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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and TOOTSIE ROLL INDUSTRIES INC (TR). Click either name above to swap in a different company.
TOOTSIE ROLL INDUSTRIES INC is the larger business by last-quarter revenue ($196.3M vs $142.2M, roughly 1.4× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 14.7%, a 10.6% gap on every dollar of revenue. On growth, TOOTSIE ROLL INDUSTRIES INC posted the faster year-over-year revenue change (1.5% vs -14.5%). Over the past eight quarters, TOOTSIE ROLL INDUSTRIES INC's revenue compounded faster (13.2% 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.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
OLED vs TR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $196.3M |
| Net Profit | $35.9M | $28.8M |
| Gross Margin | 74.6% | 35.7% |
| Operating Margin | 30.1% | 17.0% |
| Net Margin | 25.2% | 14.7% |
| Revenue YoY | -14.5% | 1.5% |
| Net Profit YoY | -44.3% | 27.9% |
| EPS (diluted) | $0.76 | — |
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.
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $196.3M | ||
| Q3 25 | $139.6M | $232.7M | ||
| Q2 25 | $171.8M | $155.1M | ||
| Q1 25 | $166.3M | $148.5M | ||
| Q4 24 | $162.3M | $193.4M | ||
| Q3 24 | $161.6M | $225.9M | ||
| Q2 24 | $158.5M | $150.7M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $28.8M | ||
| Q3 25 | $44.0M | $35.7M | ||
| Q2 25 | $67.3M | $17.5M | ||
| Q1 25 | $64.4M | $18.1M | ||
| Q4 24 | $46.0M | $22.5M | ||
| Q3 24 | $66.9M | $32.8M | ||
| Q2 24 | $52.3M | $15.6M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 35.7% | ||
| Q3 25 | 74.6% | 34.1% | ||
| Q2 25 | 77.2% | 36.4% | ||
| Q1 25 | 77.1% | 35.3% | ||
| Q4 24 | 77.0% | 39.1% | ||
| Q3 24 | 77.8% | 34.1% | ||
| Q2 24 | 75.8% | 33.5% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 17.0% | ||
| Q3 25 | 30.9% | 13.9% | ||
| Q2 25 | 39.9% | 7.8% | ||
| Q1 25 | 41.9% | 15.5% | ||
| Q4 24 | 32.3% | 20.0% | ||
| Q3 24 | 41.5% | 15.6% | ||
| Q2 24 | 35.6% | 10.2% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 14.7% | ||
| Q3 25 | 31.5% | 15.3% | ||
| Q2 25 | 39.2% | 11.3% | ||
| Q1 25 | 38.8% | 12.2% | ||
| Q4 24 | 28.4% | 11.6% | ||
| Q3 24 | 41.4% | 14.5% | ||
| Q2 24 | 33.0% | 10.4% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | — | ||
| Q3 25 | $0.92 | — | ||
| Q2 25 | $1.41 | — | ||
| Q1 25 | $1.35 | — | ||
| Q4 24 | $0.96 | — | ||
| Q3 24 | $1.40 | — | ||
| Q2 24 | $1.10 | — |
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 | $176.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $941.0M |
| Total Assets | $1.9B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $176.6M | ||
| Q3 25 | $603.0M | $119.8M | ||
| Q2 25 | $525.2M | $170.5M | ||
| Q1 25 | $571.3M | $176.6M | ||
| Q4 24 | $492.7M | $194.6M | ||
| Q3 24 | $551.6M | $163.2M | ||
| Q2 24 | $530.5M | $131.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $941.0M | ||
| Q3 25 | $1.7B | $918.9M | ||
| Q2 25 | $1.7B | $893.1M | ||
| Q1 25 | $1.7B | $879.4M | ||
| Q4 24 | $1.6B | $870.7M | ||
| Q3 24 | $1.6B | $870.2M | ||
| Q2 24 | $1.5B | $841.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B |
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 | $73.3M |
| Free Cash FlowOCF − Capex | — | $61.0M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 6.3% |
| Cash ConversionOCF / Net Profit | 3.03× | 2.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $96.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $73.3M | ||
| Q3 25 | $97.2M | $62.2M | ||
| Q2 25 | $51.9M | $-8.5M | ||
| Q1 25 | $30.6M | $3.6M | ||
| Q4 24 | $34.7M | $68.8M | ||
| Q3 24 | $79.9M | $61.3M | ||
| Q2 24 | $67.0M | $-12.6M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $61.0M | ||
| Q3 25 | $84.3M | $50.7M | ||
| Q2 25 | $37.5M | $-16.0M | ||
| Q1 25 | $17.5M | $750.0K | ||
| Q4 24 | $22.0M | $64.7M | ||
| Q3 24 | $66.2M | $55.8M | ||
| Q2 24 | $57.9M | $-16.6M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 31.1% | ||
| Q3 25 | 60.4% | 21.8% | ||
| Q2 25 | 21.8% | -10.3% | ||
| Q1 25 | 10.5% | 0.5% | ||
| Q4 24 | 13.6% | 33.5% | ||
| Q3 24 | 41.0% | 24.7% | ||
| Q2 24 | 36.5% | -11.0% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 6.3% | ||
| Q3 25 | 9.2% | 5.0% | ||
| Q2 25 | 8.4% | 4.8% | ||
| Q1 25 | 7.9% | 1.9% | ||
| Q4 24 | 7.8% | 2.1% | ||
| Q3 24 | 8.4% | 2.4% | ||
| Q2 24 | 5.8% | 2.6% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 2.55× | ||
| Q3 25 | 2.21× | 1.74× | ||
| Q2 25 | 0.77× | -0.49× | ||
| Q1 25 | 0.47× | 0.20× | ||
| Q4 24 | 0.75× | 3.06× | ||
| Q3 24 | 1.19× | 1.87× | ||
| Q2 24 | 1.28× | -0.81× |
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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
