OLED Earnings Date: Feb 18, 2027 (Estimated) — Universal Display Corporation
NASDAQ · Technology · Electronic Components
Updated
When is OLED's next earnings date?
Universal Display Corporation (OLED) is expected to report Q4 2026 earnings on Thursday, February 18, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.20 on revenue of $172.6M.
How did OLED do in its last earnings report?
In its most recent report on Oct 28, 2026 (Q3 2026), Universal Display Corporation posted EPS of $1.23 versus the $1.13 estimate, a beat of 8.8%. Revenue was $160.4M against a $162.7M estimate. The stock's 1-day post-earnings move was -6.1%.
How much does OLED stock move after earnings?
OLED beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 7.7% (up or down) in the day after earnings.
About Universal Display Corporation
Universal Display Corporation is dedicated to the investigation, advancement, and market deployment of organic light-emitting diode (OLED) innovations and their constituent materials, primarily for use in display and solid-state illumination applications. The company safeguards its intellectual property with a vast global portfolio of roughly 5,500 patents, encompassing both granted and pending applications, which it either owns outright, licenses exclusively, or holds sole sublicensing authority over. Manufacturers of displays, lighting, and other goods procure its specialized UniversalPHOLED materials. Beyond these core offerings, Universal Display actively cultivates and commercializes a diverse array of other OLED device and production methodologies. Notable among these are FOLED (flexible OLEDs for crafting devices on pliable substrates), OVJP (an organic vapor jet printing technique), thin-film encapsulation (critical for packaging flexible OLEDs and other thin-film components, as well as serving as a protective barrier for plastic bases), and UniversalP2OLED (phosphorescent OLEDs designed for printing). The corporation also extends technology development and support services, collaborating with and assisting external entities in launching their OLED products. Furthermore, it undertakes contract research initiatives, delving into the synthesis, development, and commercialization of chemical materials for uses outside the OLED domain. Established in 1985, Universal Display Corporation maintains its primary corporate offices in Ewing, New Jersey.
🤖 AI Earnings Analysis
Universal Display’s OLED materials business delivered strong 45.2% revenue growth and a $1.23 EPS beat, but the $160M top line missed estimates by $3M. Earnings momentum is compelling, though the revenue shortfall tempers confidence in demand.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-28 | Q3 2026 | 1.13 | 1.23 | +8.85% | $160.4M | ✅ Beat | -6.09% | — | — |
| 2026-07-30 | Q2 2026 | 1.04 | 1.06 | +1.92% | $152.2M | ✅ Beat | -0.24% | +8.58% | +3.27% |
| 2026-04-30 | Q1 2026 | 1.15 | 0.76 | -33.91% | $142.2M | ❌ Miss | +10.68% | +6.48% | +9.47% |
| 2026-02-19 | Q4 2025 | 1.28 | 1.39 | +8.59% | $179.9M | ✅ Beat | -11.14% | -8.59% | -18.70% |
| 2025-11-06 | Q3 2025 | 1.16 | 0.92 | -20.69% | $139.6M | ❌ Miss | -7.69% | -13.51% | -9.70% |
| 2025-07-31 | Q2 2025 | 1.19 | 1.41 | +18.49% | $171.8M | ✅ Beat | +0.40% | -4.07% | -4.02% |
| 2025-02-20 | Q4 2024 | 1.08 | 0.96 | -11.11% | $162.3M | ❌ Miss | +6.76% | +2.48% | +1.09% |
| 2024-08-01 | Q2 2024 | 1.13 | 1.10 | -2.65% | $158.5M | ❌ Miss | -18.99% | -21.01% | -8.91% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $160.4M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Material Sales | 49.7% | $79.7M | -3.5% | $86.2M | $88.7M | $82.6M | $95.5M |
| Royalty And License Fees | 47.1% | $75.5M | +41.6% | $73.6M | $75.7M | $53.3M | $72.6M |
| Contract Research Services | 3.3% | $5.2M | +42.8% | $6.6M | $7.5M | $3.7M | $4.8M |
By region
Q3 FY26 · $316.3M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Non-US | 49.3% | $155.9M | +14.8% | — | — | $135.8M | $490.3M |
| KOREA, REPUBLIC OF | 32.0% | $101.3M | -1.8% | $87.3M | $86.5M | $103.1M | $106.6M |
| CHINA | 16.6% | $52.4M | +63.1% | $71.1M | $75.9M | $32.2M | $59.0M |
| UNITED STATES | 1.4% | $4.5M | +19.9% | $7.0M | $7.1M | $3.8M | $6.5M |
| JAPAN | 0.6% | $1.8M | +377.3% | $413K | $1.7M | $383K | $321K |
| Other Non U S | 0.1% | $371K | +66.4% | $454K | $534K | $223K | $446K |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.