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Sep 30, 2025
Ubiquiti Q1 2026 Earnings Report
Ubiquiti reported strong earnings growth in Q1 FY26 driven by higher enterprise technology revenue and improved gross margins.
Key Takeaways
Ubiquiti delivered a solid Q1 FY26 with $733.8M in revenue and $207.9M in net income, supported by strength in its enterprise technology segment and enhanced gross margin performance.
Revenue reached $733.8M, up from $550.3M YoY
Net income grew to $207.9M, a 62.4% increase YoY
Gross margin expanded to 46.0%
Enterprise Technology segment led revenue growth
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The report did not provide forward-looking guidance, but highlighted continued investment in technology and operational efficiency.
Positive Outlook
- Strong YoY revenue growth
- Improved gross margins
- Higher net income and EPS
- Solid performance in EMEA and Asia Pacific regions
- Increased operating leverage
Challenges Ahead
- QoQ revenue declined slightly
- Service Provider Technology revenue declined YoY
- Increased R&D and SG&A expenses
- Higher tariff costs noted in gross margin discussion
- No explicit forward guidance provided
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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