Universal Display (OLED) Reports Q3 Earnings: What Key Metrics Have to Say

Universal Display reported Q3 2026 revenue of $160.43 million, up 14.9% year-over-year, but missed analyst expectations by 3.06%. EPS of $1.23 beat estimates by 7.9%. Material sales declined 3.5% YoY and missed estimates, while royalty and license fees surged 41.6% YoY and exceeded expectations. The stock has a Zacks Rank #4 (Sell) rating despite gaining 18.7% over the past month.