Ubiquiti beats Q1 revenue estimates, declares dividend

Ubiquiti

07/11/2025 12:13

Overview

Ubiquiti fiscal Q1 revenue grows 33.3% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q1 beats consensus, driven by higher revenues and gross profit

Company declares $0.80 per share cash dividend, payable November 24, 2025

Outlook

Ubiquiti did not provide specific guidance for future quarters or the full year

Result Drivers

ENTERPRISE TECHNOLOGY - Revenue from Enterprise Technology platform increased, driving overall revenue growth

GROSS MARGIN IMPROVEMENT - Higher gross margins due to favorable product mix and lower shipping costs, partially offset by higher tariff costs

INCREASED R&D EXPENSES - Higher R&D expenses driven by increased employee-related costs and depreciation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$733.80 mln
$635.10 mln (2 Analysts)
Q1 Adjusted EPS
Beat
$3.46
$2.92 (1 Analyst)
Q1 EPS
$3.43
Q1 Adjusted Net Income
$209.30 mln
Q1 Gross Margin
46.00%


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 $509.50, about 49.1% below its November 6 closing price of $759.57

The stock recently traded at 62 times the next 12-month earnings vs. a P/E of 47 three months ago

Press Release: ID:nBwbB5Q42a

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(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.)