OLEDUNIVERSAL DISPLAY CORP \PA\
Electronic Components & Accessories
- Revenue
- $651M
- 0.5% YoY
- Operating margin
- 38.2%
- 3.6% YoY
- EBITDA
- $277M
- 4.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear87% of net incomeCash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear56% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $554M | $617M | $576M | $648M | $651M | 0.5% |
| Operating income | $228M | $267M | $217M | $239M | $249M | 4.1% |
| Net income | $184M | $210M | $203M | $222M | $242M | 9.0% |
| Operating cash flow | $191M | $127M | $155M | $254M | $211M | 17% |
| Capex | $43M | $42M | $60M | $43M | $56M | 32% |
| Stock-based comp | $35M | $30M | $24M | $30M | $28M | 6.0% |
| Buybacks | $0 | — | $0 | $0 | $33M | |
| Dividends | $38K | $57M | $67M | $76M | $86M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $9M | $3M | 53 | 370 |
| FY2024 | $9M | $4M | 66 | 191 |
| FY2023 | $9M | $16M | 85 | 130 |
| FY2022 | $10M | $3M | 48 | 109 |
| FY2021 | $11M | $2M | 72 | 123 |