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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
HEARTLAND EXPRESS INC is the larger business by last-quarter revenue ($179.4M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -10.8%, a 36.1% gap on every dollar of revenue. On growth, UNIVERSAL DISPLAY CORP \PA\ posted the faster year-over-year revenue change (-14.5% vs -26.1%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (-5.3% CAGR vs -18.5%).
Heartland Express is an American trucking company headquartered in North Liberty, Iowa. The company offers truckload shipping services across the United States.
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.
HTLD vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $142.2M |
| Net Profit | $-19.4M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | -12.7% | 30.1% |
| Net Margin | -10.8% | 25.2% |
| Revenue YoY | -26.1% | -14.5% |
| Net Profit YoY | -949.2% | -44.3% |
| EPS (diluted) | $-0.24 | $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 | $179.4M | $172.9M | ||
| Q3 25 | $196.5M | $139.6M | ||
| Q2 25 | $210.4M | $171.8M | ||
| Q1 25 | $219.4M | $166.3M | ||
| Q4 24 | $242.6M | $162.3M | ||
| Q3 24 | $259.9M | $161.6M | ||
| Q2 24 | $274.8M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $-19.4M | $66.3M | ||
| Q3 25 | $-8.3M | $44.0M | ||
| Q2 25 | $-10.9M | $67.3M | ||
| Q1 25 | $-13.9M | $64.4M | ||
| Q4 24 | $-1.9M | $46.0M | ||
| Q3 24 | $-9.3M | $66.9M | ||
| Q2 24 | $-3.5M | $52.3M |
| 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% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -12.7% | 38.9% | ||
| Q3 25 | -3.7% | 30.9% | ||
| Q2 25 | -5.9% | 39.9% | ||
| Q1 25 | -6.8% | 41.9% | ||
| Q4 24 | 0.4% | 32.3% | ||
| Q3 24 | -2.7% | 41.5% | ||
| Q2 24 | 0.1% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | -10.8% | 38.4% | ||
| Q3 25 | -4.2% | 31.5% | ||
| Q2 25 | -5.2% | 39.2% | ||
| Q1 25 | -6.3% | 38.8% | ||
| Q4 24 | -0.8% | 28.4% | ||
| Q3 24 | -3.6% | 41.4% | ||
| Q2 24 | -1.3% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.24 | $1.40 | ||
| Q3 25 | $-0.11 | $0.92 | ||
| Q2 25 | $-0.14 | $1.41 | ||
| Q1 25 | $-0.18 | $1.35 | ||
| Q4 24 | $-0.03 | $0.96 | ||
| Q3 24 | $-0.12 | $1.40 | ||
| Q2 24 | $-0.04 | $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 | $18.5M | $516.4M |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | — |
| Total Assets | $1.2B | $1.9B |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $18.5M | $602.4M | ||
| Q3 25 | $32.7M | $603.0M | ||
| Q2 25 | $22.9M | $525.2M | ||
| Q1 25 | $23.9M | $571.3M | ||
| Q4 24 | $12.8M | $492.7M | ||
| Q3 24 | $30.7M | $551.6M | ||
| Q2 24 | $23.9M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $755.3M | $1.8B | ||
| Q3 25 | $775.6M | $1.7B | ||
| Q2 25 | $786.7M | $1.7B | ||
| Q1 25 | $807.7M | $1.7B | ||
| Q4 24 | $822.6M | $1.6B | ||
| Q3 24 | $825.7M | $1.6B | ||
| Q2 24 | $836.8M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| 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 | $14.9M | $108.9M |
| Free Cash FlowOCF − Capex | $-44.2M | — |
| FCF MarginFCF / Revenue | -24.6% | — |
| Capex IntensityCapex / Revenue | 33.0% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $14.9M | $31.1M | ||
| Q3 25 | $27.5M | $97.2M | ||
| Q2 25 | $21.0M | $51.9M | ||
| Q1 25 | $25.8M | $30.6M | ||
| Q4 24 | $37.8M | $34.7M | ||
| Q3 24 | $35.6M | $79.9M | ||
| Q2 24 | $40.0M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-44.2M | $15.1M | ||
| Q3 25 | $-12.2M | $84.3M | ||
| Q2 25 | $-12.8M | $37.5M | ||
| Q1 25 | $2.3M | $17.5M | ||
| Q4 24 | $-45.5M | $22.0M | ||
| Q3 24 | $24.6M | $66.2M | ||
| Q2 24 | $29.4M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | -24.6% | 8.7% | ||
| Q3 25 | -6.2% | 60.4% | ||
| Q2 25 | -6.1% | 21.8% | ||
| Q1 25 | 1.0% | 10.5% | ||
| Q4 24 | -18.8% | 13.6% | ||
| Q3 24 | 9.5% | 41.0% | ||
| Q2 24 | 10.7% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 33.0% | 9.3% | ||
| Q3 25 | 20.2% | 9.2% | ||
| Q2 25 | 16.1% | 8.4% | ||
| Q1 25 | 10.7% | 7.9% | ||
| Q4 24 | 34.3% | 7.8% | ||
| Q3 24 | 4.2% | 8.4% | ||
| Q2 24 | 3.8% | 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 | — | 1.19× | ||
| Q2 24 | — | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTLD
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
