Universal Display（0LJE）株式概要ユニバーサル・ディスプレイ・コーポレーションは、ディスプレイおよび固体照明用途の有機発光ダイオード（OLED）技術と材料の研究、開発、商業化に従事している。 詳細0LJE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績2/6財務の健全性6/6配当金3/6報酬株価収益率（ 19.2 x）は、 Semiconductor業界平均（ 51.7 x）を下回っています。収益は年間12.56%増加すると予測されています リスク分析0LJE リスクチェックを通過した。すべてのリスクチェックを見る0LJE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW476,058 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA476,058 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$77.9916.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0991m2016201920222025202620282031Revenue US$991.3mEarnings US$319.4mAdvancedSet Fair ValueView all narrativesUniversal Display Corporation 競合他社Kromek GroupSymbol: AIM:KMKMarket cap: UK£49.8mChipbond TechnologySymbol: TPEX:6147Market cap: NT$96.8bMaxio Technology (Hangzhou)Symbol: SHSE:688449Market cap: CN¥24.1bWuxi NCE PowerLtdSymbol: SHSE:605111Market cap: CN¥20.2b価格と性能株価の高値、安値、推移の概要Universal Display過去の株価現在の株価US$77.9952週高値US$152.8552週安値US$77.43ベータ1.541ヶ月の変化-9.29%3ヶ月変化-17.71%1年変化-46.68%3年間の変化-51.38%5年間の変化-62.53%IPOからの変化-54.24%最新ニュースReported Earnings • 14mSecond quarter 2026 earnings released: EPS: US$1.06 (vs US$1.41 in 2Q 2025)Second quarter 2026 results: EPS: US$1.06 (down from US$1.41 in 2Q 2025). Revenue: US$152.2m (down 11% from 2Q 2025). Net income: US$49.4m (down 27% from 2Q 2025). Profit margin: 33% (down from 39% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • 11h+ 1 more updateUniversal Display Corporation Approves Third Quarterly Cash Dividend, Payable on September 30, 2026Universal Display Corporation announced that its Board of Directors approved a third quarter cash dividend of $0.50 per share on the Company's common stock. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026.お知らせ • Jul 14Universal Display Corporation to Report Q2, 2026 Results on Jul 30, 2026Universal Display Corporation announced that they will report Q2, 2026 results After-Market on Jul 30, 2026Upcoming Dividend • Jun 09Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.5%).Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.最新情報をもっと見るRecent updatesReported Earnings • 14mSecond quarter 2026 earnings released: EPS: US$1.06 (vs US$1.41 in 2Q 2025)Second quarter 2026 results: EPS: US$1.06 (down from US$1.41 in 2Q 2025). Revenue: US$152.2m (down 11% from 2Q 2025). Net income: US$49.4m (down 27% from 2Q 2025). Profit margin: 33% (down from 39% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • 11h+ 1 more updateUniversal Display Corporation Approves Third Quarterly Cash Dividend, Payable on September 30, 2026Universal Display Corporation announced that its Board of Directors approved a third quarter cash dividend of $0.50 per share on the Company's common stock. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026.お知らせ • Jul 14Universal Display Corporation to Report Q2, 2026 Results on Jul 30, 2026Universal Display Corporation announced that they will report Q2, 2026 results After-Market on Jul 30, 2026Upcoming Dividend • Jun 09Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.5%).Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.76 (vs US$1.35 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (down from US$1.35 in 1Q 2025). Revenue: US$142.2m (down 14% from 1Q 2025). Net income: US$35.9m (down 44% from 1Q 2025). Profit margin: 25% (down from 39% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Upcoming Dividend • Mar 10Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (0.7%).Declared Dividend • Feb 23Fourth quarter dividend increased to US$0.50Dividend of US$0.50 is 11% higher than last year. Ex-date: 17th March 2026 Payment date: 31st March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$5.09 (vs US$4.66 in FY 2024)Full year 2025 results: EPS: US$5.09 (up from US$4.66 in FY 2024). Revenue: US$650.6m (flat on FY 2024). Net income: US$241.9m (up 9.2% from FY 2024). Profit margin: 37% (up from 34% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$132, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Semiconductor industry in Europe. Total returns to shareholders of 2.1% over the past three years.お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026Upcoming Dividend • Dec 10Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$119, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$86.40 per share.Declared Dividend • Nov 10Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 35% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.93 (vs US$1.40 in 3Q 2024)Third quarter 2025 results: EPS: US$0.93 (down from US$1.40 in 3Q 2024). Revenue: US$139.6m (down 14% from 3Q 2024). Net income: US$44.0m (down 34% from 3Q 2024). Profit margin: 32% (down from 41% in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.お知らせ • Oct 14Universal Display Corporation to Report Q3, 2025 Results on Nov 06, 2025Universal Display Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Upcoming Dividend • Sep 09Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (1.0%).Declared Dividend • Aug 11Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 16th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 40% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.41 (vs US$1.10 in 2Q 2024)Second quarter 2025 results: EPS: US$1.41 (up from US$1.10 in 2Q 2024). Revenue: US$171.8m (up 8.4% from 2Q 2024). Net income: US$67.3m (up 29% from 2Q 2024). Profit margin: 39% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.