Fabrinet (FN) Competitors & Peers
The 5 companies closest to Fabrinet on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| APH | Peer | $167.70 | P/E 41.8RSI 58Cap 206.8 B |
| GLW | Peer | $157.76 | P/E 76.2RSI 48Cap 135.6 B |
| TEL | Peer | $214.28 | P/E 21.0RSI 57Cap 62.1 B |
| FLEX | Peer | $119.70 | P/E 46.2RSI 46Cap 44.2 B |
| CLS | Peer | $314.59 | P/E 36.4RSI 44Cap 39.7 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