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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $172.9M, roughly 1.1× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 38.4% vs 1.8%, a 36.5% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 6.6%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 2.3%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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.
CLMB vs OLED — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.4M | $172.9M |
| Net Profit | $3.3M | $66.3M |
| Gross Margin | 14.5% | 76.1% |
| Operating Margin | 2.1% | 38.9% |
| Net Margin | 1.8% | 38.4% |
| Revenue YoY | 32.1% | 6.6% |
| Net Profit YoY | -9.5% | 44.2% |
| EPS (diluted) | $0.18 | $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.
| Q1 26 | $182.4M | — | ||
| Q4 25 | $193.8M | $172.9M | ||
| Q3 25 | $161.3M | $139.6M | ||
| Q2 25 | $159.3M | $171.8M | ||
| Q1 25 | $138.0M | $166.3M | ||
| Q4 24 | $161.8M | $162.3M | ||
| Q3 24 | $119.3M | $161.6M | ||
| Q2 24 | $92.1M | $158.5M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | $66.3M | ||
| Q3 25 | $4.7M | $44.0M | ||
| Q2 25 | $6.0M | $67.3M | ||
| Q1 25 | $3.7M | $64.4M | ||
| Q4 24 | $7.0M | $46.0M | ||
| Q3 24 | $5.5M | $66.9M | ||
| Q2 24 | $3.4M | $52.3M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | 76.1% | ||
| Q3 25 | 15.9% | 74.6% | ||
| Q2 25 | 16.5% | 77.2% | ||
| Q1 25 | 16.9% | 77.1% | ||
| Q4 24 | 19.3% | 77.0% | ||
| Q3 24 | 20.3% | 77.8% | ||
| Q2 24 | 20.2% | 75.8% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | 38.9% | ||
| Q3 25 | 4.3% | 30.9% | ||
| Q2 25 | 5.0% | 39.9% | ||
| Q1 25 | 3.5% | 41.9% | ||
| Q4 24 | 7.2% | 32.3% | ||
| Q3 24 | 7.1% | 41.5% | ||
| Q2 24 | 4.6% | 35.6% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | 38.4% | ||
| Q3 25 | 2.9% | 31.5% | ||
| Q2 25 | 3.7% | 39.2% | ||
| Q1 25 | 2.7% | 38.8% | ||
| Q4 24 | 4.3% | 28.4% | ||
| Q3 24 | 4.6% | 41.4% | ||
| Q2 24 | 3.7% | 33.0% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | $1.40 | ||
| Q3 25 | $1.02 | $0.92 | ||
| Q2 25 | $1.30 | $1.41 | ||
| Q1 25 | $0.81 | $1.35 | ||
| Q4 24 | $1.52 | $0.96 | ||
| Q3 24 | $1.19 | $1.40 | ||
| Q2 24 | $0.75 | $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 | $41.8M | $602.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $118.4M | $1.8B |
| Total Assets | $458.8M | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | $602.4M | ||
| Q3 25 | $49.8M | $603.0M | ||
| Q2 25 | $28.6M | $525.2M | ||
| Q1 25 | $32.5M | $571.3M | ||
| Q4 24 | $29.8M | $492.7M | ||
| Q3 24 | $22.1M | $551.6M | ||
| Q2 24 | $48.4M | $530.5M |
| Q1 26 | $118.4M | — | ||
| Q4 25 | $116.6M | $1.8B | ||
| Q3 25 | $109.3M | $1.7B | ||
| Q2 25 | $105.2M | $1.7B | ||
| Q1 25 | $95.6M | $1.7B | ||
| Q4 24 | $90.6M | $1.6B | ||
| Q3 24 | $87.7M | $1.6B | ||
| Q2 24 | $79.8M | $1.5B |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | $2.0B | ||
| Q3 25 | $376.1M | $1.9B | ||
| Q2 25 | $420.7M | $1.9B | ||
| Q1 25 | $370.1M | $1.9B | ||
| Q4 24 | $469.2M | $1.8B | ||
| Q3 24 | $371.9M | $1.8B | ||
| Q2 24 | $302.8M | $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 | — | $31.1M |
| Free Cash FlowOCF − Capex | — | $15.1M |
| FCF MarginFCF / Revenue | — | 8.7% |
| Capex IntensityCapex / Revenue | — | 9.3% |
| Cash ConversionOCF / Net Profit | — | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $154.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | $31.1M | ||
| Q3 25 | $22.2M | $97.2M | ||
| Q2 25 | $-2.2M | $51.9M | ||
| Q1 25 | $8.5M | $30.6M | ||
| Q4 24 | $16.0M | $34.7M | ||
| Q3 24 | $-3.6M | $79.9M | ||
| Q2 24 | $7.3M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | -1.70× | 0.47× | ||
| Q3 25 | 4.73× | 2.21× | ||
| Q2 25 | -0.37× | 0.77× | ||
| Q1 25 | 2.30× | 0.47× | ||
| Q4 24 | 2.29× | 0.75× | ||
| Q3 24 | -0.66× | 1.19× | ||
| Q2 24 | 2.13× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
Segment breakdown not available.
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
