Ubiquiti vs Celestica

Ubiquiti Inc. and Celestica Inc. This page compares business models, financial performance, and market context to provide a neutral view of how each company operates within its sector. The information is designed to be accessible and informative, helping readers benchmark and understand differences without speculation. Educational content, not financial advice.

Ubiquiti Inc. and Celestica Inc. This page compares business models, financial performance, and market context to provide a neutral view of how each company operates within its sector. The information...

Comparison Snapshot

Key Financial Metrics

UI

Metric

CLS

$34.06B

Market Cap

$35.63B

7.79%

Potential Profit

13.20%

Hold

Analyst Rating

Buy

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Investment Analysis

Ubiquiti

UI

Pros

Ubiquiti's revenue rose 33.45% year-over-year in 2025, reaching $2.57 billion.
The company posted a strong net income growth of 103.43% to $711.92 million in 2025.
Ubiquiti maintains a high gross margin of 43.42% and a net profit margin of 27.66%, indicating operational efficiency.

Considerations

Despite strong fundamentals, Ubiquiti's stock price is forecasted to decline significantly, with some estimates indicating a potential drop over 80% by end of 2025.
Institutional ownership is low at 4%, possibly signaling limited confidence from large investors, while insider ownership remains very high at 93%.
The stock trades at a high forward P/E ratio of about 63.68, suggesting valuation concerns and high expectations priced in.

Celestica

CLS

Pros

Celestica demonstrates a strong return on equity (ROE) at 38.68%, significantly above its historical averages.
The company operates in global supply chain solutions, offering exposure to diverse equipment manufacturers and service providers.
Celestica's market capitalization near $11 billion indicates a solid mid-cap presence in technology services.

Considerations

Celestica's ROE, while improved, is below several competitors in the technology and manufacturing sector, indicating room for profitability enhancement.
The company's stock has experienced a recent decline reflecting investor caution amid broader sector pressures.
Exposure to global supply chains subjects Celestica to geopolitical risks and potential disruption from economic cycles.

About The Companies

Ubiquiti (UI)

Ubiquiti Inc (UI) designs and sells networking hardware and management software — including wireless access points, switches, routers and cloud-managed platforms such as UniFi — for homes, small businesses and larger enterprises. The company’s direct-to-channel distribution and low-marketing approach have historically supported robust gross margins and cash generation; the market capitalisation is roughly $43.6bn. Key growth drivers include upgrades to Wi‑Fi infrastructure, cloud-managed networking and demand for scalable, lower-cost enterprise solutions. Investors should be aware of risks: revenue can be cyclical, results are sensitive to supply‑chain disruptions and competition from larger vendors and cloud providers is intense. Product security, firmware issues or governance concerns can also affect customer trust. This summary is general educational information and not personalised investment advice — values can fall as well as rise and past performance is not a reliable guide.

Celestica (CLS)

Celestica Inc. is a global company that plays a crucial role behind the scenes for many well-known technology brands. It provides comprehensive hardware platform and supply chain solutions, helping original equipment manufacturers (OEMs) design, build, and deliver their products. The company operates through two main segments. The first, Advanced Technology Solutions (ATS), serves sophisticated markets like aerospace and defence, industrial automation, and HealthTech. The second, Connectivity & Cloud Solutions (CCS), focuses on the backbone of the digital world, including communications equipment, servers, and data storage. By offering everything from initial design and engineering to manufacturing and systems integration, Celestica positions itself as a key partner in the lifecycle of complex electronic products. As with any investment, the value can go down as well as up and your capital is at risk.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

Which Baskets Do They Appear In?

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Published: August 28, 2025

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Power & Control Portfolio

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Published: June 17, 2025

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Which Baskets Do They Appear In?

Powering AT&T's 5G Expansion

AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.

Published: August 28, 2025

Explore Basket

Power & Control Portfolio

These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.