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Side-by-side financial comparison of Employers Holdings, Inc. (EIG) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.

Employers Holdings, Inc. is the larger business by last-quarter revenue ($170.5M vs $142.2M, roughly 1.2× UNIVERSAL DISPLAY CORP \PA\). On growth, UNIVERSAL DISPLAY CORP \PA\ posted the faster year-over-year revenue change (-14.5% vs -21.3%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (-5.3% CAGR vs -11.4%).

Employers Holdings, Inc. is a U.S.-headquartered insurance holding company that specializes in offering workers' compensation insurance and customized risk management services primarily for small and medium-sized enterprises across the United States. It mainly serves clients in low-to-medium hazard industries, helping them mitigate workplace safety risks and meet relevant regulatory requirements for employee protection.

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.

EIG vs OLED — Head-to-Head

Bigger by revenue
EIG
EIG
1.2× larger
EIG
$170.5M
$142.2M
OLED
Growing faster (revenue YoY)
OLED
OLED
+6.8% gap
OLED
-14.5%
-21.3%
EIG
Faster 2-yr revenue CAGR
OLED
OLED
Annualised
OLED
-5.3%
-11.4%
EIG

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
EIG
EIG
OLED
OLED
Revenue
$170.5M
$142.2M
Net Profit
$35.9M
Gross Margin
74.6%
Operating Margin
30.1%
Net Margin
25.2%
Revenue YoY
-21.3%
-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.

Revenue
EIG
EIG
OLED
OLED
Q1 26
$170.5M
$142.2M
Q4 25
$188.5M
$172.9M
Q3 25
$239.3M
$139.6M
Q2 25
$246.3M
$171.8M
Q1 25
$202.6M
$166.3M
Q4 24
$216.6M
$162.3M
Q3 24
$224.0M
$161.6M
Q2 24
$217.0M
$158.5M
Net Profit
EIG
EIG
OLED
OLED
Q1 26
$35.9M
Q4 25
$66.3M
Q3 25
$-8.3M
$44.0M
Q2 25
$29.7M
$67.3M
Q1 25
$12.8M
$64.4M
Q4 24
$46.0M
Q3 24
$30.3M
$66.9M
Q2 24
$31.7M
$52.3M
Gross Margin
EIG
EIG
OLED
OLED
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%
Operating Margin
EIG
EIG
OLED
OLED
Q1 26
30.1%
Q4 25
38.9%
Q3 25
-4.7%
30.9%
Q2 25
15.0%
39.9%
Q1 25
7.8%
41.9%
Q4 24
32.3%
Q3 24
16.4%
41.5%
Q2 24
18.4%
35.6%
Net Margin
EIG
EIG
OLED
OLED
Q1 26
25.2%
Q4 25
38.4%
Q3 25
-3.5%
31.5%
Q2 25
12.1%
39.2%
Q1 25
6.3%
38.8%
Q4 24
28.4%
Q3 24
13.5%
41.4%
Q2 24
14.6%
33.0%
EPS (diluted)
EIG
EIG
OLED
OLED
Q1 26
$0.76
Q4 25
$-0.93
$1.40
Q3 25
$-0.36
$0.92
Q2 25
$1.23
$1.41
Q1 25
$0.52
$1.35
Q4 24
$1.14
$0.96
Q3 24
$1.21
$1.40
Q2 24
$1.25
$1.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EIG
EIG
OLED
OLED
Cash + ST InvestmentsLiquidity on hand
$169.9M
$516.4M
Total DebtLower is stronger
Stockholders' EquityBook value
$955.7M
Total Assets
$3.4B
$1.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EIG
EIG
OLED
OLED
Q1 26
$169.9M
$516.4M
Q4 25
$169.9M
$602.4M
Q3 25
$172.4M
$603.0M
Q2 25
$78.1M
$525.2M
Q1 25
$100.4M
$571.3M
Q4 24
$68.4M
$492.7M
Q3 24
$173.9M
$551.6M
Q2 24
$126.4M
$530.5M
Total Debt
EIG
EIG
OLED
OLED
Q1 26
Q4 25
$19.0M
Q3 25
Q2 25
Q1 25
Q4 24
$0
Q3 24
Q2 24
Stockholders' Equity
EIG
EIG
OLED
OLED
Q1 26
$955.7M
Q4 25
$955.7M
$1.8B
Q3 25
$1.0B
$1.7B
Q2 25
$1.1B
$1.7B
Q1 25
$1.1B
$1.7B
Q4 24
$1.1B
$1.6B
Q3 24
$1.1B
$1.6B
Q2 24
$1.0B
$1.5B
Total Assets
EIG
EIG
OLED
OLED
Q1 26
$3.4B
$1.9B
Q4 25
$3.4B
$2.0B
Q3 25
$3.5B
$1.9B
Q2 25
$3.5B
$1.9B
Q1 25
$3.6B
$1.9B
Q4 24
$3.5B
$1.8B
Q3 24
$3.6B
$1.8B
Q2 24
$3.5B
$1.8B
Debt / Equity
EIG
EIG
OLED
OLED
Q1 26
Q4 25
0.02×
Q3 25
Q2 25
Q1 25
Q4 24
0.00×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EIG
EIG
OLED
OLED
Operating Cash FlowLast quarter
$108.9M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
3.03×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EIG
EIG
OLED
OLED
Q1 26
$108.9M
Q4 25
$44.7M
$31.1M
Q3 25
$29.4M
$97.2M
Q2 25
$0
$51.9M
Q1 25
$14.6M
$30.6M
Q4 24
$76.4M
$34.7M
Q3 24
$51.0M
$79.9M
Q2 24
$11.7M
$67.0M
Free Cash Flow
EIG
EIG
OLED
OLED
Q1 26
Q4 25
$44.6M
$15.1M
Q3 25
$84.3M
Q2 25
$37.5M
Q1 25
$17.5M
Q4 24
$76.3M
$22.0M
Q3 24
$66.2M
Q2 24
$57.9M
FCF Margin
EIG
EIG
OLED
OLED
Q1 26
Q4 25
23.7%
8.7%
Q3 25
60.4%
Q2 25
21.8%
Q1 25
10.5%
Q4 24
35.2%
13.6%
Q3 24
41.0%
Q2 24
36.5%
Capex Intensity
EIG
EIG
OLED
OLED
Q1 26
Q4 25
0.1%
9.3%
Q3 25
9.2%
Q2 25
8.4%
Q1 25
7.9%
Q4 24
0.0%
7.8%
Q3 24
8.4%
Q2 24
5.8%
Cash Conversion
EIG
EIG
OLED
OLED
Q1 26
3.03×
Q4 25
0.47×
Q3 25
2.21×
Q2 25
0.00×
0.77×
Q1 25
1.14×
0.47×
Q4 24
0.75×
Q3 24
1.68×
1.19×
Q2 24
0.37×
1.28×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EIG
EIG

Segment breakdown not available.

OLED
OLED

Material sales$83.7M59%
Royalty and license fees$54.2M38%
Contract research services$4.3M3%

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