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NYSE · Communication Services

Ubiquiti Inc. (UI)

As-reported financials and SEC filings for Ubiquiti Inc. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Ubiquiti Inc.

Ubiquiti Inc. develops and sells networking equipment and software platforms globally through distributors, online retailers, and direct webstore sales. Its products serve enterprises, service providers, and consumers, offering solutions such as wireless internet service provider infrastructure, enterprise WiFi systems, video surveillance, switching, routing, and access control. The company focuses on high-capacity distributed internet access and unified IT management through proprietary hardware and software technologies.

Snapshot

Revenue
$3.27B
Revenue growth (YoY)
27.2%
Net income
$960.3M
Diluted EPS
$15.85
Gross margin
46.2%
Operating margin
36.2%
Net margin
29.3%
FCF margin
27.8%
ROE
66.7%
net income / fiscal-year-end equity
P/E
37.2×
trailing when available, otherwise FY EPS
Market cap
$35.52B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Ubiquiti

  • Revenue grew 27.2% to $3.3B in FY2026, slower than the 33.4% the year before.
  • Operating margin is 36.2% in FY2026, +8.9 pp against 27.3% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $937M, up 23.5% from Q4 FY2025.
  • Free cash flow was $909M in FY2026, 27.8% of revenue.
  • Net income rose 34.9% to $960M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Ubiquiti’s fundamentals sit among the 216 Communication Services companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin46.2%
51st percentile of 105
Operating margin36.2%
99th percentile of 185
Net margin29.3%
97th percentile of 191
FCF margin27.8%
94th percentile of 164
Revenue growth (YoY)+27.2%
85th percentile of 209
ROE66.7%
98th percentile of 165
P/E37.2×
67th percentile of 95
Short interest4.78d
66th percentile of 216

Ubiquiti’s operating margin of 36.2% ranks in the 99th percentile of the 185 Communication Services companies reporting it. Ubiquiti’s return on equity of 66.7% ranks in the 98th percentile of the 165 Communication Services companies reporting it. Ubiquiti’s net margin of 29.3% ranks in the 97th percentile of the 191 Communication Services companies reporting it.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+6 quant / multi-strat
Initiated / added
4
2 new, 2 added
Reduced / exited
4
3 trimmed, 1 exited
Combined position
$224.3M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$105.9M198.3KReduced
AQR Capital ManagementquantQ2 2026$36.0M67.5KReduced
Millennium ManagementquantQ2 2026$34.7M65.0KNew
Gotham Asset ManagementQ2 2026$21.7M40.7KReduced
Citadel AdvisorsquantQ2 2026$13.5M25.3KAdded
Point72 Asset ManagementquantQ2 2026$10.0M18.7KNew
D. E. ShawquantQ2 2026$2.4M4.4KAdded

No longer held by: Two Sigma Investments (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-13
filed 2026-05-15
Radigan KevinCHIEF ACCOUNTING OFFICERSell500$680.53$340K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
391.2K
settled 2026-08-14
Change vs prior
-0.9%
vs previous settlement
Days to cover
4.78
at avg daily volume
Avg daily volume
81.8K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14391.2K-0.9%4.78
2026-07-31394.8K-8.3%4.61
2026-07-15430.8K-3.7%4.68
2026-06-30447.5K-5.8%3.40
2026-06-15474.9K+2.5%3.79
2026-05-29463.1K+6.8%3.11
2026-05-15433.4K+27.1%2.87
2026-04-30341.0K-11.1%3.20

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$3.27B$2.57B$1.93B$1.94B$1.69B
Gross profit$1.51B$1.12B$739.8M$760.7M$669.8M
Operating income$1.19B$836.3M$499.0M$544.6M$462.3M
Net income$960.3M$711.9M$350.0M$407.6M$378.7M
Diluted EPS$15.85$11.76$5.79$6.74$6.13

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$928.7M$640.0M$541.5M$-145.4M$370.3M
Capital expenditure$19.7M$12.6M$12.0M$20.9M$13.5M
Free cash flow$908.9M$627.4M$529.5M$-166.4M$356.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$937.3M23.5%$284.9M$4.70
Q3 FY2026$788.2M18.7%$233.9M$3.86
Q2 FY2026$814.9M35.8%$233.6M$3.86
Q1 FY2026$733.8M33.3%$207.9M$3.43
Q4 FY2025$759.2M49.6%$266.7M$4.40
Q3 FY2025$664.2M34.7%$180.4M$2.98
Q2 FY2025$599.9M29.0%$136.8M$2.26
Q1 FY2025$550.3M18.8%$128.0M$2.12

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorCommunication Services
SIC industryRadio & Tv Broadcasting & Communications Equipment
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing2011
SEC CIK1511737

Selected SEC filings

10-K2026-08-21
View on EDGAR →
10-K2025-08-22
View on EDGAR →
10-Q2026-05-08
View on EDGAR →
10-Q2026-02-06
View on EDGAR →
10-Q2025-11-07
View on EDGAR →
10-Q2025-05-09
View on EDGAR →
8-K2026-08-21
View on EDGAR →
8-K2026-05-08
View on EDGAR →

Largest Communication Services peers

All Communication Services companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.