Earnings summaries and quarterly performance for UNIVERSAL DISPLAY CORP \PA\.
Executive leadership at UNIVERSAL DISPLAY CORP \PA\.
Steven Abramson
Detailed
President and Chief Executive Officer
CEO
BM
Brian Millard
Detailed
Vice President, Chief Financial Officer and Treasurer
JM
Janice Mahon
Detailed
Senior Vice President, Technology Commercialization and General Manager, Commercial Sales Business
JB
Julia Brown
Detailed
Executive Vice President and Chief Technical Officer
MP
Mauro Premutico
Detailed
Senior Vice President, Planning, Chief Legal Officer and Secretary
Board of directors at UNIVERSAL DISPLAY CORP \PA\.
AW
April Walker
Detailed
Director
CJ
Celia Joseph
Detailed
Director
CC
Cynthia Comparin
Detailed
Director
EG
Elizabeth Gemmill
Detailed
Lead Independent Director
JL
Joan Lau
Detailed
Director
KH
Keith Hartley
Detailed
Director
LL
Lawrence Lacerte
Detailed
Director
NB
Nigel Brown
Detailed
Director
RE
Richard Elias
Detailed
Director
SR
Sidney Rosenblatt
Detailed
Chair of the Board
Research analysts who have asked questions during UNIVERSAL DISPLAY CORP \PA\ earnings calls.
MY
Martin Yang
Oppenheimer & Co. Inc.
6 questions for OLED
Also covers: AMBA, APP, CEVA +12 more
JR
James Ricchiuti
Needham & Company, LLC
5 questions for OLED
Also covers: AEIS, BELFA, BHE +20 more
BL
Brian Lee
Goldman Sachs Group, Inc.
4 questions for OLED
Also covers: ARRY, AYI, CCJ +23 more
MH
Mehdi Hosseini
Susquehanna Financial Group
4 questions for OLED
Also covers: AEIS, ALAB, AMAT +21 more
SS
Scott Searle
ROTH MKM
4 questions for OLED
Also covers: ADEA, AIOT, AIRG +22 more
NH
Nam Hyung Kim
Arete Research
2 questions for OLED
Also covers: RMBS, SNDK
Woo Jin Ho
Bloomberg LP
2 questions for OLED
Also covers: UI
AM
Atif Malik
Citigroup Inc.
1 question for OLED
Also covers: AAPL, ALAB, AMAT +12 more
HO
Hadi Orabi
TD Cowen
1 question for OLED
Also covers: STX
TB
Tyler Bisset
Goldman Sachs
1 question for OLED
Also covers: HASI, HAYW, JKS +4 more
Recent press releases and 8-K filings for OLED.
Universal Display Extends Long-Term Agreements with LG Display
OLED
New Projects/Investments
Product Launch
- Universal Display Corporation (UDC) has extended its long-term OLED material supply and license agreements with LG Display Co. Ltd..
- This extension reinforces a more than 20-year partnership aimed at accelerating OLED innovation and expanding next-generation display applications globally.
- UDC will continue to supply its UniversalPHOLED® materials and OLED technologies to support LG Display’s product roadmap.
- The financial terms of these agreements were not disclosed.
2 days ago
Universal Display Reports Record 2025 Results and Provides 2026 Outlook
OLED
Earnings
Guidance Update
Share Buyback
- Universal Display reported record 2025 revenue of $651 million, with net income of $242 million, or $5.08 per diluted share. For the fourth quarter of 2025, revenue was $173 million, and net income was $66 million, or $1.39 per diluted share.
- For 2026, the company expects revenues in the range of $650 million to $700 million, with total gross margins between 74% and 76%, and operating margins between 34% and 37%.
- The board approved an increase to the quarterly cash dividend to $0.50 per share and repurchased approximately 454,000 shares of common stock for $53 million during Q4 2025 and early Q1 2026.
- The OLED industry is entering a new phase of capacity expansion, with the world's first Gen 8.6 OLED facilities from Samsung Display and BOE entering mass production in 2026 to support expanding IT and automotive OLED adoption.
- The company continues to advance its phosphorescent blue material and is deeply engaged with multiple customers for its commercialization. Negotiations for a new contract with LG are progressing after the previous one expired at the end of 2025.
Feb 19, 2026, 10:00 PM
Universal Display Corporation Reports Record 2025 Revenue and Provides 2026 Guidance
OLED
Earnings
Guidance Update
Dividends
- Universal Display Corporation reported record 2025 revenue of $651 million, with net income of $242 million, or $5.08 per diluted share.
- For the fourth quarter of 2025, revenue was $173 million, net income was $66 million, and diluted EPS was $1.39.
- The company provided 2026 revenue guidance in the range of $650 million to $700 million, with total gross margins expected between 74% and 76%, influenced by higher raw material pricing.
- The OLED market is projected for significant growth, with global OLED shipments expected to surpass 1.4 billion units by 2030, driven by accelerating adoption in IT, automotive, and foldable devices, alongside a 10% increase in installed capacity between the end of 2025 and 2027 due to new Gen 8.6 facilities.
- Universal Display's board of directors approved an increase to its quarterly cash dividend to $0.50 per share, payable on March 31, 2026, and the company repurchased approximately 454,000 shares of common stock for $53 million during Q4 2025 and Q1 2026 year-to-date.
Feb 19, 2026, 10:00 PM
Universal Display Corporation Reports Record 2025 Results and Provides 2026 Guidance
OLED
Earnings
Guidance Update
Dividends
- Universal Display Corporation reported record 2025 revenue of $651 million and net income of $242 million, or $5.08 per diluted share. For Q4 2025, revenue was $173 million, and net income was $66 million, or $1.39 per diluted share.
