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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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