Overview

* Ubiquiti ( UI ) Q4 fiscal 2025 revenue rises 49.6% yr/yr, beating analyst expectations

* Adjusted EPS for Q4 fiscal 2025 beats estimates, reaching $3.54

* Company announces $500 mln stock repurchase program

Outlook

* Company plans regular quarterly dividends of at least $0.80 per share in FY 2026

* Ubiquiti ( UI ) authorizes $500 mln stock repurchase program

Result Drivers

* ENTERPRISE TECHNOLOGY - Revenue growth driven by Enterprise Technology platform, contributing significantly to overall increase

* GROSS MARGIN IMPROVEMENT - Favorable product mix and reduced inventory charges led to higher gross margins

* TAX BENEFIT - Deferred tax asset recognition contributed to increased net income

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $759.20 $634.10

Revenue mln mln (2

Analysts

)

Q4 Beat $3.54 $2.23 (1

Adjusted Analyst)

EPS

Q4 EPS $4.41

Q4 $214.40

Adjusted mln

Net

Income

Q4 Gross 45.1%

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the communications & networking peer group is "buy."

* Wall Street's median 12-month price target for Ubiquiti Inc ( UI ) is $343.50, about 13.7% below its August 21 closing price of $390.57

* The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)