Business Wire·Feb 6, 2026, 7:09 AM ET

Ubiquiti Inc. Reports Second Quarter Fiscal 2026 Financial Results

Ubiquiti Inc. reported second quarter fiscal 2026 revenues of $814.9 million, a 35.8% increase year-over-year.
GAAP diluted earnings per share were $3.86, while non-GAAP diluted earnings per share were $3.88.
The Board declared a $0.80 per share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026.
Enterprise Technology revenue reached $729.0 million, while Service Provider Technology revenue was $85.9 million.
Gross profit was $374.0 million with a gross margin of 45.9%, driven by favorable product mix offset by higher shipping costs.
Research and development expenses increased to $50.8 million due to higher prototype-related costs.
Sales, general, \& administrative expenses rose to $30.3 million driven by increased marketing costs.
Net income increased 70.8% year-over-year to $233.6 million.
North America generated $443.6 million in revenue, followed by Europe, the Middle East, \& Africa at $280.7 million.
Interest expense \& other, net decreased to $1.6 million primarily due to lower borrowings.