Slide 1: Company Overview
COMPANY OVERVIEW August 17, 2026 1
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on management’s beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical
Slide 3: Fabrinet Overview
Fabrinet Overview ❑ Global leader in advanced precision optical/ electronic/mechanical manufacturing services ❑ Focus on mission-critical components and modules in any mix and any volume ❑ Serving growing industrial markets VitroCom Fabrinet West ▪ Data Centers Santa Clara New Jersey Fabrinet Casix
Slide 4: Markets and Products
Markets and Products Data Centers Communications Automotive Industrial ◼ Transceivers Infrastructure ◼ EV Charging ◼ Lasers ◼ Datacenter ◼ Network Systems ◼ LiDAR ◼ Solid-State Lasers Interconnect ◼ Line Cards ◼ LED & Laser Lighting ◼ Gas Lasers ◼ High-Performance ◼ LEO Satellite ◼ Ultrafast Lasers
Slide 5: Efficient Global Manufacturing Footprint
Efficient Global Manufacturing Footprint Precision Optical and Electronic Packaging and Assembly Pinehurst Campus, Thailand Chonburi Campus, Thailand Navanakorn Campus, Thailand Custom Optics Quickturn NPI Services Casix, China Vitrocom, NJ, USA Fabrinet Israel Fabrinet West, CA, USA 5
Slide 6: Investment Highlights
Investment Highlights ✓ Large and growing addressable markets ✓ Differentiated business model with low-cost structure ✓ Highly differentiated expertise in precision manufacturing technologies enabling next-generation products ✓ Strong, long-term relationships with industry-leading OEMs ✓ Demonstrate
Slide 7: Strong Revenue and Growth Trends
Strong Revenue and Growth Trends Quarterly Revenue and Revenue Mix $1,500M Automotive, Industrial and Other $1,316M +8% y/y, +9% q/q $1,250M $1,214M Includes products used in automotive, industrial, $234M medical, and other specialized end markets $1,133M $215M 18% $210M 18% Communications Infrastru
Slide 8: Consistent Profitability
Consistent Profitability NON-GAAP GROSS MARGIN AND NON-GAAP OPERATING MARGIN (1) % of Sales 13.0% 12.4% 12.5% 12.2% 12.2% 12.0% 10.8% 10.7% 10.9% 11.0% 10.5% 10.0% 9.0% FY25 FY26 4Q25 4Q26 Gross margin Operating margin RETURN ON INVESTED CAPITAL (2) 50.0% 40.6% 38.1% 38.9% 38.2% 40.0% 30.0% 20.0% 10
Slide 9: Recent Financial Performance
Recent Financial Performance Key Financials • Record Q4 revenue of $1,316 million exceeded guidance $Millions (USD), except per share figures 3 months ended and grew 45% y/y 26-June-26 27-June-25 Revenue $1,315.8 $909.7 • Q4 non-GAAP operating Y-o-Y change 45% 21% margin was 10.9% Gross profit (non-
Slide 10: Strong Balance Sheet Supports Growth Strategy
Strong Balance Sheet Supports Growth Strategy Selected Items $Millions (USD) As of June 26, 2026 Cash, cash equivalents(1) $875.8 Working capital (2) $1,033.4 Property, plant & equipment, net $615.1 Total debt (3) $0.0 Total shareholders’ equity $2,455.0 (1) Cash & cash equivalents include marketabl
Slide 11: Appendix
Appendix 11
Slide 12: Historical Revenue by Product Category
Historical Revenue by Product Category Revenue ($M) by Fiscal Quarter 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 3Q26 4Q26 Data Center 339.9 375.1 384.0 430.7 404.5 404.6 372.3 398.5 437.6 526.2 592.0 669.3 Communications 195.4 194.7 210.1 167.2 223.4 245.4 285.6 295.0 329.6 396.8 407.1 412.9
Slide 13: Revenue by Product Category (Previous Presentation)
Revenue by Product Category (Previous Presentation; $Millions USD) F4Q24 F1Q25 F2Q25 F3Q25 F4Q25 F1Q26 F2Q26 F3Q26 F4Q26 Optical $596.4 $626.3 $647.1 $657.2 $688.7 $746.9 $832.6 $888.7 $956.5 Communications Datacom 314.7 328.9 299.1 251.1 276.9 273.1 278.1 260.4 258.0 Telecom 281.7 297.4 348.0 406.1
Slide 14: Non-GAAP Reconciliation of Gross Margin and Operating Margin
Non-GAAP Reconciliation of Gross Margin and Operating Margin Reconciliation of GAAP Gross Profit and GAAP Gross Margin to Non-GAAP Gross Profit and Non-GAAP Gross Margin (in thousands of U.S. dollars) Three Months Ended Twelve Months Ended March 27, June 27, June 26, 2026 June 26, 2026 June 27, 2025
Slide 15: Non-GAAP Reconciliation of Net Profit and EPS
Non-GAAP Reconciliation of Net Profit and EPS Reconciliation of GAAP measures to non-GAAP measures (in thousands of U.S. dollars, except per share data) FQ4'26 FQ3'26 FQ2'26 June 26,2026 March 27, 2026 December 26,2025 Net income Diluted EPS Net income Diluted EPS Net income Diluted EPS GAAP measure