vs
Side-by-side financial comparison of LXP Industrial Trust (LXP) 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 ($172.9M vs $86.7M, roughly 2.0× LXP Industrial Trust). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 38.4% vs 33.2%, a 5.2% gap on every dollar of revenue. On growth, UNIVERSAL DISPLAY CORP \PA\ posted the faster year-over-year revenue change (6.6% vs -14.0%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (2.3% CAGR vs 0.3%).
LXP Industrial Trust is a publicly traded real estate investment trust (REIT) that owns, operates, and invests in high-quality industrial real estate assets, primarily distribution centers, logistics facilities, and light industrial properties across key markets in the United States. Its tenant base covers e-commerce, third-party logistics, and advanced manufacturing sectors, delivering stable long-term returns for its investors.
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.
LXP vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $172.9M |
| Net Profit | $28.8M | $66.3M |
| Gross Margin | 81.5% | 76.1% |
| Operating Margin | 34.6% | 38.9% |
| Net Margin | 33.2% | 38.4% |
| Revenue YoY | -14.0% | 6.6% |
| Net Profit YoY | — | 44.2% |
| EPS (diluted) | — | $1.40 |
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.
| Q4 25 | $86.7M | $172.9M | ||
| Q3 25 | $86.9M | $139.6M | ||
| Q2 25 | $87.7M | $171.8M | ||
| Q1 25 | $88.9M | $166.3M | ||
| Q4 24 | $100.9M | $162.3M | ||
| Q3 24 | $85.6M | $161.6M | ||
| Q2 24 | $85.8M | $158.5M | ||
| Q1 24 | $86.3M | $165.3M |
| Q4 25 | $28.8M | $66.3M | ||
| Q3 25 | $36.3M | $44.0M | ||
| Q2 25 | $29.1M | $67.3M | ||
| Q1 25 | $19.0M | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $6.3M | $66.9M | ||
| Q2 24 | $5.4M | $52.3M | ||
| Q1 24 | $-269.0K | $56.9M |
| Q4 25 | 81.5% | 76.1% | ||
| Q3 25 | 82.3% | 74.6% | ||
| Q2 25 | 81.9% | 77.2% | ||
| Q1 25 | 80.7% | 77.1% | ||
| Q4 24 | 85.3% | 77.0% | ||
| Q3 24 | 82.5% | 77.8% | ||
| Q2 24 | 82.0% | 75.8% | ||
| Q1 24 | 82.4% | 77.6% |
| Q4 25 | 34.6% | 38.9% | ||
| Q3 25 | 50.4% | 30.9% | ||
| Q2 25 | 33.7% | 39.9% | ||
| Q1 25 | 21.8% | 41.9% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | 7.9% | 41.5% | ||
| Q2 24 | 6.9% | 35.6% | ||
| Q1 24 | 1.0% | 38.0% |
| Q4 25 | 33.2% | 38.4% | ||
| Q3 25 | 41.7% | 31.5% | ||
| Q2 25 | 33.2% | 39.2% | ||
| Q1 25 | 21.4% | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | 7.4% | 41.4% | ||
| Q2 24 | 6.3% | 33.0% | ||
| Q1 24 | -0.3% | 34.4% |
| Q4 25 | — | $1.40 | ||
| Q3 25 | $0.12 | $0.92 | ||
| Q2 25 | $0.09 | $1.41 | ||
| Q1 25 | $0.06 | $1.35 | ||
| Q4 24 | — | $0.96 | ||
| Q3 24 | $0.02 | $1.40 | ||
| Q2 24 | $0.01 | $1.10 | ||
| Q1 24 | $-0.01 | $1.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $170.4M | $602.4M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $1.8B |
| Total Assets | $3.5B | $2.0B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.4M | $602.4M | ||
| Q3 25 | $229.7M | $603.0M | ||
| Q2 25 | $71.0M | $525.2M | ||
| Q1 25 | $70.9M | $571.3M | ||
| Q4 24 | $101.8M | $492.7M | ||
| Q3 24 | $55.0M | $551.6M | ||
| Q2 24 | $48.7M | $530.5M | ||
| Q1 24 | $293.8M | $539.3M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.0B | $1.8B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.1B | $1.5B | ||
| Q1 24 | $2.2B | $1.5B |
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.7B | $1.9B | ||
| Q2 25 | $3.7B | $1.9B | ||
| Q1 25 | $3.8B | $1.9B | ||
| Q4 24 | $3.8B | $1.8B | ||
| Q3 24 | $3.9B | $1.8B | ||
| Q2 24 | $3.9B | $1.8B | ||
| Q1 24 | $4.2B | $1.7B |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $188.7M | $31.1M |
| Free Cash FlowOCF − Capex | — | $15.1M |
| FCF MarginFCF / Revenue | — | 8.7% |
| Capex IntensityCapex / Revenue | — | 9.3% |
| Cash ConversionOCF / Net Profit | 6.56× | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | — | $154.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $188.7M | $31.1M | ||
| Q3 25 | $63.5M | $97.2M | ||
| Q2 25 | $44.3M | $51.9M | ||
| Q1 25 | $39.0M | $30.6M | ||
| Q4 24 | $211.2M | $34.7M | ||
| Q3 24 | $64.6M | $79.9M | ||
| Q2 24 | $38.5M | $67.0M | ||
| Q1 24 | $38.9M | $72.2M |
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M | ||
| Q1 24 | — | $65.0M |
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 39.3% |
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.4% |
| Q4 25 | 6.56× | 0.47× | ||
| Q3 25 | 1.75× | 2.21× | ||
| Q2 25 | 1.52× | 0.77× | ||
| Q1 25 | 2.05× | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | 10.18× | 1.19× | ||
| Q2 24 | 7.09× | 1.28× | ||
| Q1 24 | — | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LXP
Segment breakdown not available.
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
