ICC讯(Xun) 2025年(Nian)5月(Yue)5日(Ri),(?)Fabrinet((?)纽(Niu)约(Yue)证(Zheng)券(Quan)交(Jiao)易(Yi)所(Suo)代(Dai)码(Ma):(?)FN)(?)公(Gong)布(Bu)了(Liao)截(Jie)至(Zhi)2025年(Nian)3月(Yue)28日(Ri)的(De)2025财(Cai)年(Nian)第(Di)三(San)季(Ji)度(Du)财(Cai)务(Wu)报(Bao)告(Gao)。(?)报(Bao)告(Gao)显(Xian)示(Shi),(?)公(Gong)司(Si)第(Di)三(San)季(Ji)度(Du)营(Ying)收(Shou)达(Da)8.72亿(Yi)美(Mei)元(Yuan),(?)创(Chuang)下(Xia)历(Li)史(Shi)新(Xin)高(Gao),(?)同(Tong)比(Bi)增(Zeng)长(Chang)19%,(?)超(Chao)出(Chu)此(Ci)前(Qian)预(Yu)期(Qi)。(?)非(Fei)GAAP每(Mei)股(Gu)收(Shou)益(Yi)为(Wei)2.52美(Mei)元(Yuan),(?)同(Tong)样(Yang)高(Gao)于(Yu)指(Zhi)引(Yin)范(Fan)围(Wei)。(?)
Fabrinet首(Shou)席(Xi)执(Zhi)行(Xing)官(Guan)Seamus
Grady表(Biao)示(Shi):(?)“(?)第(Di)三(San)季(Ji)度(Du)我(Wo)们(Men)表(Biao)现(Xian)非(Fei)常(Chang)强(Qiang)劲(Jin),(?)营(Ying)收(Shou)达(Da)到(Dao)8.72亿(Yi)美(Mei)元(Yuan),(?)超(Chao)出(Chu)预(Yu)期(Qi)范(Fan)围(Wei)。(?)电(Dian)信(Xin)业(Ye)务(Wu)的(De)强(Qiang)劲(Jin)增(Zeng)长(Chang)完(Wan)全(Quan)抵(Di)消(Xiao)了(Liao)数(Shu)据(Ju)通(Tong)信(Xin)收(Shou)入(Ru)的(De)预(Yu)期(Qi)下(Xia)滑(Hua)。(?)我(Wo)们(Men)的(De)团(Tuan)队(Dui)执(Zhi)行(Xing)出(Chu)色(Se),(?)非(Fei)GAAP每(Mei)股(Gu)收(Shou)益(Yi)也(Ye)超(Chao)过(Guo)指(Zhi)引(Yin)。(?)展(Zhan)望(Wang)未(Wei)来(Lai),(?)我(Wo)们(Men)对(Dui)第(Di)四(Si)季(Ji)度(Du)及(Ji)2026财(Cai)年(Nian)的(De)表(Biao)现(Xian)保(Bao)持(Chi)乐(Le)观(Guan)和(He)信(Xin)心(Xin)。(?)”(?)
第(Di)三(San)财(Cai)季(Ji)业(Ye)绩(Ji)
财(Cai)务(Wu)数(Shu)据(Ju)显(Xian)示(Shi),(?)2025财(Cai)年(Nian)第(Di)三(San)季(Ji)度(Du)营(Ying)收(Shou)为(Wei)8.72亿(Yi)美(Mei)元(Yuan),(?)较(Jiao)2024财(Cai)年(Nian)同(Tong)期(Qi)的(De)7.32亿(Yi)美(Mei)元(Yuan)增(Zeng)长(Chang)19.2%。(?)这(Zhe)一(Yi)增(Zeng)长(Chang)主(Zhu)要(Yao)得(De)益(Yi)于(Yu)光(Guang)学(Xue)通(Tong)信(Xin)产(Chan)品(Pin)和(He)非(Fei)光(Guang)学(Xue)通(Tong)信(Xin)产(Chan)品(Pin)需(Xu)求(Qiu)的(De)提(Ti)升(Sheng)。(?)其(Qi)中(Zhong),(?)光(Guang)学(Xue)通(Tong)信(Xin)产(Chan)品(Pin)营(Ying)收(Shou)为(Wei)6.57亿(Yi)美(Mei)元(Yuan),(?)占(Zhan)总(Zong)营(Ying)收(Shou)的(De)75.4%,(?)同(Tong)比(Bi)增(Zeng)长(Chang)11.1%,(?)主(Zhu)要(Yao)来(Lai)自(Zi)人(Ren)工(Gong)智(Zhi)能(Neng)应(Ying)用(Yong)数(Shu)据(Ju)通(Tong)信(Xin)产(Chan)品(Pin)和(He)电(Dian)信(Xin)产(Chan)品(Pin)的(De)收(Shou)入(Ru)增(Zeng)长(Chang)。(?)非(Fei)光(Guang)学(Xue)通(Tong)信(Xin)产(Chan)品(Pin)营(Ying)收(Shou)为(Wei)2.15亿(Yi)美(Mei)元(Yuan),(?)占(Zhan)总(Zong)营(Ying)收(Shou)的(De)24.6%,(?)同(Tong)比(Bi)增(Zeng)长(Chang)53.2%,(?)主(Zhu)要(Yao)得(De)益(Yi)于(Yu)汽(Qi)车(Che)业(Ye)务(Wu)收(Shou)入(Ru)的(De)增(Zeng)长(Chang),(?)短(Duan)期(Qi)库(Ku)存(Cun)消(Xiao)化(Hua)问(Wen)题(Ti)已(Yi)大(Da)幅(Fu)缓(Huan)解(Jie)。(?)
