← BackUNIVERSAL DISPLAY CORP \PA\ · Electronic Components & AccessoriesOLED
Low riskNext report: Around Nov 5 (est.)
The short versionA high-quality, profitable business with shrinking sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Little debt
Watch out for
- Sales down 11% in the latest quarter vs a year ago
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 9.4% to their holdings in the quarter ending June 2026 (217 bought, 232 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$88.52+1.8% that day
- Company value
- $4.1B
- Share price times all shares
- Price vs profit (P/E)
- 21.4x
- You pay about $21 for each $1 of yearly profit
- Price vs sales
- 6.7x
- Company value is 6.7 times a year of sales
- Dividend yield
- 2.0%
- Yearly dividend as a share of today's price
- Cash vs value
- 3%
- Cash as a share of company value
- Debt vs value
- 0%
- Debt as a share of company value
From OLED's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$152.2M-11% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $606.9M, down 8.3% from the 12 months before. Over 5 years, sales grew about 8.7% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.14.3%
- PassDebt under half of equityNot relying on borrowed money.0.00x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.37.2%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$154.4M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.4% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.76.3%
- Revenue
- $650.6M
- +0.5% vs prior year
- 5-year growth
- +8.7%/yr
- revenue, per year
- Total debt
- $1.3M
- 0.00x equity
- Current ratio
- 10.06x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $152.2M
- -11.4% YoY
- EPS
- $1.06
- vs $1.41
- Op. margin
- 35.3%
- -4.6 pts
- Gross margin
- 75.8%
- -1.4 pts
- Free cash flow
- $20.3M
- Share count
- -2.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.2
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+9.4%Institutions added 9.4% to their holdings. 217 bought, 232 sold. 3 quarters of net buying in a row.
Shares held by institutions43.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.0x · $1.1M debtShares outstandingLatest reported
46MNext reportAround Nov 5 (est.)Estimated from the same quarter last year
- Results filedJul 30
- Results filedApr 30
- Results filedFeb 19
- Results filedNov 6, 2025
- Results filedJul 31, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.