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Mar 31, 2024

Universal Display Q1 2024 Earnings Report

Reported strong first quarter results with growth in revenue and net income.

Key Takeaways

Universal Display Corporation reported a strong start to 2024, with total revenue increasing to $165.3 million compared to $130.5 million in the first quarter of 2023. Net income rose to $56.9 million, or $1.19 per diluted share, compared to $39.8 million, or $0.83 per diluted share, in the same period last year. The company increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $635 million to $675 million.

Total revenue increased to $165.3 million from $130.5 million year-over-year.

Material sales revenue grew to $93.3 million compared to $70.2 million in the previous year.

Royalty and license fees revenue increased to $68.3 million from $55.2 million year-over-year.

Net income rose to $56.9 million, or $1.19 per diluted share, compared to $39.8 million, or $0.83 per diluted share, in the prior year.

Total Revenue
$165M
Previous year: $130M
+26.7%
EPS
$1.19
Previous year: $0.83
+43.4%
Gross margin on mat. sales
78%
Previous year: 75%
+4.0%
Gross Profit
$128M
Previous year: $97.5M
+31.6%
Cash and Equivalents
$74M
Previous year: $158M
-53.2%
Free Cash Flow
$65M
Previous year: $38.5M
+68.6%
Total Assets
$1.68B
Previous year: $1.54B
+9.6%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The Company has increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $635 million to $675 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income