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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $142.2M, roughly 2.4× UNIVERSAL DISPLAY CORP \PA\). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs -6.6%, a 31.9% gap on every dollar of revenue. On growth, Westrock Coffee Co posted the faster year-over-year revenue change (48.3% vs -14.5%). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% 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.
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
OLED vs WEST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $339.5M |
| Net Profit | $35.9M | $-22.6M |
| Gross Margin | 74.6% | 11.5% |
| Operating Margin | 30.1% | -2.6% |
| Net Margin | 25.2% | -6.6% |
| Revenue YoY | -14.5% | 48.3% |
| Net Profit YoY | -44.3% | 8.3% |
| EPS (diluted) | $0.76 | $-0.22 |
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 | $339.5M | ||
| Q3 25 | $139.6M | $354.8M | ||
| Q2 25 | $171.8M | $280.9M | ||
| Q1 25 | $166.3M | $213.8M | ||
| Q4 24 | $162.3M | $229.0M | ||
| Q3 24 | $161.6M | $220.9M | ||
| Q2 24 | $158.5M | $208.4M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $-22.6M | ||
| Q3 25 | $44.0M | $-19.1M | ||
| Q2 25 | $67.3M | $-21.6M | ||
| Q1 25 | $64.4M | $-27.2M | ||
| Q4 24 | $46.0M | $-24.6M | ||
| Q3 24 | $66.9M | $-14.3M | ||
| Q2 24 | $52.3M | $-17.8M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 11.5% | ||
| Q3 25 | 74.6% | 11.7% | ||
| Q2 25 | 77.2% | 14.7% | ||
| Q1 25 | 77.1% | 13.6% | ||
| Q4 24 | 77.0% | 16.6% | ||
| Q3 24 | 77.8% | 16.8% | ||
| Q2 24 | 75.8% | 19.9% |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | -2.6% | ||
| Q3 25 | 30.9% | -2.4% | ||
| Q2 25 | 39.9% | -5.3% | ||
| Q1 25 | 41.9% | -6.1% | ||
| Q4 24 | 32.3% | -4.3% | ||
| Q3 24 | 41.5% | -5.8% | ||
| Q2 24 | 35.6% | -7.9% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | -6.6% | ||
| Q3 25 | 31.5% | -5.4% | ||
| Q2 25 | 39.2% | -7.7% | ||
| Q1 25 | 38.8% | -12.7% | ||
| Q4 24 | 28.4% | -10.7% | ||
| Q3 24 | 41.4% | -6.5% | ||
| Q2 24 | 33.0% | -8.5% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $-0.22 | ||
| Q3 25 | $0.92 | $-0.20 | ||
| Q2 25 | $1.41 | $-0.23 | ||
| Q1 25 | $1.35 | $-0.29 | ||
| Q4 24 | $0.96 | $-0.26 | ||
| Q3 24 | $1.40 | $-0.16 | ||
| Q2 24 | $1.10 | $-0.20 |
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 | $49.9M |
| Total DebtLower is stronger | — | $444.1M |
| Stockholders' EquityBook value | — | $-1.9M |
| Total Assets | $1.9B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $49.9M | ||
| Q3 25 | $603.0M | $34.0M | ||
| Q2 25 | $525.2M | $44.0M | ||
| Q1 25 | $571.3M | $33.1M | ||
| Q4 24 | $492.7M | $26.2M | ||
| Q3 24 | $551.6M | $22.4M | ||
| Q2 24 | $530.5M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $-1.9M | ||
| Q3 25 | $1.7B | $11.4M | ||
| Q2 25 | $1.7B | $18.2M | ||
| Q1 25 | $1.7B | $71.4M | ||
| Q4 24 | $1.6B | $97.5M | ||
| Q3 24 | $1.6B | $110.3M | ||
| Q2 24 | $1.5B | $81.5M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.2B | ||
| 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 |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $36.7M |
| Free Cash FlowOCF − Capex | — | $27.8M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $36.7M | ||
| Q3 25 | $97.2M | $-26.6M | ||
| Q2 25 | $51.9M | $-7.0M | ||
| Q1 25 | $30.6M | $-22.1M | ||
| Q4 24 | $34.7M | $2.8M | ||
| Q3 24 | $79.9M | $-332.0K | ||
| Q2 24 | $67.0M | $-23.7M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $27.8M | ||
| Q3 25 | $84.3M | $-44.7M | ||
| Q2 25 | $37.5M | $-27.5M | ||
| Q1 25 | $17.5M | $-63.4M | ||
| Q4 24 | $22.0M | $-15.4M | ||
| Q3 24 | $66.2M | $-36.7M | ||
| Q2 24 | $57.9M | $-59.9M |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 8.2% | ||
| Q3 25 | 60.4% | -12.6% | ||
| Q2 25 | 21.8% | -9.8% | ||
| Q1 25 | 10.5% | -29.7% | ||
| Q4 24 | 13.6% | -6.7% | ||
| Q3 24 | 41.0% | -16.6% | ||
| Q2 24 | 36.5% | -28.7% |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.6% | ||
| Q3 25 | 9.2% | 5.1% | ||
| Q2 25 | 8.4% | 7.3% | ||
| Q1 25 | 7.9% | 19.3% | ||
| Q4 24 | 7.8% | 7.9% | ||
| Q3 24 | 8.4% | 16.5% | ||
| Q2 24 | 5.8% | 17.4% |
| 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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
