Ubiquiti (NYSE: UI) Q2 2026 revenue up 35.8% with EPS at $3.86 and dividend

Rhea-AI Filing Summary

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.

Positive

• Strong top-line growth: Second quarter fiscal 2026 revenues reached $814.9 million, a 35.8% year-over-year increase, with both Enterprise Technology and Service Provider Technology contributing.
• Significant earnings expansion: GAAP net income rose to $233.6 million, up 70.8% from the prior-year quarter, and GAAP diluted EPS increased to $3.86.
• Margin improvement year over year: GAAP gross margin improved to 45.9% from 41.2% a year earlier, supported by favorable product mix, lower shipping costs, and reduced excess and obsolete inventory charges.
• Increased shareholder returns: 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.

Negative

• None.

Insights

Equity research analyst

Ubiquiti posted strong growth in revenue, margins and earnings, and raised capital returns via a higher cash dividend.

Ubiquiti Inc. delivered second quarter fiscal 2026 revenue of $814.9 million, up 35.8% year over year, with Enterprise Technology and Service Provider Technology both contributing. GAAP gross margin improved versus the prior year to 45.9%, indicating better product mix and lower shipping and inventory-related costs despite some tariff headwinds.

Operating leverage was evident: income from operations rose to $292.9 million, while GAAP net income increased 70.8% to $233.6 million. Non-GAAP diluted EPS of $3.88 closely tracked GAAP EPS, as share-based compensation adjustments were modest. This suggests most earnings strength comes from core operations rather than one-time items.

The Board declared a quarterly cash dividend of $0.80 per share, payable on February 23, 2026. The company also reiterated an intention to pay quarterly cash dividends, while highlighting risks such as tariffs, supply chain constraints, reliance on key distributors and management, and geopolitical uncertainties. Future company filings may further detail how these factors affect growth and capital return decisions.

0001511737FALSE00015117372026-02-062026-02-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

 CURRENT REPORT

PURSUANT TO SECTION 13 or 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 6, 2026

UBIQUITI INC.

(Exact name of registrant as specified in its charter)

Delaware

001-35300

32-0097377

(State or jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

685 Third Avenue, 27th Floor

New York, New York 10017

(Address of principal executive offices, including zip code)

(646) 780-7958

(Registrant's telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.001 par value per share			UI			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange

Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On February 6, 2026, Ubiquiti Inc. (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

The Company hereby furnishes the information relating to its financial results for the fiscal quarter ended December 31, 2025 set forth in the press release issued on February 6, 2026 and which is incorporated herein by reference. This information is not deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended (the “Securities Act”), in each case, whether made before or after the date hereof, regardless of any general incorporation language in such filing. Other documents filed with the Securities and Exchange Commission (the “SEC”) shall not incorporate this information by reference, except as otherwise expressly stated in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit Number						Description
99.1						Press release of Ubiquiti Inc. dated February 6, 2026
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

Exhibit 99.1 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall Exhibit 99.1 be deemed incorporated by reference into any filing of the Company under the Securities Act, in each case, whether made before or after the date hereof, regardless of any general incorporation language in such filing, except as expressly set forth in such filing.

Forward Looking Statements

Certain statements in this Current Report on Form 8-K are forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. Statements other than statements of historical fact including words such as “look”, “will”, “anticipate”, “believe”, “estimate”, “expect”, “forecast”, “consider” and “plan” and statements in the future tense are forward looking statements. The statements in this Current Report on Form 8-K that could be deemed forward-looking statements include the statement regarding our intention to pay quarterly cash dividends, any statements or assumptions underlying the foregoing, and any statement regarding future events and the future financial performance of Ubiquiti Inc. that involves risks or uncertainties.

