (two customers) a year earlier.
Effective tax rate more than doubled to 14.8% from 6.4%, including $57.4 million of current tax expense from newly enacted Pillar Two UTPR legislation.
PRC Supreme Court accepted for retrial a RMB 400 million unjust-enrichment claim against subsidiary Casix, Inc.; company cannot yet quantify potential liability given the early stage of litigation.
Capital expenditures more than doubled to $298.9 million from $130.7 million, funding new manufacturing buildings in Thailand and a planned California facility, with further increases expected in FY2027.
77.3% of revenue shipped to customers outside North America, with the substantial majority of manufacturing concentrated in Thailand, exposing results to Thai baht currency and political risk.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$139.3M

Free Cash Flow

Q2 2026

$-36.9M

Operating Margin

Q2 2026

10.2%

ROIC

Q2 2026

21.9%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+35.7% YoY

$4.64BFY 2026

FY23 $2.65BFY24 $2.88BFY25 $3.42BFY26 $4.64B

Net Income

+42.3% YoY

$473.0MFY 2026

FY23 $247.9MFY24 $296.2MFY25 $332.5MFY26 $473.0M

Operating Income

+42.7% YoY

$462.9MFY 2026

FY23 $251.7MFY24 $277.6MFY25 $324.4MFY26 $462.9M

EPS (Diluted)

+42.3% YoY

$13.05FY 2026

FY23 $6.73FY24 $8.10FY25 $9.17FY26 $13.05

Total Assets

+38.1% YoY

$3.91BFY 2026

FY23 $1.98BFY24 $2.34BFY25 $2.83BFY26 $3.91B

Total Debt

—FY 2026

FY23 $12.2MFY24 $0.00FY25 —FY26 —

Op. Cash Flow

-21.8% YoY

$256.7MFY 2026

FY23 $213.3MFY24 $413.1MFY25 $328.4MFY26 $256.7M

Free Cash Flow

-98.0% YoY

$4.2MFY 2026

FY23 $151.9MFY24 $365.6MFY25 $207.3MFY26 $4.2M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$4.64B +35.7%	$3.42B +18.6%	$2.88B +9.0%	$2.65B +16.9%	$2.26B +20.4%	$1.88B
Net Income	$473.0M +42.3%	$332.5M +12.3%	$296.2M +19.5%	$247.9M +23.7%	$200.4M +35.1%	$148.3M
Operating Income	$462.9M +42.7%	$324.4M +16.9%	$277.6M +10.3%	$251.7M +23.1%	$204.5M +35.7%	$150.8M
EPS (Diluted)	$13.05 +42.3%	$9.17 +13.2%	$8.10 +20.4%	$6.73 +25.6%	$5.36 +35.7%	$3.95
Total Assets	$3.91B +38.1%	$2.83B +21.1%	$2.34B +18.1%	$1.98B +7.8%	$1.84B +13.6%	$1.62B
Total Debt	—	—	$0.00 -100.0%	$12.2M -55.6%	$27.4M -30.8%	$39.5M
Operating Cash Flow	$256.7M -21.8%	$328.4M -20.5%	$413.1M +93.7%	$213.3M +71.7%	$124.2M +1.7%	$122.2M
Free Cash Flow	$4.2M -98.0%	$207.3M -43.3%	$365.6M +140.6%	$151.9M +338.4%	$34.7M -54.5%	$76.1M

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Available Research

13F Pro tracks comprehensive data for Fabrinet including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FN

BlackRock, Inc.
$2.7B4,824,895 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.1B1,940,957 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B1,898,671 sh
FMR LLC
$1.0B1,841,854 sh
VANGUARD CAPITAL MANAGEMENT LLC
$908.3M1,615,994 sh
JPMORGAN CHASE & CO
$833.0M1,575,418 sh
STATE STREET CORP
$737.0M1,311,246 sh
GEODE CAPITAL MANAGEMENT, LLC
$602.5M1,071,958 sh
Invesco Ltd.
$504.3M897,224 sh
T. Rowe Price Investment Management, Inc.
$477.2M849,072 sh

Fund	Value	Shares
BlackRock, Inc.	$2.7B	4,824,895
PRICE T ROWE ASSOCIATES INC /MD/	$1.1B	1,940,957
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	1,898,671
FMR LLC	$1.0B	1,841,854
VANGUARD CAPITAL MANAGEMENT LLC	$908.3M	1,615,994
JPMORGAN CHASE & CO	$833.0M	1,575,418
STATE STREET CORP	$737.0M	1,311,246
GEODE CAPITAL MANAGEMENT, LLC	$602.5M	1,071,958
Invesco Ltd.	$504.3M	897,224
T. Rowe Price Investment Management, Inc.	$477.2M	849,072

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Is FN a good stock to buy?

13F Pro's AI-powered analysis of Fabrinet (FN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FN are available on the FN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FN is classified as a large company.

Which hedge funds own FN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Fabrinet's investment landscape.