earnings
confidence high
sentiment positive
materiality 0.70
Ubiquiti Q3 FY2026 revenue $788.2M (+18.7% YoY), EPS $3.86; declares $0.80 dividend
Ubiquiti Inc.
2026-Q3 EPS reported
$11.15
revenue$2,336,839,000
- Revenue $788.2M, up 18.7% YoY; Enterprise Technology $717.9M (+22.6% YoY), Service Provider $70.3M (-10.3% YoY).
- GAAP diluted EPS $3.86, non-GAAP diluted EPS $3.88; both up ~29% YoY.
- Gross margin improved to 47.0% from 44.5% YoY, driven by favorable product mix and lower excess inventory charges.
- Board declared $0.80/share cash dividend, payable May 26, 2026, record date May 18, 2026.
- Repaid all outstanding debt as of March 2026; interest expense decreased from prior periods.