Universal Display

Q2 FY2026 EarningsQ2 FY26 results were mixed, missing revenue expectations while beating on EPS. Revenue of $152.2M missed the $157.5M consensus, primarily due to lower unit material volumes and unfavorable cumulative catch-up adjustments. Diluted GAAP EPS of $1.06 exceeded the consensus of $1.03, supported by disciplined OpEx and share repurchases. Management notably revised FY26 revenue guidance toward the lower end of the $630M–$670M range, signaling near-term consumer electronics headwinds.