secwatch.observer — SEC 8-K summary ====================================== Issuer: UNIVERSAL DISPLAY CORP PA (OLED) CIK: 0001005284 Form: 8-K Filed at: 2026-07-30T20:08:14+00:00 Accession: 0001193125-26-326113 Event type: earnings Sentiment: negative Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Universal Display Q2 revenue $152.2M, EPS $1.06; lowers FY2026 guidance to ~$630M -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1005284/000119312526326113/0001193125-26-326113-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1005284/000119312526326113/oled-20260730.htm HTML page: https://secwatch.observer/filing/0001193125-26-326113 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer