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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Universal Display
Universal Display (OLED) investor relations material
Universal Display Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 revenue rose to $160.4M from $139.6M YoY; net income was $78.9M, including a $28.9M investment gain, while adjusted net income was $56.2M.
OLEDX was introduced, phosphorescent blue development advanced, and UVJC launched NovaJet, its first commercial dry-printing system.
Financial highlights
Q3 operating income was $53.7M vs. $43.1M; diluted EPS was $1.72 vs. $0.92.
9M revenue was $454.8M vs. $477.7M; operating income was $150.1M vs. $181.3M; net income was $164.3M vs. $175.7M.
9M diluted EPS was $3.52 vs. $3.68; adjusted net income was $141.5M, or $3.04 per diluted share, excluding the investment gain and related tax expense.
Outlook and guidance
FY2026 revenue is expected near the low end of the $630M–$670M range; gross margin is expected near the low end of 74%–76%.
Q4 strength is expected from second-half product launches and production for launches typically occurring in Q1.
2027 outlook reflects macro and memory-market uncertainty, higher input costs, and gross-margin pressure, partly offset by scale efficiencies and manufacturing improvements; formal guidance is due in February.
Phosphorescent blue revenue is expected to remain lower during the strategic transition; commercialization timing depends on customer roadmaps.
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Latest events from Universal Display
- OLED industry growth is accelerating with new IT capacity, foldable adoption, and key tech advances.OLED
Citi’s 2026 Global TMT Conference - OLED industry growth is driven by long-term investments, innovation, and expanding IT adoption.OLEDOppenheimer 29th Annual Technology, Internet & Communications Conference
- Q2 2026 revenue and profit declined, but liquidity and OLED investments remain strong.OLEDQ2 2026
- OLED technology leader with strong IP, financials, and global partnerships driving market growth.OLEDInvestor presentation
- All proposals, including director elections and auditor ratification, were approved.OLEDAGM 2026
- Revenue and net income fell, but strong cash flow and a $400M buyback support long-term growth.OLEDQ1 2026
- Virtual meeting to elect directors, approve pay, and ratify auditor, all board-recommended.OLEDProxy filing
- 2026 meeting covers director elections, executive pay, auditor ratification, and ESG oversight.OLEDProxy filing
- Record revenue, strong margins, and blue OLED progress support a positive growth outlook.OLEDQ4 2024
Next Universal Display earnings date
Q4 202618 Feb, 2027
Universal Display
Next Universal Display earnings date
Q4 202618 Feb, 2027
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Frequently asked questions
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies. The company operates through three segments: OLED Materials, OLED Devices, and Amoled Materials. The OLED Materials segment offers emitters and phosphorescent materials, including Universal's proprietary polymer—emitter layer (PLEC) technology for realizing low-cost 50- to 100-milliwatt blue OLEDs; phase-change materials for use in high-brightness white OLEDs. The OLED Devices segment comprises display devices with or without flexibility. This segment primarily offers small and medium-sized devices, such as smartphone displays and televisions. Universal Display Corporation is based in Ewing, New Jersey.