TLDR
- Ubiquiti posted Q4 adjusted EPS of $4.73, beating the $4.48 consensus by $0.25
- Revenue hit a record $937.3 million, up 23.5% year-over-year, beating estimates of $868.35 million
- Enterprise Technology revenue grew to $868.3 million from $680.1 million in the same quarter last year
- Full year fiscal 2026 revenue came in at $3.3 billion, up 27.2% from fiscal 2025
- The board declared a $1.00 per share quarterly dividend and extended its $500 million buyback program through September 2027
Ubiquiti (NYSE: UI) stock rose 3.3% after the company reported record fourth quarter fiscal 2026 results that topped Wall Street expectations on both earnings and revenue.
The stock was trading around $606 after hours following the announcement.
Adjusted EPS came in at $4.73, clearing the analyst consensus of $4.48. Revenue hit a record $937.3 million, well ahead of the $868.35 million estimate.
🚨 $UI (Ubiquiti Inc.) Q4 & FY2026 Earnings
Record revenues are exploding…
but Enterprise strength + capital returns are the real story 👀📊 KEY METRICS (Q4 FY2026)
🔹 Revenue: $937.3M (record, +23.5% YoY / +18.9% QoQ) 🟢
🔹 Enterprise Technology: $868.3M 🟢
🔹…— Emmanuel – Big Tech & AI Investor (@EmmanuelInvest) August 21, 2026
That revenue figure marks a 23.5% jump from the $759.2 million Ubiquiti reported in Q4 fiscal 2025.
The quarter-over-quarter growth was also strong. Revenue rose 18.9% from $788.2 million in Q3 fiscal 2026.
Enterprise Technology Drives the Numbers
The main engine behind that growth was the Enterprise Technology segment, which brought in $868.3 million during the quarter. That compares to $680.1 million in the same period last year.
Service Provider Technology, by contrast, dipped to $69 million from $79 million a year ago.
Gross margin came in at 45.8%, up from 45.1% in Q4 fiscal 2025 but lower than the 47% posted in Q3 fiscal 2026.
The company pointed to higher component and shipping costs as the reason for that sequential dip.
Ubiquiti also flagged that component costs could keep rising and availability may stay tight, which it said could weigh on gross margins in the near term.
Full Year Results and Capital Returns
For the full fiscal year 2026, Ubiquiti reported revenue of $3.3 billion, up 27.2% from $2.6 billion in fiscal 2025.
Full year non-GAAP EPS came in at $15.95, up from $10.96 the year prior.
R&D spending for the full year reached $204.2 million, up $34.5 million from fiscal 2025, driven by higher employee costs, prototype expenses, and software costs.
GAAP net income for the quarter was $284.9 million, up 6.8% year-over-year. Non-GAAP net income rose 33.6% to $286.5 million.
North America was the largest revenue region, contributing $507.4 million in Q4, up from $379.9 million in Q4 fiscal 2025.
The board declared a $1.00 per share quarterly cash dividend, payable September 8, 2026 to holders of record as of August 31, 2026.
The company also extended its stock repurchase program, authorizing up to $500 million in buybacks through September 30, 2027.
Ubiquiti said it intends to pay regular quarterly dividends of at least $1.00 per share throughout fiscal 2027, though future payments remain subject to board approval.
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