OLED
Universal Display·NASDAQ
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OLED fundamentals
Universal Display (OLED) released its earnings on Feb 19, 2026: revenue was 172.93M (YoY +6.55%), missed estimates; EPS was 1.39 (YoY +44.79%), beat estimates.
Revenue / YoY
172.93M
+6.55%
EPS / YoY
1.39
+44.79%
Report date
Feb 19, 2026
OLED Earnings Call Summary for Q4,2025
- Record 2025 Performance: $651M revenue, $242M net income, and 76% gross margin highlight strong execution across OLED ecosystem.
- Blue Material Breakthrough: Potential 25% efficiency improvement in OLED panels; 2026 focus on enabling hybrid architectures with multiple customers.
- 2026 Growth Drivers: Gen 8.6 fabs (Samsung, BOE) to support IT and automotive growth, with second-half revenue weighted at $650M-$700M.
- Capital Allocation: $0.50 quarterly dividend increase and $53M share buybacks reflect confidence in long-term OLED industry expansion.
- Risk Factors: Higher raw material costs (e.g., iridium) and competitive intensity in China may pressure gross margins in 2026.
Earnings
EPS
Revenue
Revenue & Expenses
OLED has released its 2025 Q4 earnings report, with revenue of 172.93M, reflecting a YoY change of 6.55%, and net profit of 66.34M, showing a YoY change of 44.16%. The Sankey diagram below clearly presents OLED's revenue sources and cost distribution.
Key Indicators
Universal Display (OLED) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Universal Display (OLED)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Universal Display (OLED)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Universal Display (OLED)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Universal Display (OLED) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Universal Display (OLED) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Universal Display's earnings call?What is Universal Display's gross profit margin?What guidance did Universal Display's management provide for the next earnings period?What factors drove the changes in Universal Display's revenue and profit?What is the market's earnings forecast for Universal Display next quarter?What were the key takeaways from Universal Display’s earnings call?What does Universal Display do and what are its main business segments?What is Universal Display's latest dividend and current dividend yield?
