What is the 13F Pro Quality Score for UI?

13F Pro ranks Ubiquiti Inc. (UI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UI's current score at https://13fpro.ai/research/UI (free sign-up required for the full ranking).

Where does 13F Pro source UI data?

All Ubiquiti Inc. fundamentals and ownership data come directly from SEC EDGAR. Ubiquiti Inc. files with the SEC under CIK 1511737. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UI in?

Ubiquiti Inc. (UI) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives UI's revenue?

Per Ubiquiti Inc.'s latest 10-Q filed with the SEC on 2026-05-08, the biggest revenue drivers are: Enterprise Technology ($2,104.0M, +34% YoY); Service Provider Technology ($232.9M, -3.1% YoY); North America ($1,236.6M, +35% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/UI.

What are UI's largest expenses?

Ubiquiti Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenues ($1,254.7M, +21% YoY); Research and development ($151.2M, +24% YoY); Sales, general and administrative ($85.5M, +10% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended March 31, 2026).

How often is UI research updated on 13F Pro?

UI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Ubiquiti Inc.(UI)Stock Analysis

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13F Pro Quality Score

83.1/100

Rank #20 of 2,879 stocksTOP 1%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

86.7/100

Profitability

91.4/100

Balance Sheet

99.6/100

Earnings Quality

87.9/100

Free Cash Flow

82.0/100

Institutional Flow

25.1/100

Revenue Scale

69.8/100

Dilution Risk

83.1/100

UI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Ubiquiti Inc. (UI), a Technology sector company. 13F Pro's AI-powered ranking engine scores UI at 83.1/100 on a 32-signal composite quality model, placing it at rank #20 of 2,879 stocks — the top 1% of the AI-ranked universe. UI scores in the top quartile across balance sheet strength (99.6), profitability (91.4), earnings quality (87.9). Areas of concern include institutional flow (25.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), Ubiquiti Inc. reports quarterly revenue of $788.2M, net income of $233.9M, an operating margin of 36.9%. Top institutional holders of UI by reported 13-F value include BlackRock,, RENAISSANCE TECHNOLOGIES, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, based on the most recent SEC filings. UI trades on the NYSE exchange and files with the SEC under CIK 1511737. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ubiquiti Inc. directly from SEC EDGAR. Ubiquiti Inc.'s 13F Pro composite quality score has ranged between 8 and 85 since 2021, currently 83.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about Ubiquiti Inc.

Quirks, history, and lore behind UI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology hardware company · small-cap · listed on NYSE · sells primarily to businesses and service providers worldwide.
2
The Numbers
Annual revenue in the low billions of dollars, yet it runs with famously lean overhead — a tiny workforce for its sales volume because it keeps operations ruthlessly efficient.
3
The History
Founded in the mid-2000s by a former Atheros Communications executive, the company set out to prove that enterprise-grade networking gear didn't have to cost enterprise-grade prices.
4
The Secret
Its unusual business model skips traditional reseller channels almost entirely, selling direct — which is a big reason a Wi-Fi access point that rivals Cisco can cost a fraction of the price.
5
The Lore
Its passionate prosumer and IT community basically built the brand through word of mouth; the founder is legendary for occasionally posting bluntly on the company's own community forums.
6
The Giveaway
If you've ever spotted a sleek ceiling-mounted Wi-Fi disc in a coffee shop or hotel and thought it looked too good to be a consumer router, you've seen this company's UniFi line in the wild.

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What's Driving UI's Business? Latest 10-Q Breakdown

AI-extracted from Ubiquiti Inc.'s 10-Q filed 2026-05-08 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Total revenue: $2,336.8M+29% YoY

Enterprise Technology$2,104.0M+34% YoY

Increase in revenue from Enterprise Technology platform across all regions

Within Enterprise Technology

North America$1,236.6M+35% YoY

Increased revenue from both Enterprise Technology and Service Provider Technology products

EMEA$847.6M+22% YoY

Increased revenue from Enterprise Technology products, offset by decline in Service Provider Technology

Service Provider Technology$232.9M-3.1% YoY

Decrease in revenues across all regions except North America

Largest Expense Items

Cost of revenues$1,254.7M+21% YoY

Favorable product mix, lower shipping costs, reduced excess and obsolete inventory charges, offset by higher tariff costs

Research and development$151.2M+24% YoY

Higher employee-related expenses, prototype-related expenses, facility costs and software expenses

Sales, general and administrative$85.5M+10% YoY

Higher credit card processing fees, marketing expenses, professional fees, software expenses and employee-related expenses

Margins: Gross profit margin expanded to 46% in the nine-month period from 43% prior year, driven by favorable product mix, lower shipping costs, reduced excess inventory charges, partially offset by higher tariff costs. Operating margin improved to 36% from 32% as revenue growth leveraged fixed cost base.

Watch Items from the Filing

Company fully repaid $250M term loan in February 2026 and all credit facilities matured March 30, 2026. On May 7, 2026, entered new $250M revolving facility with PNC Bank; debt-free position provides flexibility but may limit strategic optionality.
IRS Tax Court litigation ongoing for fiscal 2015-2016 years; Company estimates potential $50M incremental liability if adverse; Hong Kong IRD audit deposits of $60.3M at risk pending completion of 2010-2020 statutory year examination.
Two active patent infringement lawsuits: Intellectual Ventures I LLC (802.11ac Beamforming) and AX Wireless LLC (Wi-Fi 6/802.11ax); latter includes ITC complaint seeking exclusion order that could prohibit U.S. sales of wireless products.
Purchase commitments of $1,226.7M with contract manufacturers; significant tariff exposure acknowledged with expectation tariffs will continue to affect product costs and margins; no assurance on magnitude or duration of relief.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$788.2M

