vs
Side-by-side financial comparison of Gogo Inc. (GOGO) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
Gogo Inc. is the larger business by last-quarter revenue ($230.6M vs $142.2M, roughly 1.6× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -4.3%, a 29.6% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs -14.5%). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% CAGR vs -5.3%).
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
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.
GOGO vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $230.6M | $142.2M |
| Net Profit | $-10.0M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | 6.2% | 30.1% |
| Net Margin | -4.3% | 25.2% |
| Revenue YoY | 67.3% | -14.5% |
| Net Profit YoY | 64.6% | -44.3% |
| EPS (diluted) | $-0.08 | $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 | $230.6M | $172.9M | ||
| Q3 25 | $223.6M | $139.6M | ||
| Q2 25 | $226.0M | $171.8M | ||
| Q1 25 | $230.3M | $166.3M | ||
| Q4 24 | $137.8M | $162.3M | ||
| Q3 24 | $100.5M | $161.6M | ||
| Q2 24 | $102.1M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $-10.0M | $66.3M | ||
| Q3 25 | $-1.9M | $44.0M | ||
| Q2 25 | $12.8M | $67.3M | ||
| Q1 25 | $12.0M | $64.4M | ||
| Q4 24 | $-28.2M | $46.0M | ||
| Q3 24 | $10.6M | $66.9M | ||
| Q2 24 | $839.0K | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | 87.8% | 77.2% | ||
| Q1 25 | 87.3% | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 6.2% | 38.9% | ||
| Q3 25 | 12.9% | 30.9% | ||
| Q2 25 | 15.9% | 39.9% | ||
| Q1 25 | 15.3% | 41.9% | ||
| Q4 24 | -17.5% | 32.3% | ||
| Q3 24 | 19.0% | 41.5% | ||
| Q2 24 | 21.2% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | -4.3% | 38.4% | ||
| Q3 25 | -0.9% | 31.5% | ||
| Q2 25 | 5.7% | 39.2% | ||
| Q1 25 | 5.2% | 38.8% | ||
| Q4 24 | -20.5% | 28.4% | ||
| Q3 24 | 10.6% | 41.4% | ||
| Q2 24 | 0.8% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.08 | $1.40 | ||
| Q3 25 | $-0.01 | $0.92 | ||
| Q2 25 | $0.09 | $1.41 | ||
| Q1 25 | $0.09 | $1.35 | ||
| Q4 24 | $-0.22 | $0.96 | ||
| Q3 24 | $0.08 | $1.40 | ||
| Q2 24 | $0.01 | $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 | $125.2M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $101.1M | — |
| Total Assets | $1.3B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $125.2M | $602.4M | ||
| Q3 25 | $133.6M | $603.0M | ||
| Q2 25 | $102.1M | $525.2M | ||
| Q1 25 | $70.3M | $571.3M | ||
| Q4 24 | $41.8M | $492.7M | ||
| Q3 24 | $176.7M | $551.6M | ||
| Q2 24 | $161.6M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $101.1M | $1.8B | ||
| Q3 25 | $107.0M | $1.7B | ||
| Q2 25 | $102.8M | $1.7B | ||
| Q1 25 | $82.9M | $1.7B | ||
| Q4 24 | $69.3M | $1.6B | ||
| Q3 24 | $52.7M | $1.6B | ||
| Q2 24 | $52.0M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $810.7M | $1.8B | ||
| Q2 24 | $802.7M | $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 | $8.5M | $108.9M |
| Free Cash FlowOCF − Capex | $-25.4M | — |
| FCF MarginFCF / Revenue | -11.0% | — |
| Capex IntensityCapex / Revenue | 14.7% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $65.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $8.5M | $31.1M | ||
| Q3 25 | $46.8M | $97.2M | ||
| Q2 25 | $36.7M | $51.9M | ||
| Q1 25 | $32.5M | $30.6M | ||
| Q4 24 | $-38.3M | $34.7M | ||
| Q3 24 | $25.1M | $79.9M | ||
| Q2 24 | $24.9M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-25.4M | $15.1M | ||
| Q3 25 | $27.3M | $84.3M | ||
| Q2 25 | $33.5M | $37.5M | ||
| Q1 25 | $29.7M | $17.5M | ||
| Q4 24 | $-42.6M | $22.0M | ||
| Q3 24 | $20.7M | $66.2M | ||
| Q2 24 | $21.6M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | -11.0% | 8.7% | ||
| Q3 25 | 12.2% | 60.4% | ||
| Q2 25 | 14.8% | 21.8% | ||
| Q1 25 | 12.9% | 10.5% | ||
| Q4 24 | -30.9% | 13.6% | ||
| Q3 24 | 20.6% | 41.0% | ||
| Q2 24 | 21.1% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 9.3% | ||
| Q3 25 | 8.7% | 9.2% | ||
| Q2 25 | 1.4% | 8.4% | ||
| Q1 25 | 1.2% | 7.9% | ||
| Q4 24 | 3.1% | 7.8% | ||
| Q3 24 | 4.4% | 8.4% | ||
| Q2 24 | 3.3% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | 2.87× | 0.77× | ||
| Q1 25 | 2.70× | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | 2.36× | 1.19× | ||
| Q2 24 | 29.74× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
