Every material Form 8-K Ubiquiti Inc. has filed with the SEC since February 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ubiquiti reported results for the fiscal first quarter ended September 30, 2026, with revenue of $1,026.2 million, up 39.9% from a year earlier, and GAAP diluted EPS of $5.29, up from $3.43. The company also declared a $1.00 per share cash dividend, but warned that rising component costs and supply constraints could pressure gross margins and revenue.
Revenue of $1,026.2 million versus $733.8 million a year earlier; Enterprise Technology made up $941.3 million
GAAP net income of $320.5 million and GAAP diluted EPS of $5.29, versus $207.9 million and $3.43 a year earlier
Gross profit margin of 47.3%, up from 46.0% a year earlier, though the company cited higher component costs that may pressure margins
$1.00 per share cash dividend payable November 23, 2026, to shareholders of record on November 16, 2026
Ubiquiti reported fourth-quarter fiscal 2026 revenue of $937.3 million, up 23.5% from a year earlier, with GAAP diluted EPS of $4.70 versus $4.41. The company also declared a $1.00 per share dividend and extended its $500 million stock repurchase program to September 30, 2027.
Q4 fiscal 2026 (ended June 30, 2026) revenue was $937.3 million, up from $759.2 million a year earlier and $788.2 million in the prior quarter.
Non-GAAP diluted EPS was $4.73, versus $3.54 a year earlier; the prior-year GAAP results included a $53.7 million deferred tax benefit.
Gross margin was 45.8%, down from 47.0% in the prior quarter but up from 45.1% a year earlier.
Board declared a $1.00 per share dividend payable September 8, 2026, to holders of record on August 31, 2026; the $500 million buyback now runs through September 30, 2027.
Ubiquiti reported results for the fiscal third quarter ended March 31, 2026, with revenue of $788.2 million, up 18.7% from a year earlier but down 3.3% from the prior quarter. GAAP diluted earnings per share were $3.86, up from $2.98 a year earlier and flat with the prior quarter. The company also declared a $0.80 per share cash dividend for shareholders.
Revenue of $788.2 million, up 18.7% year over year and down 3.3% from $814.9 million in the prior quarter
GAAP diluted EPS of $3.86 versus $2.98 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 47.0%, up from 44.5% a year earlier and 45.9% in the prior quarter
$0.80 per share cash dividend payable May 26, 2026, to holders of record on May 18, 2026
Ubiquiti reported results for the fiscal quarter ended December 31, 2025, with revenue of $814.9 million, up 35.8% from a year earlier and 11.1% from the prior quarter. GAAP net income rose 70.8% to $233.6 million, or $3.86 per diluted share, compared with $2.26 a year earlier. The board also declared a $0.80 per share cash dividend, payable February 23, 2026, to shareholders of record on February 17, 2026.
Revenue of $814.9 million, up 35.8% year over year and 11.1% from the prior quarter
GAAP diluted EPS of $3.86 versus $2.26 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 45.9%, up from 41.2% a year earlier and down slightly from 46.0% in the prior quarter
$0.80 per share cash dividend payable February 23, 2026; record date February 17, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ubiquiti Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →