Universal Display Corp. (OLED) Lags Q3 Earnings and Revenue Estimates

Core Viewpoint - Universal Display Corp. reported quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $1.19 per share, and down from $1.4 per share a year ago [1][2] Financial Performance - The earnings surprise was -22.69%, with the company previously expected to post earnings of $1.18 per share but actually producing $1.41, resulting in a surprise of +19.49% [2] - Revenues for the quarter ended September 2025 were $139.61 million, missing the Zacks Consensus Estimate by 14.09%, and down from $161.63 million year-over-year [3] Market Performance - Universal Display shares have increased by approximately 0.4% since the beginning of the year, compared to the S&P 500's gain of 15.6% [4] - The company's earnings outlook is crucial for investors, as it reflects current consensus earnings expectations for upcoming quarters [5] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $1.30 on revenues of $174.17 million, and for the current fiscal year, it is $5.18 on revenues of $674.81 million [8] - The estimate revisions trend for Universal Display was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - The Electronics - Miscellaneous Components industry, to which Universal Display belongs, is currently in the top 20% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [9]