Ubiquiti Q4 2026: Revenue Tops $937M With a 17% EPS Beat
As seen on the 24/7 Wall St. homepage on August 21, 2026.
Enterprise Technology revenue of $868.31 million, up 27.7% year over year, carried Ubiquiti past consensus on both lines and funded a commitment to at least $1.00 per share in quarterly dividends through fiscal 2027. Management is flagging rising component costs and supply constraints as the next squeeze on gross margin, currently 45.8%.
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Ubiquiti's fiscal fourth quarter beat expectations, with adjusted EPS of $4.73 against a $4.03 consensus. Revenue grew 23.5% year over year, a pace that accelerated from earlier in the fiscal year.
Enterprise Technology drove the quarter, generating $868.31 million, up 27.7% from a year ago. That strength more than offset a contraction in Service Provider Technology.
For the full fiscal year, revenue reached $3.27 billion, up 27.2% over fiscal 2025, with net income higher as well. Gross margin held at 45.8% in the quarter, though sequential compression tied to higher component and shipping costs has already begun.
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Management named rising component costs and supply constraints as the pressure points on gross margin going forward. The company extended its buyback program to $500 million through September 30, 2027 and committed to quarterly dividends of at least $1.00 per share through fiscal 2027.
Ubiquiti has beaten consensus estimates in every quarter since Q4 2024, when reported EPS was $1.74. Whether component cost headwinds interrupt that pattern is the central question heading into fiscal 2027.
Mentioned: UI