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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and RENASANT CORP (RNST). Click either name above to swap in a different company.

RENASANT CORP is the larger business by last-quarter revenue ($273.8M vs $142.2M, roughly 1.9× UNIVERSAL DISPLAY CORP \PA\). RENASANT CORP runs the higher net margin — 32.2% vs 25.2%, a 7.0% gap on every dollar of revenue. Over the past eight quarters, RENASANT CORP's revenue compounded faster (29.3% 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.

Renasant Bank is an American regional commercial financial institution based in Tupelo, Mississippi. The bank has more than 280 branches in Alabama, Florida, Georgia, Mississippi, Louisiana, Tennessee, North Carolina and South Carolina. Renasant Bank operates under the parent company Renasant Corporation and is affiliated with Renasant Nation, a platform through which they publish blogs and shows.

OLED vs RNST — Head-to-Head

Bigger by revenue
RNST
RNST
1.9× larger
RNST
$273.8M
$142.2M
OLED
Higher net margin
RNST
RNST
7.0% more per $
RNST
32.2%
25.2%
OLED
Faster 2-yr revenue CAGR
RNST
RNST
Annualised
RNST
29.3%
-5.3%
OLED

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
OLED
OLED
RNST
RNST
Revenue
$142.2M
$273.8M
Net Profit
$35.9M
$88.2M
Gross Margin
74.6%
Operating Margin
30.1%
Net Margin
25.2%
32.2%
Revenue YoY
-14.5%
Net Profit YoY
-44.3%
112.5%
EPS (diluted)
$0.76
$0.94

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.

Revenue
OLED
OLED
RNST
RNST
Q1 26
$142.2M
$273.8M
Q4 25
$172.9M
$278.4M
Q3 25
$139.6M
$269.5M
Q2 25
$171.8M
$267.2M
Q1 25
$166.3M
$170.7M
Q4 24
$162.3M
$167.1M
Q3 24
$161.6M
$220.3M
Q2 24
$158.5M
$163.8M
Net Profit
OLED
OLED
RNST
RNST
Q1 26
$35.9M
$88.2M
Q4 25
$66.3M
$78.9M
Q3 25
$44.0M
$59.8M
Q2 25
$67.3M
$1.0M
Q1 25
$64.4M
$41.5M
Q4 24
$46.0M
$44.7M
Q3 24
$66.9M
$72.5M
Q2 24
$52.3M
$38.8M
Gross Margin
OLED
OLED
RNST
RNST
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%
Operating Margin
OLED
OLED
RNST
RNST
Q1 26
30.1%
Q4 25
38.9%
34.8%
Q3 25
30.9%
27.9%
Q2 25
39.9%
1.0%
Q1 25
41.9%
30.4%
Q4 24
32.3%
29.8%
Q3 24
41.5%
44.2%
Q2 24
35.6%
29.6%
Net Margin
OLED
OLED
RNST
RNST
Q1 26
25.2%
32.2%
Q4 25
38.4%
28.4%
Q3 25
31.5%
22.2%
Q2 25
39.2%
0.4%
Q1 25
38.8%
24.3%
Q4 24
28.4%
26.8%
Q3 24
41.4%
32.9%
Q2 24
33.0%
23.7%
EPS (diluted)
OLED
OLED
RNST
RNST
Q1 26
$0.76
$0.94
Q4 25
$1.40
$0.78
Q3 25
$0.92
$0.63
Q2 25
$1.41
$0.01
Q1 25
$1.35
$0.65
Q4 24
$0.96
$0.70
Q3 24
$1.40
$1.18
Q2 24
$1.10
$0.69

