Ubiquiti Q4 revenue rises 23.5% to record $937.3 million; EPS up, buyback extended
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.
Key points
- 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.
The filing
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 August 21, 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.