Fabrinet enters strategic agreement with Amazon, revises Q3 guidance

Published 13/03/2025, 12:52
Fabrinet enters strategic agreement with Amazon, revises Q3 guidance

Fabrinet (NYSE:FN), a provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services and a prominent player in the Electronic Equipment industry with an impressive "GREAT" financial health rating according to InvestingPro, announced on Thursday that it has entered into a significant transaction with e-commerce giant Amazon.com (NASDAQ:AMZN), Inc. This strategic move involves the issuance of a warrant for Amazon to purchase up to 381,922 ordinary shares of Fabrinet at a price of $208.4826 per share.

The warrant, which was issued on Wednesday, March 12, 2025, allows Amazon’s wholly-owned affiliate to exercise the option on a cashless basis and will expire on March 12, 2032. Of the total shares, 38,192 have vested immediately with the remainder to vest based on future payments made to Fabrinet by Amazon or its affiliates. The company’s strong financial position is evident in its robust current ratio of 3.32 and minimal debt exposure, with more cash than debt on its balance sheet. The deal also includes customary registration rights for Amazon and an agreement by Fabrinet to notify Amazon in advance of certain acquisition transactions.

This transaction is expected to result in a non-cash stock-based accounting adjustment of approximately $4.2 million to revenue, affecting Fabrinet’s net income per fully diluted share by roughly $0.12 for the third fiscal quarter ending March 28, 2025. With a P/E ratio of 22.47 and strong revenue growth of nearly 15% over the last twelve months, InvestingPro analysis suggests the stock is currently trading below its Fair Value. Consequently, Fabrinet has revised its third-quarter guidance, now expecting GAAP net income per diluted share to be in the range of $2.20 to $2.28 and non-GAAP net income per diluted share to be between $2.43 and $2.51, based on approximately 36.3 million fully diluted shares outstanding post-issuance.

The non-GAAP figures exclude share-based compensation expenses and certain non-recurring items, providing a clearer picture of the company’s operational performance. Fabrinet’s forward-looking statements reflect current expectations and are subject to risks and uncertainties that could cause actual results to differ materially.

The information provided is based on a press release statement and is intended to give investors insight into Fabrinet’s recent business developments. The issuance of the warrant to Amazon marks a significant milestone for Fabrinet, potentially strengthening its position within the industry. For a comprehensive analysis of Fabrinet’s financial health, valuation metrics, and growth prospects, investors can access the detailed Pro Research Report available on InvestingPro, which covers over 1,400 US stocks with expert insights and actionable intelligence.

In other recent news, First National Financial Corporation reported a 19% increase in revenue for the fourth quarter of 2024, despite a slight decline in net interest margin by 6 basis points year-over-year. The company maintained its annual origination volume at $37.5 billion, indicating stable performance in a competitive market. Residential mortgage fundings saw a significant rise of 43% in the fourth quarter, highlighting the company’s strong position in the housing market. First National has planned an investment of $13.5 million in technology and infrastructure for 2024, aiming to leverage its leadership in insured multi-unit residential housing. The company also reported a 7% year-over-year increase in Mortgage Tender Administration, reaching $153.7 billion. Analysts have noted that First National anticipates steady commercial origination volumes and continued growth in the housing market, with future guidance projecting EPS growth through FY2026. Despite some challenges, including increased broker fee expenses and the potential impact of trade tariffs, First National remains focused on innovation and strategic investments.

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