Ubiquiti Posts Record Q4 Revenue and EPS
A $1 quarterly dividend plus an extended $500 million buyback aim to bolster shareholder returns as management flagged rising component and shipping costs.
Overview
- Ubiquiti reported record fourth-quarter results on Friday, August 21, 2026, with revenue of $937.3 million and adjusted EPS of $4.73, both above analyst estimates.
- The Enterprise Technology segment drove the quarter with $868.3 million in sales while Service Provider Technology fell to $69 million, showing a clear shift in product mix.
- The board declared a $1.00 per-share quarterly cash dividend and extended the existing $500 million repurchase authorization through September 30, 2027, signaling a stronger focus on capital returns.
- Management warned that rising component prices, higher shipping costs, and possible tighter component availability could compress gross margins, which slipped to 45.8% sequentially.
- For fiscal 2026 Ubiquiti reported roughly $3.3 billion in revenue and non-GAAP EPS of $15.95, alongside higher R&D and operating spend, a mix that could support product development but raise near-term cost pressures and affect customer deliveries.