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FN Fabrinet
Optical · NYSE · 한국어 페이지
Optical module contract manufacturer in Thailand — the core of the Thai transceiver flow (peer comparison).
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 2, 2026
Our estimate
$1.45B
$1.43B–$1.47B
vs a year ago
+48%
vs consensus
+3.1%
High confidence · within ±5% in 12 of 12 backtested quarters, average error 0.9%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Thai optical gear (incl. transceivers) · to Aug 2026
+126%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Thai optical gear (incl. transceivers) US Census Bureau | Company shipments | A Direct link | 0.74 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.