Fabrinet (FN) Competitors & Peers
The 5 largest companies in the same industry as Fabrinet, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| APH | Peer | $84.09 | P/E 42.0RSI 58Cap 207.4 B |
| GLW | Peer | $156.74 | P/E 72.6RSI 52Cap 134.7 B |
| TEL | Peer | $218.59 | P/E 21.4RSI 63Cap 63.4 B |
| FLEX | Peer | $114.68 | P/E 42.7RSI 47Cap 40.9 B |
| CLS | Peer | $365.44 | P/E 37.9RSI 61Cap 46.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- CSCOCustomer
Cisco Systems is Fabrinet's second largest customer, representing 18.2% of total revenues in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - OUSTManufacturer
Fabrinet acts as the primary outsourced manufacturing and packaging partner for Ouster's digital LiDAR sensors.
Confirmed — SEC filing / public disclosuresec.gov ↗ - NVDAManufacturer
Fabrinet is a named contract manufacturer for NVIDIA systems (NVDA FY2026 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - LUMNSupplier
Own 10-K customer-concentration disclosure: LumentumOperationsLLC = 15% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - INFNSupplier
Own 10-K customer-concentration disclosure: InfineraCorporation = 12% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NVDASupplier
Fabrinet is named NVIDIA contract manufacturer (per NVDA 10-K); largest single Fabrinet customer.
Model-inferred, unverified — treat as a lead, not evidence - CSCOSupplier
Fabrinet manufactures optical transceivers + networking modules for Cisco.
Model-inferred, unverified — treat as a lead, not evidence - COHRSupplier
Fabrinet manufactures optical modules for Coherent.
Model-inferred, unverified — treat as a lead, not evidence - CIENSupplier
Fabrinet manufactures optical components for Ciena.
Model-inferred, unverified — treat as a lead, not evidence