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Universal Display Corp PA (OLED)

Universal Display Corp PA brought in $627.7M of revenue over the twelve months to September 30, 2026, down 1.9% from a year earlier. Net income was $230.6M, a net margin of 36.7%. Operating cash flow minus capital spending left $154.4M of free cash flow in fiscal 2025. At September 30, 2026 it held $93.4M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.

Free, no password. An email when OLED files with the SEC.

Price
$90.38
+0.41% on the day · November 10, 2026
52-week range $70.77 to $134.60
Market cap
$4.2B
Revenue (last 12 months)
$627.7M
-1.9% year on year
Net margin
36.7%
P/E
17.8
on FY2025 diluted EPS

Key facts about Universal Display Corp PA

Net worth
Universal Display Corp PA has a market value (market cap) of $4.2B at the latest share price, and shareholders' equity of $1.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $650.6M (+0.5% year on year), with net income of $242.1M. Over the 12 months to September 30, 2026: revenue $627.7M, net income $230.6M.
Cash flow
In fiscal 2025 operations brought in $210.8M of cash; after $56.5M of capital spending, free cash flow was $154.4M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Universal Display Corp PA's next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Dividend
Universal Display Corp PA declared dividends of $1.80 per share in fiscal 2025, a yield of 1.99% at the current price.

What Universal Display Corp PA does

Universal Display Corp PA is registered with the SEC under industry code SIC 3670 (Electronic Components & Accessories). Its shares trade on NASDAQ under the ticker OLED.

Revenue and profit by year

Revenue
FY18: $247.4M $247.4M FY18FY19: $405.2M $405.2M FY19FY20: $428.9M $428.9M FY20FY21: $553.5M $553.5M FY21FY22: $616.6M $616.6M FY22FY23: $576.4M $576.4M FY23FY24: $647.7M $647.7M FY24FY25: $650.6M $650.6M FY25
Net income
FY18: $58.8M $58.8M FY18FY19: $138.3M $138.3M FY19FY20: $133.4M $133.4M FY20FY21: $184.2M $184.2M FY21FY22: $210.1M $210.1M FY22FY23: $203M $203M FY23FY24: $222.1M $222.1M FY24FY25: $242.1M $242.1M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$650.6M$248.6M$242.1M$5.08$154.4M
2024$647.7M$238.8M$222.1M$4.65$211.1M
2023$576.4M$217.2M$203M$4.24$95M
2022$616.6M$267.1M$210.1M$4.40$84.3M
2021$553.5M$227.6M$184.2M$3.87$147.9M
2020$428.9M$157.5M$133.4M$2.80$120.8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 18, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 19, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where OLED ranks in Technology

Revenue$650.6M
#293 of 751 in Technology · Top 39%
Revenue growth+0.5%
#465 of 604 in Technology · Bottom 23%
Net margin37.2%
#30 of 611 in Technology · Top 5%
Free cash flow margin23.7%
#109 of 568 in Technology · Top 19%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Dividends

Universal Display Corp PA declared $1.80 per share in fiscal 2025. At the current price that is a yield of 1.99%. It paid out $85.5M in cash dividends, 35% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$1.80$85.5M35%
2024$1.60$76.2M34%
2023$1.40$66.7M33%
2022$1.20$57M27%
2021$0.80$37.9K0%
2020$0.60$28.4M21%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Universal Display Corp PA has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 5, 2026
  2. October 30, 2026
  3. October 28, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 15% to $160.4M versus the same quarter last year; diluted EPS $1.72 versus $0.92.
  4. October 28, 2026
  5. August 13, 2026
  6. July 30, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue fell 11% to $152.2M versus the same quarter last year; diluted EPS $1.06 versus $1.41.
  7. July 30, 2026
  8. June 22, 2026
  9. April 30, 2026
    Quarterly report 10-Q · period to March 31, 2026Revenue fell 14% to $142.2M versus the same quarter last year; diluted EPS $0.76 versus $1.35.
  10. April 30, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 9, 2026. Insider transactions on SEC

