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Ubiquiti
Ubiquiti (UI) investor relations material
Ubiquiti Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Feb, 2026
Executive summary
Revenue for the quarter ended December 31, 2025, reached a record $814.9 million, up 36% year-over-year, driven by strong growth in both Enterprise and Service Provider Technology platforms.
Net income rose 71% year-over-year to $233.6 million, with GAAP diluted EPS of $3.86, a 70.8% increase; non-GAAP diluted EPS was $3.88, up 70.2%.
Gross profit margin improved to 46% from 41% in the prior year quarter, primarily due to favorable product mix and lower shipping and inventory costs.
Cash and cash equivalents more than doubled to $302.8 million as of December 31, 2025, from $149.7 million at June 30, 2025.
Board declared a $0.80 per share cash dividend, payable February 23, 2026.
Financial highlights
Total revenues for the six months ended December 31, 2025, were $1.55 billion, up 35% year-over-year.
Operating income for the quarter was $292.9 million, up from $178.8 million a year ago.
Net cash provided by operating activities for the six months was $462.4 million, up from $386.1 million in the prior year period.
Dividends of $0.80 per share were paid in each quarter, totaling $96.8 million for the six months.
Gross profit was $374.0 million, with a gross margin of 45.9%, up 4.7 percentage points year-over-year.
Outlook and guidance
Management expects continued growth in Enterprise Technology, supported by ongoing investments in R&D and product development.
The company believes existing cash, cash flow, and available credit will be sufficient to meet near-term needs, including dividends and potential share repurchases.
Management reiterated intention to pay quarterly cash dividends, subject to board approval.
Update on new credit facility terms and progress?
Mitigation for potential ITC product exclusion order?
How to manage inventory risk from supply constraints?
Explain Q2'26 gross margin QoQ decrease drivers
What drove the increase in SG&A expenses QoQ?
Which region led Q2'26 revenue growth YoY?
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Next Ubiquiti earnings date
Q3 20267 May, 2026
Ubiquiti
Next Ubiquiti earnings date
Q3 20267 May, 2026
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Frequently asked questions
Ubiquiti Inc is a technology company that designs and manufactures networking products for service providers, enterprises, and consumers. The company offers a wide range of wireless networking equipment, including Wi-Fi access points, routers, switches, and related software solutions. Ubiquiti’s products serve applications in wireless broadband, enterprise networking, video surveillance, and IoT (Internet of Things) connectivity. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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