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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
STURM RUGER & CO INC is the larger business by last-quarter revenue ($151.1M vs $142.2M, roughly 1.1× UNIVERSAL DISPLAY CORP \PA\). On growth, STURM RUGER & CO INC posted the faster year-over-year revenue change (3.6% vs -14.5%). Over the past eight quarters, STURM RUGER & CO INC's revenue compounded faster (5.1% 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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
OLED vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $151.1M |
| Net Profit | $35.9M | — |
| Gross Margin | 74.6% | 17.8% |
| Operating Margin | 30.1% | 2.3% |
| Net Margin | 25.2% | — |
| Revenue YoY | -14.5% | 3.6% |
| Net Profit YoY | -44.3% | — |
| EPS (diluted) | $0.76 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $139.6M | $126.8M | ||
| Q2 25 | $171.8M | $132.5M | ||
| Q1 25 | $166.3M | $135.7M | ||
| Q4 24 | $162.3M | $145.8M | ||
| Q3 24 | $161.6M | $122.3M | ||
| Q2 24 | $158.5M | $130.8M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $1.6M | ||
| Q2 25 | $67.3M | $-17.2M | ||
| Q1 25 | $64.4M | $7.8M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | $4.7M | ||
| Q2 24 | $52.3M | $8.3M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 17.8% | ||
| Q3 25 | 74.6% | 15.1% | ||
| Q2 25 | 77.2% | 3.9% | ||
| Q1 25 | 77.1% | 22.0% | ||
| Q4 24 | 77.0% | 22.8% | ||
| Q3 24 | 77.8% | 18.5% | ||
| Q2 24 | 75.8% | 22.3% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 2.3% | ||
| Q3 25 | 30.9% | -2.7% | ||
| Q2 25 | 39.9% | -15.6% | ||
| Q1 25 | 41.9% | 6.2% | ||
| Q4 24 | 32.3% | 7.8% | ||
| Q3 24 | 41.5% | 3.1% | ||
| Q2 24 | 35.6% | 6.9% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | 1.2% | ||
| Q2 25 | 39.2% | -13.0% | ||
| Q1 25 | 38.8% | 5.7% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 6.3% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.22 | ||
| Q3 25 | $0.92 | $0.10 | ||
| Q2 25 | $1.41 | $-1.05 | ||
| Q1 25 | $1.35 | $0.46 | ||
| Q4 24 | $0.96 | $0.62 | ||
| Q3 24 | $1.40 | $0.28 | ||
| Q2 24 | $1.10 | $0.47 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $283.8M |
| Total Assets | $1.9B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $92.5M | ||
| Q3 25 | $603.0M | $80.8M | ||
| Q2 25 | $525.2M | $101.4M | ||
| Q1 25 | $571.3M | $108.3M | ||
| Q4 24 | $492.7M | $105.5M | ||
| Q3 24 | $551.6M | $96.0M | ||
| Q2 24 | $530.5M | $105.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $283.8M | ||
| Q3 25 | $1.7B | $279.6M | ||
| Q2 25 | $1.7B | $289.3M | ||
| Q1 25 | $1.7B | $321.5M | ||
| Q4 24 | $1.6B | $319.6M | ||
| Q3 24 | $1.6B | $314.9M | ||
| Q2 24 | $1.5B | $321.5M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $342.0M | ||
| Q3 25 | $1.9B | $342.3M | ||
| Q2 25 | $1.9B | $349.5M | ||
| Q1 25 | $1.9B | $379.0M | ||
| Q4 24 | $1.8B | $384.0M | ||
| Q3 24 | $1.8B | $373.5M | ||
| Q2 24 | $1.8B | $376.7M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $15.5M | ||
| Q3 25 | $97.2M | $12.9M | ||
| Q2 25 | $51.9M | $14.7M | ||
| Q1 25 | $30.6M | $11.1M | ||
| Q4 24 | $34.7M | $20.0M | ||
| Q3 24 | $79.9M | $9.4M | ||
| Q2 24 | $67.0M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $12.3M | ||
| Q3 25 | $84.3M | $7.0M | ||
| Q2 25 | $37.5M | $9.1M | ||
| Q1 25 | $17.5M | $10.0M | ||
| Q4 24 | $22.0M | $16.4M | ||
| Q3 24 | $66.2M | $2.6M | ||
| Q2 24 | $57.9M | $10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 8.2% | ||
| Q3 25 | 60.4% | 5.5% | ||
| Q2 25 | 21.8% | 6.9% | ||
| Q1 25 | 10.5% | 7.4% | ||
| Q4 24 | 13.6% | 11.2% | ||
| Q3 24 | 41.0% | 2.1% | ||
| Q2 24 | 36.5% | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.1% | ||
| Q3 25 | 9.2% | 4.6% | ||
| Q2 25 | 8.4% | 4.2% | ||
| Q1 25 | 7.9% | 0.8% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 8.4% | 5.5% | ||
| Q2 24 | 5.8% | 6.6% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 8.15× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.47× | 1.43× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 1.98× | ||
| Q2 24 | 1.28× | 2.27× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
