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UNIVERSAL DISPLAY CORP \PA\（OLED）与REPUBLIC BANCORP INC（RBCAA）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REPUBLIC BANCORP INC的1.5倍（$142.2M vs $94.3M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs 24.2%，领先1.0%），REPUBLIC BANCORP INC同比增速更快（5.3% vs -14.5%），过去两年UNIVERSAL DISPLAY CORP \PA\的营收复合增速更高（-5.3% vs -11.5%）
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。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
OLED vs RBCAA — 直观对比
营收规模更大
OLED
是对方的1.5倍
$94.3M
营收增速更快
RBCAA
高出19.8%
-14.5%
净利率更高
OLED
高出1.0%
24.2%
两年增速更快
OLED
近两年复合增速
-11.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $94.3M |
| 净利润 | $35.9M | $22.8M |
| 毛利率 | 74.6% | — |
| 营业利润率 | 30.1% | 29.3% |
| 净利率 | 25.2% | 24.2% |
| 营收同比 | -14.5% | 5.3% |
| 净利润同比 | -44.3% | 20.0% |
| 每股收益（稀释后） | $0.76 | — |
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OLEDRBCAA
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $94.3M | ||
| Q3 25 | $139.6M | $93.5M | ||
| Q2 25 | $171.8M | $93.8M | ||
| Q1 25 | $166.3M | $135.8M | ||
| Q4 24 | $162.3M | $89.5M | ||
| Q3 24 | $161.6M | $88.1M | ||
| Q2 24 | $158.5M | $86.9M |
净利润OLEDRBCAA
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $22.8M | ||
| Q3 25 | $44.0M | $29.7M | ||
| Q2 25 | $67.3M | $31.5M | ||
| Q1 25 | $64.4M | $47.3M | ||
| Q4 24 | $46.0M | $19.0M | ||
| Q3 24 | $66.9M | $26.5M | ||
| Q2 24 | $52.3M | $25.2M |
毛利率OLEDRBCAA
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | — | ||
| Q3 25 | 74.6% | — | ||
| Q2 25 | 77.2% | — | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 77.0% | — | ||
| Q3 24 | 77.8% | — | ||
| Q2 24 | 75.8% | — |
营业利润率OLEDRBCAA
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 29.3% | ||
| Q3 25 | 30.9% | 40.4% | ||
| Q2 25 | 39.9% | 43.0% | ||
| Q1 25 | 41.9% | 44.1% | ||
| Q4 24 | 32.3% | 25.8% | ||
| Q3 24 | 41.5% | 38.4% | ||
| Q2 24 | 35.6% | 37.0% |
净利率OLEDRBCAA
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 24.2% | ||
| Q3 25 | 31.5% | 31.8% | ||
| Q2 25 | 39.2% | 33.5% | ||
| Q1 25 | 38.8% | 34.8% | ||
| Q4 24 | 28.4% | 21.2% | ||
| Q3 24 | 41.4% | 30.1% | ||
| Q2 24 | 33.0% | 29.0% |
每股收益（稀释后）OLEDRBCAA
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | — | ||
| Q3 25 | $0.92 | — | ||
| Q2 25 | $1.41 | — | ||
| Q1 25 | $1.35 | — | ||
| Q4 24 | $0.96 | — | ||
| Q3 24 | $1.40 | — | ||
| Q2 24 | $1.10 | — |
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 | $220.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | $1.9B | $7.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资OLEDRBCAA
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $220.0M | ||
| Q3 25 | $603.0M | $484.2M | ||
| Q2 25 | $525.2M | $484.8M | ||
| Q1 25 | $571.3M | $793.0M | ||
| Q4 24 | $492.7M | $432.2M | ||
| Q3 24 | $551.6M | $530.9M | ||
| Q2 24 | $530.5M | $400.1M |
股东权益OLEDRBCAA
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.7B | $1.0B | ||
| Q4 24 | $1.6B | $992.0M | ||
| Q3 24 | $1.6B | $979.7M | ||
| Q2 24 | $1.5B | $955.4M |
总资产OLEDRBCAA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $7.0B | ||
| Q3 25 | $1.9B | $7.0B | ||
| Q2 25 | $1.9B | $7.0B | ||
| Q1 25 | $1.9B | $7.1B | ||
| Q4 24 | $1.8B | $6.8B | ||
| Q3 24 | $1.8B | $6.7B | ||
| Q2 24 | $1.8B | $6.6B |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | — | $161.1M |
| 自由现金流率自由现金流/营收 | — | 170.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | 3.03× | 7.37× |
| 过去12个月自由现金流最近4个季度 | — | $288.6M |
8季度趋势，按日历期对齐
经营现金流OLEDRBCAA
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $168.2M | ||
| Q3 25 | $97.2M | $33.3M | ||
| Q2 25 | $51.9M | $8.4M | ||
| Q1 25 | $30.6M | $93.2M | ||
| Q4 24 | $34.7M | $149.0M | ||
| Q3 24 | $79.9M | $51.3M | ||
| Q2 24 | $67.0M | $4.0M |
自由现金流OLEDRBCAA
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $161.1M | ||
| Q3 25 | $84.3M | $30.8M | ||
| Q2 25 | $37.5M | $5.2M | ||
| Q1 25 | $17.5M | $91.6M | ||
| Q4 24 | $22.0M | $143.2M | ||
| Q3 24 | $66.2M | $49.8M | ||
| Q2 24 | $57.9M | $2.7M |
自由现金流率OLEDRBCAA
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 170.9% | ||
| Q3 25 | 60.4% | 32.9% | ||
| Q2 25 | 21.8% | 5.5% | ||
| Q1 25 | 10.5% | 67.4% | ||
| Q4 24 | 13.6% | 160.0% | ||
| Q3 24 | 41.0% | 56.5% | ||
| Q2 24 | 36.5% | 3.1% |
资本支出强度OLEDRBCAA
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 7.5% | ||
| Q3 25 | 9.2% | 2.6% | ||
| Q2 25 | 8.4% | 3.5% | ||
| Q1 25 | 7.9% | 1.2% | ||
| Q4 24 | 7.8% | 6.5% | ||
| Q3 24 | 8.4% | 1.7% | ||
| Q2 24 | 5.8% | 1.5% |
现金转化率OLEDRBCAA
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 7.37× | ||
| Q3 25 | 2.21× | 1.12× | ||
| Q2 25 | 0.77× | 0.27× | ||
| Q1 25 | 0.47× | 1.97× | ||
| Q4 24 | 0.75× | 7.84× | ||
| Q3 24 | 1.19× | 1.93× | ||
| Q2 24 | 1.28× | 0.16× |
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% |
RBCAA
暂无分部数据
