Overview
Networking infrastructure firm's fiscal Q2 revenue rose 35.8% yr/yr
Company declared $0.80 per share cash dividend payable in February 2026
Adjusted EPS for fiscal Q2 was $3.88
Outlook
Company did not provide specific guidance for future quarters or full-year outlook
Result Drivers
ENTERPRISE TECHNOLOGY - Revenue growth driven by Enterprise Technology platform, up from $518.2 mln to $729.0 mln
GROSS MARGIN IMPROVEMENT - Gross margin increased to 45.9% from 41.2% year-over-year, driven by favorable product mix and lower shipping costs
R&D EXPENSES - R&D expenses rose due to higher prototype-related and employee-related costs
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $814.90 mln | $726.81 mln (1 Analyst) |
Q2 Adjusted EPS | Beat | $3.88 | $3.08 (1 Analyst) |
Q2 EPS | $3.86 | ||
Q2 Adjusted Net Income | $235.10 mln | ||
Q2 Gross Margin | 45.90% |
Analyst Coverage
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"
The average consensus recommendation for the communications & networking peer group is "buy."
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
The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 64 three months ago
Press Release: ID:nBw9XyKsDa
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(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.)