Ubiquiti Inc. (UI) Q1 Earnings and Revenues Beat Estimates

Core Insights - Ubiquiti Inc. reported quarterly earnings of $3.46 per share, exceeding the Zacks Consensus Estimate of $2.48 per share, and showing a year-over-year increase from $2.14 per share, resulting in an earnings surprise of +39.52% [1] - The company achieved revenues of $733.77 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.50% and increasing from $550.34 million year-over-year [2] - Ubiquiti's stock has increased approximately 128.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 14.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.75, with expected revenues of $684.38 million, and for the current fiscal year, the EPS estimate is $11.97 on revenues of $2.89 billion [7] - The estimate revisions trend for Ubiquiti was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Wireless Equipment industry, to which Ubiquiti belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]