Education
About Us
Working with TipRanks
Follow Us
Universal Display (OLED)
NASDAQ:OLED
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.16Last Year’s EPS
1.35Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operational and financial performance picture: record 2025 revenue, strong profitability, solid cash and capital returns, continued R&D investment and favorable long-term market dynamics (new fabs, expanding end markets). Offsetting these positives are near-term headwinds including higher raw material costs (pressuring gross margins), lumpiness from catch-up revenue adjustments, modest and uncertain near-term commercialization of phosphorescent blue (limited developmental revenue), increasing competition in China, and conservative 2026 growth/margin guidance reflecting these risks. Overall, the company appears well positioned for long-term growth but acknowledges several near-term margin and execution challenges.Company Guidance
Record 2025 Revenue and Profitability
Revenue of $651.0M in 2025 (record annual revenue). Operating income $249M (38% operating margin) and net income $242M ($5.08 diluted EPS), up from $222M and $4.65 EPS in 2024 (≈+9% net income / ≈+9.25% EPS).
Strong Q4 Growth and Margin Expansion
Q4 2025 revenue $173M, up 7% year-over-year from $162M. Q4 operating income $67M and operating margin improved to 39% from 32% a year ago. Q4 net income $66M ($1.39 per diluted share) vs $46M ($0.96) prior year.
Healthy Cash Position and Capital Return
Ended 2025 with $955M in cash, cash equivalents and investments. Repurchased ~454,000 shares for ~$53M in Q4 / early Q1 and returned approximately $139M to shareholders over the last 12 months (repurchases + dividends). Board approved quarterly cash dividend increase to $0.50 per share.
Revenue Mix and Recurring Royalties
Material sales $353M, royalty and license revenues $275M, Adesis revenues $23M for 2025. Company expects 2026 materials-to-royalty ratio of about 1.3:1, supporting recurring revenue visibility.
Robust R&D and Technology Leadership
Increased investment in R&D, device modeling, AI/ML tools and expanded IP portfolio (including Merck KGaA assets). Phosphorescent blue effort cited as strategically important—company expects potential up to 25% OLED panel energy efficiency improvement once adopted.
Industry Growth Drivers and Capacity Expansion
Company cites favorable market outlook: industry shipments forecast to surpass 1.4B units by 2030. OLED smartphone units projected from 810M (2025) to 967M (2030, +19.5%); IT OLED shipments forecast ~27M to 92M (+~241%); automotive OLED 3M to 14M (+~367%); foldable units expected to increase >250% (19M to 71M by 2030). Installed OLED capacity rose ~10% from end-2023 to end-2025, with another ~10% expected by end-2027 driven by Gen 8.6 fabs (Samsung, BOE).
Conservative, Profitable 2026 Guidance
2026 revenue guidance $650M–$700M (midpoint ≈ mid-single-digit growth). Gross margin guidance ~74%–76%, operating margin guidance 34%–37%. R&D and SG&A expected to grow mid- to high-single digits while maintaining strong cash generation.
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 |
|---|---|---|---|
Feb 19, 2026 | $117.12 | $104.07 | -11.14% |
Nov 06, 2025 | $134.82 | $124.45 | -7.69% |
Jul 31, 2025 | $143.37 | $143.94 | +0.40% |
May 01, 2025 | $139.78 | $142.57 | +2.00% |
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 Apr 30, 2026, After Close (Confirmed).
What is Universal Display (OLED) earnings time?
Universal Display (OLED) earnings time is at Apr 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 (Q1) is 1.16.