Compared to Estimates, Universal Display (OLED) Q4 Earnings: A Look at Key Metrics

Core Insights - Universal Display Corp. reported revenue of $172.93 million for the quarter ended December 2025, marking a year-over-year increase of 6.6% and an EPS of $1.39 compared to $1.22 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $173.25 million, resulting in a surprise of -0.19%, while the EPS exceeded expectations by 9.02% [1] Revenue Breakdown - Material sales reached $95.54 million, slightly above the estimated $95.47 million, reflecting a year-over-year increase of 2.4% [4] - Revenue from contract research services was $4.81 million, below the average estimate of $5.46 million, with a year-over-year change of 4.2% [4] - Royalty and license fees generated $72.58 million, surpassing the estimated $72.31 million, and showed a significant year-over-year increase of 12.7% [4] Stock Performance - Over the past month, shares of Universal Display have returned +1.7%, contrasting with a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]