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Universal Display OLED Q3 2026 earnings

Reported October 28, 2026 · After market close

Revenue$160.4MMiss by $2.3M
EPS$1.23Beat by $0.10
Revenue estimate$162.7M
EPS estimate$1.13
“The third quarter saw important advancements across our innovation portfolio, in addition to continued momentum across the OLED ecosystem, from investments in new OLED capacity and the expansion of foldable and IT OLED products. During the quarter, we introduced OLEDX, advanced our phosphorescent blue program, expanded our AI-enabled materials discovery capabilities, and achieved a key commercialization milestone with the launch of UVJC's first equipment platform. As OLED adoption broadens across new products, applications and form factors, we see the industry becoming increasingly focused on higher performance, greater power efficiency and enhanced user experiences. These evolving requirements align with our innovation strategy and reinforce our confidence in the long-term opportunities for our technologies and the value we believe they can create for customers and shareholders.”
Brian Millard

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$160.4M+14.9%
Gross profit$117.4M+12.7%
Operating income$53.7M+24.5%
Net income$78.9M+79.3%
EPS (diluted)$1.72+87.0%

Balance sheet

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Cash & equivalents$93.4M-23.2%
Total debt$37.7M-17.0%
Total equity$1.7B-4.5%
Total assets$1.9B-3.5%

Cash flow

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Operating cash flow$100.2M+3.1%
CapEx$4.3M-66.8%
Free cash flow$95.9M+13.8%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$3.82B-45.3%
Enterprise value$3.77B-45.5%
P/E16.6×-14.9×
P/S6.1×-4.8×

Profitability

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Gross margin74.9%-1.6pp
Operating margin34.6%-1.9pp
Net margin36.7%+2.1pp
FCF margin36.9%+11.7pp

Returns & leverage

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Return on equity13.5%+0.2pp
Debt / equity0×0.0×
Current ratio7.6×-2.0×

Segments

By product

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Material Sales$79.7M-3.5%
Royalty And License Fees$75.5M+41.6%
Contract Research Services$5.2M+42.8%

FAQ

When did Universal Display report Q3 2026 earnings?
Universal Display (OLED) reported Q3 2026 earnings on October 28, 2026 after market close.
What were Universal Display's Q3 2026 revenue and EPS?
Universal Display reported revenue of $160.4M and eps of $1.23 for Q3 2026.
Did Universal Display beat estimates in Q3 2026?
Revenue missed the consensus estimate of $162.7M by $2.3M. EPS beat the consensus estimate of $1.13 by $0.10.
How did Universal Display's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 14.9% from $139.6M a year earlier and eps grew 33.7% from $0.92.
Where can I find Universal Display's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-436136) and the 10-Q periodic report (0001193125-26-436148) directly on SEC EDGAR. The filing index links above go to sec.gov.