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Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
ACV Auctions Inc. is the larger business by last-quarter revenue ($183.6M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). On growth, ACV Auctions Inc. posted the faster year-over-year revenue change (15.1% vs -14.5%). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs -5.3%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
ACVA vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $142.2M |
| Net Profit | — | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | -9.7% | 30.1% |
| Net Margin | — | 25.2% |
| Revenue YoY | 15.1% | -14.5% |
| Net Profit YoY | — | -44.3% |
| EPS (diluted) | $-0.12 | $0.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $142.2M | ||
| Q4 25 | $183.6M | $172.9M | ||
| Q3 25 | $199.6M | $139.6M | ||
| Q2 25 | $193.7M | $171.8M | ||
| Q1 25 | $182.7M | $166.3M | ||
| Q4 24 | $159.5M | $162.3M | ||
| Q3 24 | $171.3M | $161.6M | ||
| Q2 24 | $160.6M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | — | $66.3M | ||
| Q3 25 | $-24.5M | $44.0M | ||
| Q2 25 | $-7.3M | $67.3M | ||
| Q1 25 | $-14.8M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $-16.0M | $66.9M | ||
| Q2 24 | $-17.1M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -9.7% | 38.9% | ||
| Q3 25 | -11.9% | 30.9% | ||
| Q2 25 | -3.7% | 39.9% | ||
| Q1 25 | -7.9% | 41.9% | ||
| Q4 24 | -16.2% | 32.3% | ||
| Q3 24 | -10.0% | 41.5% | ||
| Q2 24 | -11.6% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | — | 38.4% | ||
| Q3 25 | -12.3% | 31.5% | ||
| Q2 25 | -3.8% | 39.2% | ||
| Q1 25 | -8.1% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | -9.4% | 41.4% | ||
| Q2 24 | -10.6% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.12 | $1.40 | ||
| Q3 25 | $-0.14 | $0.92 | ||
| Q2 25 | $-0.04 | $1.41 | ||
| Q1 25 | $-0.09 | $1.35 | ||
| Q4 24 | $-0.15 | $0.96 | ||
| Q3 24 | $-0.10 | $1.40 | ||
| Q2 24 | $-0.10 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $429.7M | — |
| Total Assets | $1.1B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $271.5M | $602.4M | ||
| Q3 25 | $265.3M | $603.0M | ||
| Q2 25 | $258.4M | $525.2M | ||
| Q1 25 | $291.9M | $571.3M | ||
| Q4 24 | $224.1M | $492.7M | ||
| Q3 24 | $252.5M | $551.6M | ||
| Q2 24 | $215.0M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $429.7M | $1.8B | ||
| Q3 25 | $434.4M | $1.7B | ||
| Q2 25 | $448.8M | $1.7B | ||
| Q1 25 | $439.6M | $1.7B | ||
| Q4 24 | $440.0M | $1.6B | ||
| Q3 24 | $456.2M | $1.6B | ||
| Q2 24 | $457.6M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $984.1M | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.0B | $1.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.4M | $108.9M |
| Free Cash FlowOCF − Capex | $-14.7M | — |
| FCF MarginFCF / Revenue | -8.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $-12.4M | $31.1M | ||
| Q3 25 | $10.3M | $97.2M | ||
| Q2 25 | $13.7M | $51.9M | ||
| Q1 25 | $66.6M | $30.6M | ||
| Q4 24 | $-3.2M | $34.7M | ||
| Q3 24 | $21.1M | $79.9M | ||
| Q2 24 | $4.5M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-14.7M | $15.1M | ||
| Q3 25 | $7.7M | $84.3M | ||
| Q2 25 | $10.9M | $37.5M | ||
| Q1 25 | $65.3M | $17.5M | ||
| Q4 24 | $-3.9M | $22.0M | ||
| Q3 24 | $20.2M | $66.2M | ||
| Q2 24 | $2.7M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | -8.0% | 8.7% | ||
| Q3 25 | 3.8% | 60.4% | ||
| Q2 25 | 5.6% | 21.8% | ||
| Q1 25 | 35.7% | 10.5% | ||
| Q4 24 | -2.5% | 13.6% | ||
| Q3 24 | 11.8% | 41.0% | ||
| Q2 24 | 1.7% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 9.3% | ||
| Q3 25 | 1.3% | 9.2% | ||
| Q2 25 | 1.5% | 8.4% | ||
| Q1 25 | 0.7% | 7.9% | ||
| Q4 24 | 0.4% | 7.8% | ||
| Q3 24 | 0.6% | 8.4% | ||
| Q2 24 | 1.1% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