お知らせ • Aug 01+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for 2025Universal Display Corporation revised revenue guidance for 2025. While the evolving macroeconomic environment this year creates continued uncertainty, the Company has increased the lower end of its previous revenue guidance and believes that 2025 revenue will be in the range of $650 million to $700 million.お知らせ • Jul 15Universal Display Corporation to Report Q2, 2025 Results on Jul 31, 2025Universal Display Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025お知らせ • Jun 30+ 6 more updatesUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth IndexUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth IndexUpcoming Dividend • Jun 09Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$142, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 17% over the past three years.Declared Dividend • May 05First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 16th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Payout Ratios Payout ratio: 34%. Cash payout ratio: 52%.Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$1.36 (vs US$1.19 in 1Q 2024)First quarter 2025 results: EPS: US$1.36 (up from US$1.19 in 1Q 2024). Revenue: US$166.3m (flat on 1Q 2024). Net income: US$64.4m (up 14% from 1Q 2024). Profit margin: 39% (up from 34% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 02+ 2 more updatesUniversal Display Corporation (NasdaqGS:OLED) announces an Equity Buyback for $100 million worth of its shares.Universal Display Corporation (NasdaqGS:OLED) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program will be funded from the Company’s existing cash and investments or future cash flow. The program will be effective immediately and repurchase program has no time limit.お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 18, 2025Universal Display Corporation, Annual General Meeting, Jun 18, 2025.New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Apr 15Universal Display Corporation to Report Q1, 2025 Results on May 01, 2025Universal Display Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$126, the stock trades at a forward P/E ratio of 29x. Average trailing P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$113 per share.Buy Or Sell Opportunity • Mar 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to US$155. The fair value is estimated to be US$126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Buy Or Sell Opportunity • Mar 07Now 21% overvaluedOver the last 90 days, the stock has fallen 3.7% to US$152. The fair value is estimated to be US$126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Declared Dividend • Mar 04Fourth quarter dividend increased to US$0.45Dividend of US$0.45 is 13% higher than last year. Ex-date: 17th March 2025 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 40%.お知らせ • Feb 23Universal Display Corporation Announces Dividend for the First Quarter of 2025, Payable on March 31, 2025Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.45 per share on the Company's common stock for the first quarter of 2025, up from the previous quarter’s dividend of $0.40 per share. The dividend is payable on March 31, 2025, to shareholders of record on March 17, 2025.お知らせ • Feb 21Universal Display Corporation Provides Revenue Guidance for the Year 2025Universal Display Corporation provided revenue guidance for the year 2025. The Company believes that its 2025 revenue will be in the range of $640 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.お知らせ • Jan 28Universal Display Corporation to Report Q4, 2024 Results on Feb 20, 2025Universal Display Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025お知らせ • Dec 18Universal Display Corporation Appoints April E. Walker as New Board Member, Effective January 1, 2025Universal Display Corporation announced that April E. Walker has joined the Company’s Board of Directors, effective January 1, 2025. The addition of this new director will expand UDC’s Board to 11 members. April E. Walker is a global leader in the technology industry, known for her passion for digital innovation and transformation, and her knowledge of the strategic adoption of artificial intelligence. With more than 30 years of leadership experience at leading tech and enterprise companies, including Microsoft, MetLife, NBCUniversal, and Salesforce, Ms. Walker has a strong blend of expertise in business strategy, customer experience, technology, sales, and operations. Currently, she is a strategic advisor, columnist, thought leader, and speaker on emerging technology and industry transformation. She serves as an advisory board member for the Drexel University Solutions Institute and an Adjunct Professor for Drexel’s Executive MBA program. Ms. Walker holds an MBA from the MIT Sloan School of Management and specialized executive certifications in Artificial Intelligence, as well as Data Science and Machine Learning (ML), from the MIT Schwarzman College of Computing. Additionally, she has an MS in Engineering Management from The George Washington University School of Engineering and Applied Science. Ms. Walker also serves on the Board of Sangoma Technologies Corporation.お知らせ • Dec 06Universal Display Corporation Closes Its Location in Santa ClaraUniversal Display Corporation will be closing its location in Santa Clara, California.