Ubiquiti (UI) Earnings: Q1 Fiscal 2027 Results and Next Report Date

The quarter ended September 30, 2026 and Ubiquiti published the results on November 6, 2026. Revenue and diluted EPS are shown against Q1 fiscal 2026, the same quarter a year earlier, which takes seasonal swings out of the comparison. Ubiquiti reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Ubiquiti's fiscal year ends June 30. Q1 fiscal 2027 is the three months ended September 30, 2026.
• Ubiquiti does not publish a revenue or earnings outlook in its release.

Source: Ubiquiti Q1 fiscal 2027 results, November 6, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Ubiquiti splits revenue in its own release, under its own labels, for Q1 fiscal 2027 against Q1 fiscal 2026. Indented lines are parts of the line above them.

• Ubiquiti's Enterprise Technology revenue was $941 million in Q1 fiscal 2027, up 43% from $657 million in Q1 fiscal 2026, 92% of total revenue.
• Ubiquiti's Service Provider Technology revenue was $84.9 million in Q1 fiscal 2027, up 11% from $76.6 million in Q1 fiscal 2026, 8% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release.

Ubiquiti's next report is expected around February 5, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q1 fiscal 2027 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q1 fiscal 2027 (this page), reported Nov 6, 2026

Ubiquiti's Enterprise Technology products brought in $941.3 million of its $1,026.2 million of Q1 fiscal 2027 revenues, or 92%, against 90% a year earlier. Enterprise Technology revenue rose $284.2 million, or 43%, which the 10-Q attributes to the Enterprise Technology platform across all regions. Service Provider Technology rose $8.3 million, or 11%, to $84.9 million, with growth in every region except North America. (Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026; Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

Ubiquiti's 10-K describes Enterprise Technology as the UniFi platforms: UniFi Cloud Gateways, UniFi WiFi, UniFi Switches, UniFi Protect, UniFi Access and UniFi Talk. Service Provider Technology covers airMAX, UFiber, Wave, GPON and airFiber, plus embedded radio products, base stations, backhaul equipment and customer premise equipment. (Ubiquiti Form 10-K, fiscal 2026, Aug 21, 2026)

Total revenues rose 39.9% from a year earlier and 9.5% from the prior quarter. By ship-to destination, North America brought in $541.7 million (up 41%), Europe, the Middle East and Africa $378.1 million (up 44%), Asia Pacific $67.1 million (up 26%) and South America $39.3 million (up 13%). (Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026; Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

Sales to distributors were 56% of Ubiquiti's revenues in the quarter and webstore sales 44%. Ubiquiti sells through a network of over 100 distributors and online retailers and states that no customer accounted for 10% or more of total revenues in any period presented. It had $1,776.0 million of purchase commitments with contract manufacturers and suppliers at September 30, 2026. (Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

Ubiquiti's non-GAAP diluted EPS of $5.32 was only $0.03 above its GAAP figure of $5.29 in Q1 fiscal 2027. The only items Ubiquiti excludes are share-based compensation and its tax effect; share-based compensation expense was $2.0 million before tax. GAAP net income rose 54.2% to $320.5 million. (Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026; Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

Gross profit margin was 47.3%, up 1.3 percentage points from 46.0% a year earlier, which Ubiquiti put down to lower indirect costs, offset in part by higher component costs. Interest income and other was $6.2 million of income, against $3.2 million of expense a year earlier, because of higher interest income on cash and lower interest expense on reduced debt. The effective tax rate was 19.4%, against 19.6%. (Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026; Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

Diluted weighted average shares were 60,564 thousand, against 60,559 thousand a year earlier. In the quarter Ubiquiti repurchased and retired 27,409 shares at an average price of $545.55, about $15 million, and paid $60.5 million of dividends. It declared a $1.00 per share dividend payable on November 23, 2026. (Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026; Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Ubiquiti does not publish revenue, margin or earnings guidance in its release. The Q1 fiscal 2027 release does flag that component costs have risen since the fourth quarter of fiscal 2026, that they may continue to rise with availability constrained, and that this may put near-term pressure on gross profit margins, particularly where Ubiquiti cannot offset the costs through pricing. (Ubiquiti Q1 fiscal 2027 release, Nov 6, 2026)

Ubiquiti had $485 million left under its repurchase program at September 30, 2026, after its board extended the program's expiration to September 30, 2027. (Ubiquiti Form 10-Q, Q1 fiscal 2027, Nov 6, 2026)

A consensus figure is the average of the models published by the analysts who cover Ubiquiti, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Ubiquiti's own release and filings put weight on for Q1 fiscal 2027, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning UI is on is UI a buy or a sell?, what analysts expect next is on the UI forecast, and what the company does is on the Ubiquiti (UI) stock page.

Every number on this page can be traced to a document Ubiquiti published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.