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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Twin Hospitality Group Inc. (TWNP). 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 $82.3M, roughly 1.7× Twin Hospitality Group Inc.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -29.7%, a 55.0% gap on every dollar of revenue.
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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
OLED vs TWNP — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $82.3M |
| Net Profit | $35.9M | $-24.5M |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | -16.2% |
| Net Margin | 25.2% | -29.7% |
| Revenue YoY | -14.5% | — |
| Net Profit YoY | -44.3% | — |
| EPS (diluted) | $0.76 | $-0.43 |
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 | — | ||
| Q3 25 | $139.6M | $82.3M | ||
| Q2 25 | $171.8M | $87.8M | ||
| Q1 25 | $166.3M | $87.1M | ||
| Q4 24 | $162.3M | — | ||
| Q3 24 | $161.6M | — | ||
| Q2 24 | $158.5M | — |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $-24.5M | ||
| Q2 25 | $67.3M | $-20.8M | ||
| Q1 25 | $64.4M | $-12.1M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | — | ||
| Q2 24 | $52.3M | — |
| 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% | — | ||
| Q3 25 | 30.9% | -16.2% | ||
| Q2 25 | 39.9% | -13.2% | ||
| Q1 25 | 41.9% | -1.2% | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 35.6% | — |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | -29.7% | ||
| Q2 25 | 39.2% | -23.7% | ||
| Q1 25 | 38.8% | -13.9% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | — | ||
| Q2 24 | 33.0% | — |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | — | ||
| Q3 25 | $0.92 | $-0.43 | ||
| Q2 25 | $1.41 | $-0.38 | ||
| Q1 25 | $1.35 | $-0.26 | ||
| 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 | — |
| Total DebtLower is stronger | — | $402.8M |
| Stockholders' EquityBook value | — | $-92.1M |
| Total Assets | $1.9B | $516.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | — | ||
| Q3 25 | $603.0M | — | ||
| Q2 25 | $525.2M | — | ||
| Q1 25 | $571.3M | — | ||
| Q4 24 | $492.7M | — | ||
| Q3 24 | $551.6M | — | ||
| Q2 24 | $530.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $402.8M | ||
| Q2 25 | — | $411.3M | ||
| Q1 25 | — | $413.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.7B | $-92.1M | ||
| Q2 25 | $1.7B | $-78.6M | ||
| Q1 25 | $1.7B | $-101.9M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $516.8M | ||
| Q2 25 | $1.9B | $535.1M | ||
| Q1 25 | $1.9B | $544.2M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
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 | $-5.9M |
| Free Cash FlowOCF − Capex | — | $-7.4M |
| FCF MarginFCF / Revenue | — | -9.0% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | — | ||
| Q3 25 | $97.2M | $-5.9M | ||
| Q2 25 | $51.9M | $-8.8M | ||
| Q1 25 | $30.6M | $-5.7M | ||
| Q4 24 | $34.7M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $67.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | — | ||
| Q3 25 | $84.3M | $-7.4M | ||
| Q2 25 | $37.5M | $-10.6M | ||
| Q1 25 | $17.5M | $-9.7M | ||
| Q4 24 | $22.0M | — | ||
| Q3 24 | $66.2M | — | ||
| Q2 24 | $57.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | — | ||
| Q3 25 | 60.4% | -9.0% | ||
| Q2 25 | 21.8% | -12.1% | ||
| Q1 25 | 10.5% | -11.2% | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 36.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 9.2% | 1.9% | ||
| Q2 25 | 8.4% | 2.1% | ||
| Q1 25 | 7.9% | 4.6% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 5.8% | — |
| 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× | — | ||
| 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% |
TWNP
Segment breakdown not available.
