Universal Display (OLED) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - Universal Display Corp. reported a revenue of $139.61 million for the quarter ended September 2025, which is a decrease of 13.6% compared to the same period last year [1] - The earnings per share (EPS) for the quarter was $0.92, down from $1.40 in the year-ago quarter, reflecting a significant decline [1] - The reported revenue fell short of the Zacks Consensus Estimate of $162.51 million, resulting in a revenue surprise of -14.09% [1] - The company also experienced an EPS surprise of -22.69%, with the consensus EPS estimate being $1.19 [1] Revenue Breakdown - Material sales generated $82.63 million, which is below the average estimate of $88.01 million from three analysts, representing a year-over-year decline of 1% [4] - Revenue from contract research services was $3.66 million, significantly lower than the estimated $7 million, but showed a year-over-year increase of 1.5% [4] - Royalty and license fees amounted to $53.32 million, falling short of the average estimate of $67.55 million, marking a substantial year-over-year decrease of 28.5% [4] Stock Performance - Over the past month, shares of Universal Display have returned +1.3%, matching the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance against the broader market in the near term [3]