For the quarter ended March 2025, Universal Display Corp. (OLED) reported revenue of $166.28 million, up 0.6% over the same period last year. EPS came in at $1.35, compared to $1.19 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $154.85 million, representing a surprise of +7.38%. The company delivered an EPS surprise of +26.17%, with the consensus EPS estimate being $1.07.While investors scrutinize revenue and earnings changes year-over-year and how they compare wit ...

Universal Display Corp. (OLED) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 26.17%. A quarter ago, it was expected that this organic light-emitting diode technology company would post earnings of $1.07 per share when it actually produced earnings of $1.22, delivering a surprise of ...

Universal Display (OLED) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to Universal Display Corporation's First Quarter twenty twenty five Earnings Conference Call. My name is Sherry, and I will be your conference moderator for today's call. As a reminder, this conference is being recorded for replay purposes. I would now like to turn the call over to Darice Liu, Senior Director of Investor Relations. Please proceed. Speaker1 Thank you, and good afternoo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ___________ Commission File Number 1-12031 UNIVERSAL DISPLAY CORPORATION (Exact name of registrant as specified in its charter) | Pennsylvania ...

Exhibit 99.1 Press Release Universal Display Contact: Darice Liu investor@oled.com media@oled.com +1 609-964-5123 Universal Display Corporation Announces First Quarter 2025 Financial Results EWING, N.J. – May 1, 2025 – Universal Display Corporation (Nasdaq: OLED), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, today reported financial results for the first quarter ended March 31, 2025. "We began 2025 on a solid financial note and continue to remain confid ...

Universal Display Corp. (OLED) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a ch ...

Group 1 - Universal Display Corp. (OLED) shares increased by 17.4% to close at $125.17, following a period of 28.8% loss over the past four weeks, indicating notable trading volume [1] - The company has a strong patent portfolio, attracting large customers and generating significant licensing revenues, driven by the growth of small-area OLEDs in smartphones and wearables, and large-area OLEDs in televisions [2] - The automotive industry presents new opportunities, with major automakers like Audi, Lotus, and Zeekr introducing car models featuring OLED screens [2] Group 2 - Universal Display generates most of its revenues from international markets, with operations in South Korea, Ireland, China, Japan, and others, making it susceptible to geopolitical risks [3] - The U.S. Government's recent decision to pause higher tariffs for 90 days for most countries, except China, is seen as a positive development for the company [3] - The company is expected to report quarterly earnings of $1.03 per share, reflecting a year-over-year decline of 13.5%, with revenues projected at $154.85 million, down 6.3% from the previous year [4] Group 3 - The consensus EPS estimate for Universal Display has been revised 1.3% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [5] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [5] - Littelfuse, another company in the same industry, closed 11.3% higher at $166.62, but has seen a return of -28.5% in the past month [5][6]

Core Insights - Universal Display Corp. (OLED) has shown a mixed performance in international markets, which is crucial for assessing its financial resilience and growth prospects [1][2][10] Group 1: Financial Performance - For the quarter ending December 2024, Universal Display reported total revenue of $162.29 million, reflecting a year-over-year increase of 2.5% [4] - South Korea generated $92.13 million, accounting for 56.77% of total revenue, but fell short of the $93.3 million expected by analysts, representing a surprise of -1.26% [5] - China contributed $65.37 million, or 40.28% of total revenue, exceeding expectations by 30.79% compared to the forecast of $49.98 million [6] - Japan's revenue was $0.6 million, making up 0.37% of total revenue, which was below the consensus estimate of $0.92 million, resulting in a surprise of -35.22% [7] Group 2: Revenue Forecasts - Analysts predict total revenue of $151.23 million for the current fiscal quarter, indicating an 8.5% decline from the previous year [8] - For the full year, total revenue is expected to reach $665.2 million, marking a 2.7% increase from the prior year, with South Korea, China, and Japan projected to contribute $399.89 million, $277.38 million, and $6.82 million respectively [9] Group 3: Market Dynamics - The company's reliance on international markets presents both opportunities and challenges, particularly in light of global economic interconnections and geopolitical uncertainties [3][10] - Monitoring trends in overseas revenues is essential for predicting future performance, especially for companies with significant international operations [10]

Core Viewpoint - Universal Display Corporation (OLED) has increased its quarterly dividend payout by approximately 12.5% to 45 cents per share, reflecting a commitment to providing attractive risk-adjusted returns to its shareholders [1][2]. Dividend and Financial Strategy - The new dividend results in a modest yield of 1.22% based on the closing price of $147.34 on February 20, 2025, and is part of the company's long-term strategy to ensure steady returns for stockholders [2]. - The company has a history of healthy dividend increases, which is considered one of its key strengths [2][7]. Growth Drivers - Universal Display is a leading developer in the OLED market, with applications in various industries such as smartphones, televisions, virtual reality devices, and automotive markets [3][4]. - The increasing demand for small-area OLEDs in smartphones and wearables, as well as large-area OLEDs in televisions, presents significant growth opportunities [4]. - OLED technology is noted for its efficiency and cost-effectiveness, particularly in high-volume manufacturing for solid-state lighting applications [4]. Competitive Advantage - The company holds a strong portfolio of around 6,000 patents, with its UniversalPHOLED technology being four times more efficient than fluorescent OLEDs and significantly more efficient than current LCDs [5]. - Collaborations with prestigious institutions like Princeton University and the University of Southern California are expected to enhance its patent portfolio and drive innovation in OLED applications [6]. Financial Performance and Outlook - Universal Display has a Zacks Rank of 3 (Hold) and a long-term earnings growth expectation of 19.5%, with an average earnings surprise of 9% over the last four quarters [7]. - The combination of favorable growth dynamics and sound financial management supports the recent dividend increase, making it an attractive option for investors seeking steady income [7].

Core Insights - Universal Display Corp. reported revenue of $162.29 million for Q4 2024, a year-over-year increase of 2.5% [1] - The company's EPS for the same period was $1.22, down from $1.29 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $148.67 million by 9.17%, and the EPS surpassed the consensus estimate of $1.07 by 14.02% [1] Revenue Breakdown - Material sales reached $93.27 million, exceeding the average estimate of $78.92 million by analysts, representing a year-over-year increase of 13.4% [4] - Revenue from contract research services was $4.62 million, slightly above the average estimate of $4.29 million, reflecting a significant year-over-year increase of 43.6% [4] - Royalty and license fees totaled $64.41 million, which was below the average estimate of $65.14 million, indicating a year-over-year decline of 11.6% [4] Stock Performance - Over the past month, shares of Universal Display have returned -1%, while the Zacks S&P 500 composite has increased by 2.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]