Compared to Estimates, Universal Display (OLED) Q1 Earnings: A Look at Key Metrics

Core Insights - Universal Display Corp. reported revenue of $166.28 million for the quarter ended March 2025, reflecting a year-over-year increase of 0.6% and exceeding the Zacks Consensus Estimate of $154.85 million by 7.38% [1] - The company's EPS for the quarter was $1.35, up from $1.19 in the same quarter last year, representing a surprise of 26.17% compared to the consensus estimate of $1.07 [1] Revenue Breakdown - Material sales generated $86.16 million, which was below the three-analyst average estimate of $90.21 million, marking a year-over-year decline of 7.6% [4] - Contract research services revenue was reported at $6.55 million, significantly exceeding the average estimate of $3.61 million, and showing a substantial year-over-year increase of 76.8% [4] - Royalty and license fees amounted to $73.57 million, surpassing the average estimate of $61.45 million, with a year-over-year growth of 7.8% [4] Stock Performance - Over the past month, Universal Display's shares have declined by 9.6%, contrasting with a 0.7% decrease in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]