Radio & Tv Broadcasting & Communications Equipment · SIC 3663

Ubiquiti Inc.

UI

Watch

Latest revenue

$788.2M

as of 2026-03-31

Latest net income

$233.9M

as of 2026-03-31

Net margin

29.7%

as of 2026-03-31

Price · 5Y

+16.4% / yr 2.6 pts / yr vs S&P 500 112.9% total
Compare:

Live market

delayed ≤15 min
$610.81
4.18%
Market cap
$36.97B
Enterprise value
$36.97B
P/E (trailing)
51.9×
Forward P/E
P/B
Dividend yield
0.5%
52-wk high
$1099.99
52-wk low
$368.42
Beta
Shares out
60.5M

5-year trend

What this company does

AI

Item 1. Business Business Overview The Company was founded by Robert Pera in 2005. We sell equipment, and provide the related software platforms, worldwide through a network of over 100 distributors, on-line retailers and direct to customers through our webstores. Ubiquiti is focused on democratizing network technology on a global scale. Our devices play a role in creating networking infrastructure in over 200 countries and territories around the world. Our professional networking products are powered by our UISP and UniFi OS software platforms to provide high-capacity distributed Internet access and unified information technology management, respectively. We develop technology platforms…

AI summary unavailable — showing raw filing excerpt

Generated from UI's filing dated 2025-08-22

Key risks

AI

Item 1A. Risk Factors This Annual Report on Form 10-K contains forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially from those projected. These risks and uncertainties include, but are not limited to, the risk factors set forth below. These risks and uncertainties are not the only ones we face. If any event related to these known or unknown risks or uncertainties actually occurs, our business prospects, operating results, and financial condition could be materially adversely affected. Risk Factors Summary •our limited ability to forecast our results of operations and sales; •volatility and competition in the markets we…

AI summary unavailable — showing raw filing excerpt

Generated from UI's filing dated 2025-08-22

Profitability

Gross margin

43.4%

13.2%

Operating margin

32.5%

25.6%

Net margin

27.7%

52.4%

Return on equity

106.5%

71.1%

Return on assets

48.5%

60.1%

Leverage

Debt / equity

1.19×

89.3%

Long-term debt / equity

0.00×

100.0%

Debt / assets

54.4%

40.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$788.2M+18.7%$233.9M+29.6%29.7%

Q4 2025

2025-12-31

$814.9M+35.8%$233.6M+70.8%28.7%

Q3 2025

2025-09-30

$733.8M+33.3%$207.9M+62.4%28.3%

Q2 2025

2025-06-30

$759.2M+49.6%$266.7M+156.9%35.1%

Q1 2025

2025-03-31

$664.2M+34.7%$180.4M+136.5%27.2%

Q4 2024

2024-12-31

$599.9M+29.0%$136.8M+66.6%22.8%

Q3 2024

2024-09-30

$550.3M+18.8%$128.0M+45.9%23.3%

Q2 2024

2024-06-30

$507.5M$103.8M20.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Radio & Tv Broadcasting & Communications Equipment · SIC 3663

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Insider activity

Insider buying

$0

Insider selling

$542.1K

Net activity

−$542.1K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-13

Kevin Radigan

CHIEF ACCOUNTING OFFICER

Sale500$680.53$340.3K
2025-11-12

Kevin Radigan

CHIEF ACCOUNTING OFFICER

Sale350$576.58$201.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UI

Institutional value

$1.09B

Total shares held

1.4M

Distinct holders

263

-82 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.294.5K$232.7M+3.0K (+1.0%)Added
2SW Investment Management LLC142.5K$112.6M+2.5K (+1.8%)Added
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC118.0K$97.7M-37.9K (-24.3%)Trimmed
4Capital World Investors107.6K$85.0M+7.6K (+7.6%)Added
5VANGUARD CAPITAL MANAGEMENT LLC50.4K$39.8MNew
6Bank of New York Mellon Corp48.5K$38.3M-157 (-0.3%)Trimmed
7RHUMBLINE ADVISERS43.1K$34.1M+113 (+0.3%)Added
8JPMORGAN CHASE & CO43.1K$31.7M+18.2K (+73.2%)Added
9SALEM INVESTMENT COUNSELORS INC38.3K$30.3M+18.3K (+91.3%)Added
10CITIGROUP INC26.6K$21.0M-1.3K (-4.5%)Trimmed
11FIRST TRUST ADVISORS LP25.4K$20.1M-13.0K (-33.8%)Trimmed
12VANGUARD FIDUCIARY TRUST CO23.6K$18.6MNew
13FRANKLIN RESOURCES INC22.6K$17.9M+6.3K (+38.2%)Added
14NAVELLIER & ASSOCIATES INC21.0K$16.6M+1.4K (+7.1%)Added
15Nuveen, LLC20.0K$15.8M-438 (-2.1%)Trimmed
16JANE STREET GROUP, LLC16.7K$13.2M+6.3K (+61.1%)Added
17VANGUARD PORTFOLIO MANAGEMENT LLC16.4K$13.0MNew
18UBS Group AG16.1K$12.7M-1.3K (-7.5%)Trimmed
19OPPENHEIMER & CO INC14.8K$11.7M-203 (-1.3%)Trimmed
20LPL Financial LLC13.0K$10.3M+3.6K (+37.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once UI's latest filing finishes processing.