)
Overview
<ul>
<li>Networking infrastructure firm’s fiscal Q2 revenue rose 35.8% yr/yr</li>
<li>Company declared $0.80 per share cash dividend payable in February 2026</li>
<li>Adjusted EPS for fiscal Q2 was $3.88</li>
</ul>
Outlook
<ul>
<li>Company did not provide specific guidance for future quarters or full-year outlook</li>
</ul>
Result Drivers
<ul>
<li>ENTERPRISE TECHNOLOGY - Revenue growth driven by Enterprise Technology platform, up from $518.2 mln to $729.0 mln</li>
<li>GROSS MARGIN IMPROVEMENT - Gross margin increased to 45.9% from 41.2% year-over-year, driven by favorable product mix and lower shipping costs</li>
<li>R&amp;D EXPENSES - R&amp;D expenses rose due to higher prototype-related and employee-related costs</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 Beat $814.90 $726.81
Revenue mln mln (1
Analyst)
Q2 Beat $3.88 $3.08 (1
Adjusted Analyst)
<h3>EPS</h3>
<h3>Q2 EPS $3.86</h3>
<h3>Q2 $235.10</h3>
Adjusted mln
Net
Income
Q2 Gross 45.90%
Margin
Analyst Coverage
<ul>
<li>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”</li>
<li>The average consensus recommendation for the communications &amp; networking peer group is “buy.”</li>
<li>Wall Street’s median 12-month price target for Ubiquiti Inc is $587.50, about 2% above its February 5 closing price of $576.00</li>
<li>The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 64 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)

Ubiquiti Q2 revenue rises 35.8% on Enterprise Technology platform strength