Universal Display (OLED)

Nasdaq Information Technology Semiconductors S&P MidCap 400
$88.31
+1.18 (+1.35%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W+5.2%
1M+21.1%
3M-2.5%
6M-3.8%
YTD-24.4%
1Y-39.8%
3Y-35.6%
5Y-51.8%

Key statistics

Full financials →
Market cap$4.0B
P/E (TTM)17.9
EPS (TTM, diluted)$4.94
P/S6.33
P/B2.39
EV / EBITDA15.7
Revenue (TTM)$628.00M
Revenue growth-1.9%
Net margin36.7%
ROE13.8%
Debt / equity0.00
FCF yield5.8%
Dividend yield2.21%
Payout ratio39%
Beta (1Y)1.25
Volatility (1Y)43.4%
52-week range$70.77 – $147.25
Avg volume (50D)795.37K

Revenue & net income — last 8 quarters

Statements →
Oct 28, 4:08 PM ET

Universal Display Q3 revenue rises to $160.4 million; 2026 revenue expected at low end

Mixed earnings 2.02

Universal Display reported third-quarter 2026 revenue of $160.4 million, up from $139.6 million a year earlier, and diluted EPS of $1.72 that included a $28.9 million investment gain. Nine-month revenue fell to $454.8 million from $477.7 million, and the company said 2026 revenue will likely be around the lower end of its previous $630 million to $670 million range, which matters to shareholders for the full-year outlook.

  • Q3 2026 total revenue was $160.4 million versus $139.6 million in Q3 2025; net income was $78.9 million ($1.72 diluted EPS) versus $44.0 million ($0.92).
  • Excluding the $28.9 million UDC Ventures investment gain, non-GAAP adjusted diluted EPS was $1.23 for Q3 2026 versus $0.92 a year earlier.
  • Nine-month 2026 revenue was $454.8 million versus $477.7 million, and diluted EPS was $3.52 versus $3.68.
  • 2026 revenue is expected around the lower end of the prior $630 million to $670 million guidance range; the quarterly dividend was declared at $0.50 per share, up from $0.45.
Read the filing on SEC.gov ↗
Jul 30, 4:08 PM ET

Universal Display Q2 revenue falls to $152.2M; 2026 revenue guidance set to low end

Negative guidance Written later 2.02

Universal Display reported second quarter 2026 revenue of $152.2 million, down from $171.8 million a year earlier, and net income of $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41, in the prior-year quarter. The company now expects 2026 revenue to be around the lower end of its previous $630 million to $670 million range, which points to weaker results for shareholders this year.

  • Q2 2026 total revenue was $152.2 million versus $171.8 million in Q2 2025; operating income was $53.6 million versus $68.5 million.
  • Royalty and license fees rose to $81.2 million from $75.7 million, helped by a $16.3 million favorable catch-up adjustment, while material sales fell to $66.2 million from $88.7 million.
  • 2026 revenue guidance is now around the lower end of the previous $630 million to $670 million range.
  • The Board declared a third quarter cash dividend of $0.50 per share, payable September 30, 2026; the company repurchased $48.2 million of stock in Q2 under its programs.
Read the filing on SEC.gov ↗
Apr 30, 4:08 PM ET

Universal Display Q1 net income falls to $35.9 million; cuts 2026 revenue guidance

Negative guidance Written later 2.028.01

Universal Display reported first quarter 2026 total revenue of $142.2 million, down from $166.3 million a year earlier, and net income of $35.9 million, or $0.76 per diluted share, down from $64.4 million, or $1.35 per diluted share. The company lowered its 2026 revenue guidance to $630 million to $670 million from $650 million to $700 million, and its board authorized an additional $400 million share repurchase program.

  • Q1 2026 total revenue was $142.2 million versus $166.3 million in Q1 2025; royalty and license fees fell to $54.2 million from $73.6 million.
  • Operating income was $42.8 million versus $69.7 million a year earlier.
  • 2026 revenue guidance was revised to $630 million to $670 million, down from $650 million to $700 million.
  • Board authorized up to $400 million in new buybacks on April 28, 2026, and declared a $0.50 per share dividend payable June 30, 2026.
Read the filing on SEC.gov ↗
Feb 19, 4:08 PM ET

Universal Display Q4 revenue up to $172.9 million; 2026 revenue guidance $650M to $700M

Positive earnings Written later 2.02

Universal Display reported fourth quarter 2025 revenue of $172.9 million, up from $162.3 million a year earlier, and net income of $66.3 million, or $1.39 per diluted share, versus $0.96 in the prior-year quarter. For full year 2025, revenue was $650.6 million and diluted EPS was $5.08, while the company guided 2026 revenue to $650 million to $700 million, with its results still subject to many variables.

  • Q4 2025 total revenue $172.9 million vs. $162.3 million in Q4 2024; net income $66.3 million vs. $46.0 million
  • Full year 2025 revenue $650.6 million vs. $647.7 million in 2024; diluted EPS $5.08 vs. $4.65
  • 2026 revenue guidance: $650 million to $700 million
  • First quarter 2026 cash dividend of $0.50 per share, payable March 31, 2026 to holders of record on March 17, 2026
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Famous investors who own OLED

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $22.07M0.03% Added

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Insider transactions

All insider trades →
DateInsiderTypeSharesPriceValue
Oct 07Elias Richard C
Director
Gift910—$0
Sep 30Comparin Cynthia Jane
Director
Award455—$0
Sep 30Brown Nigel
Director
Award455—$0
Sep 30Lau Joan
Director
Award455—$0
Sep 30Gemmill Elizabeth H
Director
Award455—$0
Sep 30Joseph Celia M
Director
Award455—$0
Sep 30Walker April
Director
Award455—$0
Sep 30Hartley C Keith
Director
Award455—$0
Sep 30Rosenblatt Sidney D
Director
Award455—$0
Sep 30Lacerte Lawrence
Director
Award455—$0
Sep 30Elias Richard C
Director
Award455—$0

Prices are end-of-day and split-adjusted. Financial data from Universal Display's SEC XBRL filings. Not investment advice.