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Sep 30, 2021

Universal Display Q3 2021 Earnings Report

Reported solid third quarter results with record revenue.

Key Takeaways

Universal Display Corporation reported strong third-quarter results, highlighted by a record revenue of $143.6 million, driven by increased royalty and license fees, as well as higher material sales due to stronger demand in the OLED display market. The company reaffirms its revenue guidance range of $530 million to $560 million despite global supply chain disruptions.

Total revenue reached a record $143.6 million, up from $117.1 million in Q3 2020.

Revenue from material sales increased to $75.6 million, compared to $68.7 million in the prior year.

Royalty and license fees revenue rose to $63.9 million, a significant increase from $44.6 million in Q3 2020.

Operating income was $57.7 million, compared to $48.4 million in the third quarter of 2020.

Total Revenue
$144M
Previous year: $117M
+22.7%
EPS
$0.97
Previous year: $0.85
+14.1%
Gross margin on mat. sales
46,726,000%
Previous year: 70%
+66751328.6%
Gross Profit
$112M
Previous year: $93.7M
+19.7%
Cash and Equivalents
$535M
Previous year: $163M
+229.1%
Free Cash Flow
$66.4M
Previous year: $36.4M
+82.4%
Total Assets
$1.43B
Previous year: $1.22B
+16.6%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The Company continues to believe that its 2021 revenue will be approximately in the range of $530 million to $560 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income