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Ubiquiti Inc SEC Filings

UI NYSE

Ubiquiti Inc. filings document operating results, capital actions, governance matters, and exchange-listing compliance for the networking technology company. Form 8-K reports furnish quarterly financial results and segment revenue details for Enterprise Technology and Service Provider Technology, and also record board-approved dividends and stock repurchase programs.

The company’s proxy materials cover annual meeting matters, director and committee governance, executive compensation, and equity-award disclosures. Material-event filings also document board-vacancy effects on audit committee composition and related New York Stock Exchange listing-standard compliance.

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Ubiquiti Inc. Chief Accounting Officer Kevin Radigan reported an open-market sale of 500 shares of Common Stock at $680.53 per share. After this transaction on May 13, 2026, he directly owns 2,268 Ubiquiti shares, reflecting a partial reduction of his personal position.

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UI submitted a Form 144 notice reporting proposed sales of common stock under Rule 144. The filing lists three lots of restricted stock dated 07/01/2020 (282 and 140 shares) and 07/01/2022 (78 shares). The cover identifies the broker as Morgan Stanley Smith Barney LLC and an exchange listing of NYSE with a filing date of 05/13/2026.

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Ubiquiti Inc. reported strong third quarter fiscal 2026 results with revenues of $788.2 million, up 18.7% year over year, but down 3.3% sequentially after strong holiday webstore sales in the prior quarter. Enterprise Technology revenue rose to $717.9 million, while Service Provider Technology revenue declined to $70.3 million.

GAAP gross profit was $370.7 million, with gross margin improving to 47.0% from 44.5% a year earlier, helped by favorable product mix, lower inventory charges and shipping costs, partially offset by higher tariffs. GAAP net income increased to $233.9 million and non-GAAP net income to $235.1 million, up about 30% year over year, driving GAAP diluted EPS of $3.86 and non-GAAP diluted EPS of $3.88.

The Board declared a $0.80 per share cash dividend payable on May 26, 2026 to shareholders of record on May 18, 2026. Ubiquiti also reduced interest expense as it repaid all outstanding debt by March 2026, strengthening its balance sheet while continuing to invest in R&D and maintaining global revenue growth across all regions.

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Ubiquiti Inc. delivered strong growth for the quarter and year-to-date. For the three months ended March 31, 2026, revenue rose to $788.2 million, up 19% year over year, while net income increased to $233.9 million, or $3.86 diluted EPS, with gross margin improving to 47%.

For the nine months, revenue reached $2.34 billion, up 29%, and net income was $675.4 million with diluted EPS of $11.15. Growth was led by Enterprise Technology products across all regions, especially North America. The company generated $630.1 million in operating cash flow, fully repaid its $250 million term loan, ended the period with $368.7 million in cash and no debt, and continued paying quarterly dividends of $0.80 per share. Ubiquiti also faces ongoing tax audits and new patent litigation, and it entered a new $250 million revolving credit facility maturing in 2031.

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Ubiquiti Inc. reported strong second quarter fiscal 2026 results for the period ended December 31, 2025, with revenues of $814.9 million, up 35.8% year over year, and GAAP diluted earnings per share of $3.86.

Growth was broad-based, driven by both Enterprise Technology revenue of $729.0 million and Service Provider Technology revenue of $85.9 million. GAAP gross margin was 45.9%, slightly below the prior quarter but higher than the prior year, reflecting favorable product mix and lower shipping and inventory-related costs.

GAAP net income reached $233.6 million, up 70.8% from the prior-year quarter, while non-GAAP diluted EPS was $3.88. The Board of Directors declared a quarterly cash dividend of $0.80 per share, payable on February 23, 2026 to shareholders of record on February 17, 2026.

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Ubiquiti Inc. reported strong growth for the quarter and six months ended December 31, 2025. Quarterly revenue rose to $814.9 million from $599.9 million, while net income increased to $233.6 million from $136.8 million. Gross margin improved to 46%, helped by favorable product mix and lower shipping and inventory costs despite higher tariffs.

Enterprise Technology drove most of the expansion, contributing 89% of quarterly revenue and growing 41% year over year. North America and EMEA remained the largest regions, with U.S. revenue at $388.3 million. Ubiquiti generated $462.4 million in operating cash flow in six months, repaid $202.5 million on its term loan, and ended with $302.8 million in cash and $47.5 million of debt outstanding. The company continues paying a quarterly dividend of $0.80 per share and has significant purchase commitments and lease obligations, while managing ongoing tax examinations and new patent litigation, including an ITC complaint that could affect U.S. imports of certain products if decided adversely.

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Ubiquiti Inc. reported that longtime director Ronald A. Sege passed away on November 30, 2025. He had served on the audit and compensation committees and chaired the nominating and corporate governance committee. His Class II board seat will remain vacant until the board appoints a replacement.

Because the audit committee now has only two independent directors, Ubiquiti is not compliant with NYSE rules requiring three independent audit committee members. The company notified the NYSE and received a formal non‑compliance notice, and expects to add an independent director to restore compliance.

At the December 4, 2025 annual meeting, stockholders approved the election of Mr. Sege as the Class II director nominee, with 57,469,544 votes for, 579,731 withheld and 1,408,040 broker non‑votes, although the seat will stay vacant. Stockholders also ratified KPMG LLP as the independent auditor for the fiscal year ending June 30, 2026, with 59,437,036 votes for, 12,784 against and 7,495 abstaining.

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Ubiquiti Inc. (UI) reported an insider transaction on a Form 4. The company’s Chief Accounting Officer sold 350 shares of common stock at $576.58 on November 12, 2025 (transaction code S). After this sale, the officer directly owned 2,768 shares. This filing reflects a routine disclosure of insider trading activity and current holdings.

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Form 144 notice of proposed sale of securities. The filing reports an intended sale of 350 shares of common stock through Morgan Stanley Smith Barney LLC (Executive Financial Services), with an aggregate market value of 201,803, on or about 11/12/2025 on the NYSE.

The shares were acquired as restricted stock from the issuer on 07/01/2022, in the amount of 350, with payment noted as Not Applicable. Shares outstanding are listed as 60,499,655. This notice reflects a planned secondary sale by the holder and does not involve the issuer selling securities.

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Ubiquiti Inc. (UI) furnished its quarterly results press release via an 8‑K. The company announced that Exhibit 99.1 contains financial results for the fiscal quarter ended September 30, 2025. The exhibit is being furnished, not filed, which limits potential liability under Section 18 of the Exchange Act and means it is not automatically incorporated into other filings.

The filing also includes customary forward‑looking statements language, noting risks outlined in the company’s Form 10‑K for the year ended June 30, 2025. The forward‑looking section references management’s intention to pay quarterly cash dividends.

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FAQ

How many Ubiquiti (UI) SEC filings are available on StockTitan?

StockTitan tracks 16 SEC filings for Ubiquiti (UI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Ubiquiti (UI)?

The most recent SEC filing for Ubiquiti (UI) was filed on May 15, 2026.