Welcome to our dedicated page for Ubiquiti SEC filings (Ticker: UI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ubiquiti Inc. filings document operating results, capital actions, governance matters, and exchange-listing compliance for the networking technology company. Form 8-K reports furnish quarterly financial results and segment revenue details for Enterprise Technology and Service Provider Technology, and also record board-approved dividends and stock repurchase programs.
The company’s proxy materials cover annual meeting matters, director and committee governance, executive compensation, and equity-award disclosures. Material-event filings also document board-vacancy effects on audit committee composition and related New York Stock Exchange listing-standard compliance.
Ubiquiti Inc. (UI) reported strong results for the quarter and fiscal year ended June 30, 2026 and extended its existing stock repurchase authorization. Fourth-quarter revenues reached a record $937.3 million, up 18.9% from the prior quarter and 23.5% year over year. GAAP diluted EPS was $4.70 and non-GAAP diluted EPS was $4.73. Full-year revenues were $3.3 billion, a 27.2% increase over fiscal 2025, with GAAP diluted EPS of $15.85 and non-GAAP diluted EPS of $15.95.
Growth was driven by the Enterprise Technology platform, partially offset by lower Service Provider Technology revenue. Fourth-quarter GAAP gross margin was 45.8%, down 1.2 percentage points sequentially but up 0.7 points year over year; full-year GAAP gross margin improved to 46.2% from 43.4% in 2025. Management noted higher component and shipping costs and ongoing supply constraints that could pressure margins and limit revenue if not offset.
The Board declared a $1.00 per share cash dividend payable September 8, 2026, to shareholders of record on August 31, 2026, and stated an intention to pay at least $1.00 per share quarterly during fiscal 2027, subject to quarterly Board review. The Board also extended the expiration of its previously authorized $500 million stock repurchase program to September 30, 2027.
Ubiquiti Inc. (UI) reports strong growth in its networking hardware and software business, with fiscal 2026 revenue of $3.3 billion, up from $2.6 billion in 2025 and $1.9 billion in 2024. Net income rose to $960.3 million from $711.9 million and $350.0 million over the same periods, reflecting rapid scale in its UniFi and UISP platforms for enterprises, service providers and smart homes.
The company operates as a single segment, selling primarily through over 100 distributors and its webstores into more than 75 countries, without a traditional direct sales force. As of December 31 2025, the market value of non‑affiliate common stock was $2.34 billion, and as of August 20 2026 there were 60,528,381 shares outstanding.
Ubiquiti highlights significant risks: dependence on contract manufacturers in Vietnam and China, single‑ or limited‑source suppliers (including key chipsets), ongoing component shortages and cost inflation, exposure to U.S. tariffs on China and Vietnam, cybersecurity threats (including prior fraud and source‑code access incidents), global economic volatility, and geopolitical tensions involving Russia/Ukraine and China/Taiwan that could disrupt operations and supply chains.
Ubiquiti Inc. (UI) reports that Chief Accounting Officer Kevin Radigan received a grant of 373 Restricted Stock Units (RSUs) on August 18, 2026, each representing one share of common stock. These RSUs are scheduled to vest in tranches from July 1, 2027 through July 1, 2030.
On July 1, 2026, previously awarded RSUs vested and were converted into 1,154 shares of common stock, while 556 shares were withheld at a price of $536.38 per share to cover tax obligations, which the company states does not represent an open-market sale. The Rule 10b5-1 checkbox was left unchecked.
Ubiquiti Inc. Chief Accounting Officer Kevin Radigan reported an open-market sale of 500 shares of Common Stock at $680.53 per share. After this transaction on May 13, 2026, he directly owns 2,268 Ubiquiti shares, reflecting a partial reduction of his personal position.
UI submitted a Form 144 notice reporting proposed sales of common stock under Rule 144. The filing lists three lots of restricted stock dated 07/01/2020 (282 and 140 shares) and 07/01/2022 (78 shares). The cover identifies the broker as Morgan Stanley Smith Barney LLC and an exchange listing of NYSE with a filing date of 05/13/2026.
