Screener / SEC EDGAR /CIK 0001511737 /10-K filed Aug 21, 2026, compared with Aug 22, 2025 /Numbers from the XBRL of the 10-Ks
NYSE Technology · Communications Equipment

Ubiquiti Inc. UI

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My thesis

Why you own UI, in your words

yours, kept private

Why I own it

Your words · the limits are yours; this is not advice

Write down why you own UI and the numbers you check. Every day Tickdelta compares each new filing with your limits and emails you, with the filing's own words, when one is crossed.

What I check

No rules yet: add a number to watch or words to look for

A number

Percent for margins and growth, points for margin changes, days for receivables, a ratio for debt to equity and the current ratio.

Words in a new filing

Every new 10-K, 10-Q or press release that uses them is quoted to you.

To track one paragraph or one number of a filing, press "Track this paragraph" under it in the new risk factors or in search. You are emailed when the next 10-K or 10-Q changes it, drops it, or brings it back.

Wear and tear

4 rules that catch a slow slide, added in one click · checked against each new 10-K

  • Gross margin change vs the year before at least -2.0 pts
  • Operating margin change vs the year before at least -2.0 pts
  • Days sales outstanding, change vs the year before at most +10 days
  • Share count change, 1 year (diluted) at most 2.0%

Each is checked against every new 10-K, and you get an email with the filing's words when one is crossed. You can change or remove each one.

Sources

Each new 10-K, 10-Q and earnings release, compared every day with your limits. Numbers from the XBRL of the filings; words quoted from the filing that uses them.

Also

My theses: every company you track, with the rules that are past your limit.

Work with it

Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/UI/export.csv") into a cell.

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