Universal Display Corporation is dedicated to the investigation, advancement, and market deployment of organic light-emitting diode (OLED) innovations and their constituent materials, ...
Universal Display Corporation (UDC) is a pioneer and global leader in organic light emitting diode (OLED) technology, focusing on the invention, research, development, and commercialization of OLED materials and solutions. Founded in 1994 and headquartered in Ewing, New Jersey, the company has played a pivotal role in enabling the OLED ...Universal Display Corporation (UDC) is a pioneer and global leader in organic light emitting diode (OLED) technology, focusing on the invention, research, development, and commercialization of OLED materials and solutions. Founded in 1994 and headquartered in Ewing, New Jersey, the company has played a pivotal role in enabling the OLED ecosystem. UDC holds a vast intellectual property portfolio of over 5,500 patents (issued and pending) worldwide, which it licenses to display and lighting manufacturers. Its proprietary UniversalPHOLED materials are key components in OLED displays, offering high efficiency and long life. The company also develops other technologies such as flexible OLEDs (FOLED), organic vapor jet printing (OVJP), and thin-film encapsulation. With a strong financial performance, UDC reported a revenue of about $607 million in 2023, a gross profit margin of 75%, and a net profit margin of 32%. Under the leadership of CEO Steven V. Abramson, the company employs around 469 people and continues to invest heavily in R&D (about 24% of revenue) to drive innovation. Beyond its core business, UDC engages in contract research for non-OLED applications, diversifying its revenue streams. The company is committed to sustainable and efficient display technologies, aiming to expand OLED adoption in automotive, lighting, and consumer electronics.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$650.6M
+0.5%
+7.0%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$242.1M
+9.0%
+37.7%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+76.3%
-1.0%
+1.6%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+38.2%
+3.6%
+17.3%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+37.2%
+8.5%
+28.7%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$144.4M
-31.6%
-66.2%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+22.2%
-31.9%
-68.4%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
1.1%
-7.8%
-2.9%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
10.06x
+40.3%
-10.9%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Good day, ladies and gentlemen, and welcome to Universal Display Corporation's Second Quarter 26 Earnings Conference Call. My name is Sherry, and I will be your conference moderator for today's call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded for replay purposes. I would now like to turn the conference call over to Darice Liu, Senior Director of Investor Relations. Please proceed.
Darice Liu: Thank you, and good afternoon, everyone. Welcome to Universal Display's second quarter earnings conference call. Joining me on the call today are Steven V. Abramson, President and Chief Executive Officer and Brian Millard, chief financial officer and treasurer. Before Steve begins, let me remind you today's call is a property of Universal Display. Any redistribution, retransmission, or rebroadcast of any portion of this call in any form without the expressed written consent of Universal Display is strictly prohibited. Further, this call is being webcast live and will be made available for a period of time on Universal Display's website. This call contains time sensitive information that is accurate only as of the date of the live webcast of this call July 30, 2026. During this call, we may make forward-looking statements based on current expectations These statements are subject to a number of significant risks and uncertainties and our actual results may differ materially. These risks and uncertainties are discussed in the company's periodic reports filed with the SEC and should be referenced by anyone considering making any investments in the company's securities. Universal Display disclaims any obligation to update any of these statements. Now I would like to turn the call over to Steven V. Abramson.
Steven V. Abramson: Thanks, Darice, and good afternoon, everyone. As we look across the OLED industry, we continue to see investment innovation, and expansion throughout the ecosystem. Display manufacturers are investing billions of dollars in new capacity. Brands are broadening adoption across a growing range of products and applications. And next generation technologies continue to push the boundaries of performance and capability. Those developments reflect the industry's long term growth trajectory. Even as portions of the consumer electronics supply chain face a more challenging near term environment. Rising memory costs and supply constraints continue to weigh on demand expectations, particularly within the smartphone market. Where higher component costs are putting pressure on unit volumes. The near term headwinds are reflected in our updated outlook which Brian will discuss in more detail. We believe it is important to separate the current cycle from the longer term direction of the industry. While demand expectations have softened in the near term, we believe the industry's fundamental growth drivers remain …