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Jun 30
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.
Ubiquiti
Ubiquiti
Ubiquiti Revenue by Segment
Ubiquiti Revenue by Geographic Location
Revenue by Segment
Enterprise Technology Revenue
CapyFin.comService Provider Tech Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comSouth America Revenue
CapyFin.com 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.
- Geopolitical risks and currency volatility could impact global demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income