vs
Side-by-side financial comparison of Great Lakes Dredge & Dock CORP (GLDD) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
Great Lakes Dredge & Dock CORP is the larger business by last-quarter revenue ($256.5M vs $142.2M, roughly 1.8× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 4.9%, a 20.3% gap on every dollar of revenue. On growth, Great Lakes Dredge & Dock CORP posted the faster year-over-year revenue change (26.5% vs -14.5%). Over the past eight quarters, Great Lakes Dredge & Dock CORP's revenue compounded faster (13.6% CAGR vs -5.3%).
Great Lakes Dredge and Dock Company is an American company providing construction services in dredging and land reclamation, currently the largest such provider in the United States. GLD&D operates primarily in the United States but conducts one-quarter of its business overseas. The company was based in Oak Brook, Illinois, but in October 2020 relocated its corporate headquarters to Houston, Texas.
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.
GLDD vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $256.5M | $142.2M |
| Net Profit | $12.6M | $35.9M |
| Gross Margin | 20.9% | 74.6% |
| Operating Margin | 12.7% | 30.1% |
| Net Margin | 4.9% | 25.2% |
| Revenue YoY | 26.5% | -14.5% |
| Net Profit YoY | -35.9% | -44.3% |
| EPS (diluted) | $0.19 | $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 | $256.5M | $172.9M | ||
| Q3 25 | $195.2M | $139.6M | ||
| Q2 25 | $193.8M | $171.8M | ||
| Q1 25 | $242.9M | $166.3M | ||
| Q4 24 | $202.8M | $162.3M | ||
| Q3 24 | $191.2M | $161.6M | ||
| Q2 24 | $170.1M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $12.6M | $66.3M | ||
| Q3 25 | $17.7M | $44.0M | ||
| Q2 25 | $9.7M | $67.3M | ||
| Q1 25 | $33.4M | $64.4M | ||
| Q4 24 | $19.7M | $46.0M | ||
| Q3 24 | $8.9M | $66.9M | ||
| Q2 24 | $7.7M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 20.9% | 76.1% | ||
| Q3 25 | 22.4% | 74.6% | ||
| Q2 25 | 18.9% | 77.2% | ||
| Q1 25 | 28.6% | 77.1% | ||
| Q4 24 | 24.1% | 77.0% | ||
| Q3 24 | 19.0% | 77.8% | ||
| Q2 24 | 17.5% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 12.7% | 38.9% | ||
| Q3 25 | 14.4% | 30.9% | ||
| Q2 25 | 8.8% | 39.9% | ||
| Q1 25 | 20.6% | 41.9% | ||
| Q4 24 | 14.8% | 32.3% | ||
| Q3 24 | 8.7% | 41.5% | ||
| Q2 24 | 8.6% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 4.9% | 38.4% | ||
| Q3 25 | 9.1% | 31.5% | ||
| Q2 25 | 5.0% | 39.2% | ||
| Q1 25 | 13.8% | 38.8% | ||
| Q4 24 | 9.7% | 28.4% | ||
| Q3 24 | 4.6% | 41.4% | ||
| Q2 24 | 4.5% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.19 | $1.40 | ||
| Q3 25 | $0.26 | $0.92 | ||
| Q2 25 | $0.14 | $1.41 | ||
| Q1 25 | $0.49 | $1.35 | ||
| Q4 24 | $0.29 | $0.96 | ||
| Q3 24 | $0.13 | $1.40 | ||
| Q2 24 | $0.11 | $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 | $13.4M | $516.4M |
| Total DebtLower is stronger | $378.2M | — |
| Stockholders' EquityBook value | $517.1M | — |
| Total Assets | $1.3B | $1.9B |
| Debt / EquityLower = less leverage | 0.73× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $13.4M | $602.4M | ||
| Q3 25 | $12.7M | $603.0M | ||
| Q2 25 | $2.9M | $525.2M | ||
| Q1 25 | $11.3M | $571.3M | ||
| Q4 24 | $10.2M | $492.7M | ||
| Q3 24 | $12.0M | $551.6M | ||
| Q2 24 | $23.1M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $378.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $448.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $517.1M | $1.8B | ||
| Q3 25 | $502.1M | $1.7B | ||
| Q2 25 | $481.9M | $1.7B | ||
| Q1 25 | $479.9M | $1.7B | ||
| Q4 24 | $448.9M | $1.6B | ||
| Q3 24 | $425.4M | $1.6B | ||
| Q2 24 | $418.0M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.00× | — | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $79.7M | $108.9M |
| Free Cash FlowOCF − Capex | $50.3M | — |
| FCF MarginFCF / Revenue | 19.6% | — |
| Capex IntensityCapex / Revenue | 11.5% | — |
| Cash ConversionOCF / Net Profit | 6.31× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $99.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $79.7M | $31.1M | ||
| Q3 25 | $49.2M | $97.2M | ||
| Q2 25 | $56.9M | $51.9M | ||
| Q1 25 | $60.9M | $30.6M | ||
| Q4 24 | $-13.5M | $34.7M | ||
| Q3 24 | $26.8M | $79.9M | ||
| Q2 24 | $18.4M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $50.3M | $15.1M | ||
| Q3 25 | $13.2M | $84.3M | ||
| Q2 25 | $-3.7M | $37.5M | ||
| Q1 25 | $39.6M | $17.5M | ||
| Q4 24 | $-36.1M | $22.0M | ||
| Q3 24 | $-11.5M | $66.2M | ||
| Q2 24 | $-34.0M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 19.6% | 8.7% | ||
| Q3 25 | 6.8% | 60.4% | ||
| Q2 25 | -1.9% | 21.8% | ||
| Q1 25 | 16.3% | 10.5% | ||
| Q4 24 | -17.8% | 13.6% | ||
| Q3 24 | -6.0% | 41.0% | ||
| Q2 24 | -20.0% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 11.5% | 9.3% | ||
| Q3 25 | 18.4% | 9.2% | ||
| Q2 25 | 31.3% | 8.4% | ||
| Q1 25 | 8.7% | 7.9% | ||
| Q4 24 | 11.2% | 7.8% | ||
| Q3 24 | 20.0% | 8.4% | ||
| Q2 24 | 30.8% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 6.31× | 0.47× | ||
| Q3 25 | 2.77× | 2.21× | ||
| Q2 25 | 5.87× | 0.77× | ||
| Q1 25 | 1.82× | 0.47× | ||
| Q4 24 | -0.69× | 0.75× | ||
| Q3 24 | 3.02× | 1.19× | ||
| Q2 24 | 2.39× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLDD
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
