“Ubiquiti Inc.”
🐂 Bull
- Installed base drives replacement and service demand
- 36% GAAP operating margin last quarter
- Free cash flow $909M = 28% of FY revenue
🐻 Bear
- Hardware demand is cyclical
What changed
Quarter revenue $937M, +23% YoY; operating income $340M vs $261M a year ago (+30%).
UI · Ubiquiti Inc.
Hardware & Electrical · ★ Legendary · Power 94/100 · CIK 0001511737
What it does
Ubiquiti Inc. is a hardware & electrical company (radio & tv broadcasting & communications equipment) headquartered in NY, reporting $3.3B of revenue in its fiscal year ended 2026-06-30. Last quarter revenue moved +23% year over year with a 36% operating margin.
Auto-written from filing data.
What changed
10-K for the period ending 2026-06-30, filed 2026-08-21 0001511737-26-000056
Quarter revenue $937M, +23% YoY; operating income $340M vs $261M a year ago (+30%).
- Revenue (qtr to 2026-06-30): $937M (+23% YoY) 0001511737-26-000056
- Operating income (qtr to 2026-06-30): $340M (+30% YoY) 0001511737-26-000056
- Operating cash flow (FY to 2026-06-30): $929M (+45% YoY) 0001511737-26-000056
🐂 Bull case
- Installed base drives replacement and service demand
- 36% GAAP operating margin last quarter 0001511737-26-000056
- Free cash flow $909M = 28% of FY revenue 0001511737-26-000056
🐻 Bear case
- Hardware demand is cyclical
🚩 Red flags
- None triggered by our rules this period.
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.