Compared to Estimates, Universal Display (OLED) Q4 Earnings: A Look at Key Metrics

Universal Display Corp. (OLED) reported $172.93 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.6%. EPS of $1.39 for the same period compares to $1.22 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $173.25 million, representing a surprise of -0.19%. The company delivered an EPS surprise of +9.02%, with the consensus EPS estimate being $1.28.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Universal Display performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Material sales: $95.54 million versus $95.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.4% change.
• Revenue- Contract research services: $4.81 million versus the three-analyst average estimate of $5.46 million. The reported number represents a year-over-year change of +4.2%.
• Revenue- Royalty and license fees: $72.58 million versus $72.31 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.

View all Key Company Metrics for Universal Display here>>>

Shares of Universal Display have returned +1.7% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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