Forward-looking statements are subject to certain risks and uncertainties that could cause our actual future results to differ materially or cause a material adverse impact on our results. Potential risks and uncertainties include, but are not limited to, the impact of U.S. tariffs on our operations and financial results; the impact of public health problems on results; fluctuations in our operating results; varying demand for our products due to the financial and operating condition of our distributors and their customers, and our distributors’ inventory management practices; political and economic conditions and volatility affecting the stability of business environments, economic growth, currency values, commodity prices and other factors that may influence the ultimate demand for our products in particular geographies or globally; impact of counterfeiting and our ability to contain such impact; our reliance on a limited number of distributors; inability of our contract manufacturers and suppliers to meet our demand; our dependence on chipset suppliers for chipsets without a short-term alternative; as we move into new markets competition from certain of our current or potential competitors who may be more established in such markets; our ability to keep pace with technological and market developments; success and timing of new product introductions by us and the performance of our products generally; our ability to effectively manage the significant increase in our transactional sales volumes; we may become subject to warranty claims, product liability and product recalls; that a substantial majority of our sales are into countries outside the United States and we are subject to numerous U.S. export control and economic sanctions laws; costs related to responding to government inquiries related to regulatory compliance; our reliance on certain key members of our management team, including our founder and chief executive officer, Robert J. Pera; adverse tax-related matters such as tax audits, changes in our effective tax rate or new tax legislative proposals; whether the final determination of our income tax liability may be materially different from our income tax provisions; the impact of any intellectual property litigation and

claims for indemnification; litigation related to U.S. securities laws; and social, economic and political conditions in the United States and abroad, including the impact of the military conflict between Russia and Ukraine and the tension between China and Taiwan. We discuss these risks in greater detail under the heading “Risk Factors” and elsewhere in our Annual Report on Form 10-K for the year ended June 30, 2025, and subsequent filings filed with the SEC, which are available at the SEC’s website at www.sec.gov. Copies may also be obtained by contacting the Ubiquiti Inc. Investor Relations Department, by email at IR@ui.com or by visiting the Investor Relations section of the Ubiquiti Inc. website, https://ir.ui.com/. Given these uncertainties, you should not place undue reliance on these forward-looking statements. Also, forward-looking statements represent our management's beliefs and assumptions only as of the date made. Except as required by law, Ubiquiti Inc. undertakes no obligation to update information contained herein. You should review our SEC filings carefully and with the understanding that our actual future results may be materially different from what we expect.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

UBIQUITI INC.

February 6, 2026

By:

/s/ Robert J. Pera

Name:

Robert J. Pera

Title:

Chief Executive Officer

EXHIBIT INDEX

 

Exhibit Number						Description
99.1						Press release of Ubiquiti Inc. dated February 6, 2026
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

Exhibit 99.1 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall Exhibit 99.1 be deemed incorporated by reference into any filing of the Company under the Securities Act, in each case, whether made before or after the date hereof, regardless of any general incorporation language in such filing, except as expressly set forth in such filing.

Exhibit 99.1

UBIQUITI INC. REPORTS SECOND QUARTER FISCAL 2026 FINANCIAL RESULTS

~ Record Revenues of $814.9 million, up 35.8% YoY ~

~ GAAP Diluted Earnings Per Share of $3.86 ~

New York, NY - February 6, 2026 - Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the second quarter ended December 31, 2025.

Second Quarter Fiscal 2026 Financial Summary

•Revenues of $814.9 million

•GAAP diluted EPS of $3.86

•Non-GAAP diluted EPS of $3.88

Additional Financial Highlight

•The Company's Board of Directors declared a $0.80 per share cash dividend payable on February 23, 2026 to shareholders of record at the close of business on February 17, 2026.

