Slide 1: Company Overview
COMPANY OVERVIEW February 2, 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 Telecom and Datacom Optical Communications Santa Cl
Slide 4: Markets and Products
Markets and Products Optical Automotive Industrial Lasers High- Communications Performance EV Charging Lasers Transceivers Computing LIDAR Solid-State Lasers Modulators Complex PCBA LED & Laser Lighting Gas Lasers Optical Amplifiers Safety & Control Ultrafast Lasers ROADM S
Slide 5: Efficient Global Manufacturing Footprint
Efficient Global Manufacturing Footprint Precision Optical and Electronic Custom Optics Packaging and Assembly Casix, China Vitrocom, NJ, USA Pinehurst Campus, Thailand Quickturn NPI Services Fabrinet Israel Fabrinet West, CA, USA Chonburi Campus, Thailand 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 Trends
Strong Revenue Trends QUARTERLY CONSOLIDATED REVENUE ($M) 1,200 1,133 978 1,000 872 910 804 834 732 753 686 713 800 665 656 600 400 200 0 Mar'23 Mar'24 Mar'25* Jun '23 Jun'24 Jun'25 Sep'23 Sep'24 Sep'25 Dec'23 Dec'24 Dec'25 Optical communications Non-optical communications OPTICAL COMMUNICATIONS REV
Slide 8: Consistent Profitability
Consistent Profitability NON-GAAP GROSS MARGIN AND NON-GAAP OPERATING MARGIN (1) % of Sales 15.0% 12.6% 12.4% 12.4% 12.4% 10.6% 10.5% 10.6% 10.9% 10.0% 5.0% 0.0% FY2024 FY2025 2Q25 2Q26 Gross margin Operating margin RETURN ON INVESTED CAPITAL (2) 50.0% 41.7% 42.0% 35.7% 38.1% 40.0% 30.0% 20.0% 10.0%
Slide 9: Recent Financial Performance
Recent Financial Performance Key Financials • Record Q2 revenue of $1,133 million exceeded guidance $Millions (USD), except per share figures 3 months ended 26-Dec-25 27-Dec-24 • Q2 non-GAAP operating Revenue $1,132.9 $833.6 margin grew to 10.9% Y-o-Y change 36% 17% • Q2 non-GAAP EPS of $3.36 Gross
Slide 10: Strong Balance Sheet Supports Growth Strategy
Strong Balance Sheet Supports Growth Strategy Selected Items $Millions (USD) As of Dec 26, 2025 Cash, cash equivalents(1) $961.5 Working capital (2) $816.9 Property, plant & equipment, net $460.1 Total debt (3) $0.0 Total shareholders’ equity $2,184.8 (1) Cash & cash equivalents include marketable s
Slide 11: Revenue Mix
Revenue Mix F2Q24 F3Q24 F4Q24 F1Q25 F2Q25 F3Q25 F4Q25 F1Q26 F2Q26 Optical Communications 80% 81% 79% 78% 78% 75% 76% 76% 73% Datacom 51% 52% 53% 53% 46% 38% 40% 37% 33% Telecom 49% 48% 47% 47% 54% 62% 60% 63% 67% Non-Optical Communications 20% 19% 21% 22% 22% 25% 24% 24% 27% Optical and non-optical
Slide 12: Revenue by Product Category ($Millions USD)
Revenue by Product Category ($Millions USD) F2Q24 F3Q24 F4Q24 F1Q25 F2Q25 F3Q25 F4Q25 F1Q26 F2Q26 Optical $567.9 $591.4 $596.4 $626.3 $647.1 $657.2 $688.7 $746.9 $832.6 Communications Datacom 288.1 305.5 314.7 328.9 299.1 251.1 276.9 273.1 278.1 Telecom 279.8 286.0 281.7 297.4 348.0 406.1 411.8 473.
Slide 13: Appendix
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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 December 26, June 27, December June 27, June 28, 2025 2025 2
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) FQ2'26 FQ1'26 FQ2'25 December 26,2025 September 26,2025 December 27,2024 Net income Diluted EPS Net income Diluted EPS Net income Diluted EPS GAAP