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Side-by-side financial comparison of MOVADO GROUP INC (MOV) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
MOVADO GROUP INC is the larger business by last-quarter revenue ($186.1M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 5.1%, a 20.1% gap on every dollar of revenue. On growth, MOVADO GROUP INC posted the faster year-over-year revenue change (1.9% vs -14.5%). Over the past eight quarters, MOVADO GROUP INC's revenue compounded faster (2.9% CAGR vs -5.3%).
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
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.
MOV vs OLED — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $186.1M | $142.2M |
| Net Profit | $9.6M | $35.9M |
| Gross Margin | 54.3% | 74.6% |
| Operating Margin | 6.3% | 30.1% |
| Net Margin | 5.1% | 25.2% |
| Revenue YoY | 1.9% | -14.5% |
| Net Profit YoY | 89.8% | -44.3% |
| EPS (diluted) | $0.42 | $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 | $186.1M | $172.9M | ||
| Q3 25 | $161.8M | $139.6M | ||
| Q2 25 | $131.8M | $171.8M | ||
| Q1 25 | $181.5M | $166.3M | ||
| Q4 24 | $180.5M | $162.3M | ||
| Q3 24 | $157.0M | $161.6M | ||
| Q2 24 | $134.4M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $9.6M | $66.3M | ||
| Q3 25 | $3.0M | $44.0M | ||
| Q2 25 | $1.4M | $67.3M | ||
| Q1 25 | $8.1M | $64.4M | ||
| Q4 24 | $4.8M | $46.0M | ||
| Q3 24 | $3.5M | $66.9M | ||
| Q2 24 | $2.0M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 54.3% | 76.1% | ||
| Q3 25 | 54.1% | 74.6% | ||
| Q2 25 | 54.1% | 77.2% | ||
| Q1 25 | 54.2% | 77.1% | ||
| Q4 24 | 53.5% | 77.0% | ||
| Q3 24 | 54.3% | 77.8% | ||
| Q2 24 | 54.3% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 6.3% | 38.9% | ||
| Q3 25 | 2.5% | 30.9% | ||
| Q2 25 | 0.2% | 39.9% | ||
| Q1 25 | 5.1% | 41.9% | ||
| Q4 24 | 3.3% | 32.3% | ||
| Q3 24 | 1.7% | 41.5% | ||
| Q2 24 | 1.6% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 5.1% | 38.4% | ||
| Q3 25 | 1.8% | 31.5% | ||
| Q2 25 | 1.1% | 39.2% | ||
| Q1 25 | 4.4% | 38.8% | ||
| Q4 24 | 2.7% | 28.4% | ||
| Q3 24 | 2.2% | 41.4% | ||
| Q2 24 | 1.5% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.42 | $1.40 | ||
| Q3 25 | $0.13 | $0.92 | ||
| Q2 25 | $0.06 | $1.41 | ||
| Q1 25 | $0.36 | $1.35 | ||
| Q4 24 | $0.21 | $0.96 | ||
| Q3 24 | $0.15 | $1.40 | ||
| Q2 24 | $0.09 | $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 | $183.9M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $497.5M | — |
| Total Assets | $751.9M | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $183.9M | $602.4M | ||
| Q3 25 | $180.5M | $603.0M | ||
| Q2 25 | $203.1M | $525.2M | ||
| Q1 25 | $208.5M | $571.3M | ||
| Q4 24 | $181.5M | $492.7M | ||
| Q3 24 | $198.3M | $551.6M | ||
| Q2 24 | $225.4M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $497.5M | $1.8B | ||
| Q3 25 | $489.9M | $1.7B | ||
| Q2 25 | $493.2M | $1.7B | ||
| Q1 25 | $481.3M | $1.7B | ||
| Q4 24 | $491.3M | $1.6B | ||
| Q3 24 | $492.0M | $1.6B | ||
| Q2 24 | $489.6M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $751.9M | $2.0B | ||
| Q3 25 | $748.7M | $1.9B | ||
| Q2 25 | $747.2M | $1.9B | ||
| Q1 25 | $729.2M | $1.9B | ||
| Q4 24 | $747.2M | $1.8B | ||
| Q3 24 | $742.5M | $1.8B | ||
| Q2 24 | $736.0M | $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 | $12.3M | $108.9M |
| Free Cash FlowOCF − Capex | $11.6M | — |
| FCF MarginFCF / Revenue | 6.2% | — |
| Capex IntensityCapex / Revenue | 0.4% | — |
| Cash ConversionOCF / Net Profit | 1.28× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $35.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $12.3M | $31.1M | ||
| Q3 25 | $-3.8M | $97.2M | ||
| Q2 25 | $-7.2M | $51.9M | ||
| Q1 25 | $39.1M | $30.6M | ||
| Q4 24 | $-4.7M | $34.7M | ||
| Q3 24 | $-17.8M | $79.9M | ||
| Q2 24 | $-18.1M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $11.6M | $15.1M | ||
| Q3 25 | $-5.1M | $84.3M | ||
| Q2 25 | $-8.7M | $37.5M | ||
| Q1 25 | $37.5M | $17.5M | ||
| Q4 24 | $-7.2M | $22.0M | ||
| Q3 24 | $-20.1M | $66.2M | ||
| Q2 24 | $-19.7M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 8.7% | ||
| Q3 25 | -3.1% | 60.4% | ||
| Q2 25 | -6.6% | 21.8% | ||
| Q1 25 | 20.7% | 10.5% | ||
| Q4 24 | -4.0% | 13.6% | ||
| Q3 24 | -12.8% | 41.0% | ||
| Q2 24 | -14.7% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 9.3% | ||
| Q3 25 | 0.8% | 9.2% | ||
| Q2 25 | 1.2% | 8.4% | ||
| Q1 25 | 0.9% | 7.9% | ||
| Q4 24 | 1.4% | 7.8% | ||
| Q3 24 | 1.5% | 8.4% | ||
| Q2 24 | 1.2% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 1.28× | 0.47× | ||
| Q3 25 | -1.27× | 2.21× | ||
| Q2 25 | -5.08× | 0.77× | ||
| Q1 25 | 4.86× | 0.47× | ||
| Q4 24 | -0.98× | 0.75× | ||
| Q3 24 | -5.14× | 1.19× | ||
| Q2 24 | -8.97× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
