Ubiquiti Inc.（UI）股票——这是一门好生意吗？

Ubiquiti Inc.（UI）股票——这是一门好生意吗？ — 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
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

怎么赚钱

Enterprise Technology92%
Service Provider Technology8%

各项收入占比是对three months ended September 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: New York, New York
成立于: 2005
员工人数: 1,818 (June 30, 2026, high)
上市于: NYSE
财年结束: June 30