Jun 2026 (Q2 FY26) — Jul 30, 2026
Universal Display Corporation Q2 FY26 — Near-term Headwinds Offset by Long-term OLED Growth Drivers
Read the full callUniversal Display earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 152 | −11.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 35.3 | −4.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 49.4 | −26.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $141.69 on 14 Oct 2025 → $78.41. High $151.38 (20 Oct 2025), low $72.9 (8 Oct 2026).
Overview
Call summaries
Universal Display Corporation Q2 FY26 — Near-term Headwinds Offset by Long-term OLED Growth Drivers
Read the full callEvery analysed call
Financials
Net profit, year on year: −27% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 162 | 162 | 166 | 172 | 140 | 173 | 142 | 152 |
| Operating profit | 67 | 52 | 70 | 69 | 43 | 67 | 43 | 54 |
| Operating margin | 41.5% | 32.3% | 41.9% | 39.9% | 30.9% | 38.9% | 30.1% | 35.3% |
| Other income | 14 | 3 | 10 | 15 | 11 | 9 | 3 | 7 |
| Profit before tax | 81 | 55 | 80 | 84 | 54 | 77 | 45 | 61 |
| Tax rate | 17.9% | 16.8% | 19.6% | 19.8% | 18.7% | 13.5% | 20.8% | 19.0% |
| Net profit | 67 | 46 | 64 | 67 | 44 | 66 | 36 | 49 |
| EPS ($ per share) | 1.40 | — | 1.35 | 1.41 | 0.93 | — | 0.76 | 1.06 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 130 | 249 | 354 | 500 | 653 | 790 | 935 | 1,090 |
| Total liabilities | 243 | 309 | 357 | 367 | 257 | 222 | 216 | 203 |
| Fixed assets | 70 | 88 | 102 | 129 | 143 | 175 | 195 | 215 |
| Investments | 304 | 514 | 100 | 351 | 484 | 422 | 394 | 464 |
| Total assets | 933 | 1,120 | 1,269 | 1,467 | 1,533 | 1,669 | 1,832 | 1,964 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 122 | 194 | 149 | 191 | 127 | 155 | 254 | 211 |
| Cash from investing | -21 | -239 | 391 | -458 | -281 | -83 | -164 | -45 |
| Cash from financing | -23 | -35 | -42 | -51 | -65 | -73 | -82 | -126 |
| Net cash flow | 78 | -79 | 498 | -318 | -219 | -1 | 7 | 39 |
| Capital expenditure | -25 | -30 | -28 | -43 | -42 | -60 | -43 | -56 |
| Free cash flow | 96 | 164 | 121 | 148 | 84 | 95 | 211 | 154 |
110 filings between Nov 19, 2025 and Oct 7, 2026.
Purchases
$1.47M
7 purchases by 3 insiders
Sales
$422.1K
2 sales by 1 insider
Also filed: 11 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ABRAMSON STEVEN V | $1.03M | — | May 7, 2026 |
| LACERTE LAWRENCE | — | $422.1K | Aug 18, 2026 |
| Premutico Mauro | $345.0K | — | May 7, 2026 |
| ELIAS RICHARD C | $92.8K | — | May 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | ELIAS RICHARD C Director | Gift | 455 | $0 |
| Oct 7, 2026 | ELIAS RICHARD C Director | Gift | 455 | $0 |
| Sep 30, 2026 | Comparin Cynthia Jane Director | Award | 455 | $0 |
| Sep 30, 2026 | ROSENBLATT SIDNEY D Director | Award | 455 | $0 |
| Sep 30, 2026 | Joseph Celia M Director | Award | 455 | $0 |
| Sep 30, 2026 | ELIAS RICHARD C Director | Award | 455 | $0 |
| Sep 30, 2026 | Walker April Director | Award | 455 | $0 |
