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Side-by-side financial comparison of Katapult Holdings, Inc. (KPLT) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $73.9M, roughly 1.9× Katapult Holdings, Inc.). Katapult Holdings, Inc. runs the higher net margin — 26.8% vs 25.2%, a 1.6% gap on every dollar of revenue. On growth, Katapult Holdings, Inc. posted the faster year-over-year revenue change (17.3% vs -14.5%). Over the past eight quarters, Katapult Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs -5.3%).
Katapult Holdings, Inc. is a U.S.-based fintech company that provides accessible point-of-sale lease-to-purchase solutions for consumers with limited or no traditional credit history. It partners with a wide network of e-commerce platforms and brick-and-mortar retail merchants across segments including electronics, furniture and home goods to offer flexible payment plans for customers to obtain needed products.
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.
KPLT vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $73.9M | $142.2M |
| Net Profit | $19.8M | $35.9M |
| Gross Margin | 15.6% | 74.6% |
| Operating Margin | -1.4% | 30.1% |
| Net Margin | 26.8% | 25.2% |
| Revenue YoY | 17.3% | -14.5% |
| Net Profit YoY | 307.3% | -44.3% |
| EPS (diluted) | $3.69 | $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 | $73.9M | $172.9M | ||
| Q3 25 | $74.0M | $139.6M | ||
| Q2 25 | $71.9M | $171.8M | ||
| Q1 25 | $71.9M | $166.3M | ||
| Q4 24 | $63.0M | $162.3M | ||
| Q3 24 | $60.3M | $161.6M | ||
| Q2 24 | $58.9M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $19.8M | $66.3M | ||
| Q3 25 | $-4.9M | $44.0M | ||
| Q2 25 | $-7.8M | $67.3M | ||
| Q1 25 | $-5.7M | $64.4M | ||
| Q4 24 | $-9.6M | $46.0M | ||
| Q3 24 | $-8.9M | $66.9M | ||
| Q2 24 | $-6.9M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 15.6% | 76.1% | ||
| Q3 25 | 19.7% | 74.6% | ||
| Q2 25 | 15.5% | 77.2% | ||
| Q1 25 | 19.9% | 77.1% | ||
| Q4 24 | 11.8% | 77.0% | ||
| Q3 24 | 19.8% | 77.8% | ||
| Q2 24 | 16.9% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -1.4% | 38.9% | ||
| Q3 25 | 3.3% | 30.9% | ||
| Q2 25 | -2.0% | 39.9% | ||
| Q1 25 | -0.7% | 41.9% | ||
| Q4 24 | -7.7% | 32.3% | ||
| Q3 24 | -7.4% | 41.5% | ||
| Q2 24 | -4.5% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 26.8% | 38.4% | ||
| Q3 25 | -6.7% | 31.5% | ||
| Q2 25 | -10.9% | 39.2% | ||
| Q1 25 | -7.9% | 38.8% | ||
| Q4 24 | -15.2% | 28.4% | ||
| Q3 24 | -14.7% | 41.4% | ||
| Q2 24 | -11.7% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $3.69 | $1.40 | ||
| Q3 25 | $-0.94 | $0.92 | ||
| Q2 25 | $-1.63 | $1.41 | ||
| Q1 25 | $-1.23 | $1.35 | ||
| Q4 24 | $-2.17 | $0.96 | ||
| Q3 24 | $-2.05 | $1.40 | ||
| Q2 24 | $-1.61 | $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 | $22.4M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-38.1M | — |
| Total Assets | $107.9M | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $22.4M | $602.4M | ||
| Q3 25 | $3.4M | $603.0M | ||
| Q2 25 | $3.7M | $525.2M | ||
| Q1 25 | $6.0M | $571.3M | ||
| Q4 24 | $3.5M | $492.7M | ||
| Q3 24 | $25.9M | $551.6M | ||
| Q2 24 | $33.7M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-38.1M | $1.8B | ||
| Q3 25 | $-58.4M | $1.7B | ||
| Q2 25 | $-54.1M | $1.7B | ||
| Q1 25 | $-51.7M | $1.7B | ||
| Q4 24 | $-46.8M | $1.6B | ||
| Q3 24 | $-40.3M | $1.6B | ||
| Q2 24 | $-32.9M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $107.9M | $2.0B | ||
| Q3 25 | $85.9M | $1.9B | ||
| Q2 25 | $90.6M | $1.9B | ||
| Q1 25 | $88.5M | $1.9B | ||
| Q4 24 | $93.2M | $1.8B | ||
| Q3 24 | $92.0M | $1.8B | ||
| Q2 24 | $106.6M | $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 | $-11.9M | $108.9M |
| Free Cash FlowOCF − Capex | $-12.0M | — |
| FCF MarginFCF / Revenue | -16.2% | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | -0.60× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $-11.9M | $31.1M | ||
| Q3 25 | $4.0M | $97.2M | ||
| Q2 25 | $-6.6M | $51.9M | ||
| Q1 25 | $3.4M | $30.6M | ||
| Q4 24 | $-32.6M | $34.7M | ||
| Q3 24 | $-5.4M | $79.9M | ||
| Q2 24 | $-628.0K | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-12.0M | $15.1M | ||
| Q3 25 | $4.0M | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | $3.4M | $17.5M | ||
| Q4 24 | $-32.6M | $22.0M | ||
| Q3 24 | $-5.4M | $66.2M | ||
| Q2 24 | $-653.0K | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | -16.2% | 8.7% | ||
| Q3 25 | 5.4% | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | 4.7% | 10.5% | ||
| Q4 24 | -51.8% | 13.6% | ||
| Q3 24 | -9.0% | 41.0% | ||
| Q2 24 | -1.1% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 9.3% | ||
| Q3 25 | 0.0% | 9.2% | ||
| Q2 25 | 0.0% | 8.4% | ||
| Q1 25 | 0.0% | 7.9% | ||
| Q4 24 | 0.1% | 7.8% | ||
| Q3 24 | 0.0% | 8.4% | ||
| Q2 24 | 0.0% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | -0.60× | 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
KPLT
Segment breakdown not available.
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
