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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
UNIVERSAL TECHNICAL INSTITUTE INC is the larger business by last-quarter revenue ($220.8M vs $142.2M, roughly 1.6× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 5.8%, a 19.4% gap on every dollar of revenue. On growth, UNIVERSAL TECHNICAL INSTITUTE INC posted the faster year-over-year revenue change (9.6% vs -14.5%). Over the past eight quarters, UNIVERSAL TECHNICAL INSTITUTE INC's revenue compounded faster (9.5% 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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
OLED vs UTI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $220.8M |
| Net Profit | $35.9M | $12.8M |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | 7.1% |
| Net Margin | 25.2% | 5.8% |
| Revenue YoY | -14.5% | 9.6% |
| Net Profit YoY | -44.3% | -42.1% |
| EPS (diluted) | $0.76 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $139.6M | $222.4M | ||
| Q2 25 | $171.8M | $204.3M | ||
| Q1 25 | $166.3M | $207.4M | ||
| Q4 24 | $162.3M | $201.4M | ||
| Q3 24 | $161.6M | $196.4M | ||
| Q2 24 | $158.5M | $177.5M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $12.8M | ||
| Q3 25 | $44.0M | $18.8M | ||
| Q2 25 | $67.3M | $10.7M | ||
| Q1 25 | $64.4M | $11.4M | ||
| Q4 24 | $46.0M | $22.2M | ||
| Q3 24 | $66.9M | $18.8M | ||
| Q2 24 | $52.3M | $5.0M |
| 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% | 7.1% | ||
| Q3 25 | 30.9% | 11.2% | ||
| Q2 25 | 39.9% | 6.9% | ||
| Q1 25 | 41.9% | 8.1% | ||
| Q4 24 | 32.3% | 13.6% | ||
| Q3 24 | 41.5% | 13.3% | ||
| Q2 24 | 35.6% | 4.2% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 5.8% | ||
| Q3 25 | 31.5% | 8.4% | ||
| Q2 25 | 39.2% | 5.2% | ||
| Q1 25 | 38.8% | 5.5% | ||
| Q4 24 | 28.4% | 11.0% | ||
| Q3 24 | 41.4% | 9.6% | ||
| Q2 24 | 33.0% | 2.8% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.23 | ||
| Q3 25 | $0.92 | $0.33 | ||
| Q2 25 | $1.41 | $0.19 | ||
| Q1 25 | $1.35 | $0.21 | ||
| Q4 24 | $0.96 | $0.40 | ||
| Q3 24 | $1.40 | $0.35 | ||
| Q2 24 | $1.10 | $0.09 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | — | $335.9M |
| Total Assets | $1.9B | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $162.8M | ||
| Q3 25 | $603.0M | $169.1M | ||
| Q2 25 | $525.2M | $70.7M | ||
| Q1 25 | $571.3M | $96.0M | ||
| Q4 24 | $492.7M | $172.0M | ||
| Q3 24 | $551.6M | $161.9M | ||
| Q2 24 | $530.5M | $115.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $335.9M | ||
| Q3 25 | $1.7B | $328.1M | ||
| Q2 25 | $1.7B | $306.8M | ||
| Q1 25 | $1.7B | $293.9M | ||
| Q4 24 | $1.6B | $280.0M | ||
| Q3 24 | $1.6B | $260.2M | ||
| Q2 24 | $1.5B | $239.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $834.0M | ||
| Q3 25 | $1.9B | $826.1M | ||
| Q2 25 | $1.9B | $740.8M | ||
| Q1 25 | $1.9B | $720.4M | ||
| Q4 24 | $1.8B | $753.8M | ||
| Q3 24 | $1.8B | $744.6M | ||
| Q2 24 | $1.8B | $706.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | — | $-19.2M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 10.1% |
| Cash ConversionOCF / Net Profit | 3.03× | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $3.1M | ||
| Q3 25 | $97.2M | $57.1M | ||
| Q2 25 | $51.9M | $18.1M | ||
| Q1 25 | $30.6M | $-789.0K | ||
| Q4 24 | $34.7M | $23.0M | ||
| Q3 24 | $79.9M | $67.5M | ||
| Q2 24 | $67.0M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-19.2M | ||
| Q3 25 | $84.3M | $40.6M | ||
| Q2 25 | $37.5M | $6.8M | ||
| Q1 25 | $17.5M | $-11.7M | ||
| Q4 24 | $22.0M | $19.6M | ||
| Q3 24 | $66.2M | $60.0M | ||
| Q2 24 | $57.9M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | -8.7% | ||
| Q3 25 | 60.4% | 18.3% | ||
| Q2 25 | 21.8% | 3.4% | ||
| Q1 25 | 10.5% | -5.7% | ||
| Q4 24 | 13.6% | 9.7% | ||
| Q3 24 | 41.0% | 30.6% | ||
| Q2 24 | 36.5% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 10.1% | ||
| Q3 25 | 9.2% | 7.4% | ||
| Q2 25 | 8.4% | 5.5% | ||
| Q1 25 | 7.9% | 5.3% | ||
| Q4 24 | 7.8% | 1.7% | ||
| Q3 24 | 8.4% | 3.8% | ||
| Q2 24 | 5.8% | 4.0% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 0.24× | ||
| Q3 25 | 2.21× | 3.04× | ||
| Q2 25 | 0.77× | 1.69× | ||
| Q1 25 | 0.47× | -0.07× | ||
| Q4 24 | 0.75× | 1.04× | ||
| Q3 24 | 1.19× | 3.58× | ||
| Q2 24 | 1.28× | 2.01× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
