UNIVERSAL DISPLAY CORP \PA\

UNIVERSAL DISPLAY CORP \PA\OLEDEarnings & Financial Report

Nasdaq · Information Technology · Electronic Components & Accessories

Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.

Revenue

$161.6M

Gross Profit

$125.8M

Operating Profit

$67.0M

Net Profit

$66.9M

Gross Margin

77.8%

Operating Margin

41.5%

Net Margin

41.4%

YoY Growth

14.6%

EPS

$1.40

UNIVERSAL DISPLAY CORP \PA\ Q3 FY2024 Financial Summary

UNIVERSAL DISPLAY CORP \PA\ reported revenue of $161.6M (up 14.6% YoY) for Q3 FY2024, with a net profit of $66.9M (up 29.8% YoY) (41.4% margin). Cost of goods sold was $35.8M, operating expenses totaled $58.8M.

Key Financial Metrics

Total Revenue$161.6M
Net Profit$66.9M
Gross Margin77.8%
Operating Margin41.5%
Report PeriodQ3 FY2024

Revenue Breakdown

UNIVERSAL DISPLAY CORP \PA\ Q3 FY2024 revenue of $161.6M breaks down across 3 segments, led by Material Sales at $83.4M (51.6% of total).

SegmentRevenue% of Total
Material Sales$83.4M51.6%
Royalty And License Fees$74.6M46.1%
Contract Research Services$3.6M2.2%

UNIVERSAL DISPLAY CORP \PA\ Revenue by Segment — Quarterly Trend

UNIVERSAL DISPLAY CORP \PA\ revenue by segment across the last 4 reported quarters, showing how each business line (such as Material Sales and Royalty And License Fees) has evolved quarter over quarter.

SegmentQ4 FY2025Q3 FY2025Q2 FY2025Q1 FY2025
Material Sales$95.5M$88.7M
Royalty And License Fees$75.7M$73.6M
Contract Research Services$4.8M$3.7M$7.5M$6.6M

UNIVERSAL DISPLAY CORP \PA\ Annual Revenue by Year

UNIVERSAL DISPLAY CORP \PA\ annual revenue history includes year-by-year totals (for example, 2025 revenue was $650.6M).

YearAnnual Revenue
2025$650.6M
2024$647.7M
2023$576.4M
2022$616.6M

UNIVERSAL DISPLAY CORP \PA\ Quarterly Revenue & Net Profit History

UNIVERSAL DISPLAY CORP \PA\ results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$172.9M+6.6%$66.3M38.4%
Q3 FY2025$139.6M-13.6%$44.0M31.5%
Q2 FY2025$171.8M+8.4%$67.3M39.2%
Q1 FY2025$166.3M+0.6%$64.4M38.8%
Q4 FY2024$162.3M+2.5%$46.0M28.4%
Q3 FY2024$161.6M+14.6%$66.9M41.4%
Q2 FY2024$158.5M+8.1%$52.3M33.0%
Q1 FY2024$165.3M+26.7%$56.9M34.4%

Income Statement

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$165.3M$158.5M$161.6M$162.3M$166.3M$171.8M$139.6M$172.9M
YoY Growth26.7%8.1%14.6%2.5%0.6%8.4%-13.6%6.6%

Balance Sheet

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$1.68B$1.78B$1.81B$1.83B$1.86B$1.93B$1.95B$1.96B
Liabilities$198.8M$249.7M$224.1M$215.8M$205.2M$217.1M$202.6M$202.7M
Equity$1.48B$1.53B$1.59B$1.62B$1.66B$1.71B$1.74B$1.76B

Cash Flow

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$72.2M$67.0M$79.9M$34.7M$30.6M$51.9M$97.2M$31.1M