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Dec 31, 2019

Universal Display Q4 2019 Earnings Report

Universal Display's Q4 2019 earnings exceeded expectations, driven by robust growth in material sales and royalty and license fees.

Key Takeaways

Universal Display Corporation reported record financial results for Q4 2019, with total revenue reaching $101.7 million, a significant increase compared to $70.1 million in Q4 2018. The company's net income also rose to $26.4 million, or $0.56 per diluted share, compared to $19.2 million, or $0.40 per diluted share, in the same period last year. The strong performance was attributed to the continued proliferation of OLEDs in smartphones, TVs, wearables, and early commercial headway into the IT and automotive markets.

Total revenue increased to $101.7 million from $70.1 million year-over-year.

Material sales grew to $60.8 million compared to $39.9 million in the prior year.

Royalty and license fees rose to $37.8 million from $25.9 million year-over-year.

Net income increased to $26.4 million, or $0.56 per diluted share, compared to $19.2 million, or $0.40 per diluted share, in the prior year.

Total Revenue
$102M
Previous year: $70.1M
+45.0%
EPS
$0.56
Previous year: $0.4
+40.0%
Gross margin on mat. sales
73%
Previous year: 63%
+15.9%
Gross Profit
$83.5M
Previous year: $51.8M
+61.2%
Cash and Equivalents
$132M
Previous year: $211M
-37.6%
Free Cash Flow
$51.4M
Previous year: $22.4M
+129.8%
Total Assets
$1.12B
Previous year: $933M
+20.0%

Universal Display

Universal Display

Universal Display Revenue by Segment

Forward Guidance

The Company believes that its 2020 revenue will be approximately in the range of $430 million to $470 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income