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UNIVERSAL DISPLAY CORP \PA\（OLED）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
UNIVERSAL DISPLAY CORP \PA\的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.9倍（$142.2M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -14.5%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -5.3%）
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
OLED vs PBYI — 直观对比
营收规模更大
OLED
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出42.2%
-14.5%
两年增速更快
PBYI
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $75.5M |
| 净利润 | $35.9M | — |
| 毛利率 | 74.6% | 69.3% |
| 营业利润率 | 30.1% | 22.7% |
| 净利率 | 25.2% | — |
| 营收同比 | -14.5% | 27.7% |
| 净利润同比 | -44.3% | — |
| 每股收益（稀释后） | $0.76 | $0.26 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收OLEDPBYI
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $75.5M | ||
| Q3 25 | $139.6M | $54.5M | ||
| Q2 25 | $171.8M | $52.4M | ||
| Q1 25 | $166.3M | $46.0M | ||
| Q4 24 | $162.3M | $59.1M | ||
| Q3 24 | $161.6M | $80.5M | ||
| Q2 24 | $158.5M | $47.1M |
净利润OLEDPBYI
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $8.8M | ||
| Q2 25 | $67.3M | $5.9M | ||
| Q1 25 | $64.4M | $3.0M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | $20.3M | ||
| Q2 24 | $52.3M | $-4.5M |
毛利率OLEDPBYI
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 69.3% | ||
| Q3 25 | 74.6% | 77.7% | ||
| Q2 25 | 77.2% | 76.5% | ||
| Q1 25 | 77.1% | 77.1% | ||
| Q4 24 | 77.0% | 76.4% | ||
| Q3 24 | 77.8% | 63.9% | ||
| Q2 24 | 75.8% | 77.4% |
营业利润率OLEDPBYI
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 22.7% | ||
| Q3 25 | 30.9% | 17.6% | ||
| Q2 25 | 39.9% | 12.7% | ||
| Q1 25 | 41.9% | 8.7% | ||
| Q4 24 | 32.3% | 22.6% | ||
| Q3 24 | 41.5% | 27.4% | ||
| Q2 24 | 35.6% | -4.6% |
净利率OLEDPBYI
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | 16.2% | ||
| Q2 25 | 39.2% | 11.2% | ||
| Q1 25 | 38.8% | 6.5% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | 25.2% | ||
| Q2 24 | 33.0% | -9.6% |
每股收益（稀释后）OLEDPBYI
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.26 | ||
| Q3 25 | $0.92 | $0.17 | ||
| Q2 25 | $1.41 | $0.12 | ||
| Q1 25 | $1.35 | $0.06 | ||
| Q4 24 | $0.96 | $0.40 | ||
| Q3 24 | $1.40 | $0.41 | ||
| Q2 24 | $1.10 | $-0.09 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $516.4M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | — | $130.3M |
| 总资产 | $1.9B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资OLEDPBYI
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $97.5M | ||
| Q3 25 | $603.0M | $94.4M | ||
| Q2 25 | $525.2M | $96.0M | ||
| Q1 25 | $571.3M | $93.2M | ||
| Q4 24 | $492.7M | $101.0M | ||
| Q3 24 | $551.6M | $96.7M | ||
| Q2 24 | $530.5M | $96.8M |
总债务OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M |
股东权益OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $130.3M | ||
| Q3 25 | $1.7B | $115.3M | ||
| Q2 25 | $1.7B | $104.7M | ||
| Q1 25 | $1.7B | $97.1M | ||
| Q4 24 | $1.6B | $92.1M | ||
| Q3 24 | $1.6B | $71.1M | ||
| Q2 24 | $1.5B | $48.5M |
总资产OLEDPBYI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $216.3M | ||
| Q3 25 | $1.9B | $202.9M | ||
| Q2 25 | $1.9B | $194.9M | ||
| Q1 25 | $1.9B | $196.2M | ||
| Q4 24 | $1.8B | $213.3M | ||
| Q3 24 | $1.8B | $220.7M | ||
| Q2 24 | $1.8B | $205.0M |
负债/权益比OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $108.9M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 3.03× | — |
| 过去12个月自由现金流最近4个季度 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流OLEDPBYI
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $14.4M | ||
| Q3 25 | $97.2M | $9.7M | ||
| Q2 25 | $51.9M | $14.1M | ||
| Q1 25 | $30.6M | $3.6M | ||
| Q4 24 | $34.7M | $15.6M | ||
| Q3 24 | $79.9M | $11.0M | ||
| Q2 24 | $67.0M | $1.0M |
自由现金流OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $14.4M | ||
| Q3 25 | $84.3M | $9.7M | ||
| Q2 25 | $37.5M | $14.1M | ||
| Q1 25 | $17.5M | $3.6M | ||
| Q4 24 | $22.0M | $15.6M | ||
| Q3 24 | $66.2M | $11.0M | ||
| Q2 24 | $57.9M | $1.0M |
自由现金流率OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 19.1% | ||
| Q3 25 | 60.4% | 17.7% | ||
| Q2 25 | 21.8% | 26.8% | ||
| Q1 25 | 10.5% | 7.7% | ||
| Q4 24 | 13.6% | 26.4% | ||
| Q3 24 | 41.0% | 13.7% | ||
| Q2 24 | 36.5% | 2.1% |
资本支出强度OLEDPBYI
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.0% | ||
| Q3 25 | 9.2% | 0.0% | ||
| Q2 25 | 8.4% | 0.0% | ||
| Q1 25 | 7.9% | 0.1% | ||
| Q4 24 | 7.8% | 0.0% | ||
| Q3 24 | 8.4% | 0.0% | ||
| Q2 24 | 5.8% | 0.0% |
现金转化率OLEDPBYI
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 1.10× | ||
| Q2 25 | 0.77× | 2.41× | ||
| Q1 25 | 0.47× | 1.21× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 0.54× | ||
| Q2 24 | 1.28× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
PBYI
暂无分部数据
