Every 8-K that Universal Display Corp (OLED) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OLED and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OLED filings page.
Universal Display reported Q2 2026 revenue of $152.2 million, down from $171.8 million a year earlier, as material sales declined to $66.2 million. Royalty and license fees increased to $81.2 million, helped by favorable cumulative catch-up adjustments. Total gross margin was 76% and operating income was $53.6 million.
Net income for Q2 was $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41, in Q2 2025. For the first half of 2026, revenue was $294.4 million and net income $85.3 million, both below 2025 levels, while net cash provided by operating activities rose to 133,855 (in thousands).
The company now believes 2026 revenue will be around the lower end of its prior $630 million to $670 million range. Capital returns were meaningful: it declared a Q3 2026 dividend of $0.50 per share and repurchased 1,163,884 shares for $114.2 million in the first half, completing a $100 million program and beginning an additional $400 million authorization.
Universal Display Corporation reported the results of its 2026 annual shareholder meeting held on June 18, 2026. A total of 42,581,241 votes were represented in person or by proxy, which included abstentions and broker non-votes for quorum purposes.
All eleven director nominees were elected, each receiving substantially more votes "for" than "against". Shareholders also approved the advisory resolution on executive compensation, with 30,833,842 votes for, 7,506,813 against, and 69,399 abstentions, alongside broker non-votes.
Shareholders ratified the appointment of KPMG LLP as independent registered public accounting firm for 2026, with 41,561,564 votes for, 981,659 against, and 38,018 abstentions. Abstentions and broker non-votes were not treated as votes cast on these proposals.
Universal Display Corporation reported softer first quarter 2026 results and lowered its full-year outlook, while expanding capital returns. Q1 2026 revenue was $142.2 million versus $166.3 million a year earlier, with net income of $35.9 million or $0.76 per diluted share compared with $64.4 million or $1.35 per share. Royalty and license fee revenue declined to $54.2 million from $73.6 million, and total gross margin slipped to 75% from 77%. The company now expects 2026 revenue between $630 million and $670 million, down from prior guidance of $650 million to $700 million. Despite the weaker outlook, it declared a second-quarter dividend of $0.50 per share and authorized a new $400 million share repurchase program after completing a prior $100 million program.
Universal Display Corporation reported record fourth-quarter and full-year 2025 results, with total revenue of $172.9 million in the quarter and $650.6 million for the year. Fourth-quarter net income rose to $66.3 million, or $1.39 per diluted share, while full-year net income increased to $242.1 million, or $5.08 per diluted share.
Royalty and license revenue grew both in the quarter and year, though material sales for 2025 were slightly lower and gross margin eased to 76%. The company issued 2026 revenue guidance of $650 million to $700 million, declared a first-quarter 2026 dividend of $0.50 per share, and repurchased common stock totaling $34.1 million in 2025 plus $19.2 million year to date through February 17, 2026.
Universal Display Corporation announced two items. First, it furnished a press release covering financial results for the quarter ended September 30, 2025. Second, its wholly owned subsidiary UDC Ireland Limited agreed to acquire from Merck KGaA, Darmstadt, Germany certain owned OLED-related patents and patent applications for a cash payment of $50 million, with the transaction expected to close in the first quarter of 2026.
The results press release is provided as an exhibit for reference. The patent acquisition reflects an expansion of Universal Display’s intellectual property portfolio and is structured as a cash purchase; closing is targeted for early 2026.