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FN filed its 10-Q; the most relevant disclosure change is reduced Customer concentration: Three customers accounted for 46.7% of total revenues during the three months ended September 25, 2026, compared to 51.5% in the same period in the prior fiscal year. Four customers accounted for more than 10% of accounts receivable as of September 25, 2026 co. Customer concentration: Three customers (unnamed) represented 46.7% of revenue.
Read source-backed briefFN beat prior Q1 FY2027 Revenue guidance by +$74.5M. Revenue grew 51% year-over-year from $978.1 million, driven by broad-based demand across multiple significant programs and new product ramps. The company also expanded its share repurchase program by $103 million to an aggregate authorization of $637.3 million.
Read source-backed briefFabrinet will hold its 2026 Annual General Meeting on December 10, 2026 at 9:00 a.m. PST via virtual format. Shareholders will vote on the election of two Class II director nominees (Seamus Grady and Thomas F. Kelly), ratification of PricewaterhouseCoopers ABAS Ltd. as independent auditor for fiscal year 2027, and an advisory vote to approve named executive officer compensation. Fabrinet reported record sixth consecutive fiscal year of results with revenue of $4.64 billion (up 35.7% YoY), net income of $473 mill...
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