Fabrinet (FN) Q4 2025 Earnings Call Transcript


Fabrinet (FN) Q4 2025 Earnings Call Transcript

Csaba Sverha - Executive VP & CFO

Garo Toomajanian - Vice President of Investor Relations

Seamus Grady - CEO & Director

Conference Call Participants

George Charles Notter - Wolfe Research, LLC

Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division

Karl Ackerman - BNP Paribas Exane, Research Division

Michael Edward Genovese - Rosenblatt Securities Inc., Research Division

Ryan Boyer Koontz - Needham & Company, LLC, Research Division

Steven Bryant Fox - Fox Advisors LLC

Timothy Paul Savageaux - Northland Capital Markets, Research Division

Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Fourth Quarter of Fiscal Year 2025. [Operator Instructions] As a reminder, today's call is being recorded.

I would now like to turn the call over to your host, Garo Toomajanian, VP of Investor Relations.

Garo Toomajanian

Thank you, operator, and good afternoon, everyone. Thank you for joining us on today's conference call to discuss Fabrinet's financial and operating results for the fourth quarter of fiscal year 2025, which ended June 27, 2025. With me on the call today are Seamus Grady, Chief Executive Officer; and Csaba Sverha, Chief Financial Officer. This call is being webcast, and a replay will be available on the Investors section of our website located at investor.fabrinet.com.

During this call, we will present both GAAP and non-GAAP financial measures. Please refer to the Investors section of our website for important information, including our earnings press release and investor presentation, which include our GAAP to non-GAAP reconciliation as well as additional details of our revenue breakdown. In addition, today's discussion will contain forward-looking statements about the future financial performance of the company.

Forward-looking statements are subject to risks and uncertainties that could cause actual results to

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