Wczytywanie spółki
Just reported
Q1 FY2027 results
From Ubiquiti's results release of 6 listopada 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 paź 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 paź 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 paź 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 paź 2026BAGraded B, now A
ALABAstera Labs, Inc.3 lis 2026BAGraded B, now A
Jak zarabia
- Enterprise Technology92%
- Service Provider Technology8%
Udziały w przychodach to szacunki za three months ended September 30, 2026, a nie dane z raportu złożonego do regulatora.
Konkuruje z
Co sprzedaje6
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.
Pokaż 3 więcej
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.
Kto to kupuje3
- 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.
Na czym się opiera i co może to zburzyć
Od czego zależy ta działalność
- 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.
Co może pójść nie tak
- 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.
Pełne sprawozdania finansowe →
O spółce 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.
- Siedziba
- New York, New York
- Rok założenia
- 2005
- Zatrudnienie
- 1,818 (June 30, 2026, high)
- Notowana na
- NYSE
- Koniec roku obrotowego
- June 30
Zbudowane z własnych raportów spółki Ubiquiti Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.
