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Ubiquiti Inc. UI Q3 2026 earnings

Reported May 8, 2026 · Before market open

Revenue$788.2MMiss by $26.1MDiluted EPS$3.88Miss by $0.41
Revenue estimate$814.3M
EPS estimate$4.29

Next report

Aug 28, 2026 (in 2 months)
Revenue estimate$850.5M
EPS estimate$4.03

Financials

Q3 2026

Income statement

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Revenue$788.2M+18.7%
Gross profit$370.7M+25.3%
Operating income$290.8M+28.2%
Net income$233.9M+29.6%
EPS (diluted)$3.86+29.5%

Balance sheet

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Cash & equivalents$368.7M+144%
Total debt$66.9M-82.6%
Total equity$1.2B+176%
Total assets$1.7B+32.1%

Cash flow

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Operating cash flow$167.8M+35.8%
CapEx$5.6M+96.6%
Free cash flow$162.2M+34.4%

Valuation & ratios

Valuation

as of 07/10/26
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Market cap$32.95B+155%
Enterprise value$32.65B+150%
P/E35×+11.4×
P/S10.6×+5.1×

Profitability

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Gross margin46%+3.9pp
Operating margin35.8%+5.0pp
Net margin30.4%+6.8pp
FCF margin23.9%-7.6pp

Returns & leverage

See full
Return on equity115%-123pp
Debt / equity0.1×-0.8×
Current ratio3.6×+2.2×

Segments

By geography

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North America$410.2M+27.1%
Europe, the Middle East and Africa (“EMEA”)$303.8M+7.7%
Asia Pacific$43.2M+15.2%
South America$31.1M+42.2%

By product

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Enterprise technology$717.9M+22.6%
Service provider technology$70.3M-10.3%

Versus estimates

Revenue

Q3 2026$788.2MMiss by $26.1M
Q2 2026$814.9MBeat by $88.1MQ1 2026$733.8MBeat by $31.4MQ4 2025$759.2MBeat by $123.9MQ3 2025$664.2MBeat by $41.8MQ2 2025$599.9MBeat by $82.5M

Diluted EPS

Q3 2026$3.88Miss by $0.41
Q2 2026$3.88Beat by $0.80Q1 2026$3.46Beat by $0.53Q4 2025$3.54Beat by $1.31Q3 2025$3.00Beat by $1.03Q2 2025$2.28Beat by $0.14

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Questions, answered.

When did Ubiquiti Inc. report Q3 2026 earnings?
Ubiquiti Inc. (UI) reported Q3 2026 earnings on May 8, 2026 before market open.
What were Ubiquiti Inc.'s Q3 2026 revenue and EPS?
Ubiquiti Inc. reported revenue of $788.2M and diluted EPS of $3.88 for Q3 2026.
Did Ubiquiti Inc. beat estimates in Q3 2026?
Revenue missed the consensus estimate of $814.3M by $26.1M. EPS missed the consensus estimate of $4.29 by $0.41.
How did Ubiquiti Inc.'s Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 18.7% from $664.2M a year earlier and diluted EPS grew 29.3% from $3.00.
Where can I find Ubiquiti Inc.'s Q3 2026 SEC filings?
You can read the 8-K earnings release (0001511737-26-000035) and the 10-Q periodic report (0001511737-26-000034) directly on SEC EDGAR. The filing index links above go to sec.gov.