Ubiquiti vs Garmin

Ubiquiti and Garmin are the two companies featured on this page. This comparison examines business models, financial performance, and market context to help readers understand how each organisation approaches growth, innovation, and competitive positioning. The tone remains neutral and accessible, designed for informed consideration. Educational content, not financial advice.

Ubiquiti and Garmin are the two companies featured on this page. This comparison examines business models, financial performance, and market context to help readers understand how each organisation ap...

Comparison Snapshot

Key Financial Metrics

UI

Metric

GRMN

$34.06B

Market Cap

$38.61B

7.79%

Potential Profit

9.13%

Hold

Analyst Rating

Hold

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

Barclays upgrades Garmin to Equal-Weight amid fresh CES innovations and earnings anticipation.

Barclays upgraded GRMN to Equal-Weight, reflecting optimism as analyst targets point to potential upside from current levels.
CES highlights included the AI-powered Unified Cabin platform and Nexus compute system targeting 2029 programs, driving a 2.74% stock gain on January 6.
Q4 2025 earnings call set for February 18, with markets eyeing segment growth and guidance updates following recent marine and truck tech launches.

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

Barclays upgrades Garmin to Equal-Weight amid fresh CES innovations and earnings anticipation.

Barclays upgraded GRMN to Equal-Weight, reflecting optimism as analyst targets point to potential upside from current levels.
CES highlights included the AI-powered Unified Cabin platform and Nexus compute system targeting 2029 programs, driving a 2.74% stock gain on January 6.
Q4 2025 earnings call set for February 18, with markets eyeing segment growth and guidance updates following recent marine and truck tech launches.

Sentiment:

🐃Bullish

Investment Analysis

Ubiquiti

UI

Pros

Ubiquiti's revenue grew significantly by 33.45% to $2.57 billion in 2025, showing strong top-line growth.
Net income more than doubled, increasing by 103.43% to $711.92 million, indicating strong profitability improvement.
The company develops diversified networking technology platforms targeting service providers, enterprises, and consumers globally.

Considerations

Despite recent strong performance, Ubiquiti's share price faces bearish analyst price targets indicating potential downside of over 30%.
The stock currently trades at a very high P/E ratio above 60, suggesting a potentially stretched valuation.
There is notable volatility with a high beta of 1.44, and some recent downward sentiment despite year-to-date gains over 100%.

Garmin

GRMN

Pros

Garmin has a well-established global brand in GPS navigation, wearable technology, and fitness tracking, supporting steady demand.
The company diversifies across consumer, aviation, marine, and automotive segments, reducing reliance on a single market.
Garmin maintains strong recurring revenue streams from software and service subscriptions linked to its hardware devices.

Considerations

Garmin faces increasing competition in wearables and consumer electronics from tech giants impacting growth potential.
The company is exposed to cyclical downturns in discretionary spending which can affect sales in key segments.
Garmin's growth rate has moderated compared to peers, raising concerns about sustaining long-term expansion momentum.

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.

Garmin (GRMN)

Garmin Ltd (GRMN) designs and sells navigation, wearable and specialised electronics across fitness, automotive, marine and aviation markets. With a market capitalisation of about $48.38bn, Garmin combines hardware sales with growing software and services tied to its installed base. Investors often point to its diversified end-markets, strong margins and steady cash generation, though revenue can be cyclical and dependent on consumer demand and avionics cycles. Key considerations include product innovation, competition from smartphones and other wearable brands, supply‑chain dynamics and currency exposure. This summary is educational only and not personal financial advice — suitability depends on individual circumstances, and past performance is not a guarantee of future returns.

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.

Garmin (GRMN) Next Earnings Date

Garmin Ltd. (GRMN) next earnings release is estimated for Wednesday, February 18, 2026, prior to market open. This report will cover the fourth quarter of fiscal 2025, ending December 2025. The date aligns with historical patterns and analyst consensus, though not yet officially confirmed by the company.

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.

Garmin (GRMN) Next Earnings Date

Garmin Ltd. (GRMN) next earnings release is estimated for Wednesday, February 18, 2026, prior to market open. This report will cover the fourth quarter of fiscal 2025, ending December 2025. The date aligns with historical patterns and analyst consensus, though not yet officially confirmed by the company.

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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

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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.

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Comparison Snapshot

Why It's Moving

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

Barclays upgrades Garmin to Equal-Weight amid fresh CES innovations and earnings anticipation.

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

Barclays upgrades Garmin to Equal-Weight amid fresh CES innovations and earnings anticipation.