OLED · Universal Display Corp \Pa\
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Universal Display reported Q2 revenue of $152.2M, down from $171.8M a year ago, and cut its 2026 outlook to the lower end of its prior $630M–$670M range as softer smartphone demand and higher component costs pressured volumes, though it continues to see Gen 8.6 capacity coming online, broader OLED adoption and a strong $855M cash position supporting dividends and buybacks.
- + OLED adoption continues to broaden into IT, automotive and foldable form factors, with new product launches underway.
- + Strong balance sheet with $855M in cash and investments and continued shareholder returns via dividends and buybacks.
- − Full-year 2026 revenue guidance cut to the lower end of the prior $630M–$670M range.
- − Q2 total revenue declined to $152.2M from $171.8M year-over-year.
- − Material sales fell to $66.2M from $88.7M year-over-year on lower volume and unfavorable mix.
- − Operating income fell to $53.6M from $68.5M and net income fell to $49.4M from $67.3M year-over-year.
- − Near-term smartphone demand is being pressured by higher component/memory costs, weighing on volumes.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OLED
this stock
Universal Display Corp \Pa\
|
$3.56B | -34.0% | +0.5% | 18.7 | 10.1% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +75.6% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +129.2% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -7.2% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OLED | +0.4% | -6.5% | -17.6% | -7.4% | -34.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.1% | -6.6% | -29.7% | -6.8% | -45.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.