Universal Display

Q3 FY2026 EarningsQ3 FY26 results were mixed with a slight revenue miss but a significant EPS beat driven by non-operating gains. Revenue of $160.4M came in 1.41% below consensus, impacted by a decline in material sales due to customer mix and unfavorable adjustments. However, Non-GAAP EPS of $1.23 significantly exceeded the $1.13 consensus, bolstered by a $28.9M investment gain. Full-year FY26 guidance was reaffirmed at the lower end of the $630M-$670M range, aligning with current market caution.