Core Insights - Universal Display (NASDAQ:OLED) reported Q3 CY2025 revenue of $139.6 million, falling short of market expectations by 13.6% year-on-year and missing analyst estimates by 15.9% [1][6][7] - The company's GAAP profit was $0.92 per share, which was 21.6% below analysts' consensus estimates [1][6] - Despite the quarterly shortfall, Universal Display reaffirmed its full-year revenue guidance at $675 million [1][6] Company Overview - Universal Display is a provider of organic light emitting diode (OLED) technologies, serving major consumer electronics manufacturers [3] Revenue Growth - Over the last five years, Universal Display achieved a compounded annual growth rate of 10.5%, outperforming the average semiconductor company [4] - The company's annualized revenue growth over the last two years was 4.4%, which is below its five-year trend but still considered respectable [5] Financial Metrics - Q3 revenue was $139.6 million, compared to analyst estimates of $166.1 million [6] - Operating margin decreased to 30.9% from 41.5% in the same quarter last year [6] - Free cash flow margin improved to 60.4%, up from 41% in the same quarter last year [6] - Inventory days outstanding increased to 545 from 452 in the previous quarter [6] - Market capitalization stands at $6.98 billion [6] Future Outlook - Analysts project a revenue growth of 12.1% over the next 12 months, indicating potential for improved performance driven by newer products and services [7]