Insiders Trades
Fabrinet: what insiders have been doing
Fabrinet, classified in the Industry sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). The last twelve months, up to 18 October 2026, brought 44 filings signed by 12 insiders.
Only sales appear on the open market, 9 sales in all totalling €6.2M, filed by 5 insiders. Biggest ticket of the year: €1.5M, sold by Bahrami Homa and made public on 22 May 2026 (0.010% of market cap).
The median gap between a trade and its publication by SEC (Form 4) is 2 days. Section 16 rules allow two business days to file each Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Compared with its exchange (5,812 companies, median 19 filings), a count of 44 filings is above the norm. Over the whole record (from 2016), the tally stands at no purchases and 52 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 26 June 2026), the company reported revenue of 4.64 bn USD and net income of 473.0 m USD.
Elsewhere in the same sector, our signals recently picked up insider purchases at Tennant Co and Butler National Corp. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
202
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€56M
52 ops. · all time
Who traded when
BuySaleEdward T. Archer5 sales
Knight Darlene S.4 sales
Bahrami Homa2 sales
Harpal Gill2 sales
Kelly Thomas F2 sales
Olson Rollance E.2 sales
+2 other insiders
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 11,662 of 24,148 companies
52.4
score / 100
Value37
Quality68
FCF yld0.0%
Earn yld3.4%
EV/EBITDA22.6x
ROE21%
Gross mgn12%
Net mgn10%
Debt/EBITDA0.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$392.95
Analyst consensus
9 analysts1.78/5
US$598.00Target US$734.11(+87%)US$850.00
Income statement
RevenueUS$4.6B
Gross profitUS$556.5M12% margin
EBITDAUS$623.6M13% margin
Net incomeUS$473M10.2% margin
Valuation
PER (trailing)30.1x
PER (forward)18.0x
P/Book5.7x
Beta1.22
Balance sheet & cash
Market capUS$14.1B
Total debtUS$4M
Free Cash FlowUS$3M
Debt / Equity0%
Profitability & ownership
ROE21.3%
ROA8.6%
% insiders0.3%
% institutions103.7%
Last declaration on 3 September 2026
Declarations202 total
1,420 shares@ US$385.5790.0037% mcap3.8% of flowOrdinary SharesSEC:0001785907-26-000010:0
1,080 shares@ US$386.3360.0029% mcap2.9% of flowOrdinary SharesSEC:0001785907-26-000010:1
2,500 shares@ US$397.980.0068% mcap6.9% of flowOrdinary SharesSEC144:0001973379-26-000334
849 shares@ US$421.140.0024% mcap2.5% of flowOrdinary SharesSEC:0001785907-26-000008:0
1,840 shares@ US$421.140.0053% mcap2.5% of flowOrdinary SharesSEC:0001494794-26-000008:0
2,943 shares@ US$421.140.0084% mcap4.1% of flowOrdinary SharesSEC:0001717718-26-000008:0
321 shares@ US$421.140.0009% mcap2.2% of flowOrdinary SharesSEC:0001802482-26-000008:0
546 shares@ US$436.670.0016% mcap1.6% of flowOrdinary SharesSEC:0001785907-26-000006:0
550 shares@ US$436.670.0016% mcap1.7% of flowOrdinary SharesSEC:0001785907-26-000006:1
1,168 shares@ US$436.670.0035% mcap1.6% of flowOrdinary SharesSEC:0001494794-26-000006:1
1,123 shares@ US$436.670.0033% mcap1.6% of flowOrdinary SharesSEC:0001494794-26-000006:0
2,044 shares@ US$436.670.0060% mcap3.0% of flowOrdinary SharesSEC:0001717718-26-000006:0
1,821 shares@ US$436.670.0054% mcap2.7% of flowOrdinary SharesSEC:0001717718-26-000006:1
213 shares@ US$436.670.0006% mcap1.5% of flowOrdinary SharesSEC:0001802482-26-000006:0
217 shares@ US$436.670.0006% mcap1.5% of flowOrdinary SharesSEC:0001802482-26-000006:1
22,479 shares0Ordinary SharesSEC:0001717718-26-000004:0
2,698 shares0Ordinary SharesSEC:0001802482-26-000004:0
2,024 shares0Ordinary SharesSEC:0001785907-26-000004:0
4,271 shares0Ordinary SharesSEC:0001494794-26-000004:0
3,056 shares0Ordinary SharesSEC:0001785907-26-000002:0
2,991 shares0Ordinary SharesSEC:0001785907-26-000002:1
6,356 shares0Ordinary SharesSEC:0001494794-26-000002:1
9,908 shares0Ordinary SharesSEC:0001717718-26-000002:1
3,263 shares@ US$525.880.012% mcap12.0% of flowOrdinary SharesSEC:0001785907-26-000002:2
6,933 shares@ US$525.880.025% mcap11.9% of flowOrdinary SharesSEC:0001494794-26-000002:2
25 of 202 declarations
About Fabrinet
Fabrinet (NYSE: FN) is a U.S.-listed industrial company traded on the NYSE in the United States, with its main manufacturing footprint in Thailand and additional resources in the United States. For investors, Fabrinet is best understood as a highly specialized contract manufacturer focused on complex, high-mix, low-volume products rather than commoditized mass production. The company was founded in 2000 by David T. “Tom” Mitchell, a co-founder of Seagate Technology, and its early history was built around providing advanced manufacturing services for complex optical components in Asia.
Fabrinet’s core business centers on advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services for original equipment manufacturers. Its capabilities span the full industrial workflow: process design, engineering, supply chain management, advanced packaging, integration, final assembly, and testing. That end-to-end model is a key part of its value proposition, because customers rely on Fabrinet to industrialize sophisticated products while preserving quality, yield, and intellectual property control.
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The company’s primary end markets are optical communications, datacom and telecom components and subsystems, industrial lasers, and sensors. This portfolio gives Fabrinet exposure to secular demand drivers such as data traffic growth, higher-speed network upgrades, and continued investment in precision industrial and sensing applications. In competitive terms, Fabrinet is differentiated by its technical depth, manufacturing discipline, and ability to handle products with demanding specifications. It is less of a broad-based EMS provider and more of a niche partner for complex programs where execution and reliability matter.
Geographically, Fabrinet’s manufacturing base is concentrated in Thailand, where it operates two campuses near Bangkok, but the company also maintains engineering and manufacturing resources in the United States, China, and Israel according to recent company disclosures. That structure allows Fabrinet to combine lower-cost Asian manufacturing with global customer relationships and technical support closer to certain end markets. The business is international in scope, even though its production backbone remains Thailand-centric.
Recent developments have reinforced Fabrinet’s growth profile. In its fiscal third quarter of 2026, the company reported record revenue of $1.214 billion and said growth was supported by several ongoing and ramping programs, with particular strength in datacom and new customer agreements. For fiscal 2025, Fabrinet reported record annual revenue of $3.4 billion, up 19% year over year. Those results suggest continued momentum, strong operating leverage, and sustained relevance in high-value optical manufacturing. The company’s public listing on the NYSE in the United States has also made it a closely watched name among investors tracking the AI/data-center and high-speed connectivity supply chain.
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