Universal Display Q2 revenue falls 11% to $152.2M, guides to lower end of 2026 range

Filed July 30, 2026 · Period ending July 30, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 revenue $152.2M (down 11% YoY) and EPS $1.06 (down 25% YoY), driven by lower material sales volume and customer mix shifts; material sales fell to $66.2M from $88.7M.

  Exhibit 99.1 view on EDGAR →
• high

  Company lowered 2026 revenue outlook to around the lower end of prior $630M-$670M guidance range, citing near-term challenges in portions of the consumer electronics market.

  Exhibit 99.1 view on EDGAR →
• high

  Royalty and license fees rose to $81.2M from $75.7M, primarily due to a $16.3M favorable cumulative catch-up adjustment reflecting higher average royalty prices per gram from lower anticipated demand over remaining contract lives.

  Exhibit 99.1 view on EDGAR →