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Side-by-side financial comparison of Commercial Vehicle Group, Inc. (CVGI) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
Commercial Vehicle Group, Inc. is the larger business by last-quarter revenue ($154.8M vs $142.2M, roughly 1.1× UNIVERSAL DISPLAY CORP \PA\). On growth, Commercial Vehicle Group, Inc. posted the faster year-over-year revenue change (-5.2% vs -14.5%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (-5.3% CAGR vs -10.8%).
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
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.
CVGI vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $154.8M | $142.2M |
| Net Profit | — | $35.9M |
| Gross Margin | 9.7% | 74.6% |
| Operating Margin | -1.2% | 30.1% |
| Net Margin | — | 25.2% |
| Revenue YoY | -5.2% | -14.5% |
| Net Profit YoY | — | -44.3% |
| EPS (diluted) | — | $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 | $154.8M | $172.9M | ||
| Q3 25 | $152.5M | $139.6M | ||
| Q2 25 | $172.0M | $171.8M | ||
| Q1 25 | $169.8M | $166.3M | ||
| Q4 24 | $163.3M | $162.3M | ||
| Q3 24 | $171.8M | $161.6M | ||
| Q2 24 | $193.7M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | — | $66.3M | ||
| Q3 25 | $-7.1M | $44.0M | ||
| Q2 25 | $-4.8M | $67.3M | ||
| Q1 25 | $-4.3M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $9.5M | $66.9M | ||
| Q2 24 | $-1.6M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 9.7% | 76.1% | ||
| Q3 25 | 10.5% | 74.6% | ||
| Q2 25 | 11.4% | 77.2% | ||
| Q1 25 | 10.5% | 77.1% | ||
| Q4 24 | 8.0% | 77.0% | ||
| Q3 24 | 9.6% | 77.8% | ||
| Q2 24 | 10.6% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -1.2% | 38.9% | ||
| Q3 25 | -0.7% | 30.9% | ||
| Q2 25 | 0.5% | 39.9% | ||
| Q1 25 | 0.8% | 41.9% | ||
| Q4 24 | -3.2% | 32.3% | ||
| Q3 24 | -0.6% | 41.5% | ||
| Q2 24 | 0.5% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | — | 38.4% | ||
| Q3 25 | -4.6% | 31.5% | ||
| Q2 25 | -2.8% | 39.2% | ||
| Q1 25 | -2.5% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | 5.5% | 41.4% | ||
| Q2 24 | -0.8% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | — | $1.40 | ||
| Q3 25 | — | $0.92 | ||
| Q2 25 | — | $1.41 | ||
| Q1 25 | — | $1.35 | ||
| Q4 24 | — | $0.96 | ||
| Q3 24 | — | $1.40 | ||
| Q2 24 | $-0.05 | $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 | — | $516.4M |
| Total DebtLower is stronger | $104.9M | — |
| Stockholders' EquityBook value | $133.4M | — |
| Total Assets | $391.7M | $1.9B |
| Debt / EquityLower = less leverage | 0.79× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | — | $602.4M | ||
| Q3 25 | — | $603.0M | ||
| Q2 25 | — | $525.2M | ||
| Q1 25 | — | $571.3M | ||
| Q4 24 | — | $492.7M | ||
| Q3 24 | — | $551.6M | ||
| Q2 24 | — | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | — | ||
| Q3 25 | $108.2M | — | ||
| Q2 25 | $118.2M | — | ||
| Q1 25 | $117.4M | — | ||
| Q4 24 | $135.5M | — | ||
| Q3 24 | $128.8M | — | ||
| Q2 24 | $142.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $133.4M | $1.8B | ||
| Q3 25 | $136.5M | $1.7B | ||
| Q2 25 | $142.6M | $1.7B | ||
| Q1 25 | $136.7M | $1.7B | ||
| Q4 24 | $135.6M | $1.6B | ||
| Q3 24 | $179.3M | $1.6B | ||
| Q2 24 | $169.6M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $391.7M | $2.0B | ||
| Q3 25 | $400.3M | $1.9B | ||
| Q2 25 | $429.8M | $1.9B | ||
| Q1 25 | $419.8M | $1.9B | ||
| Q4 24 | $424.6M | $1.8B | ||
| Q3 24 | $495.3M | $1.8B | ||
| Q2 24 | $503.2M | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 0.72× | — | ||
| Q2 24 | 0.84× | — |
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 | $12.3M | $108.9M |
| Free Cash FlowOCF − Capex | $8.7M | — |
| FCF MarginFCF / Revenue | 5.6% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $34.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $12.3M | $31.1M | ||
| Q3 25 | $-1.7M | $97.2M | ||
| Q2 25 | $18.9M | $51.9M | ||
| Q1 25 | $15.2M | $30.6M | ||
| Q4 24 | $-26.6M | $34.7M | ||
| Q3 24 | $-17.1M | $79.9M | ||
| Q2 24 | $12.6M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $8.7M | $15.1M | ||
| Q3 25 | $-3.5M | $84.3M | ||
| Q2 25 | $17.4M | $37.5M | ||
| Q1 25 | $11.4M | $17.5M | ||
| Q4 24 | $-30.6M | $22.0M | ||
| Q3 24 | $-20.3M | $66.2M | ||
| Q2 24 | $6.4M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 8.7% | ||
| Q3 25 | -2.3% | 60.4% | ||
| Q2 25 | 10.1% | 21.8% | ||
| Q1 25 | 6.7% | 10.5% | ||
| Q4 24 | -18.7% | 13.6% | ||
| Q3 24 | -11.8% | 41.0% | ||
| Q2 24 | 3.3% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 9.3% | ||
| Q3 25 | 1.2% | 9.2% | ||
| Q2 25 | 0.9% | 8.4% | ||
| Q1 25 | 2.2% | 7.9% | ||
| Q4 24 | 2.4% | 7.8% | ||
| Q3 24 | 1.9% | 8.4% | ||
| Q2 24 | 3.2% | 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 | -1.79× | 1.19× | ||
| Q2 24 | — | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