お知らせ • Dec 05Universal Display Corporation Announces the Appointment of Chandran Nair as Chief Executive Officer of its Newly Formed SubsidiaryUniversal Display Corporation announced that Chandran Nair has been appointed Chief Executive Officer of newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC’s OVJP operations, effective December 2, 2024. Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master’s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.Declared Dividend • Nov 04Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th December 2024 Payment date: 31st December 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 35%.お知らせ • Nov 02Universal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. With recent updates to customer order expectations for the fourth quarter, the company are lowering 2024 revenue forecast range to $625 million to $645 million.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.40 (vs US$1.08 in 3Q 2023)Third quarter 2024 results: EPS: US$1.40 (up from US$1.08 in 3Q 2023). Revenue: US$161.6m (up 15% from 3Q 2023). Net income: US$66.7m (up 30% from 3Q 2023). Profit margin: 41% (up from 36% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 30% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31Universal Display Corporation Approves Fourth Quarter Cash Dividend, Payable on December 31, 2024Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.40 per share on the Company's common stock. The dividend is payable on December 31, 2024, to shareholders of record on December 17, 2024.お知らせ • Oct 15Universal Display Corporation to Report Q3, 2024 Results on Oct 30, 2024Universal Display Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$210, the stock trades at a forward P/E ratio of 41x. Average trailing P/E is 18x in the Semiconductor industry in Europe. Total returns to shareholders of 7.8% over the past three years.Upcoming Dividend • Sep 09Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.0%).Recent Insider Transactions • Sep 04Independent Director recently sold US$975k worth of stockOn the 29th of August, Richard Elias sold around 5k shares on-market at roughly US$193 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.Declared Dividend • Aug 11Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 16th September 2024 Payment date: 30th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 41%.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (US$3.3m sold).Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.10 (vs US$1.04 in 2Q 2023)Second quarter 2024 results: EPS: US$1.10 (up from US$1.04 in 2Q 2023). Revenue: US$158.5m (up 8.1% from 2Q 2023). Net income: US$52.3m (up 5.9% from 2Q 2023). Profit margin: 33% (in line with 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.お知らせ • Aug 02+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. For the year, the company has increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $645 million to $675 million.お知らせ • Jul 16Universal Display Corporation to Report Q2, 2024 Results on Aug 01, 2024Universal Display Corporation announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (0.7%).Declared Dividend • May 13First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 138%.Recent Insider Transactions • May 12Executive VP & Chief Technical Officer recently sold US$1.8m worth of stockOn the 8th of May, Julia Brown sold around 10k shares on-market at roughly US$175 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.1m more than they bought in the last 12 months.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.83 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.83 in 1Q 2023). Revenue: US$165.3m (up 27% from 1Q 2023). Net income: US$56.9m (up 44% from 1Q 2023). Profit margin: 34% (up from 30% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 03+ 1 more updateUniversal Display Corporation Approves Second Quarter Cash Dividend, Payable on June 28, 2024Universal Display Corporation announced that its board of directors approved a second quarter cash dividend of $0.40 per share on the company's common stock. The dividend is payable on June 28, 2024, to shareholders of record on June 14, 2024.お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 20, 2024Universal Display Corporation, Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect ten members of the Board of Directors to hold one-year terms; to approve an advisory resolution regarding executive officer compensation; to ratify the appointment of KPMG LLP as independent registered public accounting firm for 2024 and to transact such other business as may properly come before the meeting or any postponements or adjournments thereof.