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Ubiquiti Inc

ui.com

Ubiquiti Inc (NYSE: UI) is a networking technology company that designs and sells wireless networking, broadband access, and enterprise infrastructure hardware products. Revenue is generated through product sales, with manufacturing overhead capitalized into inventory costs and recognized upon sale. Ubiquiti is headquartered in New York, NY, with major operations including a 352,000 sq ft factory, R&D, and administration facility in Taiwan and warehouse and R&D facilities across the Czech Republic, Netherlands, Utah, Memphis, and Chicago as of June 30, 2025. The company operates globally, with leased R&D and support offices in Lithuania, Latvia, Poland, India, Ukraine, China, and elsewhere. Ubiquiti carries term and revolving credit facility debt and pays common stock cash dividends, as reflected in its FY2025 financing cash flows. The filing indicates demand is sensitive to macroeconomic conditions, consumer and business credit availability, and foreign exchange fluctuations.

Products & Services

Networking and wireless infrastructure hardware products, including inventory subject to new product transition cycles. Specific product line names are not detailed in the provided filing excerpts.

Revenue Model

Transactional product sales; manufacturing overhead including indirect labor, tariffs, shipping, and logistics costs are capitalized to inventory and recognized as cost of revenues when inventory is sold. Deferred revenues are also carried on the balance sheet as of FY2025.

Customers & Markets

Consumer, business, and service provider customers. Demand is sensitive to macroeconomic conditions, consumer confidence, credit availability, unemployment levels, and global trade policy. Specific customer names or concentration figures are not provided in the excerpts.

Geographic Exposure

Global. Headquarters in New York, NY. Manufacturing and R&D in Taiwan and China. Warehousing in Netherlands, Utah, Czech Republic, and Memphis. R&D and support offices in Lithuania, Latvia, Poland, India, Ukraine, and elsewhere as of June 30, 2025.

Financial Snapshot

Revenue
TTM
$3.096B
Gross Margin
TTM
46.02%
Net Income
TTM
$942.1M
Current Assets
2026 Q1
Current Liabilities
2026 Q1
Current Ratio
2026 Q1
356.14%
Total Assets
2026 Q1
Total Liabilities
2026 Q1
Book Value
2026 Q1
$1.202B
Cash
2026 Q1
P/E
TTM
35.75
Free Cash Flow
TTM
$741.0M

Stock Price

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Market Cap: $33.682 Billion

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