Inferra AI / Company / OLED
Universal Display Corp
OLED · Information Technology
Last earnings Oct 28, 2026
Key results
Total revenuequarter
$139.6 million
” Financial Highlights for the Third Quarter of 2025 • Total revenue in the third quarter of 2025 was $139.6 million as compared to $161.6 million in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Revenuequarter
$82.6 million
• Revenue from material sales was $82.6 million in the third quarter of 2025 as compared to $83.4 million in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
• Revenue from royalty and license fees was $53.3 million in the third quarter of 2025 as compared to $74.6 million in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Total gross marginquarter
75%
• Total gross margin was 75% in the third quarter of 2025 as compared to 78% in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Operating incomequarter
$43.1 million
• Operating income was $43.1 million in the third quarter of 2025 as compared to $67.0 million in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Net incomequarter
$44.0 million
• Net income was $44.0 million or $0.92 per diluted share in the third quarter of 2025 as compared to $66.9 million or $1.40 per diluted share in the third quarter of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Revenueytd
$257.4 million
• Revenue from material sales was $257.4 million in the first nine months of 2025 as compared to $272.2 million in the first nine months of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
• Revenue from royalty and license fees was $202.6 million in the first nine months of 2025 as compared to $202.4 million in the first nine months of 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
AI analysis
Q3 2025 · reported Nov 6, 2025
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Nov 6, 2025 Margin values as stated in the release.
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Nov 6, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $139.6 million | — | $161.6 million |
| Revenue | $82.6 million | — | $83.4 million |
| Total gross margin | 75% | — | 78% |
| Operating income | $43.1 million | — | $67.0 million |
| Net income | $44.0 million | — | — |
Guidance · company-stated
Direction: Lowered
“Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Royalty and license fees 202,553 202,409 Contract research services 17,692 10,828 Total revenue $ 477,684 $ 485,391 Cost of Materials Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Cost of material sales 100,920 102,759 Gross margin on material sales 156,519 169,395 Gross margin as a % of material sales 61 % 62 % Revised 2025 Guidance The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
“We continue to be energized by the opportunities ahead for the OLED industry and the unfolding IT and automotive capex cycle.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue +365.6% computed from stated figures
Event summary
Third-quarter results reflect timing shifts, including customer pull-ins earlier in the year and a one-time out-of-period adjustment
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Lowered
Revenue: “Revenue Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Royalty and license fees 202,553 202,409 Contract research services 17,692 10,828 Total revenue $ 477,684 $ 485,391 Cost of Materials Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Cost of material sales 100,920 102,759 Gross margin on material sales 156,519 169,395 Gross margin as a % of material sales 61 % 62 % Revised 2025 Guidance The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.”
Revenue — Lowered (“lower”)
“Revenue Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Royalty and license fees 202,553 202,409 Contract research services 17,692 10,828 Total revenue $ 477,684 $ 485,391 Cost of Materials Comparison ($ in thousands) Nine Months Ended September 30, 2025 2024 Material sales $ 257,439 $ 272,154 Cost of material sales 100,920 102,759 Gross margin on material sales 156,519 169,395 Gross margin as a % of material sales 61 % 62 % Revised 2025 Guidance The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.”
Classified from the release's primary full-year outlook statement.
Capital allocation
“We continue to be energized by the opportunities ahead for the OLED industry and the unfolding IT and automotive capex cycle.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Dividend The Company also announced a fourth quarter cash dividend of $0.45 per share on the Company’s common stock.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
The dividend is payable on December 31, 2025 to all shareholders of record as of the close of business on December 17, 2025.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Strategy & priorities
Looking forward, we are focused on accelerating innovation, broadening our solutions and services and supporting OLED adoption across an ever-widening range of applications.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Risks & headwinds
You are cautioned not to place undue reliance on any forward-looking statements in this document, as they reflect Universal Display Corporation’s current views with respect to future events and are subject to risks and uncertainties that could cause actual results to differ materially from those contemplated.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
These risks and uncertainties are discussed in greater detail in Universal Display Corporation’s periodic reports on Form 10-K and Form 10-Q filed with the Securities and Exchange Commission, including, in particular, the section entitled “Risk Factors” in Universal Display Corporation’s Annual Report on Form 10-K for the year ended December 31, 2024.