お知らせ • Apr 16Universal Display Corporation to Report Q1, 2024 Results on May 02, 2024Universal Display Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024お知らせ • Mar 08Universal Display Corporation Announces the Appointment of Dr. Nigel Brown and Dr. Joan Lau to the Board of DirectorsUniversal Display Corporation announced that Dr. Nigel Brown and Dr. Joan Lau have joined the Company’s Board of Directors, effective March 4, 2024. The addition of these new directors expands UDC’s Board to ten members. Nigel Brown has more than 25 years of experience in leadership and strategy in the pharmaceutical, biotechnology and contract research industries. Dr. Brown is the Founder and Chief Executive Officer of Princeton Healthcare Advisory, LLC, an advisory firm specializing in support for growth-focused investors in healthcare and life science sectors. Dr. Brown is an Advisor for Rothschild & Co., Five Arrows Managers LLP and previously served as General Partner for Trevi Health Capital, a healthcare-focused specialty investment firm, and held oversight and advisory roles for numerous organizations. Dr. Brown has extensive experience in acquisitions and strategic partnerships in the biomedical and technology sectors and is a skilled partner in facilitating investments and corporate transactions. Dr. Brown received his BA in Chemistry and PhD in Physiological Sciences from the University of Oxford and his MBA from The Open University. Dr. Brown also serves on the board for Inotiv Inc. Joan Lau has more than 20 years of experience in executive leadership and business development for biopharmaceutical, biotechnology and R&D-focused companies. Dr. Lau is the Co-Founder and Chief Executive Officer of Spirovant (previously called Talee Bio), a gene therapy company developing treatments and cures for respiratory diseases including cystic fibrosis. Dr. Lau is also an Adjunct Professor and Trustee at the University of Pennsylvania. Previously, Dr. Lau co-founded and served as Managing Partner at Militia Hill Ventures, which focuses on building and growing high-quality life science companies. Dr. Lau has also served as CEO for several venture-capital-backed biotech companies. Dr. Lau earned her MBA from the Wharton School of Business at the University of Pennsylvania, her PhD in Neuroscience from the University of Cincinnati College of Medicine, and her BS in Bioengineering from the University of Pennsylvania. Dr. Lau also serves on the boards for Brandywine Realty Trust and Rockwell Medical Inc.Upcoming Dividend • Mar 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (0.7%).Declared Dividend • Mar 04Fourth quarter dividend increased to US$0.40Dividend of US$0.40 is 14% higher than last year. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 267%.Recent Insider Transactions • Mar 01Independent Director recently sold US$1.2m worth of stockOn the 27th of February, Lawrence Lacerte sold around 7k shares on-market at roughly US$171 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$4.27 (vs US$4.41 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$4.41 in FY 2022). Revenue: US$576.4m (down 6.5% from FY 2022). Net income: US$203.0m (down 2.8% from FY 2022). Profit margin: 35% (up from 34% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 23+ 1 more updateUniversal Display Corporation Provides Revenue Guidance for the Year 2024Universal Display Corporation provided revenue guidance for the year 2024. For the year, the company expects revenue will be in the range of $625 million to $675 million.お知らせ • Feb 06Universal Display Corporation to Report Q4, 2023 Results on Feb 22, 2024Universal Display Corporation announced that they will report Q4, 2023 results After-Market on Feb 22, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$0.35 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (0.9%).お知らせ • Nov 04Universal Display Corporation Provides Revenue Guidance for the 2023Universal Display Corporation are revising revenue forecast by narrowing guidance to a range of $565 million to $590 million.お知らせ • Nov 03Universal Display Corporation Approves Cash Dividend for the Fourth Quarter, Payable on December 29, 2023Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.35 per share on the Company's common stock. The dividend is payable on December 29, 2023, to shareholders of record on December 15, 2023.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.08 (vs US$1.12 in 3Q 2022)Third quarter 2023 results: EPS: US$1.08 (down from US$1.12 in 3Q 2022). Revenue: US$141.1m (down 12% from 3Q 2022). Net income: US$51.5m (down 3.1% from 3Q 2022). Profit margin: 37% (up from 33% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 17Universal Display Corporation to Report Q3, 2023 Results on Nov 02, 2023Universal Display Corporation announced that they will report Q3, 2023 results on Nov 02, 2023Recent Insider Transactions • Sep 10Senior VP of Planning recently sold US$1.5m worth of stockOn the 6th of September, Mauro Premutico sold around 9k shares on-market at roughly US$161 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.Upcoming Dividend • Sep 07Upcoming dividend of US$0.35 per share at 0.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (1.0%).New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (US$2.8m sold).お知らせ • Aug 04+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2023Universal Display Corporation revised revenue guidance for the year 2023. The Company has increased the lower end of its previous revenue guidance and believes that 2023 revenue will be in the range of $560 million to $600 million.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$1.04 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.04 (up from US$0.87 in 2Q 2022). Revenue: US$146.6m (up 7.3% from 2Q 2022). Net income: US$49.7m (up 20% from 2Q 2022). Profit margin: 34% (up from 30% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in the United Kingdom.