vs
Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and RADIANT LOGISTICS, INC (RLGT). Click either name above to swap in a different company.
RADIANT LOGISTICS, INC is the larger business by last-quarter revenue ($232.1M vs $142.2M, roughly 1.6× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 2.3%, a 23.0% gap on every dollar of revenue. On growth, RADIANT LOGISTICS, INC posted the faster year-over-year revenue change (-12.3% vs -14.5%). Over the past eight quarters, RADIANT LOGISTICS, INC's revenue compounded faster (12.1% 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.
Radiant Logistics, Inc. is a leading third-party logistics provider offering end-to-end supply chain solutions, domestic and international freight forwarding, warehousing, and last-mile delivery services. It primarily serves North American markets, with key client segments including retail, manufacturing, e-commerce, and industrial sectors, helping businesses optimize logistics workflows and cut operational costs.
OLED vs RLGT — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $232.1M |
| Net Profit | $35.9M | $5.3M |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | 3.2% |
| Net Margin | 25.2% | 2.3% |
| Revenue YoY | -14.5% | -12.3% |
| Net Profit YoY | -44.3% | -18.0% |
| EPS (diluted) | $0.76 | $0.11 |
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 | $232.1M | ||
| Q3 25 | $139.6M | $226.7M | ||
| Q2 25 | $171.8M | $220.6M | ||
| Q1 25 | $166.3M | $214.0M | ||
| Q4 24 | $162.3M | $264.5M | ||
| Q3 24 | $161.6M | $203.6M | ||
| Q2 24 | $158.5M | $206.0M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $5.3M | ||
| Q3 25 | $44.0M | $1.3M | ||
| Q2 25 | $67.3M | $4.9M | ||
| Q1 25 | $64.4M | $2.5M | ||
| Q4 24 | $46.0M | $6.5M | ||
| Q3 24 | $66.9M | $3.4M | ||
| Q2 24 | $52.3M | $4.8M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | — | ||
| Q3 25 | 74.6% | — | ||
| Q2 25 | 77.2% | — | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 77.0% | — | ||
| Q3 24 | 77.8% | — | ||
| Q2 24 | 75.8% | — |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 3.2% | ||
| Q3 25 | 30.9% | 0.9% | ||
| Q2 25 | 39.9% | 2.4% | ||
| Q1 25 | 41.9% | 1.6% | ||
| Q4 24 | 32.3% | 3.3% | ||
| Q3 24 | 41.5% | 1.9% | ||
| Q2 24 | 35.6% | 2.4% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 2.3% | ||
| Q3 25 | 31.5% | 0.6% | ||
| Q2 25 | 39.2% | 2.2% | ||
| Q1 25 | 38.8% | 1.2% | ||
| Q4 24 | 28.4% | 2.4% | ||
| Q3 24 | 41.4% | 1.7% | ||
| Q2 24 | 33.0% | 2.3% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.11 | ||
| Q3 25 | $0.92 | $0.03 | ||
| Q2 25 | $1.41 | $0.10 | ||
| Q1 25 | $1.35 | $0.05 | ||
| Q4 24 | $0.96 | $0.13 | ||
| Q3 24 | $1.40 | $0.07 | ||
| Q2 24 | $1.10 | $0.11 |
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 | $31.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $229.8M |
| Total Assets | $1.9B | $439.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $31.9M | ||
| Q3 25 | $603.0M | $28.1M | ||
| Q2 25 | $525.2M | $22.9M | ||
| Q1 25 | $571.3M | $19.0M | ||
| Q4 24 | $492.7M | $19.9M | ||
| Q3 24 | $551.6M | $10.4M | ||
| Q2 24 | $530.5M | $24.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $229.8M | ||
| Q3 25 | $1.7B | $225.7M | ||
| Q2 25 | $1.7B | $226.0M | ||
| Q1 25 | $1.7B | $218.2M | ||
| Q4 24 | $1.6B | $214.4M | ||
| Q3 24 | $1.6B | $212.4M | ||
| Q2 24 | $1.5B | $209.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $439.4M | ||
| Q3 25 | $1.9B | $445.3M | ||
| Q2 25 | $1.9B | $426.8M | ||
| Q1 25 | $1.9B | $414.5M | ||
| Q4 24 | $1.8B | $386.8M | ||
| Q3 24 | $1.8B | $375.3M | ||
| Q2 24 | $1.8B | $371.2M |
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 | $12.4M |
| Free Cash FlowOCF − Capex | — | $11.6M |
| FCF MarginFCF / Revenue | — | 5.0% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 3.03× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $8.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $12.4M | ||
| Q3 25 | $97.2M | $2.5M | ||
| Q2 25 | $51.9M | $3.1M | ||
| Q1 25 | $30.6M | $-5.7M | ||
| Q4 24 | $34.7M | $15.7M | ||
| Q3 24 | $79.9M | $205.0K | ||
| Q2 24 | $67.0M | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $11.6M | ||
| Q3 25 | $84.3M | $977.0K | ||
| Q2 25 | $37.5M | $2.2M | ||
| Q1 25 | $17.5M | $-6.4M | ||
| Q4 24 | $22.0M | $14.1M | ||
| Q3 24 | $66.2M | $-1.9M | ||
| Q2 24 | $57.9M | $-185.0K |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 5.0% | ||
| Q3 25 | 60.4% | 0.4% | ||
| Q2 25 | 21.8% | 1.0% | ||
| Q1 25 | 10.5% | -3.0% | ||
| Q4 24 | 13.6% | 5.3% | ||
| Q3 24 | 41.0% | -0.9% | ||
| Q2 24 | 36.5% | -0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.3% | ||
| Q3 25 | 9.2% | 0.7% | ||
| Q2 25 | 8.4% | 0.4% | ||
| Q1 25 | 7.9% | 0.3% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 8.4% | 1.0% | ||
| Q2 24 | 5.8% | 0.7% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 2.33× | ||
| Q3 25 | 2.21× | 1.90× | ||
| Q2 25 | 0.77× | 0.63× | ||
| Q1 25 | 0.47× | -2.26× | ||
| Q4 24 | 0.75× | 2.43× | ||
| Q3 24 | 1.19× | 0.06× | ||
| Q2 24 | 1.28× | 0.26× |
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% |
RLGT
| Transferred Over Time | $201.2M | 87% |
| Other | $25.0M | 11% |
| Value Added Services | $4.2M | 2% |
| Transferred At Point In Time | $1.8M | 1% |
