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Side-by-side financial comparison of AMERICAN SUPERCONDUCTOR CORP (AMSC) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($172.9M vs $74.5M, roughly 2.3× AMERICAN SUPERCONDUCTOR CORP). AMERICAN SUPERCONDUCTOR CORP runs the higher net margin — 158.1% vs 38.4%, a 119.7% gap on every dollar of revenue. On growth, AMERICAN SUPERCONDUCTOR CORP posted the faster year-over-year revenue change (21.4% vs 6.6%). UNIVERSAL DISPLAY CORP \PA\ produced more free cash flow last quarter ($15.1M vs $2.4M). Over the past eight quarters, AMERICAN SUPERCONDUCTOR CORP's revenue compounded faster (33.2% CAGR vs 2.3%).
Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, representing approximately 40 percent of global output, as well as being a major producer of diamonds, copper, nickel, iron ore, polyhalite and steelmaking coal. The company has operations in Africa, Asia, Australia, Europe, North America and South America.
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.
AMSC vs OLED — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $74.5M | $172.9M |
| Net Profit | $117.8M | $66.3M |
| Gross Margin | 30.7% | 76.1% |
| Operating Margin | 4.5% | 38.9% |
| Net Margin | 158.1% | 38.4% |
| Revenue YoY | 21.4% | 6.6% |
| Net Profit YoY | 4679.1% | 44.2% |
| EPS (diluted) | $2.62 | $1.40 |
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.
| Q4 25 | $74.5M | $172.9M | ||
| Q3 25 | $65.9M | $139.6M | ||
| Q2 25 | $72.4M | $171.8M | ||
| Q1 25 | $66.7M | $166.3M | ||
| Q4 24 | $61.4M | $162.3M | ||
| Q3 24 | $54.5M | $161.6M | ||
| Q2 24 | $40.3M | $158.5M | ||
| Q1 24 | $42.0M | $165.3M |
| Q4 25 | $117.8M | $66.3M | ||
| Q3 25 | $4.8M | $44.0M | ||
| Q2 25 | $6.7M | $67.3M | ||
| Q1 25 | $1.2M | $64.4M | ||
| Q4 24 | $2.5M | $46.0M | ||
| Q3 24 | $4.9M | $66.9M | ||
| Q2 24 | $-2.5M | $52.3M | ||
| Q1 24 | $-1.6M | $56.9M |
| Q4 25 | 30.7% | 76.1% | ||
| Q3 25 | 31.0% | 74.6% | ||
| Q2 25 | 33.8% | 77.2% | ||
| Q1 25 | 26.5% | 77.1% | ||
| Q4 24 | 26.6% | 77.0% | ||
| Q3 24 | 28.7% | 77.8% | ||
| Q2 24 | 30.3% | 75.8% | ||
| Q1 24 | 24.8% | 77.6% |
| Q4 25 | 4.5% | 38.9% | ||
| Q3 25 | 4.5% | 30.9% | ||
| Q2 25 | 7.8% | 39.9% | ||
| Q1 25 | 2.5% | 41.9% | ||
| Q4 24 | 2.1% | 32.3% | ||
| Q3 24 | -1.4% | 41.5% | ||
| Q2 24 | -8.2% | 35.6% | ||
| Q1 24 | -5.3% | 38.0% |
| Q4 25 | 158.1% | 38.4% | ||
| Q3 25 | 7.2% | 31.5% | ||
| Q2 25 | 9.3% | 39.2% | ||
| Q1 25 | 1.8% | 38.8% | ||
| Q4 24 | 4.0% | 28.4% | ||
| Q3 24 | 9.0% | 41.4% | ||
| Q2 24 | -6.3% | 33.0% | ||
| Q1 24 | -3.8% | 34.4% |
| Q4 25 | $2.62 | $1.40 | ||