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
OLED
OLED
RNST
RNST
Cash + ST InvestmentsLiquidity on hand
$516.4M
$1.2B
Total DebtLower is stronger
$806.2M
Stockholders' EquityBook value
$3.9B
Total Assets
$1.9B
$27.1B
Debt / EquityLower = less leverage
0.21×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
OLED
OLED
RNST
RNST
Q1 26
$516.4M
$1.2B
Q4 25
$602.4M
$1.1B
Q3 25
$603.0M
$1.1B
Q2 25
$525.2M
$1.4B
Q1 25
$571.3M
$1.1B
Q4 24
$492.7M
$1.1B
Q3 24
$551.6M
$1.3B
Q2 24
$530.5M
$851.9M
Total Debt
OLED
OLED
RNST
RNST
Q1 26
$806.2M
Q4 25
$499.8M
Q3 25
$558.9M
Q2 25
$557.0M
Q1 25
$433.3M
Q4 24
$430.6M
Q3 24
$433.2M
Q2 24
$428.7M
Stockholders' Equity
OLED
OLED
RNST
RNST
Q1 26
$3.9B
Q4 25
$1.8B
$3.9B
Q3 25
$1.7B
$3.8B
Q2 25
$1.7B
$3.8B
Q1 25
$1.7B
$2.7B
Q4 24
$1.6B
$2.7B
Q3 24
$1.6B
$2.7B
Q2 24
$1.5B
$2.4B
Total Assets
OLED
OLED
RNST
RNST
Q1 26
$1.9B
$27.1B
Q4 25
$2.0B
$26.8B
Q3 25
$1.9B
$26.7B
Q2 25
$1.9B
$26.6B
Q1 25
$1.9B
$18.3B
Q4 24
$1.8B
$18.0B
Q3 24
$1.8B
$18.0B
Q2 24
$1.8B
$17.5B
Debt / Equity
OLED
OLED
RNST
RNST
Q1 26
0.21×
Q4 25
0.13×
Q3 25
0.15×
Q2 25
0.15×
Q1 25
0.16×
Q4 24
0.16×
Q3 24
0.16×
Q2 24
0.18×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
OLED
OLED
RNST
RNST
Operating Cash FlowLast quarter
$108.9M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
3.03×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
OLED
OLED
RNST
RNST
Q1 26
$108.9M
Q4 25
$31.1M
$271.5M
Q3 25
$97.2M
$135.5M
Q2 25
$51.9M
$-77.3M
Q1 25
$30.6M
$106.2M
Q4 24
$34.7M
$106.4M
Q3 24
$79.9M
$-1.7M
Q2 24
$67.0M
$-49.1M
Free Cash Flow
OLED
OLED
RNST
RNST
Q1 26
Q4 25
$15.1M
$237.8M
Q3 25
$84.3M
$120.1M
Q2 25
$37.5M
$-87.5M
Q1 25
$17.5M
$101.3M
Q4 24
$22.0M
$92.8M
Q3 24
$66.2M
$-5.3M
Q2 24
$57.9M
$-52.6M
FCF Margin
OLED
OLED
RNST
RNST
Q1 26
Q4 25
8.7%
85.4%
Q3 25
60.4%
44.6%
Q2 25
21.8%
-32.7%
Q1 25
10.5%
59.4%
Q4 24
13.6%
55.5%
Q3 24
41.0%
-2.4%
Q2 24
36.5%
-32.1%
Capex Intensity
OLED
OLED
RNST
RNST
Q1 26
Q4 25
9.3%
12.1%
Q3 25
9.2%
5.7%
Q2 25
8.4%
3.8%
Q1 25
7.9%
2.8%
Q4 24
7.8%
8.2%
Q3 24
8.4%
1.6%
Q2 24
5.8%
2.1%
Cash Conversion
OLED
OLED
RNST
RNST
Q1 26
3.03×
Q4 25
0.47×
3.44×
Q3 25
2.21×
2.27×
Q2 25
0.77×
-75.92×
Q1 25
0.47×
2.56×
Q4 24
0.75×
2.38×
Q3 24
1.19×
-0.02×
Q2 24
1.28×
-1.26×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

OLED
OLED

Material sales$83.7M59%
Royalty and license fees$54.2M38%
Contract research services$4.3M3%

RNST
RNST

Net Interest Income$223.6M82%
Noninterest Income$50.3M18%

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