AI brief of an SEC Form 8-K · Ubiquiti Inc. (UI)

Ubiquiti Q2 fiscal 2026 revenue rises 35.8% to $814.9 million; GAAP EPS $3.86

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyUbiquiti Inc. (UI)
Form8-K, current report
Filed with the SECFeb 6, 2026, 7:10 AM ET
Accession number0001511737-26-000016

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 06, 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.