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.
EPS
Actual | 0.8 | 0.02 | 0.85 | 1.13 | 1.08 | 0.85 | 0.97 | 0.96 | 1.05 | 0.87 | 1.12 | 1.36 | 0.83 | 1.04 | 1.08 | 1.29 | 1.19 | 1.1 | 1.4 | 0.96 | 1.35 | 1.41 | 0.92 | 1.39 | ||||||||||
Forecast | 0.6163 | 0.296 | 0.4466 | 0.6401 | 0.7937 | 0.8846 | 1.0727 | 1.0083 | 0.9847 | 1.0057 | 0.984 | 0.9422 | 0.8215 | 0.7461 | 1.0075 | 1.1549 | 1.0685 | 1.1355 | 1.3063 | 1.0596 | 1.092 | 1.16 | 1.1083 | 1.2777 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +29.81% | -93.24% | +90.33% | +76.53% | +36.07% | -3.91% | -9.57% | -4.79% | +6.63% | -13.49% | +13.82% | +44.34% | +1.03% | +39.39% | +7.20% | +11.70% | +11.37% | -3.13% | +7.17% | -9.40% | +23.63% | +21.55% | -16.99% | +8.79% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 112.28M | 57.97M | 117.08M | 141.54M | 134.00M | 129.66M | 143.62M | 146.25M | 150.47M | 136.56M | 160.56M | 169.03M | 130.47M | 146.56M | 141.08M | 158.32M | 165.26M | 158.50M | 161.63M | 162.29M | 166.28M | 171.79M | 139.61M | 172.93M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 93.94M | 74.20M | 90.05M | 109.30M | 119.95M | 128.09M | 145.26M | 144.60M | 144.54M | 148.52M | 147.97M | 148.97M | 135.90M | 128.60M | 148.88M | 161.08M | 150.75M | 159.46M | 163.55M | 150.06M | 156.08M | 160.80M | 164.15M | 173.23M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +19.52% | -21.87% | +30.01% | +29.49% | +11.71% | +1.22% | -1.13% | +1.14% | +4.10% | -8.06% | +8.50% | +13.47% | -4.00% | +13.97% | -5.24% | -1.71% | +9.63% | -0.60% | -1.18% | +8.15% | +6.53% | +6.84% | -14.95% | -0.17% |
Earnings Call
You can ask Aime
What guidance did Universal Display's management provide for the next earnings period?What does Universal Display do and what are its main business segments?What is the market's earnings forecast for Universal Display next quarter?What is Universal Display's gross profit margin?What is the revenue and EPS growth rate for Universal Display year over year?Did Universal Display beat or miss consensus estimates last quarter?What is Universal Display's latest dividend and current dividend yield?What were the key takeaways from Universal Display’s earnings call?
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