Ubiquiti(US:UI) ZACKSยท2025-08-25 16:15Core Insights - Ubiquiti, Inc. reported strong fourth-quarter fiscal 2025 results, with both revenue and net income exceeding Zacks Consensus Estimates, driven by robust demand in the Enterprise Technology segment [1][10] Financial Performance - Net income for the quarter was $266.7 million or $4.41 per share, a significant increase from $103.8 million or $1.72 per share in the same quarter last year, despite higher operating expenses [2] - For fiscal 2025, net income rose to $711.9 million or $11.76 per share, compared to $349.9 million or $5.79 per share in 2024 [3] Revenue Growth - Net sales in the quarter increased to $759.2 million from $507.5 million year-over-year, surpassing the consensus estimate by $144 million [4][10] - The Enterprise Technology segment generated $680.1 million in revenues, up from $431.7 million in the prior-year quarter, exceeding estimates [5] - Service Provider Technology revenues increased to $79 million from $75.7 million year-over-year, driven by strength in North Europe, the Middle East, and Africa [6] Regional Performance - North America revenues were $379.9 million, up from $253.3 million in the year-ago quarter, while EMEA revenues reached $303.8 million, up from $194.1 million [7] Profitability Metrics - Gross profit for the quarter was $342.7 million, with a margin of 45.1%, compared to $204.1 million and 40.2% margin in the prior year, driven by a favorable product mix [8] - Operating income increased to $261.4 million from $138.3 million year-over-year [9] Cash Flow and Liquidity - Ubiquiti generated $640 million in cash from operating activities in 2025, compared to $541.5 million in the prior year [11]