Universal Display (OLED)
NASDAQ:OLED
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.04Last Year’s EPS
1.41Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed near-term picture but retains a positive long-term outlook. Near-term results and guidance reflect meaningful headwinds: revenue declined 14% year-over-year, royalties fell ~27%, operating margin compressed from ~42% to ~30%, and net income dropped ~44%. However, the company maintains a strong balance sheet (~$911M cash), healthy operating cash flow ($109M in Q1), ongoing shareholder returns (new $400M buyback and dividend), clear R&D momentum (AI-driven material discovery and progress on phosphorescent blue with potential ~25% energy-efficiency gains), and continued customer partnerships and industry capacity expansion that support a multiyear growth thesis. On balance, near-term challenges weigh heavily on the quarter, but financial strength and technology leadership underpin confidence in recovery and long-term opportunity.Company Guidance
Strong cash position and cash generation
Ended Q1 with approximately $911 million in cash and investments and generated $109 million of operating cash flow in the quarter, supporting balance sheet flexibility.
Disciplined capital return to shareholders
Returned more than $187 million to shareholders over the last 12 months through dividends and share repurchases; completed a $100M repurchase authorization (≈924,000 shares) and repurchased ≈633,000 shares for $66M in Q1; Board authorized a new $400 million share repurchase program and declared a $0.50 per share cash dividend for Q2.
Material gross margin remains high
Total gross margin was 75% in Q1 2026 (within the company's full-year guidance range of 74%–76%), down slightly from 77% in Q1 2025 but still indicative of a high-margin business model.
Ongoing R&D and technology leadership
Increasing application of AI/ML to accelerate materials discovery (e.g., predicting thermal processing stability up to 10,000× faster than traditional DFT with near-comparable accuracy); continued focus on phosphorescent blue and next-generation emitters (red, green, yellow).
Phosphorescent blue commercial opportunity
Company reiterates conviction in phosphorescent blue commercialization, estimating up to an initial 25% improvement in OLED panel energy efficiency when adopted; invited technical presentation at SID Display Week to share additional details.
Customer partnerships and milestones
Announced new long-term agreements with Tianma and LG Display; highlighted incorporation of the company's phosphorescent material into Visionox's first commercial green PSF product targeting BT2020 — a notable industry milestone for next-generation architectures.
Industry capacity expansion supports long-term growth
Reports of multi-year Gen 8.6 capacity investments (Samsung Display $3.1B nearing shipments; BOE $9B targeting H2 mass production; Visionox and TCL China Star investments) support expectation of an expanding OLED market and longer-term demand ramp.
Measured guidance and operating discipline
Revised FY revenue guidance to $630M–$670M while expecting Q2 to be sequentially higher than Q1 and the second half to be stronger than the first; OpEx trending toward mid single-digit growth with continued caution on spending while prioritizing R&D.
OLED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OLED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $87.09 | $96.39 | +10.68% |
Feb 19, 2026 | $116.51 | $103.53 | -11.14% |
Nov 06, 2025 | $134.12 | $123.80 | -7.69% |
Jul 31, 2025 | $142.62 | $143.19 | +0.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Universal Display (OLED) report earnings?
Universal Display (OLED) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Universal Display (OLED) earnings time?
Universal Display (OLED) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OLED EPS forecast?
OLED EPS forecast for the fiscal quarter 2026 (Q2) is 1.04.