Every material Form 8-K Universal Display filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
Universal Display reported second quarter 2026 revenue of $152.2 million, down from $171.8 million a year earlier, and net income of $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41, in the prior-year quarter. The company now expects 2026 revenue to be around the lower end of its previous $630 million to $670 million range, which points to weaker results for shareholders this year.
Q2 2026 total revenue was $152.2 million versus $171.8 million in Q2 2025; operating income was $53.6 million versus $68.5 million.
Royalty and license fees rose to $81.2 million from $75.7 million, helped by a $16.3 million favorable catch-up adjustment, while material sales fell to $66.2 million from $88.7 million.
2026 revenue guidance is now around the lower end of the previous $630 million to $670 million range.
The Board declared a third quarter cash dividend of $0.50 per share, payable September 30, 2026; the company repurchased $48.2 million of stock in Q2 under its programs.
Universal Display reported first quarter 2026 total revenue of $142.2 million, down from $166.3 million a year earlier, and net income of $35.9 million, or $0.76 per diluted share, down from $64.4 million, or $1.35 per diluted share. The company lowered its 2026 revenue guidance to $630 million to $670 million from $650 million to $700 million, and its board authorized an additional $400 million share repurchase program.
Q1 2026 total revenue was $142.2 million versus $166.3 million in Q1 2025; royalty and license fees fell to $54.2 million from $73.6 million.
Operating income was $42.8 million versus $69.7 million a year earlier.
2026 revenue guidance was revised to $630 million to $670 million, down from $650 million to $700 million.
Board authorized up to $400 million in new buybacks on April 28, 2026, and declared a $0.50 per share dividend payable June 30, 2026.
Universal Display reported fourth quarter 2025 revenue of $172.9 million, up from $162.3 million a year earlier, and net income of $66.3 million, or $1.39 per diluted share, versus $0.96 in the prior-year quarter. For full year 2025, revenue was $650.6 million and diluted EPS was $5.08, while the company guided 2026 revenue to $650 million to $700 million, with its results still subject to many variables.
Q4 2025 total revenue $172.9 million vs. $162.3 million in Q4 2024; net income $66.3 million vs. $46.0 million
Full year 2025 revenue $650.6 million vs. $647.7 million in 2024; diluted EPS $5.08 vs. $4.65
2026 revenue guidance: $650 million to $700 million
First quarter 2026 cash dividend of $0.50 per share, payable March 31, 2026 to holders of record on March 17, 2026
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Universal Display filing is on SEC EDGAR ↗. 8-K briefs of other companies →