{"filings":[{"id":90545,"accession_number":"0001193125-26-197240","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Universal Display Q1 revenue $142.2M (-14% YoY); guides 2026 revenue down to $630-670M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $142.2M (down 14% YoY from $166.3M); net income $35.9M ($0.76 diluted EPS) vs $64.4M ($1.35).","Royalty/license fee revenue fell to $54.2M from $73.6M; material sales $83.7M vs $86.2M. Gross margin 75% vs 77%.","Revised FY2026 revenue guidance: $630M-$670M, down from prior $650M-$700M.","Board authorized new $400M share repurchase program; Q2 dividend of $0.50/share payable June 30, 2026.","Repurchased 632,673 shares for $66.4M in Q1; completed prior $100M buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":142211000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100147,"accession_number":"0001193125-26-059359","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q4 net income $66.3M ($1.39/diluted); FY 2025 revenue $650.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $172.9M vs $162.3M in Q4 2024; net income $66.3M ($1.39 diluted EPS) vs $46.0M ($0.96).","Full year 2025 revenue $650.6M vs $647.7M; net income $242.1M ($5.08 diluted EPS) vs $222.1M ($4.65).","Material sales for FY 2025 declined to $353.0M from $365.4M; royalty and license fees rose to $275.1M.","2026 revenue guidance set at $650M-$700M; Q1 2026 dividend of $0.50/share declared, payable March 31, 2026.","Repurchased 291,210 shares for $34.1M in 2025; additional 163,203 shares for $19.2M year-to-date 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":5.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":650611000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116479,"accession_number":"0001193125-25-269519","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Universal Display Q3 revenue falls to $139.6M; acquires Merck KGaA OLED patents for $50M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q3 2025 total revenue $139.6M, down from $161.6M in Q3 2024; net income $44.0M vs $66.9M.","Royalty and license fees fell to $53.3M from $74.6M, including a $9.5M out-of-period adjustment.","Company revises 2025 revenue guidance to around lower end of prior $650M-$700M range.","UDC agrees to buy over 300 OLED patents from Merck KGaA for $50M, expected close in Q1 2026.","Board declares Q4 dividend of $0.45 per share, payable Dec 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132934,"accession_number":"0000950170-25-100893","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q2 revenue $171.8M, EPS $1.41; raises FY2025 revenue guidance to $650M-$700M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $171.8M (+8.4% YoY), net income $67.3M ($1.41 EPS) vs $52.3M ($1.10) in Q2 2024.","Material sales $88.7M (down 7.1% YoY) due to lower emitter volume and customer mix; royalty & license fees $75.7M (up 27%).","Company raises low end of FY2025 revenue guidance to $650M-$700M, citing expanding OLED IT market.","Q3 cash dividend of $0.45/share declared, payable Sept 30, 2025 to shareholders of record Sept 16.","CFO says OLED industry entering new expansion phase driven by tablets, laptops, and monitors."],"consensus_eps_estimate":null,"consensus_eps_actual":2.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":338071000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149478,"accession_number":"0000950170-25-088974","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Universal Display reports 2025 annual meeting results; all proposals passed","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Celia M. Joseph received lowest support at 34,415,015 for vs 3,624,435 against.","Advisory say-on-pay approved with 36,709,069 for, 921,680 against, 451,726 abstentions.","Ratification of KPMG LLP as auditor for 2025 passed with 41,625,719 for, 1,065,867 against.","Total shares represented at meeting: 42,727,869; broker non-votes of 4,645,394 on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149477,"accession_number":"0000950170-25-061829","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Universal Display Q1 EPS $1.35, revenue $166.3M; launches $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $64.4M ($1.35 diluted EPS) vs $56.9M ($1.19) YoY; revenue $166.3M, up 0.6%.","Material sales $86.2M (-7.6% YoY); royalty & license fees $73.6M (+7.8% YoY).","FY2025 revenue guidance reaffirmed at $640M-$700M.","Board authorizes $100M share repurchase program; no expiration date.","Q2 dividend $0.45/share payable June 30, record June 16 (unchanged)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":166277000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168557,"accession_number":"0000950170-25-024144","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display reports record FY2024 revenue $647.7M; Q4 EPS down on restructuring and FX losses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 revenue $647.7M (up 12.4% YoY); net income $222.1M ($4.65 diluted EPS).","Q4 revenue $162.3M (+2.5%); Q4 net income $46.0M ($0.96) vs $62.0M ($1.29) prior year.","Q4 included $8.9M restructuring for OVJP California closure and $6.7M FX loss on Korean Won receivable.","2025 revenue guidance $640M-$700M; Q1 dividend $0.45/share payable March 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":4.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":647684000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185664,"accession_number":"0000950170-24-137237","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Universal Display appoints April Walker to Board effective Jan 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 10 to 11 members with addition of April E. Walker.","Walker brings expertise in AI, cybersecurity, data center infrastructure, and digital innovation.","She held senior leadership roles at Microsoft, MetLife, NBCUniversal, and Salesforce.","Compensation consistent with other non-employee directors as described in proxy statement.","No arrangements, understandings, or transactions requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185663,"accession_number":"0000950170-24-118976","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q3 revenue up 15% YoY; cuts 2024 revenue guidance to $625-645M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $161.6M (+14.5% YoY), net income $66.9M ($1.40 EPS) vs $51.5M ($1.08) YoY.","Material sales $83.4M (down 9.8% YoY); royalty/license fees $74.6M (up 62.6% YoY).","2024 revenue guidance cut to $625M-$645M; growth more modest than previously projected.","Q4 cash dividend $0.40/share, payable Dec 31, 2024, record Dec 17, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":485391000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202235,"accession_number":"0000950170-24-089268","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q2 revenue $158.5M (+8% YoY); EPS $1.10; raises FY2024 guidance lower end to $645M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $52.3M ($1.10 diluted EPS) vs $49.7M ($1.04) YoY; revenue $158.5M vs $146.6M.","Material sales $95.4M (+24% YoY); royalty & license fees $59.6M (-7% YoY).","FY2024 revenue guidance raised to $645M-$675M (increased lower end); cites OLED IT adoption cycle.","Q3 dividend $0.40/share, payable Sep 30, 2024, record Sep 16, 2024.","First-half 2024 revenue $323.8M (+17% YoY); net income $109.2M ($2.29 diluted EPS)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":323764000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218315,"accession_number":"0000950170-24-076702","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Universal Display reelects all 10 directors; say-on-pay passes at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total votes represented: 43,013,065 (including broker non-votes) at June 20, 2024 meeting.","All 10 director nominees elected; highest AGAINST votes for Lawrence Lacerte (3.4M) and Elizabeth Gemmill (3.3M).","Advisory say-on-pay approved: 30,051,876 FOR vs 8,175,591 AGAINST (~78.6% support).","Ratification of KPMG as 2024 auditor passed: 40,869,501 FOR vs 1,974,993 AGAINST."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218314,"accession_number":"0000950170-24-052098","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q1 2024 revenue $165.3M, EPS $1.19, raises 2024 revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $165.3M (up 27% YoY); net income $56.9M ($1.19 diluted EPS) vs $39.8M ($0.83) in Q1 2023.","Material sales $93.3M (up 33% YoY) driven by stronger demand for emitter materials; royalty/license fees $68.3M.","2024 revenue guidance revised to $635-$675M (raised lower end from prior guidance).","Q2 cash dividend of $0.40 per share declared, payable June 28, 2024 to holders of record June 14.","Gross margin improved to 78% (from 75% in Q1 2023); operating income $62.9M vs $45.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":165259000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4291731720.385563,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}