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Just reported
Q1 FY2027 results
From Ubiquiti's results release of November 6, 2026; its quarterly report has since been filed.
Revenue
Actual
$1.03B
+40% y/y
+9.5% q/qGuided
—
No guide given
EPS, GAAP
Actual
$5.29
+54% y/y
+13% q/qGuided
—
No guide given
EPS, adjusted: $5.32
Operating income, GAAP
Actual
$391.5M
+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 Company$66.6BA
LITELumentum Holdings Inc.$56.6BA
CIENCiena Corp$41.7BA+
ZBRAZebra Technologies Corporation$15BA
VIAVViavi Solutions Inc.$8BA
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 CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
ALABAstera Labs, Inc.Nov 3, 2026BAGraded B, now A
How it makes money
- Enterprise Technology92%
- Service Provider Technology8%
Shares of revenue are estimates for three months ended September 30, 2026, not figures from a filing.
Competes with
What it sells6
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.
Show 3 more
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.
Who buys it3
- 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.
What it stands on, and what could break it
What the business leans on
- 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.
What could go wrong
- 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.
About 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.
- Head office
- New York, New York
- Founded
- 2005
- Employees
- 1,818 (June 30, 2026, high)
- Listed on
- NYSE
- Financial year ends
- June 30
Built from Ubiquiti Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
