vs
Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $172.9M, roughly 1.2× UNIVERSAL DISPLAY CORP \PA\). On growth, UNIVERSAL DISPLAY CORP \PA\ posted the faster year-over-year revenue change (6.6% vs -6.0%). UNIVERSAL DISPLAY CORP \PA\ produced more free cash flow last quarter ($15.1M vs $2.6M). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (2.3% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
OLED vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.9M | $205.2M |
| Net Profit | $66.3M | — |
| Gross Margin | 76.1% | 16.2% |
| Operating Margin | 38.9% | -14.4% |
| Net Margin | 38.4% | — |
| Revenue YoY | 6.6% | -6.0% |
| Net Profit YoY | 44.2% | — |
| EPS (diluted) | $1.40 | $-2.76 |
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.
| Q4 25 | $172.9M | $205.2M | ||
| Q3 25 | $139.6M | $210.3M | ||
| Q2 25 | $171.8M | $228.0M | ||
| Q1 25 | $166.3M | $217.9M | ||
| Q4 24 | $162.3M | $218.2M | ||
| Q3 24 | $161.6M | $213.8M | ||
| Q2 24 | $158.5M | $237.1M | ||
| Q1 24 | $165.3M | $239.2M |
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $-9.4M | ||
| Q2 25 | $67.3M | $-9.4M | ||
| Q1 25 | $64.4M | $-7.2M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | $-7.1M | ||
| Q2 24 | $52.3M | $2.8M | ||
| Q1 24 | $56.9M | $-6.1M |
| Q4 25 | 76.1% | 16.2% | ||
| Q3 25 | 74.6% | 20.3% | ||
| Q2 25 | 77.2% | 21.5% | ||
| Q1 25 | 77.1% | 21.2% | ||
| Q4 24 | 77.0% | 19.5% | ||
| Q3 24 | 77.8% | 20.8% | ||
| Q2 24 | 75.8% | 22.7% | ||
| Q1 24 | 77.6% | 20.2% |
| Q4 25 | 38.9% | -14.4% | ||
| Q3 25 | 30.9% | -1.6% | ||
| Q2 25 | 39.9% | -1.1% | ||
| Q1 25 | 41.9% | -1.5% | ||
| Q4 24 | 32.3% | -2.0% | ||
| Q3 24 | 41.5% | 0.1% | ||
| Q2 24 | 35.6% | 1.4% | ||
| Q1 24 | 38.0% | 0.1% |
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | -4.5% | ||
| Q2 25 | 39.2% | -4.1% | ||
| Q1 25 | 38.8% | -3.3% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | -3.3% | ||
| Q2 24 | 33.0% | 1.2% | ||
| Q1 24 | 34.4% | -2.6% |
| Q4 25 | $1.40 | $-2.76 | ||
| Q3 25 | $0.92 | $-0.34 | ||
| Q2 25 | $1.41 | $-0.34 | ||
| Q1 25 | $1.35 | $-0.26 | ||
| Q4 24 | $0.96 | $-0.22 | ||
| Q3 24 | $1.40 | $-0.26 | ||
| Q2 24 | $1.10 | $0.10 | ||
| Q1 24 | $1.19 | $-0.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $602.4M | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $1.8B | $179.8M |
| Total Assets | $2.0B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $602.4M | $66.3M | ||
| Q3 25 | $603.0M | $54.0M | ||
| Q2 25 | $525.2M | $49.8M | ||
| Q1 25 | $571.3M | $79.1M | ||
| Q4 24 | $492.7M | $71.8M | ||
| Q3 24 | $551.6M | $54.1M | ||
| Q2 24 | $530.5M | $42.1M | ||
| Q1 24 | $539.3M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.8B | $179.8M | ||
| Q3 25 | $1.7B | $251.2M | ||
| Q2 25 | $1.7B | $260.5M | ||
| Q1 25 | $1.7B | $253.1M | ||
| Q4 24 | $1.6B | $245.3M | ||
| Q3 24 | $1.6B | $271.4M | ||
| Q2 24 | $1.5B | $270.5M | ||
| Q1 24 | $1.5B | $277.3M |
| Q4 25 | $2.0B | $551.2M | ||
| Q3 25 | $1.9B | $632.1M | ||
| Q2 25 | $1.9B | $639.4M | ||
| Q1 25 | $1.9B | $657.4M | ||
| Q4 24 | $1.8B | $621.6M | ||
| Q3 24 | $1.8B | $662.5M | ||
| Q2 24 | $1.8B | $666.7M | ||
| Q1 24 | $1.7B | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $31.1M | $8.8M |
| Free Cash FlowOCF − Capex | $15.1M | $2.6M |
| FCF MarginFCF / Revenue | 8.7% | 1.3% |
| Capex IntensityCapex / Revenue | 9.3% | 3.0% |
| Cash ConversionOCF / Net Profit | 0.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $154.4M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $31.1M | $8.8M | ||
| Q3 25 | $97.2M | $3.6M | ||
| Q2 25 | $51.9M | $10.7M | ||
| Q1 25 | $30.6M | $10.9M | ||
| Q4 24 | $34.7M | $19.2M | ||
| Q3 24 | $79.9M | $10.8M | ||
| Q2 24 | $67.0M | $8.7M | ||
| Q1 24 | $72.2M | $9.1M |
| Q4 25 | $15.1M | $2.6M | ||
| Q3 25 | $84.3M | $-2.7M | ||
| Q2 25 | $37.5M | $7.4M | ||
| Q1 25 | $17.5M | $4.8M | ||
| Q4 24 | $22.0M | $14.0M | ||
| Q3 24 | $66.2M | $4.6M | ||
| Q2 24 | $57.9M | $1.5M | ||
| Q1 24 | $65.0M | $3.3M |
| Q4 25 | 8.7% | 1.3% | ||
| Q3 25 | 60.4% | -1.3% | ||
| Q2 25 | 21.8% | 3.3% | ||
| Q1 25 | 10.5% | 2.2% | ||
| Q4 24 | 13.6% | 6.4% | ||
| Q3 24 | 41.0% | 2.2% | ||
| Q2 24 | 36.5% | 0.6% | ||
| Q1 24 | 39.3% | 1.4% |
| Q4 25 | 9.3% | 3.0% | ||
| Q3 25 | 9.2% | 3.0% | ||
| Q2 25 | 8.4% | 1.4% | ||
| Q1 25 | 7.9% | 2.8% | ||
| Q4 24 | 7.8% | 2.4% | ||
| Q3 24 | 8.4% | 2.9% | ||
| Q2 24 | 5.8% | 3.0% | ||
| Q1 24 | 4.4% | 2.4% |
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.28× | 3.11× | ||
| Q1 24 | 1.27× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
