Skip to content
OpenCapital
Get started

Universal Display OLED Q4 2025 Annual earnings

Reported February 19, 2026 · After market close

Revenue$172.9MMiss by $300.3K
EPS$1.39Beat by $0.11
Revenue estimate$173.2M
EPS estimate$1.28

Next report

Jul 30, 2026 (Tomorrow)
Revenue estimate$157.5M
EPS estimate$1.04

Financials

Q4 2025

Income statement

See full
Revenue$172.9M+6.6%
Gross profit$131.6M+5.4%
Operating income$67.2M+28.1%
Net income$66.3M+44.2%
EPS (diluted)$1.40+45.8%

Balance sheet

See full
Cash & equivalents$138.4M+39.8%
Total debt$43.5M+3.3%
Total equity$1.8B+8.9%
Total assets$2.0B+7.2%

Cash flow

See full
Operating cash flow$31.1M-10.3%
CapEx$16.1M+26.9%
Free cash flow$15.1M-31.6%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$5.55B-20.0%
Enterprise value$5.46B-20.7%
P/E22.9×-8.3×
P/S8.5×-2.2×

Profitability

See full
Gross margin76.3%-0.8pp
Operating margin38.2%+1.3pp
Net margin37.2%+2.9pp
FCF margin23.7%-8.9pp

Returns & leverage

See full
Return on equity14.3%-0.2pp
Debt / equity0×0.0×
Current ratio10.1×+2.9×

Segments

By product

See full
Material Sales$95.5M+2.4%
Royalty And License Fees$72.6M+12.7%
Contract Research Services$4.8M+4.2%

Versus estimates

Revenue

Q1 2026$142.2MMiss by $19.0M
Q4 2025$172.9MMiss by $300.3K
Q3 2025$139.6MMiss by $25.9MQ2 2025$171.8MBeat by $4.8MQ1 2025$166.3MBeat by $10.2MQ4 2024$162.3MBeat by $9.5M

Diluted EPS

Q1 2026$0.76Miss by $0.37
Q4 2025$1.39Beat by $0.11
Q3 2025$0.92Miss by $0.26Q2 2025$1.41Beat by $0.25Q1 2025$1.35Beat by $0.26Q4 2024$1.22Beat by $0.14

Ask the moment Universal Display reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

When did Universal Display report Q4 2025 earnings?
Universal Display (OLED) reported Q4 2025 earnings on February 19, 2026 after market close.
What were Universal Display's Q4 2025 revenue and EPS?
Universal Display reported revenue of $172.9M and eps of $1.39 for Q4 2025.
Did Universal Display beat estimates in Q4 2025?
Revenue missed the consensus estimate of $173.2M by $300.3K. EPS beat the consensus estimate of $1.28 by $0.11.
How did Universal Display's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 6.6% from $162.3M a year earlier and eps grew 13.9% from $1.22.
Where can I find Universal Display's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-059359) and the 10-K periodic report (0001193125-26-059371) directly on SEC EDGAR. The filing index links above go to sec.gov.