Ubiquiti Inc. reports record fourth quarter 2026 revenue of $937.3 million led by Enterprise Technology

Ubiquiti achieved record quarterly revenues of $937.3 million for the fourth quarter of fiscal 2026, representing a 23.5% increase year-over-year. This growth was driven exclusively by the Enterprise Technology platform, which offset a contraction in Service Provider sales. Full-year fiscal 2026 revenue reached $3.3 billion, a 27.2% increase over the prior year.

Key Highlights

• Enterprise Technology revenue surged 27.7% year-over-year to $868.3 million, while Service Provider Technology revenue declined 12.7% to $69.0 million.
• GAAP gross margin improved to 45.8% from 45.1% in the prior-year period, though it contracted 120 basis points sequentially due to higher component and shipping costs.
• The Board of Directors extended the $500 million share repurchase program through September 2027 and declared a $1.00 per share quarterly dividend.