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Ubiquiti Inc.

Ubiquiti Inc.

NYSE•UI
CEO: Mr. Robert J. Pera
セクター: Technology
業種: Communication Equipment
上場日: 2011-10-14
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. The company develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products. The company also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solutions; UniFi Talk, a plug-and-play phone system and VoIP subscription service, as well as UniFi Connect and its AmpliFi platform. In addition, it offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhaul point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. Further, the company provides base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; and antennas. It serves customers through a network of distributors, online retailers, and direct to customers worldwide. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.
連絡先情報
685 Third Avenue, 27th Floor, New York, NY, 10017, United States
646-780-7958
www.ui.com
時価総額
$43.58B
PER (TTM)
49.0
88.7
配当利回り
0.4%
52週高値
$803.60
52週安値
$255.00
52週レンジ
85%
順位14Top 2.7%
6.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$814.87M+0.00%
直近4四半期の推移

EPS

$3.86+0.00%
直近4四半期の推移

フリーCF

$269.06M+0.00%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Six Month Revenue Growth Six months revenue reached $1.55B USD, marking a strong 35% increase over the prior period results.
Net Income Substantial Increase Net income for six months totaled $441.5M USD, reflecting substantial 67% growth compared to prior year.
Gross Margin Expansion Noted Gross profit margin improved to 46% for the six months ended December 31, 2025, up 4 points.
Strong Operating Cash Flow Operating cash flow provided $462.4M USD for the six months, showing a 20% increase year-over-year.

リスク要因

Supply Chain Volatility Risks Component supply volatility and geopolitical tensions increase costs and raise the risk of obsolete inventory.
Distributor Sales Reliance Limited visibility into end customer demand via distributors creates difficult sales forecasting challenges.
Intellectual Property Litigation Exposure Exposure to extensive IP litigation, especially in foreign jurisdictions like China, poses financial risk.
Credit Facility Maturity Date Existing credit facilities mature in March 2026, requiring timely refinancing under uncertain market conditions.

見通し

New Credit Facility Planned Intends to secure new borrowing facility before March 2026 maturity to ensure sufficient liquidity for needs.
Share Repurchase Program Active Approved $500M stock repurchase program expiring September 2026; no repurchases executed this period.
Continued Technology Investment Expect R&D expenses to increase while investing heavily in Enterprise and Service Provider platforms.
Monitoring Tax Regulation Impact Actively evaluating impact of enacted tax legislation, including OBBBA and Pillar Two rules on future tax rates.

同業比較

売上高 (TTM)

Hewlett Packard Enterprise CompanyHPE
$34.30B
+14.1%
Block, Inc.XYZ
$23.97B
+0.5%
Telefonaktiebolaget LM Ericsson (publ)ERIC
$23.57B
-7.7%

粗利益率 (最新四半期)

Fair Isaac CorporationFICO
83.0%
+2.8pp
Electronic Arts Inc.EA
73.2%
-2.0pp
Garmin Ltd.GRMN
59.1%
-0.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
STX$92.90B46.5-889.4%51.7%
MPWR$56.12B92.217.7%0.0%
EA$50.21B73.811.0%14.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
7.1%
安定成長
4四半期純利益CAGR
9.0%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月7日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q2 2026

    会計期末: 2025年12月31日|提出日: 2026年2月6日|
    売上高: $814.87M+0.0%
    |
    EPS: $3.86+0.0%
    予想を上回る
  • Form 10-Q - Q1 2026

    会計期末: 2025年9月30日|提出日: 2025年11月7日|
    売上高: $733.77M+33.3%
    |
    EPS: $3.44+62.3%
    予想を上回る
  • Form 10-K - FY 2025

    会計期末: 2025年6月30日|提出日: 2025年8月22日|
    売上高: $2.57B+33.4%
    |
    EPS: $11.77+103.3%
    予想を上回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年3月31日|提出日: 2025年5月9日|
    売上高: $664.17M+34.7%
    |
    EPS: $2.98+136.5%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2024年12月31日|提出日: 2025年2月7日|
    売上高: $599.88M+29.0%
    |
    EPS: $2.26+66.2%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2024年9月30日|提出日: 2024年11月8日|
    売上高: $550.34M+18.8%
    |
    EPS: $2.12+46.2%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年6月30日|提出日: 2024年8月23日|
    売上高: $1.93B-0.6%
    |
    EPS: $5.79-14.2%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年3月31日|提出日: 2024年5月10日|
    売上高: $493.00M+7.7%
    |
    EPS: $1.26-22.7%
    予想を下回る