What is OLED worth? A DCF from its reported cash flow

Insider trades

What the people running Universal Display Corp PA did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $422.1K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$422.1K
last 90 days
Net sold
4,967
$422.1K
DateInsiderWhatSharesPriceValueFiling
October 7, 2026 Elias Richard CDirector Gave as a gift 455 - - Form 4
October 7, 2026 Elias Richard CDirector Gave as a giftindirect 455 - - Form 4
September 30, 2026 Elias Richard CDirector Received as pay 455 - - Form 4
September 30, 2026 Hartley C KeithDirector Received as pay 455 - - Form 4
September 30, 2026 Rosenblatt Sidney DDirector Received as pay 455 - - Form 4
September 30, 2026 Lacerte LawrenceDirector Received as pay 455 - - Form 4
September 30, 2026 Walker AprilDirector Received as pay 455 - - Form 4
September 30, 2026 Joseph Celia MDirector Received as pay 455 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns OLED

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 6.21% 2,927,374 April 29, 2026
Primecap Management Co13G, passive 5.24% 2,408,924 November 5, 2026
OR13G, passive 5.2% 2,467,441 November 13, 2024
Vanguard Capital Management13G, passive 5.02% 2,309,931 October 30, 2026

Latest filings below 5%: Kayne Anderson Rudnick Investment Management, LLC 4.6% (August 13, 2026); The Vanguard Group 0% (March 27, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 443 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.4,318,409$373.9M+28,508
Vanguard Portfolio Management LLC2,971,006$257.3M+48,953
State Street Corp2,197,143$190.3M+382,845
Primecap Management Co2,195,818$190.1M+8,390
Kayne Anderson Rudnick Investment Management LLC2,166,247$187.6M-1,051,195
Vanguard Capital Management LLC1,986,898$172M+8,159
First Trust Advisors LP1,471,891$127.5M+495,468
Marshall Wace, Llp1,340,107$116M+674,225
Geode Capital Management, LLC1,292,818$112M+43,765
Alliancebernstein L.P.1,172,883$107.5M+101,219
Jpmorgan Chase & Co864,985$74.8M-838,954
Dimensional Fund Advisors LP854,695$74M+97,529
Franklin Resources Inc821,147$71.1M+818,572
XXEC, Inc.703,521$63.7M+316,584
Aqr Capital Management LLC728,128$63M+604,242
Sora Investors LLC701,163$60.7M+636,163
Brown Advisory Inc693,623$60.1M+45,356
Morgan Stanley669,924$58M+258,066
Norges Bank581,546$50.4Mnew
Copeland Capital Management, LLC553,900$48M-27,876

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

15 insiders reported holding 1,012,706 shares in total, about $91.5M at the last price.

HolderSharesAs of
Abramson Steven VPresident and CEO, Director 296,589 May 7, 2026
Rosenblatt Sidney DDirector 138,094 September 30, 2026
Lacerte LawrenceDirector 114,951 September 30, 2026
Gemmill Elizabeth HDirector 100,762 September 30, 2026
Brown Julia JEVP & Chief Technical Officer 95,952 March 7, 2026
Hartley C KeithDirector 85,208 September 30, 2026
Mahon Janice KSVP of Tech Commercialization 64,946 March 7, 2026
Premutico MauroSVP & CLO 52,481 May 7, 2026
Millard BrianVP/CFO 22,028 March 7, 2026
Elias Richard CDirector 12,78111,781 held indirectly October 7, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about OLED

What does Universal Display Corp PA do?

Universal Display Corp PA is a company in the Technology sector, listed on NASDAQ as OLED. Its shares trade on NASDAQ under the ticker OLED.

What is Universal Display Corp PA's net worth?

Universal Display Corp PA has a market value (market cap) of $4.2B at the latest share price, and shareholders' equity of $1.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Universal Display Corp PA profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $230.6M on revenue of $627.7M, a net margin of 36.7%.

How much revenue does Universal Display Corp PA make?

Over the twelve months to September 30, 2026 Universal Display Corp PA reported revenue of $627.7M. That is 1.9% less than a year earlier.

When did Universal Display Corp PA last report?

Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake (5% or more) from November 5, 2026.

When is Universal Display Corp PA's next earnings report?

Universal Display Corp PA's next report is expected around February 18, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

Does Universal Display Corp PA pay a dividend?

Yes. Universal Display Corp PA declared dividends of $1.80 per share in fiscal 2025, a yield of 1.99% at the current price.

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Where the numbers come from

Financial figures are the values Universal Display Corp PA tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.