Network gear maker Ubiquiti beats Q4 revenue, adjusted EPS estimates; authorizes stock buyback

Ubiquiti

22/08/2025 12:12

Overview

Ubiquiti Q4 fiscal 2025 revenue rises 49.6% yr/yr, beating analyst expectations

Adjusted EPS for Q4 fiscal 2025 beats estimates, reaching $3.54

Company announces $500 mln stock repurchase program

Outlook

Company plans regular quarterly dividends of at least $0.80 per share in FY 2026

Ubiquiti authorizes $500 mln stock repurchase program

Result Drivers

ENTERPRISE TECHNOLOGY - Revenue growth driven by Enterprise Technology platform, contributing significantly to overall increase

GROSS MARGIN IMPROVEMENT - Favorable product mix and reduced inventory charges led to higher gross margins

TAX BENEFIT - Deferred tax asset recognition contributed to increased net income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$759.20 mln
$634.10 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$3.54
$2.23 (1 Analyst)
Q4 EPS
$4.41
Q4 Adjusted Net Income
$214.40 mln
Q4 Gross Margin
45.1%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy."

Wall Street's median 12-month price target for Ubiquiti Inc is $343.50, about 13.7% below its August 21 closing price of $390.57

The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nBw4hmtT7a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)