Ubiquiti (UI) Change in Inventory (2010 - 2026)
Ubiquiti's (UI) quarterly Change in Inventory came in at $125.0 million in Q2 2026, up 47.94% year-over-year from $84.5 million in Q2 2025, and up 749.71% quarter-over-quarter from -$19.2 million in Q1 2026.
Analysis
Ubiquiti (UI) Change in Inventory (2010 - 2026) Analysis & Trends
Ubiquiti has disclosed Change in Inventory across 17 years of filings, most recently posting $125.0 million for Q2 2026.
- In Q2 2026, Change in Inventory rose 47.94% year-over-year to $125.0 million; the TTM figure through Jun 2026 stood at $109.5 million (down 50.2% YoY), while the FY2026 annual figure was $109.5 million, down 50.2% from the prior year.
- Change in Inventory came in at $125.0 million for Q2 2026 at Ubiquiti, up from -$19.2 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $293.9 million in Q4 2022 to a low of -$131.6 million in Q1 2024.
- Average Change in Inventory over 5 years is $30.6 million, with a median of $2.5 million recorded in 2023.
- Year-over-year, Change in Inventory surged 1615.1% in 2022 and sank 4374.24% in 2024.
- Over 5 years, Change in Inventory stood at $293.9 million in 2022, then slumped by 107.32% to -$21.5 million in 2023, then surged by 504.47% to $87.1 million in 2024, then tumbled by 103.24% to -$2.8 million in 2025, then soared by 4535.7% to $125.0 million in 2026.
- Per Business Quant data, the three most recent Change in Inventory figures were $125.0 million in Q2 2026, -$19.2 million in Q1 2026, and -$2.8 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Cisco Systems | 430.90 Bn | 415.39 Bn | 11.06 Bn | 992.00 Mn |
| 2 | Ciena | 45.56 Bn | 42.93 Bn | 759.27 Mn | 93.64 Mn |
| 3 | Ubiquiti | 35.05 Bn | 34.43 Bn | 429.25 Mn | 125.00 Mn |
| 4 | Ericsson Lm Telephone | 34.05 Bn | 14.63 Bn | 2.58 Bn | -493.76 Mn |
| 5 | Applied Optoelectronics | 8.91 Bn | 8.41 Bn | 53.21 Mn | 68.76 Mn |
| 6 | Amdocs | 6.75 Bn | 6.58 Bn | 467.16 Mn | - |
| 7 | Extreme Networks | 2.85 Bn | 2.64 Bn | 210.49 Mn | -5.30 Mn |
| 8 | Digi International | 2.63 Bn | 2.60 Bn | 89.93 Mn | - |
| 9 | Nextnav | 2.54 Bn | 2.54 Bn | -905,000.00 | - |
| 10 | Calix | 2.26 Bn | 2.07 Bn | 160.12 Mn | 25.86 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 125.00 Mn |
| Mar 31, 2026 | -19.24 Mn |
| Dec 31, 2025 | -2.82 Mn |
| Sep 30, 2025 | 6.56 Mn |
| Jun 30, 2025 | 84.49 Mn |
| Mar 31, 2025 | 56.77 Mn |
| Dec 31, 2024 | 87.06 Mn |
| Sep 30, 2024 | -8.45 Mn |
| Jun 30, 2024 | -68.95 Mn |
| Mar 31, 2024 | -131.58 Mn |
| Dec 31, 2023 | -21.52 Mn |
| Sep 30, 2023 | -28.62 Mn |
| Jun 30, 2023 | -1.54 Mn |
| Mar 31, 2023 | 101.32 Mn |
| Dec 31, 2022 | 293.90 Mn |
| Sep 30, 2022 | 94.24 Mn |
| Jun 30, 2022 | 16.05 Mn |
| Mar 31, 2022 | -31.20 Mn |
| Dec 31, 2021 | 17.14 Mn |
| Sep 30, 2021 | 27.59 Mn |