Ubiquiti Inc. (UI) 주식 — 좋은 사업일까?

Ubiquiti Inc. (UI) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q1 FY2027 results

From Ubiquiti's results release of 2026년 11월 6일; its quarterly report has since been filed.

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

어떻게 돈을 버는가

Enterprise Technology92%
Service Provider Technology8%

매출 비중은 three months ended September 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가3

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

Ubiquiti Inc. 소개

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.

본사: New York, New York
설립: 2005
임직원 수: 1,818 (June 30, 2026, high)
상장 시장: NYSE
회계연도 종료: June 30