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$1.90 per share
$1.90 per share
Est. EPS $1.13 · Revenue $162.72M · 4 analysts
Est. EPS $1.22 · Revenue $173.20M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $650.6M | +0.5% | +7.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $242.1M | +9.0% | +37.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +76.3% | -1.0% | +1.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +38.2% | +3.6% | +17.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +37.2% | +8.5% | +28.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $144.4M | -31.6% | -66.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +22.2% | -31.9% | -68.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1.1% | -7.8% | -2.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 10.06x | +40.3% | -10.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.0B | +7.2% | -0.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.08 vs 4.94 | +2.8% | 1.06 vs 1.03 | +2.9% |
| Revenue Surprise | $650.6M vs $650.9M | -0.0% | $152.2M vs $157.5M | -3.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | LACERTE LAWRENCE | director | Common Stock | D | 4,653 | $84.94 |
| Aug 18, 2026 | LACERTE LAWRENCE | director | Common Stock | D | 314 | $85.56 |
| Jul 10, 2026 | ELIAS RICHARD C | director | Common Stock | A | 455 | — |
| Jul 10, 2026 | ELIAS RICHARD C | director | Common Stock | D | 455 | — |
| Jun 30, 2026 | GEMMILL ELIZABETH H | director | Common Stock | A | 455 | — |
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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Steven V. Abramson | President, Chief Executive Officer & Director | USD 2,445,553 | Male | 1952 | Active |
Julia J. Brown | Executive Vice President & Chief Technical Officer | USD 1,895,080 | — | 1961 | Active |
Mauro Premutico | Senior Vice President of Planning, Chief Legal Officer & Secretary | USD 1,608,226 | Male | 1966 | Active |
Janice DuFour | Senior Vice President of Technology Commercialization & GM of Commercial Sales Business | USD 1,318,970 | Female | 1958 | Active |
Janice K. Mahon | Senior Vice President of Technology Commercialization & GM of Commercial Sales Business | USD 1,318,970 | Female | 1958 | Active |
Brian Millard | Vice President, Chief Financial Officer & Treasurer | USD 1,164,120 | Male | 1983 | Active |
Chandran Ramesh Nair | Chief Executive Officer of OVJP Operations | — | Male | 1969 | Active |
Darice Liu | Senior Director of Investor Relations & Corporate Communications | — | Female | — | Active |
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC today unveiled a proprietary device architecture designed to improve how light is extracted and utilized within an OLED.
Universal Display NASDAQ: OLED President and CEO Steve Abramson said the OLED industry's continued investment in new manufacturing capacity reflects panel makers' confidence in long-term adoption, even as smartphone demand faces near-term pressure from higher component and memory costs.
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Universal Display Corporation (OLED) Presents at Oppenheimer 29th Annual Technology, Internet & Communications Conference Transcript
