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Fabrinet (FN) Presents at J.P. Morgan 54th Annual Global ...
2026-05-19 · via All Articles on Seeking Alpha

Fabrinet (FN) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 11:05 AM EDT

Company Participants

Seamus Grady - CEO & Chairman
Csaba Sverha - Executive VP & CFO

Conference Call Participants

Samik Chatterjee - JPMorgan Chase & Co, Research Division

Presentation

Samik Chatterjee
JPMorgan Chase & Co, Research Division

Good morning. Thank you, everyone, for coming. I'm Samik Chatterjee. I cover the hardware and networking companies at JPMorgan, and I have the pleasure of hosting the next fireside chat here with Fabrinet. Seamus Grady, CEO; Csaba Sverha, CFO.

Seamus Grady
CEO & Chairman

Good morning, everyone.

Samik Chatterjee
JPMorgan Chase & Co, Research Division

Thank you both for coming to the conference.

Csaba Sverha
Executive VP & CFO

Thank you, Samik.

Question-and-Answer Session

Samik Chatterjee
JPMorgan Chase & Co, Research Division

So let's kick it off. Seamus, for you. I think just overall, given the amount of interest we're seeing from investors, maybe I'll ask you to outline a bit more about Fabrinet's role in the supply chain, and I know it's a more 101 question to start with, but let's do that and then we'll move into the more deeper questions here. How would you outline to investors Fabrinet's role in the supply chain? And why the role expands as you look at the future in terms of what Fabrinet's role is in the supply chain? How does that expand? How -- why does it expand as well?

Seamus Grady
CEO & Chairman

Thanks, Samik. I think our role of Fabrinet, we're a contract manufacturer. We make other people's products. We don't have any products of our own, and we're -- I would call us a pure-play contract manufacturer. Again, we don't have our own products. We help our customers in a number of ways. First of all, the background of the company was -- the company was established originally in 2000