earnings
confidence high
sentiment negative
materiality 0.80
Universal Display Q2 revenue $152.2M, EPS $1.06; lowers FY2026 guidance to ~$630M
UNIVERSAL DISPLAY CORP PA
- 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.