| Q3 25 | $0.11 | $0.92 | ||
| Q2 25 | $0.17 | $1.41 | ||
| Q1 25 | $0.04 | $1.35 | ||
| Q4 24 | $0.06 | $0.96 | ||
| Q3 24 | $0.13 | $1.40 | ||
| Q2 24 | $-0.07 | $1.10 | ||
| Q1 24 | $-0.03 | $1.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $141.1M | $602.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $536.8M | $1.8B |
| Total Assets | $719.5M | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $602.4M | ||
| Q3 25 | $212.9M | $603.0M | ||
| Q2 25 | $207.9M | $525.2M | ||
| Q1 25 | $79.5M | $571.3M | ||
| Q4 24 | $75.2M | $492.7M | ||
| Q3 24 | $72.1M | $551.6M | ||
| Q2 24 | $93.5M | $530.5M | ||
| Q1 24 | $90.5M | $539.3M |
| Q4 25 | $536.8M | $1.8B | ||
| Q3 25 | $342.2M | $1.7B | ||
| Q2 25 | $333.1M | $1.7B | ||
| Q1 25 | $197.1M | $1.7B | ||
| Q4 24 | $192.7M | $1.6B | ||
| Q3 24 | $187.0M | $1.6B | ||
| Q2 24 | $143.3M | $1.5B | ||
| Q1 24 | $144.6M | $1.5B |
| Q4 25 | $719.5M | $2.0B | ||
| Q3 25 | $445.6M | $1.9B | ||
| Q2 25 | $452.8M | $1.9B | ||
| Q1 25 | $310.5M | $1.9B | ||
| Q4 24 | $310.3M | $1.8B | ||
| Q3 24 | $298.4M | $1.8B | ||
| Q2 24 | $240.1M | $1.8B | ||
| Q1 24 | $232.8M | $1.7B |
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 | $3.2M | $31.1M |
| Free Cash FlowOCF − Capex | $2.4M | $15.1M |
| FCF MarginFCF / Revenue | 3.2% | 8.7% |
| Capex IntensityCapex / Revenue | 1.2% | 9.3% |
| Cash ConversionOCF / Net Profit | 0.03× | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | $16.0M | $154.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $31.1M | ||
| Q3 25 | $6.5M | $97.2M | ||
| Q2 25 | $4.1M | $51.9M | ||
| Q1 25 | $6.3M | $30.6M | ||
| Q4 24 | $5.9M | $34.7M | ||
| Q3 24 | $12.7M | $79.9M | ||
| Q2 24 | $3.4M | $67.0M | ||
| Q1 24 | $2.2M | $72.2M |
| Q4 25 | $2.4M | $15.1M | ||
| Q3 25 | $5.1M | $84.3M | ||
| Q2 25 | $3.3M | $37.5M | ||
| Q1 25 | $5.3M | $17.5M | ||
| Q4 24 | $5.3M | $22.0M | ||
| Q3 24 | $12.1M | $66.2M | ||
| Q2 24 | $3.1M | $57.9M | ||
| Q1 24 | $1.9M | $65.0M |
| Q4 25 | 3.2% | 8.7% | ||
| Q3 25 | 7.7% | 60.4% | ||
| Q2 25 | 4.6% | 21.8% | ||
| Q1 25 | 7.9% | 10.5% | ||
| Q4 24 | 8.7% | 13.6% | ||
| Q3 24 | 22.3% | 41.0% | ||
| Q2 24 | 7.8% | 36.5% | ||
| Q1 24 | 4.6% | 39.3% |
| Q4 25 | 1.2% | 9.3% | ||
| Q3 25 | 2.1% | 9.2% | ||
| Q2 25 | 1.1% | 8.4% | ||
| Q1 25 | 1.6% | 7.9% | ||
| Q4 24 | 0.9% | 7.8% | ||
| Q3 24 | 1.1% | 8.4% | ||
| Q2 24 | 0.7% | 5.8% | ||
| Q1 24 | 0.7% | 4.4% |
| Q4 25 | 0.03× | 0.47× | ||
| Q3 25 | 1.37× | 2.21× | ||
| Q2 25 | 0.61× | 0.77× | ||
| Q1 25 | 5.22× | 0.47× | ||
| Q4 24 | 2.38× | 0.75× | ||
| Q3 24 | 2.60× | 1.19× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
