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UNIVERSAL DISPLAY CORP \PA\（OLED）とRevolve Group, Inc.（RVLV）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
Revolve Group, Inc.の直近四半期売上が大きい（$324.4M vs $172.9M、UNIVERSAL DISPLAY CORP \PA\の約1.9倍）。UNIVERSAL DISPLAY CORP \PA\の純利益率が高く（38.4% vs 5.7%、差は32.6%）。Revolve Group, Inc.の前年同期比売上増加率が高い（10.4% vs 6.6%）。UNIVERSAL DISPLAY CORP \PA\の直近四半期フリーキャッシュフローが多い（$15.1M vs $-13.3M）。過去8四半期でRevolve Group, Inc.の売上複合成長率が高い（9.5% vs 2.3%）
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。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
OLED vs RVLV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $172.9M | $324.4M |
| 純利益 | $66.3M | $18.6M |
| 粗利率 | 76.1% | 53.3% |
| 営業利益率 | 38.9% | 6.3% |
| 純利益率 | 38.4% | 5.7% |
| 売上前年比 | 6.6% | 10.4% |
| 純利益前年比 | 44.2% | 50.4% |
| EPS（希薄化後） | $1.40 | $0.27 |
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
| Q4 25 | $172.9M | $324.4M | ||
| Q3 25 | $139.6M | $295.6M | ||
| Q2 25 | $171.8M | $309.0M | ||
| Q1 25 | $166.3M | $296.7M | ||
| Q4 24 | $162.3M | $293.7M | ||
| Q3 24 | $161.6M | $283.1M | ||
| Q2 24 | $158.5M | $282.5M | ||
| Q1 24 | $165.3M | $270.6M |
| Q4 25 | $66.3M | $18.6M | ||
| Q3 25 | $44.0M | $21.2M | ||
| Q2 25 | $67.3M | $10.2M | ||
| Q1 25 | $64.4M | $11.8M | ||
| Q4 24 | $46.0M | $12.3M | ||
| Q3 24 | $66.9M | $11.0M | ||
| Q2 24 | $52.3M | $15.4M | ||
| Q1 24 | $56.9M | $10.9M |
| Q4 25 | 76.1% | 53.3% | ||
| Q3 25 | 74.6% | 54.6% | ||
| Q2 25 | 77.2% | 54.1% | ||
| Q1 25 | 77.1% | 52.0% | ||
| Q4 24 | 77.0% | 52.5% | ||
| Q3 24 | 77.8% | 51.2% | ||
| Q2 24 | 75.8% | 54.0% | ||
| Q1 24 | 77.6% | 52.3% |
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 30.9% | 7.1% | ||
| Q2 25 | 39.9% | 5.8% | ||
| Q1 25 | 41.9% | 5.0% | ||
| Q4 24 | 32.3% | 3.9% | ||
| Q3 24 | 41.5% | 5.0% | ||
| Q2 24 | 35.6% | 5.8% | ||
| Q1 24 | 38.0% | 3.4% |
| Q4 25 | 38.4% | 5.7% | ||
| Q3 25 | 31.5% | 7.2% | ||
| Q2 25 | 39.2% | 3.3% | ||
| Q1 25 | 38.8% | 4.0% | ||
| Q4 24 | 28.4% | 4.2% | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 5.4% | ||
| Q1 24 | 34.4% | 4.0% |
| Q4 25 | $1.40 | $0.27 | ||
| Q3 25 | $0.92 | $0.29 | ||
| Q2 25 | $1.41 | $0.14 | ||
| Q1 25 | $1.35 | $0.16 | ||
| Q4 24 | $0.96 | $0.18 | ||
| Q3 24 | $1.40 | $0.15 | ||
| Q2 24 | $1.10 | $0.21 | ||
| Q1 24 | $1.19 | $0.15 |
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 | $602.4M | $292.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.8B | $512.5M |
| 総資産 | $2.0B | $765.0M |
| 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
| Q4 25 | $602.4M | $292.3M | ||
| Q3 25 | $603.0M | $315.4M | ||
| Q2 25 | $525.2M | $310.7M | ||
| Q1 25 | $571.3M | $300.8M | ||
| Q4 24 | $492.7M | $256.6M | ||
| Q3 24 | $551.6M | $252.8M | ||
| Q2 24 | $530.5M | $244.7M | ||
| Q1 24 | $539.3M | $273.4M |
| Q4 25 | $1.8B | $512.5M | ||
| Q3 25 | $1.7B | $490.2M | ||
| Q2 25 | $1.7B | $468.6M | ||
| Q1 25 | $1.7B | $453.4M | ||
| Q4 24 | $1.6B | $437.8M | ||
| Q3 24 | $1.6B | $420.8M | ||
| Q2 24 | $1.5B | $405.8M | ||
| Q1 24 | $1.5B | $389.9M |
| Q4 25 | $2.0B | $765.0M | ||
| Q3 25 | $1.9B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.8B | $657.8M | ||
| Q1 24 | $1.7B | $650.0M |
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 | $31.1M | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $15.1M | $-13.3M |
| FCFマージンFCF / 売上 | 8.7% | -4.1% |
| 設備投資強度設備投資 / 売上 | 9.3% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 0.47× | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $154.4M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $31.1M | $-10.2M | ||
| Q3 25 | $97.2M | $11.8M | ||
| Q2 25 | $51.9M | $12.6M | ||
| Q1 25 | $30.6M | $45.1M | ||
| Q4 24 | $34.7M | $3.9M | ||
| Q3 24 | $79.9M | $9.1M | ||
| Q2 24 | $67.0M | $-24.7M | ||
| Q1 24 | $72.2M | $38.4M |
| Q4 25 | $15.1M | $-13.3M | ||
| Q3 25 | $84.3M | $7.5M | ||
| Q2 25 | $37.5M | $10.4M | ||
| Q1 25 | $17.5M | $43.4M | ||
| Q4 24 | $22.0M | $2.1M | ||
| Q3 24 | $66.2M | $8.0M | ||
| Q2 24 | $57.9M | $-25.7M | ||
| Q1 24 | $65.0M | $36.7M |
| Q4 25 | 8.7% | -4.1% | ||
| Q3 25 | 60.4% | 2.5% | ||
| Q2 25 | 21.8% | 3.4% | ||
| Q1 25 | 10.5% | 14.6% | ||
| Q4 24 | 13.6% | 0.7% | ||
| Q3 24 | 41.0% | 2.8% | ||
| Q2 24 | 36.5% | -9.1% | ||
| Q1 24 | 39.3% | 13.5% |
| Q4 25 | 9.3% | 1.0% | ||
| Q3 25 | 9.2% | 1.5% | ||
| Q2 25 | 8.4% | 0.7% | ||
| Q1 25 | 7.9% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 8.4% | 0.4% | ||
| Q2 24 | 5.8% | 0.4% | ||
| Q1 24 | 4.4% | 0.6% |
| Q4 25 | 0.47× | -0.55× | ||
| Q3 25 | 2.21× | 0.56× | ||
| Q2 25 | 0.77× | 1.24× | ||
| Q1 25 | 0.47× | 3.82× | ||
| Q4 24 | 0.75× | 0.32× | ||
| Q3 24 | 1.19× | 0.83× | ||
| Q2 24 | 1.28× | -1.60× | ||
| Q1 24 | 1.27× | 3.53× |
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 | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
