Sign In
Buy OLED
Universal Display Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.13 |
| EPS actual | $0.760 |
| EPS Surprise | -32.74% |
| Revenue estimate | 161.235M |
| Revenue actual | 142.211M |
| Revenue Surprise | -11.80% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.28 |
| EPS actual | $1.39 |
| EPS Surprise | 8.59% |
| Revenue estimate | 173.227M |
| Revenue actual | 172.927M |
| Revenue Surprise | -0.173% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.18 |
| EPS actual | $0.92 |
| EPS Surprise | -22.03% |
| Revenue estimate | 165.557M |
| Revenue actual | 139.613M |
| Revenue Surprise | -15.67% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.16 |
| EPS actual | $1.41 |
| EPS Surprise | 21.55% |
| Revenue estimate | 166.945M |
| Revenue actual | 171.794M |
| Revenue Surprise | 2.90% |
Last 4 Quarters for Universal Display
Below you can see how OLED performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $144.40 |
| EPS estimate | $1.16 |
| EPS actual | $1.41 |
| EPS surprise | 21.55% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $149.21 |
| Jul 28, 2025 | $150.79 |
| Jul 29, 2025 | $147.61 |
| Jul 30, 2025 | $146.45 |
| Jul 31, 2025 | $144.40 |
| Aug 01, 2025 | $144.98 |
| Aug 04, 2025 | $143.27 |
| Aug 05, 2025 | $140.12 |
| Aug 06, 2025 | $138.99 |
| 4 days before | -3.22% |
| 4 days after | -3.75% |
| On release day | 0.402% |
| Change in period | -6.85% |
| Release date | Nov 06, 2025 |
| Price on release | $135.34 |
| EPS estimate | $1.18 |
| EPS actual | $0.92 |
| EPS surprise | -22.03% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $147.28 |
| Nov 03, 2025 | $145.75 |
| Nov 04, 2025 | $142.09 |
| Nov 05, 2025 | $146.75 |
| Nov 06, 2025 | $135.34 |
| Nov 07, 2025 | $124.93 |
| Nov 10, 2025 | $119.61 |
| Nov 11, 2025 | $119.37 |
| Nov 12, 2025 | $120.92 |
| 4 days before | -8.11% |
| 4 days after | -10.65% |
| On release day | -7.69% |
| Change in period | -17.90% |
| Release date | Feb 19, 2026 |
| Price on release | $117.12 |
| EPS estimate | $1.28 |
| EPS actual | $1.39 |
| EPS surprise | 8.59% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $126.77 |
| Feb 13, 2026 | $124.90 |
| Feb 17, 2026 | $119.06 |
| Feb 18, 2026 | $119.92 |
| Feb 19, 2026 | $117.12 |
| Feb 20, 2026 | $104.07 |
| Feb 23, 2026 | $102.09 |
| Feb 24, 2026 | $106.44 |
| Feb 25, 2026 | $106.06 |
| 4 days before | -7.61% |
| 4 days after | -9.44% |
| On release day | -11.14% |
| Change in period | -16.34% |
| Release date | Apr 30, 2026 |
| Price on release | $87.09 |
| EPS estimate | $1.13 |
| EPS actual | $0.760 |
| EPS surprise | -32.74% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $99.03 |
| Apr 27, 2026 | $94.98 |
| Apr 28, 2026 | $91.23 |
| Apr 29, 2026 | $89.63 |
| Apr 30, 2026 | $87.09 |
| May 01, 2026 | $96.39 |
| May 04, 2026 | $96.56 |
| May 05, 2026 | $98.45 |
| May 06, 2026 | $93.98 |
| 4 days before | -12.06% |
| 4 days after | 7.91% |
| On release day | 10.68% |
| Change in period | -5.10% |
Universal Display Earnings Call Transcript Summary of Q1 2026
Universal Display reported Q1 2026 revenue of $142M, down from $166M year-over-year driven by customer mix, lower royalty/licensing and softer macro demand; material volumes fell ~4% YoY. Q1 gross margin was 75% and operating margin ~30%; net income was $36M ($0.76/diluted) vs. $64M ($1.35) in Q1 2025. The company revised full-year revenue guidance to $630M–$670M (from $650M–$700M), citing reduced near-term visibility, cautious consumer demand, higher component costs and supply constraints, but expects Q2 to be sequentially higher and the back half of the year stronger than the first. Universal ended the quarter with ~$911M cash and investments, generated $109M operating cash flow, completed a $100M repurchase program and announced a new $400M share repurchase authorization plus a $0.50/share quarterly dividend. R&D remains a priority: UDC is accelerating phosphorescent blue development (highlighting potential up to a ~25% initial panel energy-efficiency improvement) using AI/ML and proprietary data, while pursuing collaborations and long-term agreements (e.g., Tianma, LG Display). Industry capacity expansion (new Gen 8.6 fabs in Korea and China) is proceeding and is expected to drive a multiyear OLED ramp, though China revenues remain lumpy. OpEx is expected to trend toward mid single-digit growth (lean posture maintained). IP position: ~7,000 patents worldwide and active protection/enforcement.
