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UNIVERSAL DISPLAY CORP \PA\（OLED）与RESOURCES CONNECTION, INC.（RGP）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RESOURCES CONNECTION, INC.的1.2倍（$142.2M vs $117.7M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs -10.8%，领先36.0%），UNIVERSAL DISPLAY CORP \PA\同比增速更快（-14.5% vs -19.2%），过去两年UNIVERSAL DISPLAY CORP \PA\的营收复合增速更高（-5.3% vs -11.8%）
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。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
OLED vs RGP — 直观对比
营收规模更大
OLED
是对方的1.2倍
$117.7M
营收增速更快
OLED
高出4.7%
-19.2%
净利率更高
OLED
高出36.0%
-10.8%
两年增速更快
OLED
近两年复合增速
-11.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $117.7M |
| 净利润 | $35.9M | $-12.7M |
| 毛利率 | 74.6% | 37.1% |
| 营业利润率 | 30.1% | -10.3% |
| 净利率 | 25.2% | -10.8% |
| 营收同比 | -14.5% | -19.2% |
| 净利润同比 | -44.3% | 81.6% |
| 每股收益（稀释后） | $0.76 | $-0.38 |
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OLEDRGP
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $117.7M | ||
| Q3 25 | $139.6M | $120.2M | ||
| Q2 25 | $171.8M | $139.3M | ||
| Q1 25 | $166.3M | $129.4M | ||
| Q4 24 | $162.3M | $145.6M | ||
| Q3 24 | $161.6M | $136.9M | ||
| Q2 24 | $158.5M | $148.2M |
净利润OLEDRGP
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $-12.7M | ||
| Q3 25 | $44.0M | $-2.4M | ||
| Q2 25 | $67.3M | $-73.3M | ||
| Q1 25 | $64.4M | $-44.1M | ||
| Q4 24 | $46.0M | $-68.7M | ||
| Q3 24 | $66.9M | $-5.7M | ||
| Q2 24 | $52.3M | $10.5M |
毛利率OLEDRGP
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 37.1% | ||
| Q3 25 | 74.6% | 39.5% | ||
| Q2 25 | 77.2% | 40.2% | ||
| Q1 25 | 77.1% | 35.1% | ||
| Q4 24 | 77.0% | 38.5% | ||
| Q3 24 | 77.8% | 36.5% | ||
| Q2 24 | 75.8% | 40.2% |
营业利润率OLEDRGP
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | -10.3% | ||
| Q3 25 | 30.9% | -1.7% | ||
| Q2 25 | 39.9% | -47.0% | ||
| Q1 25 | 41.9% | -38.4% | ||
| Q4 24 | 32.3% | -52.7% | ||
| Q3 24 | 41.5% | -3.5% | ||
| Q2 24 | 35.6% | 7.6% |
净利率OLEDRGP
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | -10.8% | ||
| Q3 25 | 31.5% | -2.0% | ||
| Q2 25 | 39.2% | -52.6% | ||
| Q1 25 | 38.8% | -34.0% | ||
| Q4 24 | 28.4% | -47.2% | ||
| Q3 24 | 41.4% | -4.2% | ||
| Q2 24 | 33.0% | 7.1% |
每股收益（稀释后）OLEDRGP
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $-0.38 | ||
| Q3 25 | $0.92 | $-0.07 | ||
| Q2 25 | $1.41 | $-2.21 | ||
| Q1 25 | $1.35 | $-1.34 | ||
| Q4 24 | $0.96 | $-2.08 | ||
| Q3 24 | $1.40 | $-0.17 | ||
| Q2 24 | $1.10 | $0.31 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $194.6M |
| 总资产 | $1.9B | $289.3M |
| 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OLEDRGP
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $89.8M | ||
| Q3 25 | $603.0M | $77.5M | ||
| Q2 25 | $525.2M | $86.1M | ||
| Q1 25 | $571.3M | $72.5M | ||
| Q4 24 | $492.7M | $78.2M | ||
| Q3 24 | $551.6M | $89.6M | ||
| Q2 24 | $530.5M | $108.9M |
股东权益OLEDRGP
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $194.6M | ||
| Q3 25 | $1.7B | $206.4M | ||
| Q2 25 | $1.7B | $207.1M | ||
| Q1 25 | $1.7B | $277.8M | ||
| Q4 24 | $1.6B | $325.7M | ||
| Q3 24 | $1.6B | $407.2M | ||
| Q2 24 | $1.5B | $418.8M |
总资产OLEDRGP
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $289.3M | ||
| Q3 25 | $1.9B | $287.2M | ||
| Q2 25 | $1.9B | $304.7M | ||
| Q1 25 | $1.9B | $375.6M | ||
| Q4 24 | $1.8B | $424.9M | ||
| Q3 24 | $1.8B | $512.9M | ||
| Q2 24 | $1.8B | $510.9M |
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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | — | $15.6M |
| 自由现金流率自由现金流/营收 | — | 13.2% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $24.3M |
8季度趋势，按日历期对齐
经营现金流OLEDRGP
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $15.9M | ||
| Q3 25 | $97.2M | $-7.8M | ||
| Q2 25 | $51.9M | $16.8M | ||
| Q1 25 | $30.6M | $659.0K | ||
| Q4 24 | $34.7M | $1.8M | ||
| Q3 24 | $79.9M | $-309.0K | ||
| Q2 24 | $67.0M | $3.2M |
自由现金流OLEDRGP
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $15.6M | ||
| Q3 25 | $84.3M | $-8.0M | ||
| Q2 25 | $37.5M | $16.5M | ||
| Q1 25 | $17.5M | $238.0K | ||
| Q4 24 | $22.0M | $61.0K | ||
| Q3 24 | $66.2M | $-575.0K | ||
| Q2 24 | $57.9M | $3.0M |
自由现金流率OLEDRGP
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 13.2% | ||
| Q3 25 | 60.4% | -6.6% | ||
| Q2 25 | 21.8% | 11.8% | ||
| Q1 25 | 10.5% | 0.2% | ||
| Q4 24 | 13.6% | 0.0% | ||
| Q3 24 | 41.0% | -0.4% | ||
| Q2 24 | 36.5% | 2.1% |
资本支出强度OLEDRGP
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.3% | ||
| Q3 25 | 9.2% | 0.1% | ||
| Q2 25 | 8.4% | 0.2% | ||
| Q1 25 | 7.9% | 0.3% | ||
| Q4 24 | 7.8% | 1.2% | ||
| Q3 24 | 8.4% | 0.2% | ||
| Q2 24 | 5.8% | 0.1% |
现金转化率OLEDRGP
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.28× | 0.30× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
