Universal Display Corp. (OLED Quick QuoteOLED - Free Report) reported $160.43 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 14.9%. EPS of $1.23 for the same period compares to $0.92 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $165.5 million, representing a surprise of -3.06%. The company delivered an EPS surprise of +7.9%, with the consensus EPS estimate being $1.14.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Universal Display performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Material sales: $79.71 million compared to the $90.31 million average estimate based on three analysts. The reported number represents a change of -3.5% year over year.
• Revenue- Contract research services: $5.23 million versus the three-analyst average estimate of $4.35 million. The reported number represents a year-over-year change of +42.8%.
• Revenue- Royalty and license fees: $75.5 million compared to the $70.84 million average estimate based on three analysts. The reported number represents a change of +41.6% year over year.

View all Key Company Metrics for Universal Display here>>>

Shares of Universal Display have returned +18.7% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.