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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $142.2M, roughly 2.2× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -20.7%, a 46.0% gap on every dollar of revenue. On growth, OXFORD INDUSTRIES INC posted the faster year-over-year revenue change (-0.2% vs -14.5%). Over the past eight quarters, OXFORD INDUSTRIES INC's revenue compounded faster (-3.0% CAGR vs -5.3%).
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.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
OLED vs OXM — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $307.3M |
| Net Profit | $35.9M | $-63.7M |
| Gross Margin | 74.6% | 60.3% |
| Operating Margin | 30.1% | -27.7% |
| Net Margin | 25.2% | -20.7% |
| Revenue YoY | -14.5% | -0.2% |
| Net Profit YoY | -44.3% | -1517.6% |
| EPS (diluted) | $0.76 | $-4.28 |
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 | $172.9M | $307.3M | ||
| Q3 25 | $139.6M | $403.1M | ||
| Q2 25 | $171.8M | $392.9M | ||
| Q1 25 | $166.3M | — | ||
| Q4 24 | $162.3M | $308.0M | ||
| Q3 24 | $161.6M | $419.9M | ||
| Q2 24 | $158.5M | $398.2M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $-63.7M | ||
| Q3 25 | $44.0M | $16.7M | ||
| Q2 25 | $67.3M | $26.2M | ||
| Q1 25 | $64.4M | — | ||
| Q4 24 | $46.0M | $-3.9M | ||
| Q3 24 | $66.9M | $40.6M | ||
| Q2 24 | $52.3M | $38.4M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 60.3% | ||
| Q3 25 | 74.6% | 61.4% | ||
| Q2 25 | 77.2% | 64.2% | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 77.0% | 63.1% | ||
| Q3 24 | 77.8% | 63.1% | ||
| Q2 24 | 75.8% | 64.9% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | -27.7% | ||
| Q3 25 | 30.9% | 6.3% | ||
| Q2 25 | 39.9% | 9.2% | ||
| Q1 25 | 41.9% | — | ||
| Q4 24 | 32.3% | -2.0% | ||
| Q3 24 | 41.5% | 12.5% | ||
| Q2 24 | 35.6% | 13.2% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | -20.7% | ||
| Q3 25 | 31.5% | 4.1% | ||
| Q2 25 | 39.2% | 6.7% | ||
| Q1 25 | 38.8% | — | ||
| Q4 24 | 28.4% | -1.3% | ||
| Q3 24 | 41.4% | 9.7% | ||
| Q2 24 | 33.0% | 9.6% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $-4.28 | ||
| Q3 25 | $0.92 | $1.12 | ||
| Q2 25 | $1.41 | $1.70 | ||
| Q1 25 | $1.35 | — | ||
| Q4 24 | $0.96 | $-0.25 | ||
| Q3 24 | $1.40 | $2.57 | ||
| Q2 24 | $1.10 | $2.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $516.4M | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $528.0M |
| Total Assets | $1.9B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $8.0M | ||
| Q3 25 | $603.0M | $6.9M | ||
| Q2 25 | $525.2M | $8.2M | ||
| Q1 25 | $571.3M | — | ||
| Q4 24 | $492.7M | $7.0M | ||
| Q3 24 | $551.6M | $18.4M | ||
| Q2 24 | $530.5M | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $528.0M | ||
| Q3 25 | $1.7B | $597.1M | ||
| Q2 25 | $1.7B | $592.4M | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.6B | $612.2M | ||
| Q3 24 | $1.6B | $621.6M | ||
| Q2 24 | $1.5B | $592.9M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
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 | $108.9M | $-9.1M |
| Free Cash FlowOCF − Capex | — | $-47.9M |
| FCF MarginFCF / Revenue | — | -15.6% |
| Capex IntensityCapex / Revenue | — | 12.6% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $-9.1M | ||
| Q3 25 | $97.2M | $83.5M | ||
| Q2 25 | $51.9M | $-3.9M | ||
| Q1 25 | $30.6M | — | ||
| Q4 24 | $34.7M | $-18.2M | ||
| Q3 24 | $79.9M | $88.8M | ||
| Q2 24 | $67.0M | $32.9M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-47.9M | ||
| Q3 25 | $84.3M | $52.3M | ||
| Q2 25 | $37.5M | $-27.4M | ||
| Q1 25 | $17.5M | — | ||
| Q4 24 | $22.0M | $-56.9M | ||
| Q3 24 | $66.2M | $47.2M | ||
| Q2 24 | $57.9M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | -15.6% | ||
| Q3 25 | 60.4% | 13.0% | ||
| Q2 25 | 21.8% | -7.0% | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 13.6% | -18.5% | ||
| Q3 24 | 41.0% | 11.2% | ||
| Q2 24 | 36.5% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 12.6% | ||
| Q3 25 | 9.2% | 7.7% | ||
| Q2 25 | 8.4% | 6.0% | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 7.8% | 12.6% | ||
| Q3 24 | 8.4% | 9.9% | ||
| Q2 24 | 5.8% | 3.0% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 5.00× | ||
| Q2 25 | 0.77× | -0.15× | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 2.19× | ||
| Q2 24 | 1.28× | 0.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