Ubiquiti Inc. reported strong third quarter fiscal 2026 results with revenues of $788.2 million, up 18.7% year over year, but down 3.3% sequentially after strong holiday webstore sales in the prior quarter. Enterprise Technology revenue rose to $717.9 million, while Service Provider Technology revenue declined to $70.3 million.
GAAP gross profit was $370.7 million, with gross margin improving to 47.0% from 44.5% a year earlier, helped by favorable product mix, lower inventory charges and shipping costs, partially offset by higher tariffs. GAAP net income increased to $233.9 million and non-GAAP net income to $235.1 million, up about 30% year over year, driving GAAP diluted EPS of $3.86 and non-GAAP diluted EPS of $3.88.
The Board declared a $0.80 per share cash dividend payable on May 26, 2026 to shareholders of record on May 18, 2026. Ubiquiti also reduced interest expense as it repaid all outstanding debt by March 2026, strengthening its balance sheet while continuing to invest in R&D and maintaining global revenue growth across all regions.
Ubiquiti Inc. delivered strong growth for the quarter and year-to-date. For the three months ended March 31, 2026, revenue rose to $788.2 million, up 19% year over year, while net income increased to $233.9 million, or $3.86 diluted EPS, with gross margin improving to 47%.
For the nine months, revenue reached $2.34 billion, up 29%, and net income was $675.4 million with diluted EPS of $11.15. Growth was led by Enterprise Technology products across all regions, especially North America. The company generated $630.1 million in operating cash flow, fully repaid its $250 million term loan, ended the period with $368.7 million in cash and no debt, and continued paying quarterly dividends of $0.80 per share. Ubiquiti also faces ongoing tax audits and new patent litigation, and it entered a new $250 million revolving credit facility maturing in 2031.
Ubiquiti Inc. reported strong second quarter fiscal 2026 results for the period ended December 31, 2025, with revenues of $814.9 million, up 35.8% year over year, and GAAP diluted earnings per share of $3.86.
Growth was broad-based, driven by both Enterprise Technology revenue of $729.0 million and Service Provider Technology revenue of $85.9 million. GAAP gross margin was 45.9%, slightly below the prior quarter but higher than the prior year, reflecting favorable product mix and lower shipping and inventory-related costs.
GAAP net income reached $233.6 million, up 70.8% from the prior-year quarter, while non-GAAP diluted EPS was $3.88. The Board of Directors declared a quarterly cash dividend of $0.80 per share, payable on February 23, 2026 to shareholders of record on February 17, 2026.
Ubiquiti Inc. reported strong growth for the quarter and six months ended December 31, 2025. Quarterly revenue rose to $814.9 million from $599.9 million, while net income increased to $233.6 million from $136.8 million. Gross margin improved to 46%, helped by favorable product mix and lower shipping and inventory costs despite higher tariffs.
Enterprise Technology drove most of the expansion, contributing 89% of quarterly revenue and growing 41% year over year. North America and EMEA remained the largest regions, with U.S. revenue at $388.3 million. Ubiquiti generated $462.4 million in operating cash flow in six months, repaid $202.5 million on its term loan, and ended with $302.8 million in cash and $47.5 million of debt outstanding. The company continues paying a quarterly dividend of $0.80 per share and has significant purchase commitments and lease obligations, while managing ongoing tax examinations and new patent litigation, including an ITC complaint that could affect U.S. imports of certain products if decided adversely.
Ubiquiti Inc. reported that longtime director Ronald A. Sege passed away on November 30, 2025. He had served on the audit and compensation committees and chaired the nominating and corporate governance committee. His Class II board seat will remain vacant until the board appoints a replacement.
Because the audit committee now has only two independent directors, Ubiquiti is not compliant with NYSE rules requiring three independent audit committee members. The company notified the NYSE and received a formal non‑compliance notice, and expects to add an independent director to restore compliance.
At the December 4, 2025 annual meeting, stockholders approved the election of Mr. Sege as the Class II director nominee, with 57,469,544 votes for, 579,731 withheld and 1,408,040 broker non‑votes, although the seat will stay vacant. Stockholders also ratified KPMG LLP as the independent auditor for the fiscal year ending June 30, 2026, with 59,437,036 votes for, 12,784 against and 7,495 abstaining.