{"filings":[{"id":1967838,"accession_number":"0001193125-26-326113","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2026-07-30T20:08:14+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q2 revenue $152.2M, EPS $1.06; lowers FY2026 guidance to ~$630M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $152.2M (-11% YoY); material sales $66.2M (-25% YoY); royalty/license $81.2M (+7% YoY).","Q2 net income $49.4M ($1.06 diluted EPS) vs $67.3M ($1.41) in Q2 2025.","FY2026 revenue guidance narrowed to lower end of $630M-$670M range (implies ~$630M).","Q3 dividend $0.50/share, payable Sept 30, 2026 to holders of record Sept 16, 2026.","Repurchased 531,211 shares for $48.2M in Q2; completed $100M program, started $400M program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":1194558,"accession_number":"0001193125-26-277487","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2026-06-22T20:00:17+00:00","items":["5.07"],"status":"ready","headline":"Universal Display shareholders re-elect all 11 directors, approve say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; lowest vote getter Celia M. Joseph received 34.2M for (86.5% of votes cast).","Advisory vote on executive compensation passed with 30.8M for (80.4% of votes cast).","Ratification of KPMG as independent auditor for 2026 approved with 41.6M for (97.7% of votes cast).","Total shares represented at meeting: 42,581,241."],"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":0.15,"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":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},{"id":238259,"accession_number":"0000950170-24-027950","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Universal Display appoints Dr. Nigel Brown and Dr. Joan Lau to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Drs. Brown and Lau joined effective March 4, 2024, expanding the board from eight to ten members.","Dr. Brown brings business innovation, technical knowledge, and corporate strategic planning expertise.","Dr. Lau brings over two decades of scientific, business, and leadership experience from growth companies.","Both qualify as independent directors under Nasdaq standards; no committee assignments have been made yet."],"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":0.3,"calibrated_materiality_score":0.3,"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":238258,"accession_number":"0000950170-24-018758","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q4 rev down 6%; FY net income falls to $203M; guides FY24 rev $625M-$675M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $158.3M (down 6% YoY); diluted EPS $1.29 vs $1.36 in Q4 2022.","Full-year 2023 revenue $576.4M (down 7%); net income $203.0M ($4.24 diluted EPS) vs $210.1M ($4.40).","Gross margin declined to 77% (FY) from 79% due to Shannon facility costs and inventory reserves.","FY 2024 revenue guidance $625M-$675M, implying 8-17% growth from 2023.","Q1 dividend $0.40/share unchanged; payable March 29, record March 15."],"consensus_eps_estimate":null,"consensus_eps_actual":4.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":576429000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"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":255739,"accession_number":"0000950170-23-058187","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Universal Display Q3 revenue $141.1M, down 12% YoY; net income $51.5M; revises 2023 guidance to $565-590M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $141.1M vs $160.6M YoY; net income $51.5M ($1.08 diluted EPS) vs $53.5M ($1.12).","Material sales grew to $92.5M from $84.2M; royalty/license fees dropped to $45.9M from $71.5M.","Operating income fell to $48.4M from $68.5M; total gross margin 76% vs 77%.","2023 revenue guidance revised to $565-590M (prior range not disclosed).","Q4 dividend declared at $0.35/share, payable Dec 29, 2023 to holders of record Dec 15."],"consensus_eps_estimate":null,"consensus_eps_actual":2.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":418109000.0,"consensus_period":"2023-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":273166,"accession_number":"0000950170-23-037959","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q2 revenue $146.6M, EPS $1.04; raises 2023 guidance lower end to $560M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $146.6M (+7% YoY); net income $49.7M or $1.04 diluted EPS (vs $0.87).","Material sales $77.1M (+7% YoY); royalty & license fees $64.4M (+7% YoY).","FY 2023 revenue guidance narrowed to $560-600M from prior $550-600M.","Declared Q3 cash dividend $0.35/share, payable Sep 29 to holders of record Sep 15.","Gross margin 78% vs 80% due to Shannon facility costs of $3.