金吾财讯 | Ubiquiti Inc（UI）公布截至2026年6月30日的2026财年第四季度及全年财务业绩。数据显示，第四财季，GAAP净利润为2.849亿美元，GAAP稀释后每股收益（EPS）达4.70美元，非GAAP稀释后每股收益达4.73美元。第四财季，营收达9.373亿美元，同比增长23.5%，环比增长18.9%，超市场预期。期内，GAAP毛利率为45.8%，同比微升0.7个百分点，产品组合改善及其他间接成本下降对毛利形成支撑，但部分被组件成本上涨及运费增加所抵消。2026财年，全年GAAP净利润达9.603亿美元，而去年同期为7.12亿美元；稀释后每股收益为15.85美元，去年同期为11.76美元；非GAAP每股收益达15.95美元，去年同期为10.96美元。全年总营收达32.74亿美元，较2025财年的25.74亿美元大幅增长27.2%。其中，核心的企业技术板块全年贡献营收29.72亿美元，同比增长31.9%；服务提供商技术板块营收为3.02亿美元。
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