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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $78.6M, roughly 1.8× Repay Holdings Corp). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -178.3%, a 203.5% gap on every dollar of revenue. On growth, Repay Holdings Corp posted the faster year-over-year revenue change (0.4% vs -14.5%). Over the past eight quarters, Repay Holdings Corp's revenue compounded faster (-1.3% 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.
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
OLED vs RPAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $78.6M |
| Net Profit | $35.9M | $-140.1M |
| Gross Margin | 74.6% | 74.2% |
| Operating Margin | 30.1% | -182.2% |
| Net Margin | 25.2% | -178.3% |
| Revenue YoY | -14.5% | 0.4% |
| Net Profit YoY | -44.3% | -3304.1% |
| EPS (diluted) | $0.76 | $-1.68 |
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 | $78.6M | ||
| Q3 25 | $139.6M | $77.7M | ||
| Q2 25 | $171.8M | $75.6M | ||
| Q1 25 | $166.3M | $77.3M | ||
| Q4 24 | $162.3M | $78.3M | ||
| Q3 24 | $161.6M | $79.1M | ||
| Q2 24 | $158.5M | $74.9M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $-140.1M | ||
| Q3 25 | $44.0M | $-6.4M | ||
| Q2 25 | $67.3M | $-102.3M | ||
| Q1 25 | $64.4M | $-7.9M | ||
| Q4 24 | $46.0M | $-4.1M | ||
| Q3 24 | $66.9M | $3.2M | ||
| Q2 24 | $52.3M | $-4.1M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 74.2% | ||
| Q3 25 | 74.6% | 74.4% | ||
| Q2 25 | 77.2% | 75.7% | ||
| Q1 25 | 77.1% | 75.9% | ||
| Q4 24 | 77.0% | 76.3% | ||
| Q3 24 | 77.8% | 77.8% | ||
| Q2 24 | 75.8% | 78.2% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | -182.2% | ||
| Q3 25 | 30.9% | -3.9% | ||
| Q2 25 | 39.9% | -138.7% | ||
| Q1 25 | 41.9% | -4.7% | ||
| Q4 24 | 32.3% | -1.5% | ||
| Q3 24 | 41.5% | -0.9% | ||
| Q2 24 | 35.6% | -4.6% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | -178.3% | ||
| Q3 25 | 31.5% | -8.3% | ||
| Q2 25 | 39.2% | -135.2% | ||
| Q1 25 | 38.8% | -10.3% | ||
| Q4 24 | 28.4% | -5.3% | ||
| Q3 24 | 41.4% | 4.1% | ||
| Q2 24 | 33.0% | -5.4% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $-1.68 | ||
| Q3 25 | $0.92 | $-0.08 | ||
| Q2 25 | $1.41 | $-1.15 | ||
| Q1 25 | $1.35 | $-0.09 | ||
| Q4 24 | $0.96 | $-0.04 | ||
| Q3 24 | $1.40 | $0.03 | ||
| Q2 24 | $1.10 | $-0.04 |
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 | $115.7M |
| Total DebtLower is stronger | — | $280.1M |
| Stockholders' EquityBook value | — | $484.4M |
| Total Assets | $1.9B | $1.2B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $115.7M | ||
| Q3 25 | $603.0M | $95.7M | ||
| Q2 25 | $525.2M | $162.6M | ||
| Q1 25 | $571.3M | $165.5M | ||
| Q4 24 | $492.7M | $189.5M | ||
| Q3 24 | $551.6M | $168.7M | ||
| Q2 24 | $530.5M | $147.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $484.4M | ||
| Q3 25 | $1.7B | $616.9M | ||
| Q2 25 | $1.7B | $633.7M | ||
| Q1 25 | $1.7B | $755.7M | ||
| Q4 24 | $1.6B | $761.3M | ||
| Q3 24 | $1.6B | $754.7M | ||
| Q2 24 | $1.5B | $815.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $1.8B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× |
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 | $23.3M |
| Free Cash FlowOCF − Capex | — | $23.2M |
| FCF MarginFCF / Revenue | — | 29.6% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $23.3M | ||
| Q3 25 | $97.2M | $32.2M | ||
| Q2 25 | $51.9M | $33.1M | ||
| Q1 25 | $30.6M | $2.5M | ||
| Q4 24 | $34.7M | $34.3M | ||
| Q3 24 | $79.9M | $60.1M | ||
| Q2 24 | $67.0M | $31.0M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $23.2M | ||
| Q3 25 | $84.3M | $32.1M | ||
| Q2 25 | $37.5M | $33.0M | ||
| Q1 25 | $17.5M | $2.4M | ||
| Q4 24 | $22.0M | $34.0M | ||
| Q3 24 | $66.2M | $59.8M | ||
| Q2 24 | $57.9M | $30.5M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 29.6% | ||
| Q3 25 | 60.4% | 41.3% | ||
| Q2 25 | 21.8% | 43.6% | ||
| Q1 25 | 10.5% | 3.0% | ||
| Q4 24 | 13.6% | 43.5% | ||
| Q3 24 | 41.0% | 75.6% | ||
| Q2 24 | 36.5% | 40.7% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.1% | ||
| Q3 25 | 9.2% | 0.2% | ||
| Q2 25 | 8.4% | 0.1% | ||
| Q1 25 | 7.9% | 0.2% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 8.4% | 0.3% | ||
| Q2 24 | 5.8% | 0.6% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 18.52× | ||
| 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% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
