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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Urban Edge Properties (UE). 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 $132.6M, roughly 1.1× Urban Edge Properties). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 17.1%, a 8.2% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs -14.5%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
OLED vs UE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $132.6M |
| Net Profit | $35.9M | $22.6M |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | — |
| Net Margin | 25.2% | 17.1% |
| Revenue YoY | -14.5% | 12.2% |
| Net Profit YoY | -44.3% | -6.7% |
| EPS (diluted) | $0.76 | $0.18 |
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 | $132.6M | ||
| Q4 25 | $172.9M | $119.6M | ||
| Q3 25 | $139.6M | $120.1M | ||
| Q2 25 | $171.8M | $114.1M | ||
| Q1 25 | $166.3M | $118.2M | ||
| Q4 24 | $162.3M | $116.4M | ||
| Q3 24 | $161.6M | $112.4M | ||
| Q2 24 | $158.5M | $106.5M |
| Q1 26 | $35.9M | $22.6M | ||
| Q4 25 | $66.3M | $12.4M | ||
| Q3 25 | $44.0M | $14.9M | ||
| Q2 25 | $67.3M | $58.0M | ||
| Q1 25 | $64.4M | $8.2M | ||
| Q4 24 | $46.0M | $30.1M | ||
| Q3 24 | $66.9M | $9.1M | ||
| Q2 24 | $52.3M | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | 30.9% | 13.4% | ||
| Q2 25 | 39.9% | 53.9% | ||
| Q1 25 | 41.9% | 7.6% | ||
| Q4 24 | 32.3% | 27.6% | ||
| Q3 24 | 41.5% | 8.9% | ||
| Q2 24 | 35.6% | 30.6% |
| Q1 26 | 25.2% | 17.1% | ||
| Q4 25 | 38.4% | 10.4% | ||
| Q3 25 | 31.5% | 12.4% | ||
| Q2 25 | 39.2% | 50.8% | ||
| Q1 25 | 38.8% | 6.9% | ||
| Q4 24 | 28.4% | 25.9% | ||
| Q3 24 | 41.4% | 8.1% | ||
| Q2 24 | 33.0% | 28.9% |
| Q1 26 | $0.76 | $0.18 | ||
| Q4 25 | $1.40 | $0.09 | ||
| Q3 25 | $0.92 | $0.12 | ||
| Q2 25 | $1.41 | $0.46 | ||
| Q1 25 | $1.35 | $0.07 | ||
| Q4 24 | $0.96 | $0.25 | ||
| Q3 24 | $1.40 | $0.07 | ||
| Q2 24 | $1.10 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $1.4B |
| Total Assets | $1.9B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | $50.0M | ||
| Q4 25 | $602.4M | $48.9M | ||
| Q3 25 | $603.0M | $77.8M | ||
| Q2 25 | $525.2M | $53.0M | ||
| Q1 25 | $571.3M | $48.0M | ||
| Q4 24 | $492.7M | $41.4M | ||
| Q3 24 | $551.6M | $67.9M | ||
| Q2 24 | $530.5M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
| Q1 26 | $1.9B | $3.4B | ||
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $1.9B | $3.3B | ||
| Q2 25 | $1.9B | $3.3B | ||
| Q1 25 | $1.9B | $3.3B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.8B | $3.2B | ||
| Q2 24 | $1.8B | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 3.03× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | $39.1M | ||
| Q4 25 | $31.1M | $182.7M | ||
| Q3 25 | $97.2M | $55.7M | ||
| Q2 25 | $51.9M | $43.5M | ||
| Q1 25 | $30.6M | $32.6M | ||
| Q4 24 | $34.7M | $153.2M | ||
| Q3 24 | $79.9M | $36.6M | ||
| Q2 24 | $67.0M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $81.8M | ||
| Q3 25 | $84.3M | $26.1M | ||
| Q2 25 | $37.5M | $19.6M | ||
| Q1 25 | $17.5M | $11.9M | ||
| Q4 24 | $22.0M | $42.5M | ||
| Q3 24 | $66.2M | $12.2M | ||
| Q2 24 | $57.9M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 68.4% | ||
| Q3 25 | 60.4% | 21.7% | ||
| Q2 25 | 21.8% | 17.2% | ||
| Q1 25 | 10.5% | 10.0% | ||
| Q4 24 | 13.6% | 36.6% | ||
| Q3 24 | 41.0% | 10.8% | ||
| Q2 24 | 36.5% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 9.3% | 84.4% | ||
| Q3 25 | 9.2% | 24.6% | ||
| Q2 25 | 8.4% | 20.9% | ||
| Q1 25 | 7.9% | 17.5% | ||
| Q4 24 | 7.8% | 95.1% | ||
| Q3 24 | 8.4% | 21.7% | ||
| Q2 24 | 5.8% | 20.1% |
| Q1 26 | 3.03× | 1.73× | ||
| Q4 25 | 0.47× | 14.71× | ||
| Q3 25 | 2.21× | 3.73× | ||
| Q2 25 | 0.77× | 0.75× | ||
| Q1 25 | 0.47× | 3.97× | ||
| Q4 24 | 0.75× | 5.09× | ||
| Q3 24 | 1.19× | 4.03× | ||
| Q2 24 | 1.28× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
