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Universal Display (OLED)
NASDAQ:OLED
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.19Last Year’s EPS
1.1Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 1.49%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted several positive outcomes, including revenue and profit growth, strategic advancements in blue phosphorescent OLED, and increased royalty and license fees. However, these were contrasted by declines in material sales, uncertainty due to tariffs, and slightly decreased gross margins. The positive developments appear to be promising for the future, but current challenges present significant concerns.Company Guidance
During Universal Display Corporation's first-quarter 2025 earnings call, substantial guidance was provided, highlighting various financial metrics and projections for the OLED market. The company reported a first-quarter revenue of $166 million, with an operating profit of $70 million and a net income of $64 million, translating to $1.35 per diluted share. Revenue guidance for the full year was set between $640 million and $700 million. The call also projected growth in OLED smartphones by 6% to 848 million units, OLED IT units by 16% to 27 million units, and OLED TVs by 4.5% to 7.1 million units. Material sales for the quarter were $86 million, including $64 million from green emitter sales and $21 million from red emitter sales. The total gross margins stood at 77%, with operating expenses expected to remain flat year-over-year. The company ended the quarter with $918 million in cash, cash equivalents, and investments, and announced a quarterly dividend of $0.45 per share and a $100 million share repurchase authorization. The ongoing development of phosphorescent blue OLED technology was highlighted, with LG Display's announcement of achieving commercialization-level performance marking a significant milestone.Revenue and Profit Growth
First quarter 2025 revenue was $166 million, operating profit was $70 million, and net income increased by more than 13% year-over-year to $64 million, or $1.35 per diluted share.
Positive Developments in Blue Phosphorescent OLED
LG Display announced successful verification of commercialization level performance of blue phosphorescent OLED panels, indicating potential future growth and market application.
Strategic Supply Chain and Manufacturing Expansion
Diversification of supply chain and expanded global manufacturing footprint, including a new facility in Shannon, Ireland.
Increased Royalty and License Fees
First quarter royalty and license fees were $74 million, up from $68 million in the prior year.
Adesis Revenue Increase
Adesis's first quarter revenue increased to $6.6 million, compared to $3.7 million in the first quarter of 2024.
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OLED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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OLED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $141.20 | $144.02 | +2.00% |
| Feb 20, 2025 | $146.90 | $156.83 | +6.76% |
| Oct 30, 2024 | $202.04 | $179.33 | -11.24% |
| Aug 01, 2024 | $211.10 | $171.00 | -19.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Universal Display (OLED) report earnings?
Universal Display (OLED) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Universal Display (OLED) earnings time?
Universal Display (OLED) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OLED EPS forecast?
OLED EPS forecast for the fiscal quarter 2025 (Q2) is 1.19.
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