Universal Display reports Q4 EPS $1.39, consensus $1.27

Reports Q4 revenue $179.93M, consensus $172.83M. “We ended 2025 with record fourth quarter and annual revenues that were in line with our expectations,” said Brian Millard, Chief Financial Officer and Treasurer of Universal Display (OLED) Corporation. “As we look ahead, we see meaningful long-term opportunities, even as the near-term environment remains dynamic. Several industry shifts continue to support the evolution of the OLED market, including growing interest in IT applications as performance and power-efficiency requirements increase across laptops, tablets, and monitors. We’re also encouraged by the steady progress in foldable devices, which are moving beyond a niche category and becoming an increasingly important area of innovation for OEMs. While uncertainty persists across parts of the broader consumer electronics landscape, our focus remains on staying agile and closely aligned with our customers. Taken together, these trends reinforce our confidence in the long-term potential of OLED and our position within the ecosystem.”