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Sep 30
Universal Display Q3 2025 Earnings Report
Universal Display reported financial results for the third quarter ended September 30, 2025, with a decrease in total revenue and net income compared to the prior year.
Key Takeaways
Universal Display Corporation experienced a decline in revenue and net income for the third quarter of 2025, primarily due to timing shifts including customer pull-ins earlier in the year and a one-time out-of-period adjustment. Despite the quarterly dip, the company remains optimistic about the OLED industry's future growth, driven by IT and automotive capital expenditure cycles, and is focused on innovation and market expansion.
Total revenue for Q3 2025 was $139.613 million, a decrease from $161.627 million in Q3 2024.
Net income for Q3 2025 was $44.025 million, down from $66.870 million in the same period last year.
Diluted EPS for Q3 2025 was $0.92, compared to $1.40 in Q3 2024.
The company revised its 2025 revenue guidance to be around the lower end of its previous range of $650 million to $700 million.
Universal Display
Universal Display
Universal Display Revenue by Segment
Revenue by Segment
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CapyFin.com Forward Guidance
Universal Display Corporation revised its 2025 revenue guidance, now expecting it to be around the lower end of the previously stated range of $650 million to $700 million.
Positive Outlook
- Energized by opportunities in the OLED industry.
- Anticipating an unfolding IT and automotive capital expenditure cycle.
- Confident in technology leadership and strong business model.
- Deep customer partnerships position the company for growth.
- Focused on accelerating innovation and broadening solutions and services.
Challenges Ahead
- Third-quarter results reflect timing shifts, including customer pull-ins.
- One-time out-of-period adjustment impacted Q3 results.
- Revised 2025 revenue guidance to the lower end of the previous range.
- Potential for actual results to differ materially from forward-looking statements due to risks and uncertainties.
- No specific negative forward-looking statements beyond the revised guidance and general risk disclosures.
Revenue & Expenses
Visualization of income flow from segment revenue to net income