NYSE$UI
Ubiquiti Inc · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
Ubiquiti Inc. reported record revenues of $599.9 million for Q2 FY2025, reflecting a 29% year-over-year increase. GAAP diluted EPS was $2.26, and non-GAAP EPS was $2.28. The company's Enterprise Technology and Service Provider Technology segments saw revenue growth. Net income increased significantly to $136.8 million, driven by higher revenues and gross profit.
Headline financials
Revenue & EPS history
Ubiquiti · Revenue · Quarterly
$600M
Revenue by segment
Ubiquiti · $463M total across 2 segments · Q1 2024
- Enterprise Tech$380M-10.8%82.1%
- Service Provider$83M+15.6%17.9%
Forward guidance
Ubiquiti remains optimistic about continued revenue growth, despite facing potential risks related to tariffs, currency fluctuations, and geopolitical instability.
Tailwinds
- Strong revenue growth across both Enterprise Technology and Service Provider Technology segments.
- Gross margin improved year-over-year.
- Net income saw a significant 66.6% increase compared to the previous year.
- Continued investment in R&D and product innovation.
- Steady dividend payout reflecting confidence in financial stability.
Headwinds
- Higher shipping and tariff costs impacting gross margin.
- Increase in bad debt expenses due to customer defaults.
- Higher fees associated with webstore credit card processing.
- Foreign exchange losses contributing to higher interest and other expenses.
- South America revenue declined compared to the previous year.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
+1.9%
Avg return
Earnings day
+1.2%
Avg return
5 days after
+1.7%
Avg return
30 days after
63%
40 / 63 earnings
Positive
+40.0%
Q1 2020
Best reaction
-38.2%
Q4 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -9.6% | -28.5% | -39.1% | |
| Q2 2026 | +8.0% | +23.8% | +30.1% | |
| Q1 2026 | -19.6% | -23.0% | -23.9% | |
| Q3 2025 | +3.9% | -6.5% | -9.0% | |
| Q2 2025 | -8.6% | -19.5% | -24.8% | |
| Q1 2025 | +30.3% | +29.2% | +31.9% | |
| Q4 2024 | +16.5% | +6.8% | +23.0% | |
| Q3 2024 | +15.7% | +20.1% | +24.2% | |
| Q2 2024 | +1.1% | -3.3% | -8.0% | |
| Q1 2024 | -14.6% | -13.5% | -5.9% | |
| Q4 2023 | +9.8% | +11.7% | -6.4% | |
| Q3 2023 | -13.5% | -18.2% | -23.8% | |
| Q2 2023 | -5.7% | -6.9% | -10.6% | |
| Q1 2023 | -12.2% | -15.5% | -7.7% | |
| Q4 2022 | +1.4% | -2.7% | -9.9% | |
| Q3 2022 | -15.4% | -19.6% | -2.2% | |
| Q2 2022 | -8.0% | -4.2% | -5.7% | |
| Q1 2022 | -4.3% | -4.7% | -3.7% | |
| Q4 2021 | +12.4% | +8.8% | +1.6% | |
| Q3 2021 | +3.5% | +2.0% | +20.6% | |
| Q2 2021 | +10.4% | +11.3% | +1.6% | |
| Q1 2021 | +29.9% | +36.5% | +30.0% | |
| Q4 2020 | +0.7% | -0.5% | -17.3% | |
| Q3 2020 | +17.0% | +10.7% | +12.3% | |
| Q2 2020 | -16.8% | -14.6% | -16.1% | |
| Q1 2020 | +40.0% | +41.4% | +51.5% | |
| Q4 2019 | -5.7% | -7.2% | -4.5% | |
| Q3 2019 | -16.3% | -16.7% | -17.7% | |
| Q2 2019 | +20.2% | +24.5% | +31.2% | |
| Q1 2019 | +12.1% | +14.7% | +12.6% | |
| Q4 2018 | +2.5% | +3.7% | +18.8% | |
| Q3 2018 | +11.4% | +9.9% | +16.0% | |
| Q2 2018 | -10.1% | -10.4% | -10.9% | |
| Q1 2018 | -3.9% | -0.9% | +1.1% | |
| Q4 2017 | +20.8% | +23.2% | +9.3% | |
| Q3 2017 | -5.9% | -6.6% | -2.7% | |
| Q2 2017 | -16.1% | -21.4% | -21.7% | |
| Q1 2017 | +2.7% | +1.2% | +2.4% | |
| Q4 2016 | +11.4% | +12.1% | +19.3% | |
| Q3 2016 | +8.3% | — | — | |
| Q2 2016 | +5.4% | — | — | |
| Q1 2016 | +14.1% | — | — | |
| Q4 2015 | -2.6% | — | — | |
| Q3 2015 | +0.7% | — | — | |
| Q2 2015 | +9.8% | — | — | |
| Q1 2015 | -18.7% | — | — | |
| Q4 2014 | +7.1% | — | — | |
| Q3 2014 | -23.2% | — | — | |
| Q2 2014 | +8.8% | — | — | |
| Q1 2014 | +6.4% | — | — | |
| Q4 2013 | +28.3% | — | — | |
| Q3 2013 | +16.8% | — | — | |
| Q2 2013 | +6.4% | — | — | |
| Q1 2013 | +9.2% | — | — | |
| Q4 2010 | +4.1% | — | — | |
| Q4 2012 | -38.2% | — | — | |
| Q3 2012 | -17.8% | — | — | |
| Q3 2011 | -17.8% | — | — | |
| Q2 2012 | +5.1% | — | — | |
| Q2 2011 | +5.1% | — | — | |
| Q1 2011 | +2.0% | — | — | |
| Q4 2011 | +2.0% | — | — | |
| Q1 2012 | +2.0% | — | — |
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