SEC original ↗Universal Display Corp — Earnings release (8-K exhibit)EX-99Nov 6, 2025
Earnings deck slides
3 decks with slide viewCompetitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QOLED
Jul 30, 2026
- 8-KOLED
Jul 30, 2026
- Q1 2026
- 8-KOLED
Jun 22, 2026
- 10-QOLED
Apr 30, 2026
- 8-KOLED
Apr 30, 2026
- Q4 2025
- 10-KOLED
Feb 19, 2026
- 8-KOLED
Feb 19, 2026
- Q3 2025
- 10-QOLED
- 8-KOLED
Nov 6, 2025
- Q2 2025
- 10-QOLED
Jul 31, 2025
- 8-KOLED
Jul 31, 2025
- Q1 2025
- 8-KOLED
Jun 23, 2025
- 10-QOLED
- 8-KOLED
May 1, 2025
- Q4 2024
- 10-KOLED
Feb 20, 2025
- 8-KOLED
Feb 20, 2025
- Q3 2024
- 8-KOLED
Dec 17, 2024
- 8-KOLED
Oct 30, 2024
- 10-QOLED
Oct 30, 2024
- Q2 2024
- 8-KOLED
Aug 1, 2024
- 10-QOLED
- Q1 2024
- 8-KOLED
Jun 24, 2024
- 8-KOLED
May 2, 2024
- 10-QOLED
- Q4 2023
- 8-KOLED
Mar 7, 2024
- 8-KOLED
Feb 22, 2024
- 10-KOLED
Feb 22, 2024
- Q3 2023
- 8-KOLED
Nov 2, 2023
- 10-QOLED
- Q2 2023
- 10-QOLED
Earnings releases
36 documents- Q3 2026
- EX-99OLED
- Q2 2026
- EX-99OLED
- Q1 2026
- EX-99OLED
- EX-99OLED
- Q4 2025
- EX-99OLED
- Q3 2025
- EX-99OLED
- EX-99OLED
- Q2 2025
- EX-99OLED
- Q1 2025
- EX-99OLED
- EX-99OLED
- Q4 2024
- EX-99OLED
- Q3 2024
- EX-99OLED
- EX-99OLED
- Q2 2024
- EX-99OLED
- Q1 2024
- EX-99OLED
- Q3 2023
- EX-99OLED
- Q2 2023
- EX-99OLED
- Q3 2022
- EX-99OLED
- Q2 2022
- EX-99OLED
- Q3 2021
- EX-99OLED
- Q2 2021
- EX-99OLED
- Q3 2020
- EX-99OLED
- Q2 2020
- EX-99OLED
- Q3 2019
- EX-99OLED
- Q2 2019
- EX-99OLED
- Q3 2018
- EX-99OLED
- Q2 2018
- EX-99OLED
- Q3 2017
- EX-99OLED
- Q2 2017
- EX-99OLED
- Q3 2015
- EX-99OLED
- Q3 2014
- EX-99OLED
- Q3 2013
- EX-99OLED
- Q2 2013
- EX-99OLED
- Q3 2012
- EX-99OLED
- Q3 2003
- EX-99OLED
- Q1 2003
- EX-99OLED
Presentations
3 documents
Transcripts
0 documentsNo transcripts for Universal Display Corp are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Universal Display Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“ased on certain assumptions and contingencies.… …I COHR 64 DISPLAY MARKET: ENABLING OLED AREA GROWTH AND MICROLED ADOPTION Area Vol/year Today Outlook 55% 1X 1.4 Billion 90% OLED OLED OLED 2X Expansion in Total OLED 5% 4X 440 Million 25% OLED S”
“(xvi) restrictions during the… … and CEO. “We are excited to bring Coherent’s strength in OLED display manufacturing, semiconductor wafer inspection and life science instrumentation to Lumentum’s portfolio, to name but a few of the key applications…”
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