UNIVERSAL DISPLAY CORP \PA\ — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 22/100
What the filing says
Universal Display reported Q3 2026 total revenue of $160.4M vs. $139.6M in Q3 2025 (+14.9%). Material sales declined to $79.7M from $82.6M (mix/catch-up headwinds), but royalty/license fees rose to $75.5M from $53.3M (+41.6%, boosted by $9.5M out-of-period adjustment). Q3 net income was $78.9M ($1.72/diluted share) vs. $44.0M ($0.92/share) in Q3 2025, including $28.9M UDC Ventures investment gain. Nine-month revenue fell to $454.8M from $477.7M (-4.8%); net income down to $164.3M ($3.52/share) from $175.7M ($3.68/share). Company repurchased 2.13M shares for $192.9M (9-month) and declared $0.50/share Q4 dividend. Full-year 2026 guidance maintained at lower end of $630-670M range.
Why this rating
Q3 beat offset by 9-month revenue decline (down 4.8% YoY), margin compression (73% vs 75%), and full-year guidance pullback to lower end—mixed results on a $6.8B market cap company.
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