Universal Display Q2 revenue $171.8M, EPS $1.41; raises FY2025 revenue guidance to $650M-$700M

UNIVERSAL DISPLAY CORP PA

2025-Q2 EPS reported $2.76 revenue$338,071,000

Q2 total revenue $171.8M (+8.4% YoY), net income $67.3M ($1.41 EPS) vs $52.3M ($1.10) in Q2 2024.
Material sales $88.7M (down 7.1% YoY) due to lower emitter volume and customer mix; royalty & license fees $75.7M (up 27%).
Company raises low end of FY2025 revenue guidance to $650M-$700M, citing expanding OLED IT market.
Q3 cash dividend of $0.45/share declared, payable Sept 30, 2025 to shareholders of record Sept 16.
CFO says OLED industry entering new expansion phase driven by tablets, laptops, and monitors.

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