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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 0.9%, a 24.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs -14.5%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -5.3%).
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
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.
FOLD vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $142.2M |
| Net Profit | $1.7M | $35.9M |
| Gross Margin | 85.7% | 74.6% |
| Operating Margin | 8.6% | 30.1% |
| Net Margin | 0.9% | 25.2% |
| Revenue YoY | 23.7% | -14.5% |
| Net Profit YoY | -88.5% | -44.3% |
| EPS (diluted) | $0.00 | $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 | $185.2M | $172.9M | ||
| Q3 25 | $169.1M | $139.6M | ||
| Q2 25 | $154.7M | $171.8M | ||
| Q1 25 | $125.2M | $166.3M | ||
| Q4 24 | $149.7M | $162.3M | ||
| Q3 24 | $141.5M | $161.6M | ||
| Q2 24 | $126.7M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $1.7M | $66.3M | ||
| Q3 25 | $17.3M | $44.0M | ||
| Q2 25 | $-24.4M | $67.3M | ||
| Q1 25 | $-21.7M | $64.4M | ||
| Q4 24 | $14.7M | $46.0M | ||
| Q3 24 | $-6.7M | $66.9M | ||
| Q2 24 | $-15.7M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 85.7% | 76.1% | ||
| Q3 25 | 88.5% | 74.6% | ||
| Q2 25 | 90.2% | 77.2% | ||
| Q1 25 | 90.7% | 77.1% | ||
| Q4 24 | 90.1% | 77.0% | ||
| Q3 24 | 90.6% | 77.8% | ||
| Q2 24 | 91.1% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 8.6% | 38.9% | ||
| Q3 25 | 20.3% | 30.9% | ||
| Q2 25 | -6.1% | 39.9% | ||
| Q1 25 | -6.3% | 41.9% | ||
| Q4 24 | 10.7% | 32.3% | ||
| Q3 24 | 15.3% | 41.5% | ||
| Q2 24 | 11.8% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 0.9% | 38.4% | ||
| Q3 25 | 10.2% | 31.5% | ||
| Q2 25 | -15.8% | 39.2% | ||
| Q1 25 | -17.3% | 38.8% | ||
| Q4 24 | 9.8% | 28.4% | ||
| Q3 24 | -4.8% | 41.4% | ||
| Q2 24 | -12.4% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.00 | $1.40 | ||
| Q3 25 | $0.06 | $0.92 | ||
| Q2 25 | $-0.08 | $1.41 | ||
| Q1 25 | $-0.07 | $1.35 | ||
| Q4 24 | $0.05 | $0.96 | ||
| Q3 24 | $-0.02 | $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 | $293.5M | $516.4M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | — |
| Total Assets | $949.9M | $1.9B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $293.5M | $602.4M | ||
| Q3 25 | $263.8M | $603.0M | ||
| Q2 25 | $231.0M | $525.2M | ||
| Q1 25 | $250.6M | $571.3M | ||
| Q4 24 | $249.9M | $492.7M | ||
| Q3 24 | $249.8M | $551.6M | ||
| Q2 24 | $260.1M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $392.7M | — | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | — | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | $274.2M | $1.8B | ||
| Q3 25 | $230.4M | $1.7B | ||
| Q2 25 | $204.3M | $1.7B | ||
| Q1 25 | $193.6M | $1.7B | ||
| Q4 24 | $194.0M | $1.6B | ||
| Q3 24 | $178.8M | $1.6B | ||
| Q2 24 | $132.5M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $949.9M | $2.0B | ||
| Q3 25 | $868.8M | $1.9B | ||
| Q2 25 | $815.3M | $1.9B | ||
| Q1 25 | $789.8M | $1.9B | ||
| Q4 24 | $785.0M | $1.8B | ||
| Q3 24 | $786.6M | $1.8B | ||
| Q2 24 | $749.5M | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.93× | — |
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 | $16.3M | $108.9M |
| Free Cash FlowOCF − Capex | $16.0M | — |
| FCF MarginFCF / Revenue | 8.6% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 9.62× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $16.3M | $31.1M | ||
| Q3 25 | $35.7M | $97.2M | ||
| Q2 25 | $-26.5M | $51.9M | ||
| Q1 25 | $7.8M | $30.6M | ||
| Q4 24 | $-3.9M | $34.7M | ||
| Q3 24 | $-23.0M | $79.9M | ||
| Q2 24 | $22.7M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $15.1M | ||
| Q3 25 | $35.3M | $84.3M | ||
| Q2 25 | $-28.9M | $37.5M | ||
| Q1 25 | $7.5M | $17.5M | ||
| Q4 24 | $-4.2M | $22.0M | ||
| Q3 24 | $-23.3M | $66.2M | ||
| Q2 24 | $21.6M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 8.7% | ||
| Q3 25 | 20.9% | 60.4% | ||
| Q2 25 | -18.7% | 21.8% | ||
| Q1 25 | 6.0% | 10.5% | ||
| Q4 24 | -2.8% | 13.6% | ||
| Q3 24 | -16.5% | 41.0% | ||
| Q2 24 | 17.0% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 9.3% | ||
| Q3 25 | 0.2% | 9.2% | ||
| Q2 25 | 1.6% | 8.4% | ||
| Q1 25 | 0.2% | 7.9% | ||
| Q4 24 | 0.2% | 7.8% | ||
| Q3 24 | 0.3% | 8.4% | ||
| Q2 24 | 0.9% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 9.62× | 0.47× | ||
| Q3 25 | 2.06× | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | -0.27× | 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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
