Solid YoY growth with expanding margins and a debt-free balance sheet, but the sequential revenue decline from Q2's holiday peak and lack of guidance create uncertainty. Monitor next quarter for revenue trajectory and any tariff commentary in the 10-K.
Price Chart
Executive Summary
Ubiquiti reported FQ3 2026 revenue of $788.2M (+18.7% YoY) and GAAP diluted EPS of $3.86 (+29.5% YoY). Revenue sequentially declined 3.3% from the holiday-driven Q2 record, and the company fully repaid all outstanding debt during the quarter. No guidance was provided, and no consensus estimates were available for this quarter.
Key Financial Metrics
Key Facts
- Revenue of $788.2M, up 18.7% YoY but down 3.3% sequentially from Q2 record
- GAAP diluted EPS of $3.86, up 29.5% YoY
- Gross margin expanded to 47.0% from 44.5% YoY and 45.9% sequentially
- Company repaid all outstanding debt as of March 2026
- Board declared $0.80 per share quarterly dividend payable May 26, 2026
- Enterprise Technology revenue $717.9M (+22.6% YoY); Service Provider Technology $70.3M (-10.3% YoY)
- No forward guidance provided in the release
Financial Impact
Revenue $788.2M, GAAP net income $233.9M, EPS $3.86 — all up strongly YoY but down slightly QoQ
Risk Factors
- Sequential revenue decline of 3.3% from Q2 holiday peak
- Service Provider Technology revenue declined 10.3% YoY
- No forward guidance provided — typical for Ubiquiti but limits visibility
- Tariff costs cited as partial offset to gross margin expansion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001511737-26-000035 |
| Document: ui-20260508.htm | 0001511737-26-000035 |
| Document: 0001511737-26-000035-index-headers.html | 0001511737-26-000035 |
| Document: 0001511737-26-000035-index.html | 0001511737-26-000035 |
| Document: 0001511737-26-000035.txt | 0001511737-26-000035 |
| 8-K Data (Synthetic) | 0001511737-26-000035 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | 8-K | $559.00 $586.17 | ▲ +4.86% | ▲ +5.39% | $620.52 (+11.01%) |
Jun 11, 2026 16w ago | Institutional Cluster | $588.73 $550.99 | ▼ −6.41% | ▼ −8.19% | $620.52 (+5.40%) |
May 8, 2026 21w ago | 8-K | $842.10 $567.33 | ▼ −32.63% | ▼ −32.65% | $620.52 (−26.31%) |
US Market Status
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