| Sep 30, 2026 | HARTLEY C KEITH Director | Award | 455 | $0 |
| Sep 30, 2026 | LACERTE LAWRENCE Director | Award | 455 | $0 |
| Sep 30, 2026 | Lau Joan Director | Award | 455 | $0 |
| Sep 30, 2026 | GEMMILL ELIZABETH H Director | Award | 455 | $0 |
| Sep 30, 2026 | Brown Nigel Director | Award | 455 | $0 |
| Aug 18, 2026 | LACERTE LAWRENCE Director | Sale | 4,653 | $395.2K |
| Aug 18, 2026 | LACERTE LAWRENCE Director | Sale | 314 | $26.9K |
| Jul 10, 2026 | ELIAS RICHARD C Director | Gift | 455 | $0 |
| Jul 10, 2026 | ELIAS RICHARD C Director | Gift | 455 | $0 |
| Jun 30, 2026 | Lau Joan Director | Award | 455 | $0 |
| Jun 30, 2026 | ROSENBLATT SIDNEY D Director | Award | 455 | $0 |
| Jun 30, 2026 | ELIAS RICHARD C Director | Award | 455 | $0 |
| Jun 30, 2026 | Joseph Celia M Director | Award | 455 | $0 |
| Jun 30, 2026 | GEMMILL ELIZABETH H Director | Award | 455 | $0 |
| Jun 30, 2026 | Comparin Cynthia Jane Director | Award | 455 | $0 |
| Jun 30, 2026 | Brown Nigel Director | Award | 455 | $0 |
| Jun 30, 2026 | LACERTE LAWRENCE Director | Award | 455 | $0 |
| Jun 30, 2026 | HARTLEY C KEITH Director | Award | 455 | $0 |
| Jun 30, 2026 | Walker April Director | Award | 455 | $0 |
| May 11, 2026 | ELIAS RICHARD C Director | Gift | 456 | $0 |
| May 11, 2026 | ELIAS RICHARD C Director | Gift | 456 | $0 |
| May 11, 2026 | ELIAS RICHARD C Director | Purchase | 1,000 | $92.8K |
| May 7, 2026 | ABRAMSON STEVEN V President and CEO | Purchase | 3,650 | $337.5K |
| May 7, 2026 | Premutico Mauro SVP & CLO | Purchase | 800 | $75.5K |
| May 7, 2026 | Premutico Mauro SVP & CLO | Purchase | 1,444 | $135.4K |
| May 7, 2026 | Premutico Mauro SVP & CLO | Purchase | 1,450 | $134.1K |
| May 7, 2026 | ABRAMSON STEVEN V President and CEO | Purchase | 2,800 | $264.3K |
| May 7, 2026 | ABRAMSON STEVEN V President and CEO | Purchase | 4,550 | $426.0K |
| Mar 31, 2026 | ROSENBLATT SIDNEY D Director | Award | 456 | $0 |
| Mar 31, 2026 | ELIAS RICHARD C Director | Award | 456 | $0 |
| Mar 31, 2026 | Comparin Cynthia Jane Director | Award | 456 | $0 |
| Mar 31, 2026 | Walker April Director | Award | 456 | $0 |
| Mar 31, 2026 | LACERTE LAWRENCE Director | Award | 456 | $0 |
| Mar 31, 2026 | GEMMILL ELIZABETH H Director | Award | 456 | $0 |
| Mar 31, 2026 | Joseph Celia M Director | Award | 456 | $0 |
| Mar 31, 2026 | HARTLEY C KEITH Director | Award | 456 | $0 |
| Mar 31, 2026 | Lau Joan Director | Award | 456 | $0 |
| Mar 31, 2026 | Brown Nigel Director | Award | 456 | $0 |
| Mar 7, 2026 | BROWN JULIA J EVP & Chief Technical Officer | Award | 4,202 | $0 |
| Mar 7, 2026 | Millard Brian VP/CFO | Tax withheld | 509 | $49.4K |
| Mar 7, 2026 | Millard Brian VP/CFO | Tax withheld | 677 | $65.7K |
| Mar 7, 2026 | Millard Brian VP/CFO | Award | 1,596 | $0 |
| Mar 7, 2026 | Millard Brian VP/CFO | Tax withheld | 2,096 | $203.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow UNIVERSAL DISPLAY CORP \PA\ and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading