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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BRC Group Holdings, Inc. is the larger business by last-quarter revenue ($188.3M vs $142.2M, roughly 1.3× UNIVERSAL DISPLAY CORP \PA\). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 25.2%, a 22.7% gap on every dollar of revenue. On growth, UNIVERSAL DISPLAY CORP \PA\ posted the faster year-over-year revenue change (-14.5% vs -21.9%). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (-5.3% CAGR vs -15.4%).
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.
OLED vs RILY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $188.3M |
| Net Profit | $35.9M | $90.3M |
| Gross Margin | 74.6% | 79.5% |
| Operating Margin | 30.1% | 32.3% |
| Net Margin | 25.2% | 47.9% |
| Revenue YoY | -14.5% | -21.9% |
| Net Profit YoY | -44.3% | 1710.8% |
| EPS (diluted) | $0.76 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $139.6M | $215.3M | ||
| Q2 25 | $171.8M | $188.2M | ||
| Q1 25 | $166.3M | $197.2M | ||
| Q4 24 | $162.3M | $241.0M | ||
| Q3 24 | $161.6M | $225.5M | ||
| Q2 24 | $158.5M | $256.0M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $90.3M | ||
| Q3 25 | $44.0M | $91.1M | ||
| Q2 25 | $67.3M | $139.5M | ||
| Q1 25 | $64.4M | $-10.0M | ||
| Q4 24 | $46.0M | $-5.6M | ||
| Q3 24 | $66.9M | $-284.4M | ||
| Q2 24 | $52.3M | $-433.6M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 79.5% | ||
| Q3 25 | 74.6% | 83.7% | ||
| Q2 25 | 77.2% | 81.3% | ||
| Q1 25 | 77.1% | 81.4% | ||
| Q4 24 | 77.0% | 79.8% | ||
| Q3 24 | 77.8% | 82.1% | ||
| Q2 24 | 75.8% | 84.5% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 32.3% | ||
| Q3 25 | 30.9% | 30.4% | ||
| Q2 25 | 39.9% | 5.7% | ||
| Q1 25 | 41.9% | -31.2% | ||
| Q4 24 | 32.3% | -69.2% | ||
| Q3 24 | 41.5% | -36.4% | ||
| Q2 24 | 35.6% | -90.8% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 47.9% | ||
| Q3 25 | 31.5% | 42.3% | ||
| Q2 25 | 39.2% | 74.1% | ||
| Q1 25 | 38.8% | -5.1% | ||
| Q4 24 | 28.4% | -2.3% | ||
| Q3 24 | 41.4% | -126.1% | ||
| Q2 24 | 33.0% | -169.4% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $2.78 | ||
| Q3 25 | $0.92 | $2.91 | ||
| Q2 25 | $1.41 | $4.50 | ||
| Q1 25 | $1.35 | $-0.39 | ||
| Q4 24 | $0.96 | $-0.01 | ||
| Q3 24 | $1.40 | $-9.39 | ||
| Q2 24 | $1.10 | $-14.35 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | — | $-171.5M |
| Total Assets | $1.9B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $226.6M | ||
| Q3 25 | $603.0M | $184.2M | ||
| Q2 25 | $525.2M | $267.4M | ||
| Q1 25 | $571.3M | $138.3M | ||
| Q4 24 | $492.7M | $146.9M | ||
| Q3 24 | $551.6M | $159.2M | ||
| Q2 24 | $530.5M | $236.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $-171.5M | ||
| Q3 25 | $1.7B | $-260.5M | ||
| Q2 25 | $1.7B | $-351.7M | ||
| Q1 25 | $1.7B | $-496.8M | ||
| Q4 24 | $1.6B | $-488.2M | ||
| Q3 24 | $1.6B | $-497.6M | ||
| Q2 24 | $1.5B | $-218.3M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.8B | $3.2B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.03× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $26.2M | ||
| Q3 25 | $97.2M | $-60.6M | ||
| Q2 25 | $51.9M | $-25.6M | ||
| Q1 25 | $30.6M | $184.0K | ||
| Q4 24 | $34.7M | $-2.7M | ||
| Q3 24 | $79.9M | $19.5M | ||
| Q2 24 | $67.0M | $111.5M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 0.29× | ||
| Q3 25 | 2.21× | -0.66× | ||
| Q2 25 | 0.77× | -0.18× | ||
| Q1 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
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
