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Universal Display
Universal Display (OLED) investor relations material
Universal Display Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved record 2025 revenue of $651 million, with operating income of $249 million and net income of $242 million ($5.08 per diluted share), reflecting strong OLED adoption and execution.
OLED industry entering a new phase with broader applications, higher performance expectations, and increased architectural diversity, including tandem and hybrid OLED structures.
Expanded R&D, intellectual property, and global infrastructure to support next-phase OLED growth and innovation across diverse device architectures.
Maintains confidence in long-term OLED potential despite near-term consumer electronics uncertainty.
Financial highlights
2025 revenue reached $651 million, with material sales at $353 million, royalty and license revenues at $275 million, and Adesis revenues at $23 million.
Gross margin for 2025 was 76%, slightly down from 77% in 2024; operating margin was 38%.
Net income for 2025 was $242 million ($5.08 per diluted share), up from $222 million ($4.65 per share) in 2024.
Fourth quarter 2025 revenue was $173 million, up 7% year-over-year; net income for Q4 was $66 million ($1.39 per share).
Ended 2025 with $955 million in cash, cash equivalents, and investments.
Outlook and guidance
2026 revenue expected in the range of $650 million–$700 million, with gross margins of 74%–76% due to higher raw material costs.
Operating margins projected at 34%–37%; effective tax rate expected to be approximately 19%.
R&D and SG&A expenses to grow mid- to high-single digits year-over-year.
Second half of 2026 expected to be stronger due to new fab capacity and product cycles.
Impact of 2025 material sales volume decline
Q4 2025 operating income drivers
Capital allocation strategy given cash flow
What specific customer hurdles exist for blue OLED?
How will UDC mitigate raw material cost impact on gross margin?
Expected Gen 8.6 capacity utilization ramp
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Next Universal Display earnings date
Q1 202630 Apr, 2026
Universal Display
Next Universal Display earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies. The company operates through three segments: OLED Materials, OLED Devices, and Amoled Materials. The OLED Materials segment offers emitters and phosphorescent materials, including Universal's proprietary polymer—emitter layer (PLEC) technology for realizing low-cost 50- to 100-milliwatt blue OLEDs; phase-change materials for use in high-brightness white OLEDs. The OLED Devices segment comprises display devices with or without flexibility. This segment primarily offers small and medium-sized devices, such as smartphone displays and televisions. Universal Display Corporation is based in Ewing, New Jersey.
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