Caricamento azienda
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 USD
+40% y/y
+9,5% q/qGuided
—
No guide given
EPS, GAAP
Actual
5,29 USD
+54% y/y
+13% q/qGuided
—
No guide given
EPS, adjusted: 5,32 USD
Operating income, GAAP
Actual
391,5M USD
+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 USDA
LITELumentum Holdings Inc.58,8B USDA
CIENCiena Corp42B USDA+
ZBRAZebra Technologies Corporation15,4B USDA
VIAVViavi Solutions Inc.8,1B USDA
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 ott 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 ott 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 ott 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 ott 2026BAGraded B, now A
ALABAstera Labs, Inc.3 nov 2026BAGraded B, now A
Come guadagna
- Enterprise Technology92%
- Service Provider Technology8%
Le quote di ricavo sono stime per three months ended September 30, 2026, non cifre tratte da un documento depositato.
Compete con
Che cosa vende6
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.
Mostra altri 3
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.
Chi lo compra3
- 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.
Su cosa si regge e cosa potrebbe romperlo
Da che cosa dipende l'attività
- 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.
Che cosa potrebbe andare storto
- 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.
Informazioni su 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.
- Sede
- New York, New York
- Fondata nel
- 2005
- Dipendenti
- 1,818 (June 30, 2026, high)
- Quotata su
- NYSE
- Chiusura dell'esercizio
- June 30
Costruito dai documenti depositati da Ubiquiti Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.
