SEC filings · customer concentration · FN

Fabrinet's major customers

Cisco accounted for 20% of Fabrinet's revenue in FY 2026, about the same as 18% a year earlier.

4major customers now
57%of revenue from them
0listed suppliers depending on it
2019–2026years covered
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Major customers of Fabrinet

Customers that Fabrinet named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
CiscoCSCO20%from 18%FY 2021: 11%FY 2022: 25%FY 2023: 16%FY 2024: 13%FY 2025: 18%FY 2026: 20%6 yearsFY 2026 · filed 18 Aug 2026
NVIDIANVDA16%▼ from 28%FY 2023: 13%FY 2024: 35%FY 2025: 28%FY 2026: 16%4 yearsFY 2026 · filed 18 Aug 2026
NokiaNOK11%newFY 2026: 11%1 yearFY 2026 · filed 18 Aug 2026
AmazonAMZN11%newFY 2026: 11%1 yearFY 2026 · filed 18 Aug 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Lumentum OperationsLITE15%last FY 2023FY 2019: 20%FY 2020: 19%FY 2021: 14%FY 2022: 10%FY 2023: 15%5 yearsFY 2023 · filed 19 Aug 2025
Infinera12%last FY 2023FY 2020: 10%FY 2021: 12%FY 2022: 13%FY 2023: 12%4 yearsFY 2023 · filed 19 Aug 2025
Acacia Communications10%last FY 2020FY 2020: 10%1 yearFY 2020 · filed 16 Aug 2022

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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