Financial Highlights ($, in millions, except per share data)

Income statement highlights						F2Q26						F1Q26						F2Q25
Revenues						814.9						733.8						599.9
Enterprise Technology						729.0						657.1						518.2
Service Provider Technology						85.9						76.6						81.7
Gross profit						374.0						337.4						247.2
Gross Profit (%)						45.9%						46.0%						41.2%
Total Operating Expenses						81.1						75.7						68.4
Income from Operations						292.9						261.7						178.8
GAAP Net Income						233.6						207.9						136.8
GAAP EPS (diluted)						3.86						3.43						2.26
Non-GAAP Net Income						235.1						209.3						138.1
Non-GAAP EPS (diluted)						3.88						3.46						2.28

Ubiquiti Inc. Revenues by Product Type (In thousands) (Unaudited)
						Three Months Ended December 31,												Six Months Ended December 31,
						2025						2024						2025						2024
Enterprise Technology						$	728,991					$	518,202					$	1,386,137					$	988,385
Service Provider Technology						85,876						81,677						162,503						161,838
Total revenues						$	814,867					$	599,879					$	1,548,640					$	1,150,223

Ubiquiti Inc. Revenues by Geographical Area (In thousands) (Unaudited)
						Three Months Ended December 31,												Six Months Ended December 31,
						2025						2024						2025						2024
North America						$	443,568					$	321,644					$	826,392					$	592,890
Europe, the Middle East and Africa						280,712						208,579						543,832						413,467
Asia Pacific						54,465						43,081						107,589						84,019
South America						36,122						26,575						70,827						59,847
Total revenues						$	814,867					$	599,879					$	1,548,640					$	1,150,223

Income Statement Items

Revenues

Revenues for the second quarter fiscal 2026 were $814.9 million, representing an increase from the prior quarter of 11.1% and an increase from the comparable prior year period of 35.8%.

The increase in revenues compared to the prior quarter as well as the comparable prior year period was driven by an increase in revenue from both our Enterprise Technology platform and Service Provider Technology platform.

Gross Margins

During the second quarter fiscal 2026, GAAP gross profit was $374.0 million. GAAP gross margin of 45.9% decreased marginally by 0.1% as compared to the prior quarter GAAP gross margin of 46.0% and increased by 4.7% as compared to the comparable prior year period GAAP gross margin of 41.2%.

The marginal decrease in gross profit margin as compared to the prior quarter was primarily driven by product mix, holiday pricing, and higher shipping costs, offset in part by lower other indirect costs. The increase in gross profit margin as compared to the comparable prior year period was primarily driven by favorable product mix, lower shipping costs, lower excess and obsolete inventory charges, offset in part by higher tariff costs.

Research and Development

During the second quarter fiscal 2026, research and development ("R&D") expenses were $50.8 million. This reflects an increase as compared to the R&D expenses of $48.5 million in the prior quarter and an increase as compared to the R&D expenses of $40.0 million in the comparable prior year period.

The increase in R&D expenses as compared to the prior quarter was primarily driven by higher prototype-related expenses. The increase in R&D expenses as compared to the comparable prior year period was primarily driven by higher employee-related expenses and prototype-related expenses.

Sales, General and Administrative

The Company’s sales, general and administrative ("SG&A") expenses for the second quarter fiscal 2026 were $30.3 million. This reflects an increase as compared to the SG&A expenses of $27.1 million in the prior quarter and an increase compared to the SG&A expenses of $28.5 million in the comparable prior year period.

The increase in SG&A costs as compared to the prior quarter was primarily due to higher marketing expenses and an increase in credit card processing fees arising from increased webstore sales, offset in part by lower professional fees. The increase in SG&A as compared to the comparable prior year period was primarily due to higher marketing expenses and fees associated with webstore credit card processing, driven by higher webstore sales, offset in part by lower bad debt expenses relating to a customer default.

Interest Expense and Other, net

During the second quarter fiscal 2026, interest expense and other, net ("I&O") expenses were $1.6 million. This reflects a decrease as compared to the I&O expenses in the prior quarter of $3.2 million and a decrease as compared to the I&O expenses in the comparable prior year period of $11.4 million, respectively.

The decrease in I&O expenses as compared to the prior quarter was primarily due to lower interest expense driven by a decrease in borrowings partially offset by higher foreign exchange losses. The decrease in I&O expenses as compared to the comparable prior year period was primarily due to lower interest expense driven by a decrease in borrowings and lower interest rates and lower foreign exchange losses.

