Ubiquiti Inc.（UI）株——良い事業でしょうか？

Ubiquiti Inc.（UI）株——良い事業でしょうか？ — InspectStocks

Just reported

Q1 FY2027 results

From Ubiquiti's results release of 2026年11月6日; its quarterly report has since been filed.

Revenue
Actual
$1.03B
+40% y/y
+9.5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$5.29
+54% y/y
+13% q/q
Guided
—
No guide given
EPS, adjusted: $5.32
Operating income, GAAP
Actual
$391.5M
+50% y/y
+15% q/q
Guided
—
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.

All 44 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

Enterprise Technology92%
Service Provider Technology8%

売上構成比はthree months ended September 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

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.

さらに3件を表示

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.

誰が買っているか3

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.

何に支えられ、何に崩されうるか

事業が頼っているもの

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.

うまくいかなくなる可能性

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.

財務諸表をすべて見る →

Ubiquiti Inc.について

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.

本社: New York, New York
設立: 2005
従業員数: 1,818 (June 30, 2026, high)
上場市場: NYSE
決算期: June 30