Overview

* Ubiquiti ( UI ) fiscal Q1 revenue grows 33.3% yr/yr, beating analyst expectations

* Adjusted EPS for fiscal Q1 beats consensus, driven by higher revenues and gross profit

* Company declares $0.80 per share cash dividend, payable November 24, 2025

Outlook

* Ubiquiti ( UI ) did not provide specific guidance for future quarters or the full year

Result Drivers

* ENTERPRISE TECHNOLOGY - Revenue from Enterprise Technology platform increased, driving overall revenue growth

* GROSS MARGIN IMPROVEMENT - Higher gross margins due to favorable product mix and lower shipping costs, partially offset by higher tariff costs

* INCREASED R&D EXPENSES - Higher R&D expenses driven by increased employee-related costs and depreciation

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Beat $733.80 $635.10

Revenue mln mln (2

Analysts

)

Q1 Beat $3.46 $2.92 (1

Adjusted Analyst)

EPS

Q1 EPS $3.43

Q1 $209.30

Adjusted mln

Net

Income

Q1 Gross 46.00%

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 $509.50, about 49.1% below its November 6 closing price of $759.57

* The stock recently traded at 62 times the next 12-month earnings vs. a P/E of 47 three months ago

Press Release:

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(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.)