GAAP净(Jing)利(Li)润(Run)方(Fang)面(Mian),(?)2025财(Cai)年(Nian)第(Di)三(San)季(Ji)度(Du)为(Wei)8130万(Wan)美(Mei)元(Yuan),(?)与(Yu)2024财(Cai)年(Nian)同(Tong)期(Qi)的(De)8090万(Wan)美(Mei)元(Yuan)基(Ji)本(Ben)持(Chi)平(Ping)。(?)GAAP稀(Xi)释(Shi)后(Hou)每(Mei)股(Gu)收(Shou)益(Yi)为(Wei)2.25美(Mei)元(Yuan),(?)略(Lue)高(Gao)于(Yu)去(Qu)年(Nian)同(Tong)期(Qi)的(De)2.21美(Mei)元(Yuan)。(?)非(Fei)GAAP净(Jing)利(Li)润(Run)为(Wei)9120万(Wan)美(Mei)元(Yuan),(?)高(Gao)于(Yu)去(Qu)年(Nian)同(Tong)期(Qi)的(De)8770万(Wan)美(Mei)元(Yuan);(?)非(Fei)GAAP稀(Xi)释(Shi)后(Hou)每(Mei)股(Gu)收(Shou)益(Yi)为(Wei)2.52美(Mei)元(Yuan),(?)高(Gao)于(Yu)去(Qu)年(Nian)同(Tong)期(Qi)的(De)2.39美(Mei)元(Yuan)。(?)
光(Guang)通(Tong)信(Xin)产(Chan)品(Pin)表(Biao)现(Xian)
该(Gai)季(Ji)度(Du)光(Guang)通(Tong)信(Xin)营(Ying)收(Shou)6.57亿(Yi)美(Mei)元(Yuan)((?)占(Zhan)总(Zong)营(Ying)收(Shou)的(De)75.4%)(?),(?)去(Qu)年(Nian)同(Tong)期(Qi)5.91亿(Yi)美(Mei)元(Yuan)。(?)
按(An)应(Ying)用(Yong)市(Shi)场(Chang)划(Hua)分(Fen),(?)电(Dian)信(Xin)产(Chan)品(Pin)营(Ying)收(Shou)4.06亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)2.86亿(Yi)美(Mei)元(Yuan);(?)数(Shu)据(Ju)通(Tong)信(Xin)产(Chan)品(Pin)营(Ying)收(Shou)2.51亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)3.06亿(Yi)美(Mei)元(Yuan)。(?)
按(An)技(Ji)术(Shu)划(Hua)分(Fen),(?)硅(Gui)光(Guang)产(Chan)品(Pin)营(Ying)收(Shou)1.35亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)1.12亿(Yi)美(Mei)元(Yuan);(?)非(Fei)硅(Gui)光(Guang)产(Chan)品(Pin)营(Ying)收(Shou)5.22亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)4.80亿(Yi)美(Mei)元(Yuan)。(?)
按(An)速(Su)率(Lu)划(Hua)分(Fen),(?)800-Gig及(Ji)以(Yi)上(Shang)速(Su)率(Lu)产(Chan)品(Pin)营(Ying)收(Shou)2.36亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)2.57亿(Yi)美(Mei)元(Yuan);(?)800-Gig以(Yi)下(Xia)产(Chan)品(Pin)营(Ying)收(Shou)2.84亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)2.24亿(Yi)美(Mei)元(Yuan);(?)非(Fei)速(Su)率(Lu)产(Chan)品(Pin)营(Ying)收(Shou)1.37亿(Yi)美(Mei)元(Yuan),(?)去(Qu)年(Nian)同(Tong)期(Qi)1.11亿(Yi)美(Mei)元(Yuan)。(?)
第(Di)四(Si)季(Ji)度(Du)展(Zhan)望(Wang)
对(Dui)于(Yu)2025财(Cai)年(Nian)第(Di)四(Si)季(Ji)度(Du),(?)Fabrinet预(Yu)计(Ji)营(Ying)收(Shou)将(Jiang)在(Zai)8.6亿(Yi)至(Zhi)9亿(Yi)美(Mei)元(Yuan)之(Zhi)间(Jian),(?)GAAP稀(Xi)释(Shi)后(Hou)每(Mei)股(Gu)收(Shou)益(Yi)预(Yu)计(Ji)为(Wei)2.32至(Zhi)2.47美(Mei)元(Yuan),(?)非(Fei)GAAP稀(Xi)释(Shi)后(Hou)每(Mei)股(Gu)收(Shou)益(Yi)预(Yu)计(Ji)为(Wei)2.55至(Zhi)2.70美(Mei)元(Yuan)。(?)公(Gong)司(Si)表(Biao)示(Shi),(?)这(Zhe)一(Yi)预(Yu)测(Ce)基(Ji)于(Yu)约(Yue)3630万(Wan)完(Wan)全(Quan)稀(Xi)释(Shi)流(Liu)通(Tong)股(Gu)计(Ji)算(Suan)。(?)