Universal Display (OLED) reported Q4 2025 total revenue of USD 172.93 million (+6.6%), including material sales of USD 95.54 million (+2.4%), royalty and license fees of USD 72.58 million (+12.7%) and contract research services of USD 4.81 million (+4.2%). Q4 gross margin was 76% (vs 77% a year earlier), operating income was USD 67.2 million, and net income was USD 66.34 million, or USD 1.39 per diluted share; the effective tax rate was 13.5%. The company noted Q4 2024 results included USD 8.9 million of restructuring costs tied to the closure of its OVJP California location and a related reorganization. For FY 2025, Universal Display posted total revenue of USD 650.61 million, with material sales of USD 352.97 million, royalty and license fees of USD 275.13 million, and contract research services of USD 22.5 million. FY 2025 gross margin was 76% (vs 77% in FY 2024), operating income was USD 248.58 million, and net income was USD 242.08 million, or USD 5.08 per diluted share; the effective tax rate was 17.9%. The company said FY 2025 royalty and license fees were partially offset by an out-of-period adjustment recorded in Q3 2025 that reduced 2025 revenues by USD 7.1 million. Universal Display guided FY 2026 revenue to USD 650 million to USD 700 million, declared a Q1 2026 cash dividend of USD 0.50 per share (payable March 31, 2026; record date March 17, 2026), and reported share repurchases of USD 34.1 million during Q4/FY 2025, plus USD 19.2 million repurchased year to date through Feb. 17, 2026. Management highlighted ongoing OLED market drivers including rising interest in IT applications (laptops, tablets and monitors) and continued progress in foldable devices.

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