异动解读 | Fabrinet 2025 财年 Q1 营收利润双超预期 光通信业务强劲复苏引发股价大涨

异动解读
06 Nov 2024

Fabrinet(纽交所代码:FN)今日盘中股价大涨6.94%,报收于133.32美元。这主要是由于公司前一日晚间公布的 2025 财年第一季度财报超出市场预期。

财报数据显示,Fabrinet第一财季实现营收 8.04 亿美元,同比增长 17%,超出了公司此前的预期。其中,光通信产品营收占比达 78%,同比增长 17.5% 至 6.26 亿美元,显示出公司在这一领域的强劲增长态势。值得关注的是,此前几个季度一直低迷的电信业务也出现恢复增长迹象,营收达到 2.97 亿美元。

由于营收和利润率的双重推动,Fabrinet本财季非 GAAP 净利润同比增长 19% 至 8,690 万美元,每股摊薄收益 2.39 美元,达到预测范围上限。公司高管表示,鉴于行业领先地位和本季度出色表现,对后续增长前景持乐观态度。

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