Net Income and Earnings Per Share

During the second quarter fiscal 2026, GAAP net income was $233.6 million and non-GAAP net income was $235.1 million. This reflects an increase in GAAP net income and non-GAAP net income from the comparable prior year period by 70.8% and 70.2%, respectively, primarily driven by higher revenues and gross profit. Second quarter fiscal 2026 GAAP earnings per diluted share was $3.86 and non-GAAP earnings per diluted share was $3.88. This reflects an increase in GAAP and non-GAAP earnings per diluted share from the comparable prior year period of 70.8% and 70.2%, respectively.

About Ubiquiti Inc.

Ubiquiti Inc. is focused on democratizing network technology on a global scale — creating networking infrastructure in over 200 countries and territories around the world. Our professional networking products are powered by our UISP and UniFi software platforms to provide high-capacity distributed Internet access and unified information technology management, respectively.

Ubiquiti and the U logo are trademarks or registered trademarks of Ubiquiti and/or its affiliates in the United States and other countries. For more information, please visit www.ui.com.

Investor Relations Contact

Ubiquiti Inc.

Investor Relations

ir@ui.com

Ph.1-646-780-7958

Safe Harbor for Forward Looking Statements

Certain statements in this press release are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements other than statements of historical fact including words such as "look", "will", "anticipate", "believe", "estimate", "expect", "forecast", "consider" and "plan" and statements in the future tense are forward looking statements. The statements in this press release that could be deemed forward-looking statements include the statement regarding our intention to pay quarterly cash dividends, any statements or assumptions underlying the foregoing, and any statement regarding future events and the future financial performance of Ubiquiti Inc. that involves risks or uncertainties.

Forward-looking statements are subject to certain risks and uncertainties that could cause our actual future results to differ materially or cause a material adverse impact on our results. Potential risks and uncertainties include, but are not limited to, the impact of U.S. tariffs on our operations and financial results; the impact of public health problems on results; fluctuations in our operating results; varying demand for our products due to the financial and operating condition of our distributors and their customers, and our distributors’ inventory management practices; political and economic conditions and volatility affecting the stability of business environments, economic growth, currency values, commodity prices and other factors that may influence the ultimate demand for our products in particular geographies or globally; impact of counterfeiting and our ability to contain such impact; our reliance on a limited number of distributors; inability of our contract manufacturers and suppliers to meet our demand; our dependence on chipset suppliers for chipsets without a short-term alternative; as we move into new markets competition from certain of our current or potential competitors who may be more established in such markets; our ability to keep pace with technological and market developments; success and timing of new product introductions by us and the performance of our products generally; our ability to effectively manage the significant increase in our transactional sales volumes; we may become subject to warranty claims, product liability and product recalls; that a substantial majority of our sales are into countries outside the United States and we are subject to numerous U.S. export control and economic sanctions laws; costs related to responding to government inquiries related to regulatory compliance; our reliance on certain key members of our management team, including our founder and chief executive officer, Robert J. Pera; adverse tax-related matters such as tax audits, changes in our effective tax rate or new tax legislative proposals; whether the final determination of our income tax liability may be materially different from our income tax provisions; the impact of any intellectual property litigation and claims for indemnification; litigation related to U.S. securities laws; and social, economic and political conditions in the United States and abroad, including the impact of the military conflict between Russia and Ukraine and the tension between China and Taiwan. We discuss these risks in greater detail under the heading "Risk Factors" and elsewhere in our Annual Report on Form 10-K for the year ended June 30, 2025, and subsequent filings filed with the U.S. Securities and Exchange Commission (the "SEC"), which are available at the SEC’s website at www.sec.gov. Copies may also be obtained by contacting the Ubiquiti Inc. Investor Relations Department, by email at IR@ui.com or by visiting the Investor Relations section of the Ubiquiti Inc. website, https://ir.ui.com/.

