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Universal Display (OLED)
NASDAQ:OLED
US Market
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Universal Display (OLED) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 30, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
1.19
Last Year’s EPS
1.4
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 31, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted record financial performance and significant market growth potential, especially in the OLED sector. Although there are concerns regarding macroeconomic uncertainties and a decline in material sales, the overall sentiment is positive due to raised revenue guidance, innovations in technology, and a solid financial position.
Company Guidance
During Universal Display Corporation's second quarter 2025 earnings call, the company reported record revenue of $172 million and a net income of $67 million, or $1.41 per diluted share. The company raised the lower end of its 2025 revenue guidance to $650 million to $700 million, reflecting confidence in the OLED market's robust growth, particularly in consumer electronics and automotive sectors. According to Omdia, OLED IT units are projected to increase from 23 million in 2024 to 48.6 million units in 2027, while automotive OLED display shipments are expected to grow by over 300% by 2029. The first Gen 8.6 OLED fabs from Samsung Display and BOE are anticipated to come online next year, enhancing medium-sized OLED manufacturing capacity. Universal Display continues to innovate with its AI/ML platform and proprietary OLED materials, including a promising phosphorescent blue, which could boost OLED display energy efficiency by up to 25%. The company ended the quarter with $932 million in cash and investments, and its Board approved a quarterly dividend of $0.45.
Record Performance in Q2 2025
Universal Display Corporation reported record revenue of $172 million and net income of $67 million or $1.41 per diluted share for the second quarter of 2025.
Raised Revenue Guidance for 2025
The company raised the low end of its 2025 revenue guidance to $650 million to $700 million, reflecting confidence in continued growth despite macroeconomic uncertainties.
OLED Market Growth
The OLED market is entering a dynamic phase of expansion, with OLED IT units forecasted to more than double by 2027 and automotive OLED display shipments projected to grow by over 300% from 2024 to 2029.
Innovations and R&D Achievements
Significant advancements in OLED technology, including the verification of commercialization level performance of blue phosphorescent OLED panels, and a strong R&D focus using AI/ML to accelerate material discovery.
Strong Financial Position
The company ended the quarter with approximately $932 million in cash, cash equivalents, and investments, and announced a $0.45 quarterly dividend.

Universal Display (OLED) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

OLED Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 30, 2025
2025 (Q3)
1.19 / -
1.4
Jul 31, 2025
2025 (Q2)
1.16 / 1.41
1.128.18% (+0.31)
May 01, 2025
2025 (Q1)
1.09 / 1.35
1.1913.45% (+0.16)
Feb 20, 2025
2024 (Q4)
1.06 / 0.96
1.29-25.58% (-0.33)
Oct 30, 2024
2024 (Q3)
1.31 / 1.40
1.0829.63% (+0.32)
Aug 01, 2024
2024 (Q2)
1.14 / 1.10
1.045.77% (+0.06)
May 02, 2024
2024 (Q1)
1.07 / 1.19
0.8343.37% (+0.36)
Feb 22, 2024
2023 (Q4)
1.16 / 1.29
1.36-5.15% (-0.07)
Nov 02, 2023
2023 (Q3)
1.01 / 1.08
1.12-3.57% (-0.04)
Aug 03, 2023
2023 (Q2)
0.75 / 1.04
0.8719.54% (+0.17)
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
Jul 31, 2025
$144.40$144.98+0.40%
May 01, 2025
$140.79$143.60+2.00%
Feb 20, 2025
$146.47$156.37+6.76%
Oct 30, 2024
$201.45$178.80-11.24%
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 Oct 30, 2025, After Close (Confirmed).
    What is Universal Display (OLED) earnings time?
    Universal Display (OLED) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 1.19.
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