- For 2026, the company expects revenues in the range of $650 million to $700 million and gross margins between 74%-76%, primarily due to higher raw material pricing.
- The board approved an increase in the quarterly cash dividend to $0.50 per share, and the company repurchased approximately 454,000 shares for $53 million during Q4 2025 and Q1 2026.
- The OLED industry is projected to see an additional 10% increase in installed capacity between the end of 2025 and 2027, with the first Gen 8.6 OLED facilities entering mass production in 2026.
Feb 19, 2026, 10:00 PM
Universal Display Corporation Announces Q4 and Full Year 2025 Financial Results
OLED
Earnings
Guidance Update
Dividends
- Universal Display Corporation reported record fourth quarter and annual revenues for 2025, with Q4 2025 total revenue of $172.9 million and diluted EPS of $1.39.
- For the full year 2025, the company achieved total revenue of $650.6 million and diluted EPS of $5.08.
- The company provided 2026 revenue guidance in the range of $650 million to $700 million.
- Universal Display Corporation announced a Q1 2026 cash dividend of $0.50 per share and repurchased 291,210 shares for $34.1 million during the three and twelve months ended December 31, 2025.
Feb 19, 2026, 9:08 PM
Universal Display Corporation Announces Q4 and Full Year 2025 Financial Results
OLED
Earnings
Guidance Update
Dividends
- Universal Display Corporation reported record fourth quarter and annual revenues for 2025, with Q4 2025 total revenue at $172.9 million and full year 2025 total revenue at $650.6 million.
- For the full year 2025, net income was $242.1 million or $5.08 per diluted share, reflecting an increase from $222.1 million or $4.65 per diluted share in 2024.
- The company provided 2026 revenue guidance in the range of $650 million to $700 million.
- Universal Display announced a first quarter 2026 cash dividend of $0.50 per share and repurchased 291,210 shares for $34.1 million during the three and twelve months ended December 31, 2025.
Feb 19, 2026, 9:05 PM
Universal Display Corp Discusses IT Market Growth, Blue Material Development, and Contract Renewals
OLED
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Universal Display Corp (OLED) anticipates significant growth in the IT market, currently only about 5% penetrated, driven by new 8.6 Gen fab capacity from customers like Samsung and BOE expected to come online in Q2 and Q3 2026. This new capacity is a key tailwind for the business.
- Development of phosphorescent blue material continues, with LG Display having showcased a commercially performing display in May 2025 that could increase energy efficiency by up to 25%; however, commercial product introduction timelines are still being determined.
- The company recently renewed a long-term material supply agreement with Tianma and is actively working on finalizing a new deal with LG Display following the expiration of their previous contract in December 2025.
- OLED maintains a strong financial position with approximately $1 billion in cash as of September, which it allocates to IP investments, potential acquisitions, and shareholder returns via dividends and buybacks.
Jan 14, 2026, 2:30 PM
Universal Display Corp Highlights OLED Market Growth, New Capacity, and Blue OLED Progress at Needham Conference
OLED
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Universal Display Corp (UDC) sees significant growth opportunities in the OLED market, with smartphones over 60% penetrated, TVs at roughly 3%, and the IT market (tablets, laptops, monitors) at about 5% penetration, the latter showing the most significant momentum.
- New Gen 8.6 capacity investments totaling more than $20 billion are coming online, primarily for the IT market, with Samsung's line expected in Q2 2026 and BOE's in Q3 2026, representing a significant tailwind for UDC.
- The adoption of tandem architecture in IT products, which uses one and a half to two times the quantity of UDC's material per inch compared to single-layer displays, is a key growth driver due to its ability to provide greater brightness or longer display lifetime.
- Regarding phosphorescent blue OLED, LG Display showcased an approach in May 2025 using UDC's material in a tandem structure, demonstrating a 15% increase in energy efficiency and commercial performance, though UDC acknowledges the timeline has been longer than expected.
- UDC maintains a strong financial position with roughly $1 billion in cash as of September (2025) and focuses on capital allocation through business growth investments (including IP acquisitions like Merck's) and returning capital to shareholders via dividends and buybacks.
Jan 14, 2026, 2:30 PM
Universal Display Corp. Discusses OLED Market Growth, New Capacity, and Blue Material Development
OLED
New Projects/Investments
Product Launch
Share Buyback
- The OLED market is experiencing significant growth, particularly in the IT segment (currently 5% penetrated), driven by new 8.6 Gen capacity investments from Samsung and BOE, totaling approximately $12 billion, expected online in Q2 and Q3 2026.
- Universal Display Corp. is advancing key technologies, including the Tandem architecture, which requires 1.5 to 2 times more material and is being adopted in premium IT products, and phosphorescent blue material, which could boost display energy efficiency by up to 25%.
- The company recently secured a new long-term OLED material supply agreement with Tianma (announced in early January 2026) and is finalizing a new contract with LG Display, whose previous agreement expired in December 2025.
- Universal Display Corp. maintains a strong financial position with approximately $1 billion in cash as of September 2025, allocating capital towards business growth through IP investments and acquisitions, as well as shareholder returns via dividends and share buybacks.
Jan 14, 2026, 2:30 PM
Universal Display Corporation and Tianma Sign Long-Term OLED Agreements
OLED
New Projects/Investments
- Universal Display Corporation (UDC) and Tianma have entered into new long-term OLED material supply and license agreements.
- Under these agreements, UDC will continue to provide its proprietary UniversalPHOLED® phosphorescent OLED materials and cutting-edge technologies to Tianma, supporting Tianma’s next-generation OLED displays.
- The agreements reinforce the existing partnership between the companies, with UDC aiming to broaden its presence in China; financial terms were not disclosed.
Jan 5, 2026, 9:15 PM
Quarterly earnings call transcripts for UNIVERSAL DISPLAY CORP \PA\.
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