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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and VIEMED HEALTHCARE, INC. (VMD). 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 $76.2M, roughly 1.9× VIEMED HEALTHCARE, INC.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 7.4%, a 17.8% gap on every dollar of revenue. On growth, VIEMED HEALTHCARE, INC. posted the faster year-over-year revenue change (25.5% vs -14.5%). Over the past eight quarters, VIEMED HEALTHCARE, INC.'s revenue compounded faster (22.7% 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.
Viemed Healthcare, Inc. is a medical technology firm specializing in respiratory care solutions. It develops, manufactures and distributes portable ventilators, respiratory therapy devices and related support services, catering to acute care, post-acute care and home care segments across North America, Europe and key Asia-Pacific markets for patients with respiratory conditions.
OLED vs VMD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $76.2M |
| Net Profit | $35.9M | $5.6M |
| Gross Margin | 74.6% | 57.9% |
| Operating Margin | 30.1% | 11.0% |
| Net Margin | 25.2% | 7.4% |
| Revenue YoY | -14.5% | 25.5% |
| Net Profit YoY | -44.3% | 30.7% |
| EPS (diluted) | $0.76 | $0.14 |
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 | $76.2M | ||
| Q3 25 | $139.6M | $71.9M | ||
| Q2 25 | $171.8M | $63.1M | ||
| Q1 25 | $166.3M | $59.1M | ||
| Q4 24 | $162.3M | $60.7M | ||
| Q3 24 | $161.6M | $58.0M | ||
| Q2 24 | $158.5M | $55.0M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $5.6M | ||
| Q3 25 | $44.0M | $3.5M | ||
| Q2 25 | $67.3M | $3.2M | ||
| Q1 25 | $64.4M | $2.6M | ||
| Q4 24 | $46.0M | $4.3M | ||
| Q3 24 | $66.9M | $3.9M | ||
| Q2 24 | $52.3M | $1.5M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 57.9% | ||
| Q3 25 | 74.6% | 57.5% | ||
| Q2 25 | 77.2% | 58.3% | ||
| Q1 25 | 77.1% | 56.3% | ||
| Q4 24 | 77.0% | 59.5% | ||
| Q3 24 | 77.8% | 59.3% | ||
| Q2 24 | 75.8% | 59.8% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 11.0% | ||
| Q3 25 | 30.9% | 7.8% | ||
| Q2 25 | 39.9% | 8.1% | ||
| Q1 25 | 41.9% | 6.5% | ||
| Q4 24 | 32.3% | 10.6% | ||
| Q3 24 | 41.5% | 9.7% | ||
| Q2 24 | 35.6% | 6.6% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 7.4% | ||
| Q3 25 | 31.5% | 4.9% | ||
| Q2 25 | 39.2% | 5.0% | ||
| Q1 25 | 38.8% | 4.4% | ||
| Q4 24 | 28.4% | 7.1% | ||
| Q3 24 | 41.4% | 6.7% | ||
| Q2 24 | 33.0% | 2.7% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.14 | ||
| Q3 25 | $0.92 | $0.09 | ||
| Q2 25 | $1.41 | $0.08 | ||
| Q1 25 | $1.35 | $0.06 | ||
| Q4 24 | $0.96 | $0.10 | ||
| Q3 24 | $1.40 | $0.10 | ||
| Q2 24 | $1.10 | $0.04 |
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 | $13.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $141.5M |
| Total Assets | $1.9B | $199.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $13.5M | ||
| Q3 25 | $603.0M | $11.1M | ||
| Q2 25 | $525.2M | $20.0M | ||
| Q1 25 | $571.3M | $10.2M | ||
| Q4 24 | $492.7M | $17.5M | ||
| Q3 24 | $551.6M | $11.3M | ||
| Q2 24 | $530.5M | $8.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $141.5M | ||
| Q3 25 | $1.7B | $133.6M | ||
| Q2 25 | $1.7B | $139.7M | ||
| Q1 25 | $1.7B | $134.8M | ||
| Q4 24 | $1.6B | $131.4M | ||
| Q3 24 | $1.6B | $125.0M | ||
| Q2 24 | $1.5B | $119.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $199.2M | ||
| Q3 25 | $1.9B | $202.4M | ||
| Q2 25 | $1.9B | $184.6M | ||
| Q1 25 | $1.9B | $178.1M | ||
| Q4 24 | $1.8B | $177.1M | ||
| Q3 24 | $1.8B | $169.5M | ||
| Q2 24 | $1.8B | $163.9M |
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 | $18.4M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 11.5% |
| Cash ConversionOCF / Net Profit | 3.03× | 3.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $11.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $18.4M | ||
| Q3 25 | $97.2M | $18.4M | ||
| Q2 25 | $51.9M | $12.3M | ||
| Q1 25 | $30.6M | $2.9M | ||
| Q4 24 | $34.7M | $15.0M | ||
| Q3 24 | $79.9M | $12.7M | ||
| Q2 24 | $67.0M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $9.7M | ||
| Q3 25 | $84.3M | $10.7M | ||
| Q2 25 | $37.5M | $4.1M | ||
| Q1 25 | $17.5M | $-12.6M | ||
| Q4 24 | $22.0M | $3.2M | ||
| Q3 24 | $66.2M | $1.7M | ||
| Q2 24 | $57.9M | $1.2M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 12.7% | ||
| Q3 25 | 60.4% | 14.9% | ||
| Q2 25 | 21.8% | 6.5% | ||
| Q1 25 | 10.5% | -21.4% | ||
| Q4 24 | 13.6% | 5.2% | ||
| Q3 24 | 41.0% | 3.0% | ||
| Q2 24 | 36.5% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 11.5% | ||
| Q3 25 | 9.2% | 10.6% | ||
| Q2 25 | 8.4% | 12.9% | ||
| Q1 25 | 7.9% | 26.2% | ||
| Q4 24 | 7.8% | 19.5% | ||
| Q3 24 | 8.4% | 19.0% | ||
| Q2 24 | 5.8% | 16.3% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 3.27× | ||
| Q3 25 | 2.21× | 5.23× | ||
| Q2 25 | 0.77× | 3.88× | ||
| Q1 25 | 0.47× | 1.09× | ||
| Q4 24 | 0.75× | 3.47× | ||
| Q3 24 | 1.19× | 3.29× | ||
| Q2 24 | 1.28× | 6.94× |
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% |
VMD
Segment breakdown not available.
