NYSE$UI

Ubiquiti Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Ubiquiti reported fiscal Q3 2025 total revenues of $664.2M with net income of $180.4M and diluted EPS of $2.98.

Total revenues rose 35% to $664.2 million for the quarter ended March 31, 2025. Net income was $180.4 million and diluted EPS was $2.98 versus $1.26 a year ago as enterprise and service-provider demand scaled. Nine-month revenue reached $1.81 billion with net income of $445.2 million.

  • Fiscal Q3 revenue $664.2M (+35% YoY).
  • Net income $180.4M; diluted EPS $2.98.
  • Inventory and receivables rose with demand.
  • Platform adoption across networking and software services.

Headline financials

Total Revenue

$664M

Previous: $493M+34.7%
EPS (adj)

$2.98

Previous: $1.28+132.8%
Gross Margin

45.0%

No prior period
R&D Expense

$44.3M

No prior period
SG&A Expense

$24.8M

No prior period
Income Before Taxes

$221M

No prior period
Income Tax Provision

$41M

No prior period
Capital Expenditures

-$7.42M

Previous: -$10.1M+26.6%
Net Income

$180M

Previous: $76.3M+136.5%
Operating Income

$227M

Previous: $111M+104.0%
Gross Profit

$296M

Previous: $174M+69.9%

Revenue & EPS history

Ubiquiti · Revenue · Quarterly

$664M

Q3 2025+34.7%vs Q3 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Ubiquiti · $463M total across 2 segments · Q1 2024

  • Enterprise Tech
    $380M-10.8%
  • Service Provider
    $83M+15.6%

Forward guidance

Technology and infrastructure outlook emphasizes demand trends, capacity, and operating leverage.

Tailwinds

  • Enterprise and infrastructure demand tailwinds.
  • Recurring or contracted revenue elements.

Headwinds

  • Inventory and working-capital needs with growth.
  • Competitive pricing and macro IT spending cycles.

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 Q3 2025

Historical avgQ3 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

Earnings price reactions
QuarterReport dateReaction (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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro