Universal Display Corporation revenue by segment OLED

Universal Display Corporation splits its revenue into 3 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Material Sales at $79.7 million, 50% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line
TTM
Sep 30, 2026
Q3 FY2026
Sep 30, 2026
Q2 FY2026
Jun 30, 2026
Q1 FY2026
Mar 31, 2026
Q4 FY2025
Dec 31, 2025
Q3 FY2025
Sep 30, 2025
Q2 FY2025
Jun 30, 2025
Q1 FY2025
Mar 31, 2025
Q4 FY2024
Dec 31, 2024
Revenue
628
160
152
142
173
140
172
166
162
Material Sales
325
-7.3%
share 51.8%
80
-3.5%
share 49.7%
66
-25.3%
share 43.5%
84
-2.8%
share 58.9%
96
+2.4%
share 55.2%
83
share 59.2%
89
share 51.6%
86
share 51.8%
93
share 57.5%
Royalty And License Fees
283
+6.2%
share 45.2%
75
+41.6%
share 47.1%
81
+7.3%
share 53.4%
54
-26.3%
share 38.1%
73
+12.7%
share 42.0%
53
share 38.2%
76
share 44.0%
74
share 44.2%
64
share 39.7%
Contract Research Services
19
-14.6%
share 3.0%
5
+42.8%
share 3.3%
5
-36.4%
share 3.1%
4
-35.1%
share 3.0%
5
+4.2%
share 2.8%
4
share 2.6%
7
share 4.4%
7
share 3.9%
5
share 2.8%
How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry
Electronic Components & Accessories (SIC 3670)
Listed as
OLED (Nasdaq)
Fiscal year ends
December 31
Incorporated in
PA
Headquarters
Ewing, NJ
SEC filer status
Large accelerated filer
SEC CIK
1005284
Former names
UNIVERSAL DISPLAY CORP \PA\ (until Nov 5, 2026)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.