Net Income

Q3 2026

$233.9M

Free Cash Flow

Q3 2026

$162.2M

Operating Margin

Q3 2026

36.9%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+33.4% YoY

$2.57BFY 2025

FY21 $1.90BFY22 $1.69BFY24 $1.93BFY25 $2.57B

Net Income

+103.4% YoY

$711.9MFY 2025

FY21 $616.6MFY22 $378.7MFY24 $350.0MFY25 $711.9M

Operating Income

+67.6% YoY

$836.3MFY 2025

FY21 $742.6MFY22 $462.3MFY24 $499.0MFY25 $836.3M

EPS (Diluted)

+103.1% YoY

$11.76FY 2025

FY21 $9.78FY22 $6.13FY24 $5.79FY25 $11.76

Total Assets

+27.0% YoY

$1.47BFY 2025

FY21 $891.0MFY22 $844.7MFY24 $1.15BFY25 $1.47B

Total Debt

-32.9% YoY

$499.6MFY 2025

FY21 $517.6MFY22 $786.5MFY24 $744.6MFY25 $499.6M

Op. Cash Flow

+18.2% YoY

$640.0MFY 2025

FY21 $612.0MFY22 $370.3MFY24 $541.5MFY25 $640.0M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2016
Revenue	$2.57B +33.4%	$1.93B +14.0%	$1.69B -10.9%	$1.90B +47.8%	$1.28B +92.8%	$666.4M
Net Income	$711.9M +103.4%	$350.0M -7.6%	$378.7M -38.6%	$616.6M +62.1%	$380.3M +78.0%	$213.6M
Operating Income	$836.3M +67.6%	$499.0M +7.9%	$462.3M -37.7%	$742.6M +55.3%	$478.2M +97.6%	$242.1M
EPS (Diluted)	$11.76 +103.1%	$5.79 -5.5%	$6.13 -37.3%	$9.78 +68.6%	$5.80 +132.9%	$2.49
Total Assets	$1.47B +27.0%	$1.15B +36.7%	$844.7M -5.2%	$891.0M +20.8%	$737.5M -1.3%	$747.1M
Total Debt	$499.6M -32.9%	$744.6M -5.3%	$786.5M +51.9%	$517.6M -23.8%	$679.1M +216.6%	$214.5M
Operating Cash Flow	$640.0M +18.2%	$541.5M +46.3%	$370.3M -39.5%	$612.0M +33.0%	$460.3M +133.0%	$197.5M

AI Insight: UI Financial Trends

Ubiquiti achieved zero net debt by Q1 2026 while sustaining 36% revenue growth and 211bp operating margin expansion since Q2 2024.

• Revenue grew from $507M (Q2 2024) to $788M (Q1 2026), +55% cumulative. Operating margin expanded from 27.2% to 36.9%.

• Total debt fell from $745M (Q2 2024) to $0M (Q1 2026). Equity surged from $95M to $1,202M, 12.6x growth in shareholder capital.

• Net income grew from $104M to $234M (+125%) while deleveraging aggressively, demonstrating both profitability and financial discipline.

⚠ Operating cash flow declined to $168M in Q1 2026 from $264M in Q4 2025—first sub-$200M quarter in recent history.

⚠ Revenue declined 3.3% sequentially from Q4 2025 ($815M) to Q1 2026 ($788M); monitor for underlying demand weakness.

AI Insight: UI Ratio Trends

Ubiquiti has eliminated debt while expanding operating margins to 36.9%, reaching near-peak profitability with best-in-class returns.

• Operating margin expanded from 27.3% in Q2 2024 to 36.9% in Q1 2026, a 960bp gain over 9 quarters.

• Net profit margin climbed from 20.5% to 29.7% in same period; NPM hit 35.1% in Q2 2025 peak.

• Debt-to-equity collapsed from 7.83 in Q2 2024 to 0.00 in Q1 2026, eliminating financial leverage entirely.

• TTM ROIC stands at 92.1%, among highest capital-efficiency metrics; Q4 2025 ROIC data not provided.

⚠ ROE declined sharply from 188.4% (Q4 2024) to 77.8% (Q1 2026), though still exceptional; equity base likely inflated.

⚠ Q1 2026 NPM of 29.7% below Q2 2025 peak of 35.1%; monitor if margin compression persists.

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Available Research

13F Pro tracks comprehensive data for Ubiquiti Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UI

BlackRock, Inc.
$232.8M294,554 sh
RENAISSANCE TECHNOLOGIES LLC
$173.0M218,944 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$145.1M183,564 sh
SW Investment Management LLC
$112.6M142,500 sh
AQR CAPITAL MANAGEMENT LLC
$98.8M129,203 sh
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$97.7M118,046 sh
Capital World Investors
$85.0M107,615 sh
STATE STREET CORP
$67.5M85,465 sh
MORGAN STANLEY
$61.6M77,949 sh
GOLDMAN SACHS GROUP INC
$60.8M76,935 sh

Fund	Value	Shares
BlackRock, Inc.	$232.8M	294,554
RENAISSANCE TECHNOLOGIES LLC	$173.0M	218,944
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$145.1M	183,564
SW Investment Management LLC	$112.6M	142,500
AQR CAPITAL MANAGEMENT LLC	$98.8M	129,203
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$97.7M	118,046
Capital World Investors	$85.0M	107,615
STATE STREET CORP	$67.5M	85,465
MORGAN STANLEY	$61.6M	77,949
GOLDMAN SACHS GROUP INC	$60.8M	76,935

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Is UI a good stock to buy?

13F Pro's AI-powered analysis of Ubiquiti Inc. (UI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UI are available on the UI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own UI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Ubiquiti Inc.'s investment landscape.