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Ingevity Corp（NGVT）とUNIVERSAL DISPLAY CORP \PA\（OLED）の財務データ比較。上の社名をクリックして会社を切り替えられます
Ingevity Corpの直近四半期売上が大きい（$185.4M vs $142.2M、UNIVERSAL DISPLAY CORP \PA\の約1.3倍）。UNIVERSAL DISPLAY CORP \PA\の純利益率が高く（25.2% vs -45.6%、差は70.9%）。Ingevity Corpの前年同期比売上増加率が高い（36.7% vs -14.5%）。過去8四半期でUNIVERSAL DISPLAY CORP \PA\の売上複合成長率が高い（-5.3% vs -26.2%）
インジェビティコープは世界的な特殊化学品・先端材料メーカーで、高性能炭素材料、舗装保全ソリューション、特殊化学製品を生産しています。自動車排出ガス制御、工業浄化、道路インフラ、農業資材を主要市場とし、事業は北米、欧州、アジア太平洋地域に展開しています。
ユニバーサルディスプレイコーポレーション（証券コード：OLED）は、有機発光ダイオード（OLED）技術及び関連材料の開発・製造を主力事業とし、豊富な技術蓄積を持ち、ディスプレイ・照明業界向けに各種サービスを提供する世界的なOLED産業のキーサプライヤーです。
NGVT vs OLED — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $185.4M | $142.2M |
| 純利益 | $-84.6M | $35.9M |
| 粗利率 | 41.2% | 74.6% |
| 営業利益率 | -47.7% | 30.1% |
| 純利益率 | -45.6% | 25.2% |
| 売上前年比 | 36.7% | -14.5% |
| 純利益前年比 | -609.6% | -44.3% |
| EPS（希薄化後） | $-2.33 | $0.76 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | — | $142.2M | ||
| Q4 25 | $185.4M | $172.9M | ||
| Q3 25 | $333.1M | $139.6M | ||
| Q2 25 | $365.1M | $171.8M | ||
| Q1 25 | $284.0M | $166.3M | ||
| Q4 24 | $135.6M | $162.3M | ||
| Q3 24 | $333.8M | $161.6M | ||
| Q2 24 | $390.6M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $-84.6M | $66.3M | ||
| Q3 25 | $43.5M | $44.0M | ||
| Q2 25 | $-146.5M | $67.3M | ||
| Q1 25 | $20.5M | $64.4M | ||
| Q4 24 | $16.6M | $46.0M | ||
| Q3 24 | $-107.2M | $66.9M | ||
| Q2 24 | $-283.7M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 41.2% | 76.1% | ||
| Q3 25 | 40.2% | 74.6% | ||
| Q2 25 | 37.8% | 77.2% | ||
| Q1 25 | 39.9% | 77.1% | ||
| Q4 24 | 81.3% | 77.0% | ||
| Q3 24 | 39.4% | 77.8% | ||
| Q2 24 | 31.5% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | -47.7% | 38.9% | ||
| Q3 25 | 18.7% | 30.9% | ||
| Q2 25 | -39.1% | 39.9% | ||
| Q1 25 | 9.4% | 41.9% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | 33.0% | 41.5% | ||
| Q2 24 | 25.9% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | -45.6% | 38.4% | ||
| Q3 25 | 13.1% | 31.5% | ||
| Q2 25 | -40.1% | 39.2% | ||
| Q1 25 | 7.2% | 38.8% | ||
| Q4 24 | 12.2% | 28.4% | ||
| Q3 24 | -32.1% | 41.4% | ||
| Q2 24 | -72.6% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-2.33 | $1.40 | ||
| Q3 25 | $1.18 | $0.92 | ||
| Q2 25 | $-4.02 | $1.41 | ||
| Q1 25 | $0.56 | $1.35 | ||
| Q4 24 | $0.44 | $0.96 | ||
| Q3 24 | $-2.94 | $1.40 | ||
| Q2 24 | $-7.81 | $1.10 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $78.1M | $516.4M |
| 総負債低いほど良い | $1.2B | — |
| 株主資本純資産 | $29.7M | — |
| 総資産 | $1.7B | $1.9B |
| 負債/資本比率低いほどレバレッジが低い | 39.10× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $516.4M | ||
| Q4 25 | $78.1M | $602.4M | ||
| Q3 25 | $83.4M | $603.0M | ||
| Q2 25 | $76.9M | $525.2M | ||
| Q1 25 | $71.5M | $571.3M | ||
| Q4 24 | $68.0M | $492.7M | ||
| Q3 24 | $135.5M | $551.6M | ||
| Q2 24 | $107.4M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
| Q1 26 | — | — | ||
| Q4 25 | $29.7M | $1.8B | ||
| Q3 25 | $138.1M | $1.7B | ||
| Q2 25 | $120.7M | $1.7B | ||
| Q1 25 | $234.6M | $1.7B | ||
| Q4 24 | $195.2M | $1.6B | ||
| Q3 24 | $214.5M | $1.6B | ||
| Q2 24 | $284.8M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | $1.8B | $1.9B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.3B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 39.10× | — | ||
| Q3 25 | 8.39× | — | ||
| Q2 25 | 10.24× | — | ||
| Q1 25 | 5.68× | — | ||
| Q4 24 | 6.86× | — | ||
| Q3 24 | 6.52× | — | ||
| Q2 24 | 4.92× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $97.1M | $108.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $73.5M | — |
| FCFマージンFCF / 売上 | 39.6% | — |
| 設備投資強度設備投資 / 売上 | 12.7% | — |
| キャッシュ転換率営業CF / 純利益 | — | 3.03× |
| 直近12ヶ月FCF直近4四半期 | $273.5M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $108.9M | ||
| Q4 25 | $97.1M | $31.1M | ||
| Q3 25 | $129.7M | $97.2M | ||
| Q2 25 | $79.0M | $51.9M | ||
| Q1 25 | $25.4M | $30.6M | ||
| Q4 24 | $64.5M | $34.7M | ||
| Q3 24 | $46.5M | $79.9M | ||
| Q2 24 | $29.7M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $73.5M | $15.1M | ||
| Q3 25 | $117.8M | $84.3M | ||
| Q2 25 | $66.8M | $37.5M | ||
| Q1 25 | $15.4M | $17.5M | ||
| Q4 24 | $39.6M | $22.0M | ||
| Q3 24 | $28.5M | $66.2M | ||
| Q2 24 | $11.6M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 39.6% | 8.7% | ||
| Q3 25 | 35.4% | 60.4% | ||
| Q2 25 | 18.3% | 21.8% | ||
| Q1 25 | 5.4% | 10.5% | ||
| Q4 24 | 29.2% | 13.6% | ||
| Q3 24 | 8.5% | 41.0% | ||
| Q2 24 | 3.0% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 9.3% | ||
| Q3 25 | 3.6% | 9.2% | ||
| Q2 25 | 3.3% | 8.4% | ||
| Q1 25 | 3.5% | 7.9% | ||
| Q4 24 | 18.4% | 7.8% | ||
| Q3 24 | 5.4% | 8.4% | ||
| Q2 24 | 4.6% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 2.98× | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | 1.24× | 0.47× | ||
| Q4 24 | 3.89× | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
