Universal Display(US:OLED) ZACKS·2026-02-20 00:00Core Viewpoint - Universal Display Corp. reported quarterly earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and showing an increase from $1.22 per share a year ago [1] Earnings Performance - The earnings surprise for the quarter was +9.02%, with the company previously expected to post earnings of $1.19 per share but actually reporting $0.92, resulting in a surprise of -22.69% [2] - Over the last four quarters, Universal Display has surpassed consensus EPS estimates three times [2] Revenue Performance - The company reported revenues of $172.93 million for the quarter ended December 2025, which was slightly below the Zacks Consensus Estimate by 0.19%, compared to $162.29 million in the same quarter last year [3] - Universal Display has topped consensus revenue estimates two times over the last four quarters [3] Stock Performance - Universal Display shares have increased approximately 2.7% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [4] Future Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [5] - The current consensus EPS estimate for the next quarter is $1.24 on revenues of $166.51 million, and for the current fiscal year, it is $5.38 on revenues of $715.67 million [8] Industry Context - The Electronics - Miscellaneous Components industry, to which Universal Display belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook [9]