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":277032000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"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":290041,"accession_number":"0000950170-23-028923","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-06-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 2023 Equity Plan, elect directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["2023 Equity Compensation Plan approved (35M for, 1.8M against); authorizes up to 1,516,267 shares.","All 8 director nominees elected; Elizabeth Gemmill and Richard Elias each had ~4.9M and ~4.4M votes against.","Advisory vote on executive compensation passed with ~30.3M for (82% of votes cast); company will hold say-on-pay annually.","Ratification of KPMG as independent auditor for 2023 approved with 39.3M votes for."],"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":0.1,"calibrated_materiality_score":0.1,"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":290040,"accession_number":"0000950170-23-025690","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Universal Display amends CFO's change-in-control agreement to eliminate tax gross-up","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On May 31, 2023, Universal Display and CFO Brian Millard amended his Change in Control Agreement.","The amendment eliminates the provision that would pay a tax gross-up for excise tax under Section 4999.","Section 9 of the agreement is deleted and replaced with \"[Intentionally Omitted]\".","Consideration for the amendment was $10.00 in cash.","The amendment is effective immediately; all other terms of the agreement remain unchanged."],"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":290039,"accession_number":"0000950170-23-017191","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UDC Q1 revenue down 13% to $130.5M; acquires Merck KGaA OLED patents for $66M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2023 revenue of $130.5M vs $150.5M YoY; net income $39.8M ($0.83 diluted EPS) vs $50.0M ($1.05).","Reaffirms FY 2023 revenue guidance of $550M to $600M; declares Q2 dividend of $0.35/share payable June 30.","Acquired Merck KGaA's phosphorescent OLED emitter patent portfolio for $66M cash; over 550 patents across 172 families.","Multi-year collaboration with Merck KGaA for advanced PHOLED stacks using UDC's green/yellow emitters and Merck's transport/host materials."],"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":0.75,"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":310993,"accession_number":"0000950170-23-004111","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q4 EPS $1.36, revenue $169M; FY2022 record revenue $616.6M; guides FY2023 $550-600M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 revenue $169.0M (+16% YoY); net income $65.1M ($1.36 diluted EPS) vs $45.9M ($0.96) in Q4 2021.","Full year 2022 revenue $616.6M (+11% YoY); net income $210.1M ($4.40 diluted EPS) vs $184.2M ($3.87) in 2021.","Revenue included $30.3M cumulative catch-up adjustment from changes in transaction price estimates.","FY2023 revenue guidance $550M-$600M, below FY2022 actual of $616.6M.","Declared Q1 cash dividend $0.35/share, payable March 31, 2023 to holders of record March 17, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":4.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":616619000.0,"consensus_period":"2022-FY","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":310992,"accession_number":"0000950170-23-000568","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display reaffirms FY2022 revenue guidance of $600M; blue PHOLED on schedule for 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirmed FY2022 revenue guidance range of $600M, plus or minus $10M.","Phosphorescent blue emissive system development on schedule; preliminary target specs met in 2022.","Targeting introduction of all-phosphorescent RGB stack into commercial market in 2024.","Long-term agreements with Samsung Display noted; near-term demand may fluctuate due to macro uncertainty."],"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":0.5,"calibrated_materiality_score":0.5,"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":329617,"accession_number":"0000950170-22-026088","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-12-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Founder and Chairman Emeritus Sherwin Seligsohn dies December 3, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sherwin I. Seligsohn, founder of Universal Display, passed away on Dec 3, 2022.","He served as Chairman from 1995 until June 2022, then became Chairman Emeritus.","Elizabeth H. Gemmill succeeded him as Board Chair in June 2022.","Seligsohn also founded InterDigital (IDCC) and held leadership roles there."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"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":329616,"accession_number":"0000950170-22-026018","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-12-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Universal Display signs long-term OLED license and supply deal with Samsung Display through 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["License and supply agreements run through Dec 31, 2027, with possible two-year extension.","SDC will pay a license fee for rights to UDC's phosphorescent OLED patents over the term.","SDC commits to minimum purchase of red and green dopants; UDC must meet supply requirements.","Parties will continue discussions on commercial supply and license for blue phosphorescent materials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":329615,"accession_number":"0000950170-22-021872","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q3 revenue $160.6M, EPS $1.12; affirms FY22 ~$600M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $160.6M (+12% YoY); net income $53.5M ($1.12 diluted EPS) vs $46.1M ($0.97).","Material sales $84.2M; royalty & license fees $71.5M. Gross margin 77% vs 78%.","Record quarterly revenue includes $6.6M positive cumulative catch-up adjustment from estimate changes.","Affirms 2022 revenue guidance of ~$600M ± $10M.","Declares Q4 dividend $0.30/share, payable Dec 30 to holders of record Dec 16."],"consensus_eps_estimate":null,"consensus_eps_actual":3.