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Side-by-side financial comparison of Lovesac Co (LOVE) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $142.2M, roughly 1.1× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -7.0%, a 32.3% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -14.5%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (-5.3% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
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.
LOVE vs OLED — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $142.2M |
| Net Profit | $-10.6M | $35.9M |
| Gross Margin | 56.1% | 74.6% |
| Operating Margin | -10.5% | 30.1% |
| Net Margin | -7.0% | 25.2% |
| Revenue YoY | 0.2% | -14.5% |
| Net Profit YoY | -114.0% | -44.3% |
| EPS (diluted) | $-0.72 | $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 | $150.2M | $172.9M | ||
| Q3 25 | $160.5M | $139.6M | ||
| Q2 25 | $138.4M | $171.8M | ||
| Q1 25 | $241.5M | $166.3M | ||
| Q4 24 | $149.9M | $162.3M | ||
| Q3 24 | $156.6M | $161.6M | ||
| Q2 24 | $132.6M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $-10.6M | $66.3M | ||
| Q3 25 | $-6.7M | $44.0M | ||
| Q2 25 | $-10.8M | $67.3M | ||
| Q1 25 | $35.3M | $64.4M | ||
| Q4 24 | $-4.9M | $46.0M | ||
| Q3 24 | $-5.9M | $66.9M | ||
| Q2 24 | $-13.0M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 56.1% | 76.1% | ||
| Q3 25 | 56.4% | 74.6% | ||
| Q2 25 | 53.7% | 77.2% | ||
| Q1 25 | 60.4% | 77.1% | ||
| Q4 24 | 58.5% | 77.0% | ||
| Q3 24 | 59.0% | 77.8% | ||
| Q2 24 | 54.3% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -10.5% | 38.9% | ||
| Q3 25 | -5.5% | 30.9% | ||
| Q2 25 | -10.8% | 39.9% | ||
| Q1 25 | 19.7% | 41.9% | ||
| Q4 24 | -5.2% | 32.3% | ||
| Q3 24 | -5.3% | 41.5% | ||
| Q2 24 | -13.5% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | -7.0% | 38.4% | ||
| Q3 25 | -4.1% | 31.5% | ||
| Q2 25 | -7.8% | 39.2% | ||
| Q1 25 | 14.6% | 38.8% | ||
| Q4 24 | -3.3% | 28.4% | ||
| Q3 24 | -3.7% | 41.4% | ||
| Q2 24 | -9.8% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.72 | $1.40 | ||
| Q3 25 | $-0.45 | $0.92 | ||
| Q2 25 | $-0.73 | $1.41 | ||
| Q1 25 | $2.22 | $1.35 | ||
| Q4 24 | $-0.32 | $0.96 | ||
| Q3 24 | $-0.38 | $1.40 | ||
| Q2 24 | $-0.83 | $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 | $23.7M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | — |
| Total Assets | $495.5M | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $23.7M | $602.4M | ||
| Q3 25 | $34.2M | $603.0M | ||
| Q2 25 | $26.9M | $525.2M | ||
| Q1 25 | $83.7M | $571.3M | ||
| Q4 24 | $61.7M | $492.7M | ||
| Q3 24 | $72.1M | $551.6M | ||
| Q2 24 | $72.4M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $189.3M | $1.8B | ||
| Q3 25 | $197.5M | $1.7B | ||
| Q2 25 | $201.2M | $1.7B | ||
| Q1 25 | $216.4M | $1.7B | ||
| Q4 24 | $196.5M | $1.6B | ||
| Q3 24 | $202.1M | $1.6B | ||
| Q2 24 | $205.3M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $495.5M | $2.0B | ||
| Q3 25 | $493.7M | $1.9B | ||
| Q2 25 | $483.7M | $1.9B | ||
| Q1 25 | $532.3M | $1.9B | ||
| Q4 24 | $499.7M | $1.8B | ||
| Q3 24 | $481.1M | $1.8B | ||
| Q2 24 | $477.2M | $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 | $-4.9M | $108.9M |
| Free Cash FlowOCF − Capex | $-10.2M | — |
| FCF MarginFCF / Revenue | -6.8% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $-4.9M | $31.1M | ||
| Q3 25 | $12.2M | $97.2M | ||
| Q2 25 | $-41.4M | $51.9M | ||
| Q1 25 | $44.0M | $30.6M | ||
| Q4 24 | $-4.2M | $34.7M | ||
| Q3 24 | $6.2M | $79.9M | ||
| Q2 24 | $-7.0M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.2M | $15.1M | ||
| Q3 25 | $7.8M | $84.3M | ||
| Q2 25 | $-50.0M | $37.5M | ||
| Q1 25 | $38.7M | $17.5M | ||
| Q4 24 | $-6.6M | $22.0M | ||
| Q3 24 | $119.0K | $66.2M | ||
| Q2 24 | $-14.3M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 8.7% | ||
| Q3 25 | 4.9% | 60.4% | ||
| Q2 25 | -36.1% | 21.8% | ||
| Q1 25 | 16.0% | 10.5% | ||
| Q4 24 | -4.4% | 13.6% | ||
| Q3 24 | 0.1% | 41.0% | ||
| Q2 24 | -10.8% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 9.3% | ||
| Q3 25 | 2.7% | 9.2% | ||
| Q2 25 | 6.2% | 8.4% | ||
| Q1 25 | 2.2% | 7.9% | ||
| Q4 24 | 1.6% | 7.8% | ||
| Q3 24 | 3.9% | 8.4% | ||
| Q2 24 | 5.5% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | 1.25× | 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
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