お知らせ • Jul 12Universal Display Corporation to Report Q2, 2023 Results on Aug 03, 2023Universal Display Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023Recent Insider Transactions • Jun 14Executive VP & Chief Technical Officer recently sold US$785k worth of stockOn the 7th of June, Julia Brown sold around 5k shares on-market at roughly US$151 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.1m. Insiders have been net sellers, collectively disposing of US$16m more than they bought in the last 12 months.株主還元0LJEGB SemiconductorGB 市場7D-1.4%-12.4%2.4%1Y-46.7%117.0%19.0%株主還元を見る業界別リターン: 0LJE過去 1 年間で117 % の収益を上げたUK Semiconductor業界を下回りました。リターン対市場: 0LJEは、過去 1 年間で19 % のリターンを上げたUK市場を下回りました。価格変動Is 0LJE's price volatile compared to industry and market?0LJE volatility0LJE Average Weekly Movement6.1%Semiconductor Industry Average Movement10.6%Market Average Movement5.2%10% most volatile stocks in GB Market10.5%10% least volatile stocks in GB Market2.7%安定した株価: 0LJE 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0LJEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985469Steve Abramsonoled.comユニバーサル・ディスプレイ・コーポレーションは、ディスプレイおよび固体照明用途の有機発光ダイオード（OLED）技術と材料の研究、開発、商業化に従事している。UniversalPHOLEDブランドでディスプレイや照明製品用の燐光有機発光ダイオード（PHOLED）技術と材料を提供している。また、フレキシブル基板上にOLEDを製造するためのフレキシブルOLEDであるFOLEDや、有機ベーパージェット印刷技術であるOVJPも提供している。さらに、OLED製品の商業化のための第三者との協力やサポートを含む技術開発およびサポートサービス、OLED以外の用途の化学合成研究、開発、商業化の分野における受託研究サービス、知的財産および技術ライセンス活動も行っている。同社は韓国、中国、日本、米国、および国際的に事業を展開している。ユニバーサル・ディスプレイ・コーポレーションは1985年に設立され、ニュージャージー州ユーイングに本社を置いている。もっと見るUniversal Display Corporation 基礎のまとめUniversal Display の収益と売上を時価総額と比較するとどうか。0LJE 基礎統計学時価総額US$3.76b収益（TTM）US$195.53m売上高(TTM)US$606.91m19.2xPER（株価収益率6.2xP/Sレシオ0LJE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0LJE 損益計算書（TTM）収益US$606.91m売上原価US$159.20m売上総利益US$447.71mその他の費用US$252.17m収益US$195.53m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）4.18グロス・マージン73.77%純利益率32.22%有利子負債／自己資本比率0%0LJE の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り46%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 17:45終値2026/07/31 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Universal Display Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22 アナリスト機関Brett SimpsonArete Research Services LLPNam Hyung KimArete Research Services LLPJames FontanelliArete Research Services LLP19 その他のアナリストを表示
Reported Earnings • 14mSecond quarter 2026 earnings released: EPS: US$1.06 (vs US$1.41 in 2Q 2025)Second quarter 2026 results: EPS: US$1.06 (down from US$1.41 in 2Q 2025). Revenue: US$152.2m (down 11% from 2Q 2025). Net income: US$49.4m (down 27% from 2Q 2025). Profit margin: 33% (down from 39% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • 11h+ 1 more updateUniversal Display Corporation Approves Third Quarterly Cash Dividend, Payable on September 30, 2026Universal Display Corporation announced that its Board of Directors approved a third quarter cash dividend of $0.50 per share on the Company's common stock. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026.
お知らせ • Jul 14Universal Display Corporation to Report Q2, 2026 Results on Jul 30, 2026Universal Display Corporation announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
Upcoming Dividend • Jun 09Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.5%).
Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
Reported Earnings • 14mSecond quarter 2026 earnings released: EPS: US$1.06 (vs US$1.41 in 2Q 2025)Second quarter 2026 results: EPS: US$1.06 (down from US$1.41 in 2Q 2025). Revenue: US$152.2m (down 11% from 2Q 2025). Net income: US$49.4m (down 27% from 2Q 2025). Profit margin: 33% (down from 39% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • 11h+ 1 more updateUniversal Display Corporation Approves Third Quarterly Cash Dividend, Payable on September 30, 2026Universal Display Corporation announced that its Board of Directors approved a third quarter cash dividend of $0.50 per share on the Company's common stock. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026.
お知らせ • Jul 14Universal Display Corporation to Report Q2, 2026 Results on Jul 30, 2026Universal Display Corporation announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
Upcoming Dividend • Jun 09Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 16 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.5%).
Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.76 (vs US$1.35 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (down from US$1.35 in 1Q 2025). Revenue: US$142.2m (down 14% from 1Q 2025). Net income: US$35.9m (down 44% from 1Q 2025). Profit margin: 25% (down from 39% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Upcoming Dividend • Mar 10Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (0.7%).
Declared Dividend • Feb 23Fourth quarter dividend increased to US$0.50Dividend of US$0.50 is 11% higher than last year. Ex-date: 17th March 2026 Payment date: 31st March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 37% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$5.09 (vs US$4.66 in FY 2024)Full year 2025 results: EPS: US$5.09 (up from US$4.66 in FY 2024). Revenue: US$650.6m (flat on FY 2024). Net income: US$241.9m (up 9.2% from FY 2024). Profit margin: 37% (up from 34% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$132, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 26x in the Semiconductor industry in Europe. Total returns to shareholders of 2.1% over the past three years.
お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026
Upcoming Dividend • Dec 10Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$119, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$86.40 per share.
