Aandeel Ubiquiti Inc. (UI) — is dit een goed bedrijf?

Aandeel Ubiquiti Inc. (UI) — is dit een goed bedrijf? — InspectStocks

Just reported

Q1 FY2027 results

From Ubiquiti's results release of 6 november 2026; 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

Hoe het geld verdient

Enterprise Technology92%
Service Provider Technology8%

De omzetaandelen zijn schattingen voor three months ended September 30, 2026, geen cijfers uit een ingediend rapport.

Concurreert met

Wat het verkoopt6

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.

Nog 3 tonen

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.

Wie het koopt3

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over 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.

Hoofdkantoor: New York, New York
Opgericht in: 2005
Medewerkers: 1,818 (June 30, 2026, high)
Genoteerd aan: NYSE
Einde boekjaar: June 30