Recent 8-K filings for OLED

• April 30, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 8.01item 9.01 ◈ Earnings Releases ×2

  Universal Display Q1 revenue $142.2M (-14% YoY); guides 2026 revenue down to $630-670M

  Q1 revenue $142.2M (down 14% YoY from $166.3M); net income $35.9M ($0.76 diluted EPS) vs $64.4M ($1.35).

• February 19, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Universal Display Q4 net income $66.3M ($1.39/diluted); FY 2025 revenue $650.6M

  Q4 2025 revenue $172.9M vs $162.3M in Q4 2024; net income $66.3M ($1.39 diluted EPS) vs $46.0M ($0.96).

• November 6, 2025, 6:59 PM ET M&A materiality 0.90 neutral item 2.02item 7.01item 9.01

  Universal Display Q3 revenue falls to $139.6M; acquires Merck KGaA OLED patents for $50M

  Q3 2025 total revenue $139.6M, down from $161.6M in Q3 2024; net income $44.0M vs $66.9M.

• July 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Universal Display Q2 revenue $171.8M, EPS $1.41; raises FY2025 revenue guidance to $650M-$700M

  Q2 total revenue $171.8M (+8.4% YoY), net income $67.3M ($1.41 EPS) vs $52.3M ($1.10) in Q2 2024.

• June 23, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Universal Display reports 2025 annual meeting results; all proposals passed

  All 11 director nominees elected; Celia M. Joseph received lowest support at 34,415,015 for vs 3,624,435 against.

• May 1, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 8.01item 9.01

  Universal Display Q1 EPS $1.35, revenue $166.3M; launches $100M buyback

  Net income $64.4M ($1.35 diluted EPS) vs $56.9M ($1.19) YoY; revenue $166.3M, up 0.6%.

• February 20, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Universal Display reports record FY2024 revenue $647.7M; Q4 EPS down on restructuring and FX losses

  FY2024 revenue $647.7M (up 12.4% YoY); net income $222.1M ($4.65 diluted EPS).

• December 17, 2024, 6:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01

  Universal Display appoints April Walker to Board effective Jan 1, 2025

  Board expanded from 10 to 11 members with addition of April E. Walker.

• October 30, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Universal Display Q3 revenue up 15% YoY; cuts 2024 revenue guidance to $625-645M

  Q3 revenue $161.6M (+14.5% YoY), net income $66.9M ($1.40 EPS) vs $51.5M ($1.08) YoY.

• August 1, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Universal Display Q2 revenue $158.5M (+8% YoY); EPS $1.10; raises FY2024 guidance lower end to $645M

  Q2 net income $52.3M ($1.10 diluted EPS) vs $49.7M ($1.04) YoY; revenue $158.5M vs $146.6M.

• June 24, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Universal Display reelects all 10 directors; say-on-pay passes at annual meeting

  Total votes represented: 43,013,065 (including broker non-votes) at June 20, 2024 meeting.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Universal Display Q1 2024 revenue $165.3M, EPS $1.19, raises 2024 revenue guidance

  Revenue $165.3M (up 27% YoY); net income $56.9M ($1.19 diluted EPS) vs $39.8M ($0.83) in Q1 2023.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

4 positive 2 negative 6 neutral

source · OLED on sec.gov