AI brief of an SEC Form 8-K · Universal Display (OLED)

Universal Display Q3 revenue rises to $160.4 million; 2026 revenue expected at low end

Mixed Impact 4 of 5 earnings

Universal Display reported third-quarter 2026 revenue of $160.4 million, up from $139.6 million a year earlier, and diluted EPS of $1.72 that included a $28.9 million investment gain. Nine-month revenue fell to $454.8 million from $477.7 million, and the company said 2026 revenue will likely be around the lower end of its previous $630 million to $670 million range, which matters to shareholders for the full-year outlook.

Key points

  • Q3 2026 total revenue was $160.4 million versus $139.6 million in Q3 2025; net income was $78.9 million ($1.72 diluted EPS) versus $44.0 million ($0.92).
  • Excluding the $28.9 million UDC Ventures investment gain, non-GAAP adjusted diluted EPS was $1.23 for Q3 2026 versus $0.92 a year earlier.
  • Nine-month 2026 revenue was $454.8 million versus $477.7 million, and diluted EPS was $3.52 versus $3.68.
  • 2026 revenue is expected around the lower end of the prior $630 million to $670 million guidance range; the quarterly dividend was declared at $0.50 per share, up from $0.45.

The filing

CompanyUniversal Display (OLED)
Form8-K, current report
Filed with the SECOct 28, 2026, 4:08 PM ET
Accession number0001193125-26-436136

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.