Filing Flows › Universal Display (OLED) › Guidance history
Universal Display (OLED) guidance history: what it guided and what it reported
Universal Display gave guidance in 12 earnings releases on file since Feb 22, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average -0.8% against the guided midpoint. Its releases raised guidance 3 times and lowered it twice.
Revenue
Met or beat 2 of 2 periods (1 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $650M–$700M (Feb 19, 2026) → lowered $630M–$670M (Apr 30, 2026) → reaffirmed $630M–$670M (Jul 30, 2026) → reaffirmed $630M–$670M (Oct 28, 2026) | — | to be reported | — |
| FY2025 | $640M–$700M (Feb 20, 2025) → reaffirmed $640M–$700M (May 1, 2025) → raised $650M–$700M (Jul 31, 2025) → reaffirmed $650M–$700M (Nov 6, 2025) | $651M | within the range | -3.6% |
| FY2024 | $625M–$675M (Feb 22, 2024) → raised $635M–$675M (May 2, 2024) → raised $645M–$675M (Aug 1, 2024) → lowered $625M–$645M (Oct 30, 2024) | $648M | above the range | +2.0% |
Adjusted tax rate
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 21.2% (Oct 28, 2026) | — | to be reported | — |
The latest quarter
Universal Display, Q3 2026: revenue $160M (+15% year over year), operating margin 33.5%, net earnings $78.9M, operating cash flow $100M. The chart follows the revenue to costs, profit and cash.
Questions
Does Universal Display beat its guidance?
Universal Display gave guidance in 12 earnings releases on file since Feb 22, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average -0.8% against the guided midpoint.
How often does Universal Display raise guidance?
Its earnings releases raised guidance 3 times and lowered it twice since Feb 22, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.