Universal Display (NASDAQ:OLED) Misses Q3 Analysts’ Revenue Estimates, Stock Drops 14.4%

3 weeks ago 13

Petr Huřťák

Thu, November 6, 2025 astatine 4:48 PM CST 4 min read

OLED supplier Universal Display (NASDAQ:OLED) fell abbreviated of the markets gross expectations successful Q3 CY2025, with income falling 13.6% twelvemonth connected twelvemonth to $139.6 million. On the different hand, the company’s outlook for the afloat twelvemonth was adjacent to analysts’ estimates with gross guided to $675 cardinal astatine the midpoint. Its GAAP nett of $0.92 per stock was 21.6% beneath analysts’ statement estimates.

Is present the clip to bargain Universal Display? Find retired successful our afloat probe report.

Revenue: $139.6 cardinal vs expert estimates of $166.1 cardinal (13.6% year-on-year decline, 15.9% miss)
EPS (GAAP): $0.92 vs expert expectations of $1.17 (21.6% miss)
The institution reconfirmed its gross guidance for the afloat year of $675 cardinal astatine the midpoint
Operating Margin: 30.9%, down from 41.5% successful the aforesaid 4th past year
Free Cash Flow Margin: 60.4%, up from 41% successful the aforesaid 4th past year
Inventory Days Outstanding: 545, up from 452 successful the erstwhile quarter
Market Capitalization: $6.98 billion

Serving large user electronics manufacturers, Universal Display (NASDAQ:OLED) is simply a supplier of integrated airy emitting diode (OLED) technologies utilized successful show and lighting applications.

A company’s semipermanent income show tin bespeak its wide quality. Any concern tin enactment up a bully 4th oregon two, but galore enduring ones turn for years. Luckily, Universal Display’s income grew astatine a coagulated 10.5% compounded yearly maturation complaint implicit the past 5 years. Its maturation bushed the mean semiconductor institution and shows its offerings resonate with customers, a adjuvant starting constituent for our analysis. Semiconductors are a cyclical industry, and semipermanent investors should beryllium prepared for periods of precocious maturation followed by periods of gross contractions.

We astatine StockStory spot the astir accent connected semipermanent growth, but wrong semiconductors, a half-decade humanities presumption whitethorn miss caller request cycles oregon manufacture trends similar AI. Universal Display’s annualized gross maturation of 4.4% implicit the past 2 years is beneath its five-year trend, but we inactive deliberation the results were respectable.

Universal Display Year-On-Year Revenue Growth

This quarter, Universal Display missed Wall Street’s estimates and reported a alternatively uninspiring 13.6% year-on-year gross decline, generating $139.6 cardinal of revenue.

Looking ahead, sell-side analysts expect gross to turn 12.1% implicit the adjacent 12 months, an betterment versus the past 2 years. This projection is supra the assemblage mean and indicates its newer products and services volition spur amended top-line performance.