Given these uncertainties, you should not place undue reliance on these forward-looking statements. Also, forward-looking statements represent our management’s beliefs and assumptions only as of the date made. Except as required by law, Ubiquiti Inc. undertakes no obligation to update information contained herein. You should review our SEC filings carefully and with the understanding that our actual future results may be materially different from what we expect.

Ubiquiti Inc. Condensed Consolidated Statements of Operations and Comprehensive Income (In thousands, except per share data) (Unaudited)
						Three Months Ended December 31,												Six Months Ended December 31,
						2025						2024						2025						2024
Revenues						$	814,867					$	599,879					$	1,548,640					$	1,150,223
Cost of revenues						440,867						352,649						837,231						671,375
Gross profit						374,000						247,230						711,409						478,848
Operating expenses:
Research and development						50,845						39,958						99,388						77,955
Sales, general and administrative						30,254						28,460						57,398						52,875
Total operating expenses						81,099						68,418						156,786						130,830
Income from operations						292,901						178,812						554,623						348,018
Interest expense and other, net						1,589						11,440						4,771						22,018
Income before income taxes						291,312						167,372						549,852						326,000
Provision for income taxes						57,702						30,577						108,366						61,217
Net income						$	233,610					$	136,795					$	441,486					$	264,783
Net income per share of common stock:
Basic						$	3.86					$	2.26					$	7.30					$	4.38
Diluted						$	3.86					$	2.26					$	7.29					$	4.38
Weighted average shares used in computing net income per share of common stock:
Basic						60,500						60,470						60,499						60,470
Diluted						60,566						60,527						60,564						60,514

Ubiquiti Inc. Reconciliation of GAAP Net Income to Non-GAAP Net Income (In thousands, except per share data) (Unaudited)
						Three Months Ended																		Six Months Ended December 31,
						December 31, 2025						September 30, 2025						December 31, 2024						2025						2024
Net Income						$	233,610					$	207,876					$	136,795					$	441,486					$	264,783
Share-based compensation:
Cost of revenues						72						70						57						142						111
Research and development						1,311						1,311						1,318						2,622						2,556
Sales, general and administrative						521						503						418						1,024						822
Tax effect of Non-GAAP adjustment relating to Share-based compensation						(455)						(450)						(440)						(905)						(856)
Non-GAAP net income						$	235,059					$	209,310					$	138,148					$	444,369					$	267,416
Non-GAAP diluted EPS						$	3.88					$	3.46					$	2.28					$	7.34					$	4.42
Shares outstanding (Diluted)						60,566						60,559						60,527						60,564						60,514
Weighted-average shares used in Non-GAAP diluted EPS						60,566						60,559						60,527						60,564						60,514

Use of Non-GAAP Financial Information

To supplement our condensed consolidated financial results prepared under generally accepted accounting principles, or GAAP, we use non-GAAP measures of net income and earnings per diluted share that are adjusted to exclude certain costs, expenses and gains such as share-based compensation expense and the tax effects of these non-GAAP adjustments and the deferred tax benefit from intercompany intangibles realignment transaction.

Reconciliations of the adjustments to GAAP results for the periods presented are provided above. In addition, an explanation of the ways in which management uses non-GAAP financial information to evaluate its business, the substance behind management’s decision to use this non-GAAP financial information, material limitations associated with the use of non-GAAP financial information, the manner in which management compensates for those limitations, and the substantive reasons management believes that this non-GAAP financial information provides useful information to investors is included under the paragraphs below.

Usefulness of Non-GAAP Financial Information to Investors

We believe that the presentation of non-GAAP net income and non-GAAP earnings per diluted share provides important supplemental information regarding non-cash expenses, significant items that we believe are important to understanding our financial, and business trends relating to our financial condition and results of operations. Non-GAAP net income and non-GAAP earnings per diluted share are among the primary indicators used by management as a basis for planning and forecasting future periods and by management and our board of directors to determine whether our operating performance has met specified targets and thresholds. Management uses non-GAAP net income and non-GAAP earnings per diluted share when evaluating operating performance because it believes that the exclusion of the items described below, for which the amounts or timing may vary significantly depending upon the Company’s activities and other factors, facilitates comparability of the Company’s operating performance from period to period. We have chosen to provide this information to investors so they can analyze our operating results in the same way that management does and use this information in their assessment of our business and the valuation of our Company.

