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FXCOF
10/8/26

Foxconn Technology (FXCOF)

Thursday
9:10 AM
ThesisConcerns over geopolitical tensions and supply chain disruptions are overshadowing the potential benefits of diversification into India and new markets.

Revenue Outlook

MetricFY2025FY2026EFY2027E
Revenue$155.8B$157.7B$139.3B
Rev. Growth+105%+1.2%-11.7%
EPS$2.32$3.87$3.76
EPS Growth-8.3%+67.0%-3.1%
P/E (fwd)0.8×0.5×0.5×
★ Analysts see FY2026 revenue reaching $157.7B — +1.2% growth in a single year.

What Moves the Stock

  1. 01Changes in Apple’s production volumes, particularly iPhone units
  2. 02Shifts in global supply chain dynamics impacting manufacturing costs
  3. 03Technological advancements in automation and robotics
  4. 04Geopolitical tensions affecting operations in China and Taiwan
  5. 05Assembly of consumer electronics (estimated 70% of total revenue)
  6. 06Manufacturing of components (estimated 20% of total revenue)
  7. 07Other services including logistics and supply chain management (estimated 10% of total revenue)
  8. 08Shift towards electric vehicle manufacturing
FY2025 Snapshot
Revenue
$155.8B
Rev. Growth
+105%
Gross Margin
3.7%
Op. Margin
1.6%
Net Margin
2.1%
Net Income
$3.3B
NI Growth
-8.7%
EPS
$2.32
1Y Return
+2.9%

FXCOF Chart

1.71.71.81.81.81.76FXCOF Daily1.76Nov '25Dec '25Feb '26Apr '26

My Notes

  • "Management noted, 'While we are expanding, the current geopolitical landscape poses significant challenges to our operations.'"
  • Moat: Foxconn's scale and established relationships with major tech firms create a significant barrier to entry for new competitors.
  • value - due to low valuation multiples (P/S of 0.5x) and strong cash flow generation.
  • Moderate - while Foxconn's low debt levels (Debt/Equity of 0.13) mitigate financing costs…
  • Watch on earnings: Apple's iPhone production forecasts, Global semiconductor supply chain stability, Operating cash flow trends.

One Sentence Summary:

Foxconn Technology: the story is balanced — changes in apple’s production volumes, particularly iphone units.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.