Every 8-K that Ubiquiti Inc. (UI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow UI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UI filings page.
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. 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. 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 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.
Ubiquiti Inc. (UI) furnished its quarterly results press release via an 8‑K. The company announced that Exhibit 99.1 contains financial results for the fiscal quarter ended September 30, 2025. The exhibit is being furnished, not filed, which limits potential liability under Section 18 of the Exchange Act and means it is not automatically incorporated into other filings.
The filing also includes customary forward‑looking statements language, noting risks outlined in the company’s Form 10‑K for the year ended June 30, 2025. The forward‑looking section references management’s intention to pay quarterly cash dividends.
Ubiquiti Inc. reported that it has released financial results for the fiscal quarter ended June 30, 2025 via a press release furnished as an exhibit.
The company’s Board of Directors also approved a new $500 million stock repurchase program, called the 2025 August Program, authorizing repurchases of up to $500 million of common stock. The program runs through September 30, 2026 and allows Ubiquiti to buy shares at its discretion in the open market, through block trades, privately negotiated deals, or under Rule 10b5-1 trading plans. The company notes that the timing, price and amount of any buybacks are discretionary, and the program may be suspended, modified or terminated at any time, with all open-market purchases made in accordance with Rule 10b-18.