Ubiquiti Inc.
UI
Jodie read · what matters now
Revenue increased 18.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to UI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-08 against the comparable filing from 2025-05-09.
What improved
- Revenue increased 18.7% versus the comparable filing period.
- Operating margin improved 2.7 percentage points.
- Net income increased 29.6% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The change in effective tax rates for the three and nine months ended March 31, 2026, as compared to the same periods in the prior year, was primarily driven by a change in the mix of income earned in various tax jurisdictions as well as in the mix of income eligible for the Foreign-Derived Intangible Income rules and subject to the Global Intangible Low-Taxes Income and Pillar Two rules.”
“The increase in gross profit margin for the three months ended March 31, 2026, as compared to the comparable prior year period, was primarily driven by favorable product mix, reduced charges for excess and obsolete inventory, lower shipping costs and other indirect costs.”
“The increase in gross profit margin for the nine months ended March 31, 2026, as compared to the comparable prior year period, was primarily driven by favorable product mix, lower shipping costs, reduced charges for excess and obsolete inventory and other indirect costs.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind UI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 10 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
UI is currently a Leader in the organic co-movement group Enterprise Networking Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for UI; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.