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":447587000.0,"consensus_period":"2022-Q3","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":347187,"accession_number":"0000950170-22-014781","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Universal Display slashes 2022 revenue forecast to ~$600M, CFO retiring","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $136.6M (+5% YoY); EPS $0.87 vs $0.85; material sales fell 7% to $71.9M.","FY2022 revenue guidance cut to ~$600M ±$10M citing macro uncertainty and lower customer forecasts.","CFO Sidney Rosenblatt retiring Dec 30; CFO duties cease Sep 6; Brian Millard hired as new CFO.","Q3 cash dividend maintained at $0.30/share, payable Sep 30, 2022, record Sep 16.","Royalty revenue included $8.8M cumulative catch-up adjustment due to reduced future volume estimates."],"consensus_eps_estimate":null,"consensus_eps_actual":1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":287031000.0,"consensus_period":"2022-Q2","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":363598,"accession_number":"0000950170-22-012185","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-06-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Universal Display shareholders elect all 9 director nominees, pass say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 9 director nominees elected with majority support; highest votes against for Elizabeth H. Gemmill (4,958,402).","Advisory say-on-pay resolution passed with 24,860,980 for, 9,304,411 against (72.7% approval of votes cast).","Ratification of KPMG as auditor for 2022 approved with 39,655,431 for (96.5% of votes cast).","Broker non-votes of 5,273,138 on director elections and say-on-pay; none on auditor ratification."],"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":0.0,"calibrated_materiality_score":0.0,"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":363597,"accession_number":"0000950170-22-007836","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q1 revenue up 12% to $150.5M; EPS $1.05 vs $1.08 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $150.5M (up 12% YoY from $134.0M); material sales $86.7M, royalty & license fees $59.8M.","Net income $50.0M ($1.05 diluted EPS) vs $51.7M ($1.08) in Q1 2021.","Cost of materials $29.9M (up from $21.0M); gross margin on material sales 65% vs 74% last year.","Reaffirms FY2022 revenue guidance of $625M-$650M.","Declares Q2 cash dividend of $0.30/share, payable June 30 to holders of record June 16."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":150470000.0,"consensus_period":"2022-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":383397,"accession_number":"0000950170-22-001784","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q4 net income down to $0.96 EPS; FY2021 revenue record $554M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $146.2M (+3% YoY); net income $45.9M ($0.96 diluted) vs $53.9M ($1.13) in Q4 2020.","FY2021 revenue $553.5M, up 29% YoY; net income $184.2M ($3.87 diluted) vs $133.4M ($2.80).","2022 revenue guidance of $625-650M, above 2021 actual.","Q1 2022 dividend $0.30/share, payable Mar 31, 2022 to holders of record Mar 17, 2022.","Extended LG Display, Visionox, Tianma agreements; new Ireland manufacturing with PPG; blue PHOLED on track for 2022 target."],"consensus_eps_estimate":null,"consensus_eps_actual":3.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":553525000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"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":401190,"accession_number":"0000950170-21-003069","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q3 2021 revenue $143.6M record; EPS $0.97, reaffirms FY21 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $143.6M vs $117.1M YoY (+22.7%), a record quarter.","Net income $46.1M ($0.97 diluted EPS) vs $40.5M ($0.85) YoY.","Material sales $75.6M; royalty/license fees $63.9M (up 43.5% YoY).","Reaffirms FY2021 revenue guidance of $530M-$560M.","Declares Q4 dividend $0.20/share, payable Dec 30 to holders of record Dec 16."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":407278000.0,"consensus_period":"2021-Q3","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":420137,"accession_number":"0001564590-21-041607","cik":1005284,"company_name":"UNIVERSAL DISPLAY CORP PA","ticker":"OLED","form_type":"8-K","filed_at":"2021-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Display Q2 revenue $129.7M (+124% YoY); EPS $0.85 vs $0.02","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $129.7M, up 124% from $58.0M; net income $40.5M ($0.85 diluted) vs $0.8M ($0.02).","Material sales $77.4M (+142%); royalty & license fees $48.2M (+115%); operating income $49.9M vs loss $1.2M.","FY2021 revenue guidance reaffirmed at $530-$560M, expecting ~30% YoY growth.","Declared Q3 dividend of $0.20/share, payable Sept 30, 2021 to holders of record Sept 16, 2021.","CFO cites ongoing momentum in OLED industry; company continuing to invest in innovation and infrastructure."],"consensus_eps_estimate":null,"consensus_eps_actual":1.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":263660000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"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}