Chargement de l’entreprise
Just reported
Q1 FY2027 results
From Ubiquiti's results release of 6 novembre 2026; its quarterly report has since been filed.
Revenue
Actual
1,03B $US
+40 % y/y
+9,5 % q/qGuided
—
No guide given
EPS, GAAP
Actual
5,29 $US
+54 % y/y
+13 % q/qGuided
—
No guide given
EPS, adjusted: 5,32 $US
Operating income, GAAP
Actual
391,5M $US
+50 % y/y
+15 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Ubiquiti is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company66,7B $USA
LITELumentum Holdings Inc.58,8B $USA
CIENCiena Corp42B $USA+
ZBRAZebra Technologies Corporation15,4B $USA
VIAVViavi Solutions Inc.8,1B $USA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 oct. 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 oct. 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 oct. 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 oct. 2026BAGraded B, now A
ALABAstera Labs, Inc.3 nov. 2026BAGraded B, now A
Comment elle gagne de l'argent
- Enterprise Technology92 %
- Service Provider Technology8 %
Les parts du chiffre d'affaires sont des estimations pour three months ended September 30, 2026, pas des chiffres tirés d'un document officiel.
En concurrence avec
Ce qu'elle vend6
UniFi Cloud Gateway
A router and security device that directs internet traffic and helps manage network locations.
UniFi WiFi
Wi-Fi access points and software for setting up and managing wireless networks.
UniFi Protect
A video-surveillance system with cameras, local video storage and remote access.
Afficher 3 de plus
UniFi Switch
Network switches that connect devices and can carry both data and electrical power over Ethernet cables.
UniFi Access
Door-entry equipment, including touchscreen readers and phone-based credentials, managed with Ubiquiti software.
airMAX
Wireless base stations, radios and customer equipment used to connect homes and businesses to fixed wireless internet.
Qui l'achète3
- Distributors and online retailers buy products for resale to businesses, service providers and other customers.
- Businesses buy equipment through distributors, online retailers or directly from Ubiquiti's webstores.
- WISPs and other service providers buy equipment for wireless internet access, backhaul and network management.
Sur quoi elle repose, et ce qui pourrait la briser
Ce dont l'activité dépend
- 1Ubiquiti relies on contract manufacturers, primarily in Vietnam and China, to make its products.
- 2It depends on a small number of suppliers for some components and chipset technology, generally without long-term supply guarantees.
- 3It sells through distributors and has limited visibility into the final customers and locations served by those distributors.
- 4Most of its products rely on specific unlicensed radio-frequency spectrum.
Ce qui pourrait mal tourner
- 1Component shortages, supplier disruptions or limited manufacturing capacity could delay products, raise costs or leave the company with excess inventory.
- 2Reliance on distributors limits visibility into end-customer demand, and changes in distributor relationships could disrupt sales.
- 3Tariffs, trade disputes or geopolitical tensions affecting China, Taiwan and Vietnam could raise product costs or interrupt manufacturing and supply.
À propos de Ubiquiti Inc.
Ubiquiti makes networking equipment and software for businesses, wireless internet service providers (WISPs) and smart homes. Its products include Wi-Fi equipment, routers, cameras and door-access systems, along with software to manage them. It also sells radios and other equipment that WISPs use to connect customers to the internet.
- Siège
- New York, New York
- Fondée en
- 2005
- Effectif
- 1,818 (June 30, 2026, high)
- Cotée sur
- NYSE
- Clôture de l'exercice
- June 30
Construit à partir des documents déposés par Ubiquiti Inc. auprès de la Securities and Exchange Commission (SEC), le gendarme boursier américain. Les chiffres sont tels que publiés, l’historique par action étant retraité sur la base d’actions d’aujourd’hui. Ceci décrit une entreprise — ce n’est pas un conseil en investissement ni une recommandation d’acheter ou de vendre.
