J P M O R G A N North America Equity Research 18 August 2026 Fabrinet F4Q26 Review: Soft Datacom and HPC Performance Belies Accelerating Revenue Growth Outlook Fabrinet delivered an earnings beat relative to F4Q26 (Jun-end); however, it was once again overshadowed by a disappointing Datacom and HPC performance. That said, the upside to consensus expectations for F1Q27 (Sep-end), along with rare forward-looking commentary from management beyond the next quarter (discussed below), suggests the recent lacklust ...