About our Non-GAAP Net Income and Non-GAAP Earnings per Diluted Share

We compute non-GAAP net income and non-GAAP earnings per diluted share by adjusting GAAP net income and GAAP earnings per diluted share to remove the impact of certain adjustments and the tax effect of those adjustments. Items excluded from net income are:

• Share-based compensation expense; and

• Tax effect of non-GAAP adjustments, applying the principles of ASC 740

These non-GAAP measures are not in accordance with, or an alternative to, GAAP and may be materially different from other non-GAAP measures, including similarly titled non-GAAP measures used by other companies. The presentation of this additional information should not be considered in isolation from, as a substitute for, or superior to, net income or earnings per diluted share prepared in accordance with GAAP. Non-GAAP financial measures have limitations in that they do not reflect certain items that may have a material impact upon our reported financial results.

For more information on the non-GAAP adjustments, please see the table captioned "Reconciliation of GAAP Net Income to non-GAAP Net Income" included in this press release.

1

FAQ

How did Ubiquiti Inc. (UI) perform in its second quarter of fiscal 2026?

Ubiquiti reported strong second quarter fiscal 2026 results, with revenues of $814.9 million, up 35.8% year over year. GAAP diluted EPS reached $3.86, and GAAP net income was $233.6 million, reflecting substantial operating leverage and profit growth versus the prior-year period.

What were Ubiquiti Inc. (UI) revenues by product type for the quarter ended December 31, 2025?

For the quarter ended December 31, 2025, Ubiquiti generated $728.991 million in Enterprise Technology revenue and $85.876 million in Service Provider Technology revenue. Total revenues were $814.867 million, showing broad-based demand across the company’s core networking product platforms.

How did Ubiquiti Inc. (UI) revenue grow by geography in the second quarter of fiscal 2026?

Second quarter fiscal 2026 revenues were $443.568 million in North America, $280.712 million in Europe, the Middle East and Africa, $54.465 million in Asia Pacific, and $36.122 million in South America, totaling $814.867 million and reflecting growth across all regions versus the prior year.

What were Ubiquiti Inc. (UI) gross margin and operating expenses in the quarter?

Ubiquiti’s GAAP gross profit was $374.0 million, with a gross margin of 45.9%. Total operating expenses were $81.1 million, including research and development expenses of $50.8 million and sales, general and administrative expenses of $30.3 million for the second quarter of fiscal 2026.

What is Ubiquiti Inc. (UI) reporting for GAAP and non-GAAP earnings in Q2 fiscal 2026?

For the second quarter fiscal 2026, Ubiquiti reported GAAP net income of $233.6 million and GAAP diluted EPS of $3.86. Non-GAAP net income was $235.1 million, and non-GAAP diluted EPS was $3.88, mainly adjusting for share-based compensation and related tax effects.

Did Ubiquiti Inc. (UI) declare a dividend with these results?

Yes. Ubiquiti’s Board of Directors declared a $0.80 per share cash dividend. The dividend is payable on February 23, 2026 to shareholders of record at the close of business on February 17, 2026, continuing the company’s practice of paying quarterly cash dividends.

What key risks and uncertainties does Ubiquiti Inc. (UI) highlight in connection with its outlook?

Ubiquiti cites risks including U.S. tariffs, public health impacts, demand fluctuations, reliance on distributors and chipset suppliers, regulatory compliance costs, dependence on key management, tax matters, intellectual property litigation, and geopolitical tensions, such as the Russia–Ukraine conflict and China–Taiwan tensions, which could affect future results.