Fabrinet FY2026: Revenue +35.7% to $4.64B, net income +42.3% to $473M; new $57.4M Pillar Two tax

Filed August 18, 2026 · Period ending June 26, 2026 · Compared to 10-K Aug 19, 2025 · ~2 min read

Key Changes

• high

  Net income rose 42.3% to $473.0M ($13.05 diluted EPS) on revenue growth of 35.7% to $4.64B. Operating income climbed 43% to $462.9M. The fiscal year contained 53 weeks vs. 52 weeks in the prior year, contributing to the growth.

  Key Financials / MD&A view on EDGAR →
• high

  The company recognized $57.4M of income tax expense under the OECD Pillar Two global minimum tax framework (UTPR top-up tax enacted in Thailand and other jurisdictions), driving the effective tax rate from 6.4% to 14.8%. This is a new, recurring tax obligation that will materially increase cash tax payments in future periods.

  Business: Pillar Two tax verify on EDGAR →
• high

  Acquired a U.S. manufacturing facility for $76.9M in July 2026 (subsequent event). Capital expenditures are expected to increase in FY2027 due to this purchase, continued investment in the new Navanakorn campus in Thailand, and ongoing equipment expansion.

  Notes: Subsequent Events / Business: Capex outlook verify on EDGAR →