Ubiquiti posts record Q1 2027 revenue and earnings beat, declares $1 dividend

Ubiquiti Inc. reported fiscal first‑quarter 2027 revenue of about $1.03 billion, up 39.9% year‑over‑year, and GAAP earnings of $5.29 per share, a 54.2% increase. Adjusted (non‑GAAP) EPS was $5.32, beating consensus by roughly $1.40. The board declared a cash dividend of $1.00 per share, while warning that rising component costs could pressure margins.

The earnings beat and dividend may support the stock’s recent rally, but investors should watch margin pressure from higher component costs, which the company flagged as a near‑term risk.

  • 1Revenue reached $1.03 billion, a 39.9% increase from the prior year quarter.
  • 2GAAP earnings per diluted share were $5.29, up 54.2% year‑over‑year.
  • 3Adjusted (non‑GAAP) EPS was $5.32, beating analyst consensus of $3.93 by $1.39.
  • 4Net income was $320.5 million, compared with $207.9 million a year earlier.
  • 5The board declared a cash dividend of $1.00 per share payable on November 23, 2026.
  • 6Gross margin expanded to 47.3% from 46.0% in the prior year period.
  • Revenue is reported as $1.03 billion in most sources (5,8) but $1.02 billion in material 2, indicating a conflict on the same reported basis.

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