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Jun 30, 2025
Ubiquiti Q4 2025 Earnings Report
Ubiquiti posted record Q4 results with strong revenue and net income growth.
Key Takeaways
Ubiquiti delivered a strong Q4 performance with record revenue of $759.2M and net income of $266.7M, driven by solid Enterprise Technology sales and a favorable tax benefit.
Revenue reached a record $759.2M, primarily driven by Enterprise Technology growth.
GAAP EPS rose to $4.41, and Non-GAAP EPS came in at $3.54.
Net income more than doubled YoY due to higher revenue, gross profit, and a tax benefit.
Gross margin improved significantly to 45.1% from 40.2% last year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Ubiquiti expects continued dividend payments and launched a new $500M stock buyback program, reflecting strong confidence in its financial position.
Positive Outlook
- Declared $0.80/share quarterly dividend payable in September.
- Plans to maintain quarterly dividends of at least $0.80 in FY26.
- Authorized a new $500M stock repurchase program.
- Strong performance in Enterprise Technology expected to continue.
- Improved gross margins driven by product mix and lower costs.
Challenges Ahead
- Future dividends remain subject to board approval each quarter.
- Exposure to potential tariff increases may pressure margins.
- R&D and SG&A costs are rising, impacting operational expenses.
- Dependent on a limited number of distributors and chipset suppliers.
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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