Fabrinet’s Data Center revenue surged approximately 68% year over year to $669.3 million in the fourth quarter of fiscal 2026, making the category approximately 51% of total quarterly revenue as demand tied to networking, high-performance computing and AI infrastructure continued to reshape the company’s revenue mix.
Data Center revenue increased from $398.5 million in the year-earlier quarter and also rose from $592 million in Q3, extending a rapid sequential expansion that has made data centers Fabrinet’s largest product category. Total quarterly revenue reached a record $1.316 billion, up 45% from $909.7 million a year earlier.
One of the strongest underlying growth areas was datacenter interconnect, or DCI. DCI revenue reached $255.9 million, more than doubling from $107 million in Q4 fiscal 2025 and rising from $196.9 million sequentially. DCI is included within Fabrinet’s Telecom revenue category.
The increase means DCI alone represented nearly one-fifth of Fabrinet’s total quarterly revenue. The category has accelerated rapidly throughout fiscal 2026, rising from $138.1 million in the first quarter to $142.2 million in Q2, $196.9 million in Q3 and $255.9 million in Q4.
High-performance computing has emerged as another significant growth contributor. Revenue from that category increased from $15.4 million in the first quarter of fiscal 2026 to $118 million in Q4, showing how quickly non-optical computing infrastructure has become meaningful alongside Fabrinet’s established optical communications business.
Communications Infrastructure revenue reached $412.9 million compared with $295 million in the year-earlier quarter, while Automotive, Industrial and Other revenue increased to $233.6 million from $216.2 million. Together with Data Center, those categories brought total Q4 revenue to $1.3158 billion.
Fabrinet maintained profitability while absorbing the rapid volume expansion. Non-GAAP operating profit increased to $143.4 million from $97.5 million, and non-GAAP operating margin improved to 10.9% from 10.7%. GAAP net income reached $139.3 million, while non-GAAP net income increased to $149.1 million.
Non-GAAP diluted EPS reached a record $4.10 compared with $2.65 a year earlier. The combination of 45% overall revenue growth, 68% Data Center growth and more than doubling DCI revenue shows that the company’s latest growth phase is increasingly tied to the physical infrastructure supporting expanding data-center and AI workloads.
