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Side-by-side financial comparison of BREAD FINANCIAL HOLDINGS, INC. (BFH) and Fabrinet (FN). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $975.0M, roughly 1.2× BREAD FINANCIAL HOLDINGS, INC.). On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 5.4%). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs -0.8%).
Bread Financial Holdings, Inc. is an American publicly traded provider of private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
BFH vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $975.0M | $1.1B |
| Net Profit | — | $112.6M |
| Gross Margin | — | 12.2% |
| Operating Margin | 4.9% | 10.1% |
| Net Margin | — | 9.9% |
| Revenue YoY | 5.4% | 35.9% |
| Net Profit YoY | — | 30.0% |
| EPS (diluted) | $1.21 | $3.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $975.0M | $1.1B | ||
| Q3 25 | $971.0M | $978.1M | ||
| Q2 25 | $929.0M | $909.7M | ||
| Q1 25 | $970.0M | $871.8M | ||
| Q4 24 | $925.0M | $833.6M | ||
| Q3 24 | $983.0M | $804.2M | ||
| Q2 24 | $939.0M | $753.3M | ||
| Q1 24 | $991.0M | $731.5M |
| Q4 25 | — | $112.6M | ||
| Q3 25 | $188.0M | $95.9M | ||
| Q2 25 | $139.0M | $87.2M | ||
| Q1 25 | $138.0M | $81.3M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | $2.0M | $77.4M | ||
| Q2 24 | $133.0M | $81.1M | ||
| Q1 24 | $134.0M | $80.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | 4.9% | 10.1% | ||
| Q3 25 | 20.2% | 9.6% | ||
| Q2 25 | 18.7% | 9.8% | ||
| Q1 25 | 20.3% | 9.0% | ||
| Q4 24 | -2.9% | 9.5% | ||
| Q3 24 | 4.1% | 9.6% | ||
| Q2 24 | 19.2% | 9.7% | ||
| Q1 24 | 19.0% | 9.7% |
| Q4 25 | — | 9.9% | ||
| Q3 25 | 19.4% | 9.8% | ||
| Q2 25 | 15.0% | 9.6% | ||
| Q1 25 | 14.2% | 9.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | 0.2% | 9.6% | ||
| Q2 24 | 14.2% | 10.8% | ||
| Q1 24 | 13.5% | 11.1% |
| Q4 25 | $1.21 | $3.11 | ||
| Q3 25 | $3.96 | $2.66 | ||
| Q2 25 | $2.94 | $2.41 | ||
| Q1 25 | $2.78 | $2.25 | ||
| Q4 24 | $0.08 | $2.38 | ||
| Q3 24 | $0.05 | $2.13 | ||
| Q2 24 | $2.66 | $2.22 | ||
| Q1 24 | $2.70 | $2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6B | $960.8M |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $3.3B | $2.2B |
| Total Assets | $22.7B | $3.3B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.6B | $960.8M | ||
| Q3 25 | $3.8B | $968.8M | ||
| Q2 25 | $3.8B | $934.2M | ||
| Q1 25 | $4.2B | $950.7M | ||
| Q4 24 | $4.0B | $934.6M | ||
| Q3 24 | $3.5B | $908.9M | ||
| Q2 24 | $4.1B | $858.6M | ||
| Q1 24 | $3.8B | $794.0M |
| Q4 25 | $4.3B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.6B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.3B | $2.2B | ||
| Q3 25 | $3.3B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.1B | $1.9B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B | ||
| Q1 24 | $3.0B | $1.7B |
| Q4 25 | $22.7B | $3.3B | ||
| Q3 25 | $21.7B | $3.0B | ||
| Q2 25 | $21.8B | $2.8B | ||
| Q1 25 | $22.4B | $2.6B | ||
| Q4 24 | $22.9B | $2.5B | ||
| Q3 24 | $21.7B | $2.4B | ||
| Q2 24 | $22.1B | $2.3B | ||
| Q1 24 | $22.3B | $2.2B |
| Q4 25 | 1.29× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.67× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 1.47× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $568.0M | $46.3M |
| Free Cash FlowOCF − Capex | — | $-5.3M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $568.0M | $46.3M | ||
| Q3 25 | $605.0M | $102.6M | ||
| Q2 25 | $526.0M | $55.1M | ||
| Q1 25 | $393.0M | $74.2M | ||
| Q4 24 | $479.0M | $115.9M | ||
| Q3 24 | $456.0M | $83.2M | ||
| Q2 24 | $477.0M | $83.1M | ||
| Q1 24 | $447.0M | $100.9M |
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M | ||
| Q1 24 | — | $87.3M |
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | — | 0.41× | ||
| Q3 25 | 3.22× | 1.07× | ||
| Q2 25 | 3.78× | 0.63× | ||
| Q1 25 | 2.85× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 228.00× | 1.07× | ||
| Q2 24 | 3.59× | 1.02× | ||
| Q1 24 | 3.34× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFH
Segment breakdown not available.
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
