Earnings Releases·Nov 6, 2026, 7:10 AM ET

Ubiquiti Inc. — First Quarter Fiscal 2027 Earnings Summary

Revenue reached $1,026.2 million, a 9.5% increase quarter-over-quarter and 39.9% year-over-year, driven by growth in both Enterprise Technology ($941.3 million) and Service Provider Technology ($84.9 million) segments.
GAAP diluted EPS was $5.29 and GAAP net income rose 54.2% to $320.5 million year-over-year, supported by a 47.3% gross profit margin which improved 1.3 percentage points from the prior year.
The Board declared a $1.00 per share cash dividend payable on November 23, 2026, while operating expenses increased to $93.9 million due to higher R&D, SG&A, and interest income.
Management warns that rising component costs and potential supply constraints may pressure future gross margins and limit the ability to meet customer demand.