NYSE$UI

Ubiquiti Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Ubiquiti reported record revenues and GAAP diluted EPS for Q4 2024.

Ubiquiti Inc. announced its Q4 fiscal year 2024 financial results, with revenues of $507.5 million and a GAAP diluted EPS of $1.72. The company's Board of Directors declared a $0.60 per share cash dividend.

  • Revenues reached $507.5 million.
  • GAAP diluted EPS was reported at $1.72.
  • Non-GAAP diluted EPS amounted to $1.74.
  • The Board declared a cash dividend of $0.60 per share.

Headline financials

Total Revenue

$507M

Previous: $491M+3.3%
EPS (adj)

$1.74

Previous: $1.73+0.6%
Gross Margin

40.2%

Previous: 41.4%-2.9%
R&D Expense

$44.1M

Previous: $40.5M+8.8%
SG&A Expense

$21.7M

Previous: $18.9M+14.8%
Income Before Taxes

$122M

No prior period
Income Tax Provision

$17.8M

No prior period
Capital Expenditures

-$1.87M

Previous: $5.28M-135.3%
Net Income

$104M

Previous: $104M+0.1%
Operating Income

$138M

Previous: $144M-3.8%
Gross Profit

$204M

Previous: $203M+0.4%
Stock-Based Comp

$1.69M

Previous: $1.34M+25.9%

Revenue & EPS history

Ubiquiti · Revenue · Quarterly

$507M

Q4 2024+3.3%vs Q4 2023
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

The company intends to pay regular quarterly cash dividends of at least $0.60 per share during each quarter of fiscal year 2024, although all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board each quarter after its review of the Company’s financial performance and results of operations, available cash and cash flow, capital requirements, applicable corporate legal requirements, and other factors.

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 Q4 2024

Historical avgQ4 2024

+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%

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