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FN as of Oct 30 · 21:31 ET
FNNYSETelephone & Telegraph Apparatus

Fabrinet · Brief

Next report

2 days

Nov 2 · after closeest.Q1 FY27
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
1 of 8≥ implied
avg implied
±13.2%
avg realized
±9.2%
Nov 4 '24±12.8%▼−3.91%×0.31
Feb 3 '25±13.6%▼−8.19%×0.60
May 5 '25±10.6%▼−7.27%×0.69
Aug 18 '25±13.8%▼−12.81%×0.93
Nov 3 '25±13.2%▲+3.75%×0.28
Q2 FY26±14.1%▼−10.22%×0.73
Q3 FY26±14.9%▼−8.01%×0.54
Q4 FY26±12.4%▼−19.38%×1.56
quarterimplied−20%0+20%realized×
Q4 FY26±12.4%▼−19.38%×1.56
Q3 FY26±14.9%▼−8.01%×0.54
Q2 FY26±14.1%▼−10.22%×0.73
Nov '25±13.2%▲+3.75%×0.28
Aug '25±13.8%▼−12.81%×0.93
May '25±10.6%▼−7.27%×0.69
2 older reports
Feb '25±13.6%▼−8.19%×0.60
Nov '24±12.8%▼−3.91%×0.31
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 2 report · est.

Bull2

762managers reporting a position in the latest quarterly filings13F · Jun 30 '26
47managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

Bear2 of 4

19.90%of revenue from the largest disclosed customer, Cisco Systems, Inc.SEC filings
−11.70%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

FN report session

Customers 4

LITELumentum Operations×0.84NVDANVIDIA×0.34NOKNokia×0.28CSCOCisco Systems×0.18
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 19impliedImplied move: ±16.1% into Nov 2 earnings (Oct 19 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.