Declared Dividend • Nov 10Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 35% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.93 (vs US$1.40 in 3Q 2024)Third quarter 2025 results: EPS: US$0.93 (down from US$1.40 in 3Q 2024). Revenue: US$139.6m (down 14% from 3Q 2024). Net income: US$44.0m (down 34% from 3Q 2024). Profit margin: 32% (down from 41% in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.
お知らせ • Oct 14Universal Display Corporation to Report Q3, 2025 Results on Nov 06, 2025Universal Display Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Upcoming Dividend • Sep 09Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (1.0%).
Declared Dividend • Aug 11Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 16th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 40% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.41 (vs US$1.10 in 2Q 2024)Second quarter 2025 results: EPS: US$1.41 (up from US$1.10 in 2Q 2024). Revenue: US$171.8m (up 8.4% from 2Q 2024). Net income: US$67.3m (up 29% from 2Q 2024). Profit margin: 39% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Aug 01+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for 2025Universal Display Corporation revised revenue guidance for 2025. While the evolving macroeconomic environment this year creates continued uncertainty, the Company has increased the lower end of its previous revenue guidance and believes that 2025 revenue will be in the range of $650 million to $700 million.
お知らせ • Jul 15Universal Display Corporation to Report Q2, 2025 Results on Jul 31, 2025Universal Display Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
お知らせ • Jun 30+ 6 more updatesUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth IndexUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth Index
Upcoming Dividend • Jun 09Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$142, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 17% over the past three years.
Declared Dividend • May 05First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 16th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Payout Ratios Payout ratio: 34%. Cash payout ratio: 52%.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$1.36 (vs US$1.19 in 1Q 2024)First quarter 2025 results: EPS: US$1.36 (up from US$1.19 in 1Q 2024). Revenue: US$166.3m (flat on 1Q 2024). Net income: US$64.4m (up 14% from 1Q 2024). Profit margin: 39% (up from 34% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 02+ 2 more updatesUniversal Display Corporation (NasdaqGS:OLED) announces an Equity Buyback for $100 million worth of its shares.Universal Display Corporation (NasdaqGS:OLED) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program will be funded from the Company’s existing cash and investments or future cash flow. The program will be effective immediately and repurchase program has no time limit.
お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 18, 2025Universal Display Corporation, Annual General Meeting, Jun 18, 2025.
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Apr 15Universal Display Corporation to Report Q1, 2025 Results on May 01, 2025Universal Display Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$126, the stock trades at a forward P/E ratio of 29x. Average trailing P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$113 per share.
Buy Or Sell Opportunity • Mar 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to US$155. The fair value is estimated to be US$126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Buy Or Sell Opportunity • Mar 07Now 21% overvaluedOver the last 90 days, the stock has fallen 3.7% to US$152. The fair value is estimated to be US$126, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Declared Dividend • Mar 04Fourth quarter dividend increased to US$0.45Dividend of US$0.45 is 13% higher than last year. Ex-date: 17th March 2025 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 40%.
お知らせ • Feb 23Universal Display Corporation Announces Dividend for the First Quarter of 2025, Payable on March 31, 2025Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.45 per share on the Company's common stock for the first quarter of 2025, up from the previous quarter’s dividend of $0.40 per share. The dividend is payable on March 31, 2025, to shareholders of record on March 17, 2025.
お知らせ • Feb 21Universal Display Corporation Provides Revenue Guidance for the Year 2025Universal Display Corporation provided revenue guidance for the year 2025. The Company believes that its 2025 revenue will be in the range of $640 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
お知らせ • Jan 28Universal Display Corporation to Report Q4, 2024 Results on Feb 20, 2025Universal Display Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
お知らせ • Dec 18Universal Display Corporation Appoints April E. Walker as New Board Member, Effective January 1, 2025Universal Display Corporation announced that April E. Walker has joined the Company’s Board of Directors, effective January 1, 2025. The addition of this new director will expand UDC’s Board to 11 members. April E. Walker is a global leader in the technology industry, known for her passion for digital innovation and transformation, and her knowledge of the strategic adoption of artificial intelligence. With more than 30 years of leadership experience at leading tech and enterprise companies, including Microsoft, MetLife, NBCUniversal, and Salesforce, Ms. Walker has a strong blend of expertise in business strategy, customer experience, technology, sales, and operations. Currently, she is a strategic advisor, columnist, thought leader, and speaker on emerging technology and industry transformation. She serves as an advisory board member for the Drexel University Solutions Institute and an Adjunct Professor for Drexel’s Executive MBA program. Ms. Walker holds an MBA from the MIT Sloan School of Management and specialized executive certifications in Artificial Intelligence, as well as Data Science and Machine Learning (ML), from the MIT Schwarzman College of Computing. Additionally, she has an MS in Engineering Management from The George Washington University School of Engineering and Applied Science. Ms. Walker also serves on the Board of Sangoma Technologies Corporation.
