Q4 FY2026 EarningsFY26 Q4 results significantly beat consensus estimates: revenue reached $3,274.2M vs. $3,187.3M expected, and diluted GAAP EPS was $15.85 vs. $15.34 expected. Enterprise Technology drove the top-line beat with 32% YoY growth, now comprising 91% of total sales. Management increased the quarterly dividend to $1.00 per share and extended the $500M buyback program, signaling confidence in sustained AI-driven networking demand despite a 5% decline in Service Provider revenue.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ubiquiti(UI) the Revenue is 937.32 M (+23.47%), Beat estimate;the EBIT is 340 M (+30.07%), Beat estimate;the EPS is 4.7 (+6.58%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.94B23.47%
0.85B12.03%
+0.09B11.44%
EBITExceed expectations
0.34B30.07%
0.31B19.72%
+0.03B10.35%
EPSExceed expectations
4.76.58%
4.1875.06%
+0.513011.64%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf