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UNIVERSAL DISPLAY CORP \PA\（OLED）とBRC Group Holdings, Inc.（RILY）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
BRC Group Holdings, Inc.の直近四半期売上が大きい（$188.3M vs $142.2M、UNIVERSAL DISPLAY CORP \PA\の約1.3倍）。BRC Group Holdings, Inc.の純利益率が高く（47.9% vs 25.2%、差は22.7%）。UNIVERSAL DISPLAY CORP \PA\の前年同期比売上増加率が高い（-14.5% vs -21.9%）。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 -15.4%）
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。
OLED vs RILY — 直接比較
売上が大きい
RILY
1.3倍大きい
$142.2M
売上成長率が高い
OLED
+7.4%の差
-21.9%
純利益率が高い
RILY
純利益率が22.7%高い
25.2%
2年売上CAGRが高い
OLED
2年複合成長率
-15.4%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $142.2M | $188.3M |
| 純利益 | $35.9M | $90.3M |
| 粗利率 | 74.6% | 79.5% |
| 営業利益率 | 30.1% | 32.3% |
| 純利益率 | 25.2% | 47.9% |
| 売上前年比 | -14.5% | -21.9% |
| 純利益前年比 | -44.3% | 1710.8% |
| EPS（希薄化後） | $0.76 | $2.78 |
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
売上OLEDRILY
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $188.3M | ||
| Q3 25 | $139.6M | $215.3M | ||
| Q2 25 | $171.8M | $188.2M | ||
| Q1 25 | $166.3M | $197.2M | ||
| Q4 24 | $162.3M | $241.0M | ||
| Q3 24 | $161.6M | $225.5M | ||
| Q2 24 | $158.5M | $256.0M |
純利益OLEDRILY
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $90.3M | ||
| Q3 25 | $44.0M | $91.1M | ||
| Q2 25 | $67.3M | $139.5M | ||
| Q1 25 | $64.4M | $-10.0M | ||
| Q4 24 | $46.0M | $-5.6M | ||
| Q3 24 | $66.9M | $-284.4M | ||
| Q2 24 | $52.3M | $-433.6M |
粗利率OLEDRILY
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 79.5% | ||
| Q3 25 | 74.6% | 83.7% | ||
| Q2 25 | 77.2% | 81.3% | ||
| Q1 25 | 77.1% | 81.4% | ||
| Q4 24 | 77.0% | 79.8% | ||
| Q3 24 | 77.8% | 82.1% | ||
| Q2 24 | 75.8% | 84.5% |
営業利益率OLEDRILY
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 32.3% | ||
| Q3 25 | 30.9% | 30.4% | ||
| Q2 25 | 39.9% | 5.7% | ||
| Q1 25 | 41.9% | -31.2% | ||
| Q4 24 | 32.3% | -69.2% | ||
| Q3 24 | 41.5% | -36.4% | ||
| Q2 24 | 35.6% | -90.8% |
純利益率OLEDRILY
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 47.9% | ||
| Q3 25 | 31.5% | 42.3% | ||
| Q2 25 | 39.2% | 74.1% | ||
| Q1 25 | 38.8% | -5.1% | ||
| Q4 24 | 28.4% | -2.3% | ||
| Q3 24 | 41.4% | -126.1% | ||
| Q2 24 | 33.0% | -169.4% |
EPS（希薄化後）OLEDRILY
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $2.78 | ||
| Q3 25 | $0.92 | $2.91 | ||
| Q2 25 | $1.41 | $4.50 | ||
| Q1 25 | $1.35 | $-0.39 | ||
| Q4 24 | $0.96 | $-0.01 | ||
| Q3 24 | $1.40 | $-9.39 | ||
| Q2 24 | $1.10 | $-14.35 |
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 | $516.4M | $226.6M |
| 総負債低いほど良い | — | $1.4B |
| 株主資本純資産 | — | $-171.5M |
| 総資産 | $1.9B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資OLEDRILY
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $226.6M | ||
| Q3 25 | $603.0M | $184.2M | ||
| Q2 25 | $525.2M | $267.4M | ||
| Q1 25 | $571.3M | $138.3M | ||
| Q4 24 | $492.7M | $146.9M | ||
| Q3 24 | $551.6M | $159.2M | ||
| Q2 24 | $530.5M | $236.9M |
総負債OLEDRILY
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本OLEDRILY
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $-171.5M | ||
| Q3 25 | $1.7B | $-260.5M | ||
| Q2 25 | $1.7B | $-351.7M | ||
| Q1 25 | $1.7B | $-496.8M | ||
| Q4 24 | $1.6B | $-488.2M | ||
| Q3 24 | $1.6B | $-497.6M | ||
| Q2 24 | $1.5B | $-218.3M |
総資産OLEDRILY
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.8B | $3.2B |
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 | $108.9M | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | — | — |
| キャッシュ転換率営業CF / 純利益 | 3.03× | 0.29× |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローOLEDRILY
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $26.2M | ||
| Q3 25 | $97.2M | $-60.6M | ||
| Q2 25 | $51.9M | $-25.6M | ||
| Q1 25 | $30.6M | $184.0K | ||
| Q4 24 | $34.7M | $-2.7M | ||
| Q3 24 | $79.9M | $19.5M | ||
| Q2 24 | $67.0M | $111.5M |
フリーキャッシュフローOLEDRILY
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | — | ||
| Q3 25 | $84.3M | — | ||
| Q2 25 | $37.5M | — | ||
| Q1 25 | $17.5M | — | ||
| Q4 24 | $22.0M | — | ||
| Q3 24 | $66.2M | — | ||
| Q2 24 | $57.9M | — |
FCFマージンOLEDRILY
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | — | ||
| Q3 25 | 60.4% | — | ||
| Q2 25 | 21.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 36.5% | — |
設備投資強度OLEDRILY
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 5.8% | — |
キャッシュ転換率OLEDRILY
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 0.29× | ||
| Q3 25 | 2.21× | -0.66× | ||
| Q2 25 | 0.77× | -0.18× | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 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
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