お知らせ • Dec 06Universal Display Corporation Closes Its Location in Santa ClaraUniversal Display Corporation will be closing its location in Santa Clara, California.
お知らせ • Dec 05Universal Display Corporation Announces the Appointment of Chandran Nair as Chief Executive Officer of its Newly Formed SubsidiaryUniversal Display Corporation announced that Chandran Nair has been appointed Chief Executive Officer of newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC’s OVJP operations, effective December 2, 2024. Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master’s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.
Declared Dividend • Nov 04Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th December 2024 Payment date: 31st December 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 35%.
お知らせ • Nov 02Universal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. With recent updates to customer order expectations for the fourth quarter, the company are lowering 2024 revenue forecast range to $625 million to $645 million.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.40 (vs US$1.08 in 3Q 2023)Third quarter 2024 results: EPS: US$1.40 (up from US$1.08 in 3Q 2023). Revenue: US$161.6m (up 15% from 3Q 2023). Net income: US$66.7m (up 30% from 3Q 2023). Profit margin: 41% (up from 36% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 30% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31Universal Display Corporation Approves Fourth Quarter Cash Dividend, Payable on December 31, 2024Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.40 per share on the Company's common stock. The dividend is payable on December 31, 2024, to shareholders of record on December 17, 2024.
お知らせ • Oct 15Universal Display Corporation to Report Q3, 2024 Results on Oct 30, 2024Universal Display Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$210, the stock trades at a forward P/E ratio of 41x. Average trailing P/E is 18x in the Semiconductor industry in Europe. Total returns to shareholders of 7.8% over the past three years.
Upcoming Dividend • Sep 09Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.0%).
Recent Insider Transactions • Sep 04Independent Director recently sold US$975k worth of stockOn the 29th of August, Richard Elias sold around 5k shares on-market at roughly US$193 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.
Declared Dividend • Aug 11Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 16th September 2024 Payment date: 30th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 41%.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (US$3.3m sold).
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.10 (vs US$1.04 in 2Q 2023)Second quarter 2024 results: EPS: US$1.10 (up from US$1.04 in 2Q 2023). Revenue: US$158.5m (up 8.1% from 2Q 2023). Net income: US$52.3m (up 5.9% from 2Q 2023). Profit margin: 33% (in line with 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Aug 02+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. For the year, the company has increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $645 million to $675 million.
お知らせ • Jul 16Universal Display Corporation to Report Q2, 2024 Results on Aug 01, 2024Universal Display Corporation announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (0.7%).
Declared Dividend • May 13First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 138%.
Recent Insider Transactions • May 12Executive VP & Chief Technical Officer recently sold US$1.8m worth of stockOn the 8th of May, Julia Brown sold around 10k shares on-market at roughly US$175 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.1m more than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.83 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.83 in 1Q 2023). Revenue: US$165.3m (up 27% from 1Q 2023). Net income: US$56.9m (up 44% from 1Q 2023). Profit margin: 34% (up from 30% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 03+ 1 more updateUniversal Display Corporation Approves Second Quarter Cash Dividend, Payable on June 28, 2024Universal Display Corporation announced that its board of directors approved a second quarter cash dividend of $0.40 per share on the company's common stock. The dividend is payable on June 28, 2024, to shareholders of record on June 14, 2024.
お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 20, 2024Universal Display Corporation, Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect ten members of the Board of Directors to hold one-year terms; to approve an advisory resolution regarding executive officer compensation; to ratify the appointment of KPMG LLP as independent registered public accounting firm for 2024 and to transact such other business as may properly come before the meeting or any postponements or adjournments thereof.
お知らせ • Apr 16Universal Display Corporation to Report Q1, 2024 Results on May 02, 2024Universal Display Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024
お知らせ • Mar 08Universal Display Corporation Announces the Appointment of Dr. Nigel Brown and Dr. Joan Lau to the Board of DirectorsUniversal Display Corporation announced that Dr. Nigel Brown and Dr. Joan Lau have joined the Company’s Board of Directors, effective March 4, 2024. The addition of these new directors expands UDC’s Board to ten members. Nigel Brown has more than 25 years of experience in leadership and strategy in the pharmaceutical, biotechnology and contract research industries. Dr. Brown is the Founder and Chief Executive Officer of Princeton Healthcare Advisory, LLC, an advisory firm specializing in support for growth-focused investors in healthcare and life science sectors. Dr. Brown is an Advisor for Rothschild & Co., Five Arrows Managers LLP and previously served as General Partner for Trevi Health Capital, a healthcare-focused specialty investment firm, and held oversight and advisory roles for numerous organizations. Dr. Brown has extensive experience in acquisitions and strategic partnerships in the biomedical and technology sectors and is a skilled partner in facilitating investments and corporate transactions. Dr. Brown received his BA in Chemistry and PhD in Physiological Sciences from the University of Oxford and his MBA from The Open University. Dr. Brown also serves on the board for Inotiv Inc. Joan Lau has more than 20 years of experience in executive leadership and business development for biopharmaceutical, biotechnology and R&D-focused companies. Dr. Lau is the Co-Founder and Chief Executive Officer of Spirovant (previously called Talee Bio), a gene therapy company developing treatments and cures for respiratory diseases including cystic fibrosis. Dr. Lau is also an Adjunct Professor and Trustee at the University of Pennsylvania. Previously, Dr. Lau co-founded and served as Managing Partner at Militia Hill Ventures, which focuses on building and growing high-quality life science companies. Dr. Lau has also served as CEO for several venture-capital-backed biotech companies. Dr. Lau earned her MBA from the Wharton School of Business at the University of Pennsylvania, her PhD in Neuroscience from the University of Cincinnati College of Medicine, and her BS in Bioengineering from the University of Pennsylvania. Dr. Lau also serves on the boards for Brandywine Realty Trust and Rockwell Medical Inc.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (0.7%).
Declared Dividend • Mar 04Fourth quarter dividend increased to US$0.40Dividend of US$0.40 is 14% higher than last year. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 267%.
Recent Insider Transactions • Mar 01Independent Director recently sold US$1.2m worth of stockOn the 27th of February, Lawrence Lacerte sold around 7k shares on-market at roughly US$171 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$4.27 (vs US$4.41 in FY 2022)Full year 2023 results: EPS: US$4.27 (down from US$4.41 in FY 2022). Revenue: US$576.4m (down 6.5% from FY 2022). Net income: US$203.0m (down 2.8% from FY 2022). Profit margin: 35% (up from 34% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 23+ 1 more updateUniversal Display Corporation Provides Revenue Guidance for the Year 2024Universal Display Corporation provided revenue guidance for the year 2024. For the year, the company expects revenue will be in the range of $625 million to $675 million.
お知らせ • Feb 06Universal Display Corporation to Report Q4, 2023 Results on Feb 22, 2024Universal Display Corporation announced that they will report Q4, 2023 results After-Market on Feb 22, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$0.35 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (0.9%).
お知らせ • Nov 04Universal Display Corporation Provides Revenue Guidance for the 2023Universal Display Corporation are revising revenue forecast by narrowing guidance to a range of $565 million to $590 million.
お知らせ • Nov 03Universal Display Corporation Approves Cash Dividend for the Fourth Quarter, Payable on December 29, 2023Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.35 per share on the Company's common stock. The dividend is payable on December 29, 2023, to shareholders of record on December 15, 2023.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.08 (vs US$1.12 in 3Q 2022)Third quarter 2023 results: EPS: US$1.08 (down from US$1.12 in 3Q 2022). Revenue: US$141.1m (down 12% from 3Q 2022). Net income: US$51.5m (down 3.1% from 3Q 2022). Profit margin: 37% (up from 33% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17Universal Display Corporation to Report Q3, 2023 Results on Nov 02, 2023Universal Display Corporation announced that they will report Q3, 2023 results on Nov 02, 2023
Recent Insider Transactions • Sep 10Senior VP of Planning recently sold US$1.5m worth of stockOn the 6th of September, Mauro Premutico sold around 9k shares on-market at roughly US$161 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
Upcoming Dividend • Sep 07Upcoming dividend of US$0.35 per share at 0.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (1.0%).
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (US$2.8m sold).
お知らせ • Aug 04+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2023Universal Display Corporation revised revenue guidance for the year 2023. The Company has increased the lower end of its previous revenue guidance and believes that 2023 revenue will be in the range of $560 million to $600 million.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$1.04 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.04 (up from US$0.87 in 2Q 2022). Revenue: US$146.6m (up 7.3% from 2Q 2022). Net income: US$49.7m (up 20% from 2Q 2022). Profit margin: 34% (up from 30% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in the United Kingdom.
お知らせ • Jul 12Universal Display Corporation to Report Q2, 2023 Results on Aug 03, 2023Universal Display Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023
Recent Insider Transactions • Jun 14Executive VP & Chief Technical Officer recently sold US$785k worth of stockOn the 7th of June, Julia Brown sold around 5k shares on-market at roughly US$151 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.1m. Insiders have been net sellers, collectively disposing of US$16m more than they bought in the last 12 months.
