Fabrinet (FN) Q1 2025 Earnings Call Transcript Summary
Fabrinet (FN) Q1 2025 Earnings Call Transcript Summary
Non-GAAP EPS was at the upper end of the guidance range at $2.39, despite a $0.19 headwind from foreign exchange revaluations.The following is a summary of the Fabrinet (FN) Q1 2025 Earnings Call Transcript:
以下是fabrinet（FN）2025年第一季度業績會議通話記錄總結：
Financial Performance:
金融業績：
Q1 FY2025 revenue was $804 million, a 17% increase year-over-year and 7% increase from Q4.
Operating margin was strong at 10.7% for the quarter.
Non-GAAP EPS was at the upper end of the guidance range at $2.39, despite a $0.19 headwind from foreign exchange revaluations.
Gross margin was 12.7%, slightly up by 20 basis points from the previous quarter.
2025財年第一季度營業收入爲80400萬美元，同比增長17%，環比增長7%。
季度營業利潤率爲10.7%，表現強勁。
非通用會計準則每股收益爲2.39美元，處於指導範圍的較高端，儘管受到來自匯率期貨的0.19美元負面影響。
毛利率爲12.7%，比前一個季度略微提高了20個點子。
Business Progress:
業務進展：
Significant growth was seen in Optical Communications, particularly in Datacom and Telecom sectors.
Revenue from optical communications was $626 million, accounting for 78% of total revenue.
Non-optical communications, especially EV charging infrastructure, also saw strong growth, exceeding $100 million for the first time.
Construction plans for Building 10 were announced to support growth, potentially starting by year-end.
光通信業務大幅增長，特別是在數據通信和電信領域。
來自光通信的營業收入爲62600萬美元，佔總營業收入的78%。
非光通信業務，特別是EV充電基礎設施，也實現了強勁增長，首次超過10000萬美元。
宣佈了支持增長的建築10號施工計劃，有望在年底前開始。
Opportunities:
機會：
Strategic positioning as a leading contract manufacturer for Datacom applications.
Continued strong demand in the Datacom and Telecom sectors.
Entry into 800 gig and faster data rate technologies.
Expansion in EV charging infrastructure indicating robust growth in automotive market segments.
作爲領先的數據通信應用的合同製造商的戰略定位。
數據通信和電信行業持續強勁需求。
進入800吉和更高速數據率技術領域。
EV充電基礎設施的擴展表明汽車市場細分領域需求強勁增長。
Risks:
風險：
Increased foreign exchange headwinds from a stronger Thai Baht impacting gross margins.
Potential for shifting market demands impacting Datacom and Telecom sectors.
泰銖走強導致匯率期貨不利，影響毛利率。
市場需求變化可能會影響數據通信和電信行業。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
