Why Fabrinet fell 19%: Nvidia's share of it halved
Revenue up 35.7%, net income up 42.3%, guidance raised — and the stock fell 19%. In the 10-K, the biggest customer shrank in dollars and free cash flow vanished.
5 primary sourcesTicker · 1 article
CSCO
Every article on this page was built from the company's own filings. The documents they were read from are listed below, so you can check any figure yourself.
Last checked Aug 20, 2026All companies
Primary sources used
- Fabrinet — Form 8-K, filed August 17 2026Item 2.02 results of operations · also Items 1.01 and 2.03 on a term loan
- Fabrinet — Exhibit 99.1, Q4 and fiscal year 2026 earnings releaseIncome statement, balance sheet, cash flow statement, guidance, non-GAAP reconciliation
- Fabrinet — Form 10-K, fiscal year ended June 26 2026Customer concentration, accounts receivable concentration, inventory composition, revenue by product line
- Fabrinet — SEC EDGAR filing historyCIK 0001408710 · fiscal year ends the last Friday of June
- Daily closing prices, FN, June–August 2026 (market data, not a filing)Close-to-close moves quoted in this article · prices may be delayed and are not from a filing
5documents, deduplicated. Links go to the original filing, not to a summary.