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UNIVERSAL DISPLAY CORP \PA\（OLED）与STURM RUGER & CO INC（RGR）财务数据对比。点击上方公司名可切换其他公司
STURM RUGER & CO INC的季度营收约是UNIVERSAL DISPLAY CORP \PA\的1.1倍（$151.1M vs $142.2M），STURM RUGER & CO INC同比增速更快（3.6% vs -14.5%），过去两年STURM RUGER & CO INC的营收复合增速更高（5.1% 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。
鲁格公司（Ruger）是总部位于美国康涅狄格州绍斯波特的枪械制造企业，除总部外，还在新罕布什尔州纽波特、北卡罗来纳州梅约丹以及亚利桑那州普雷斯科特设有生产工厂。公司由亚历山大·麦考密克·斯特姆与威廉·B·鲁格于1949年共同创立，自1969年起公开上市交易。
OLED vs RGR — 直观对比
营收规模更大
RGR
是对方的1.1倍
$142.2M
营收增速更快
RGR
高出18.1%
-14.5%
两年增速更快
RGR
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $151.1M |
| 净利润 | $35.9M | — |
| 毛利率 | 74.6% | 17.8% |
| 营业利润率 | 30.1% | 2.3% |
| 净利率 | 25.2% | — |
| 营收同比 | -14.5% | 3.6% |
| 净利润同比 | -44.3% | — |
| 每股收益（稀释后） | $0.76 | $0.22 |
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OLEDRGR
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $151.1M | ||
| Q3 25 | $139.6M | $126.8M | ||
| Q2 25 | $171.8M | $132.5M | ||
| Q1 25 | $166.3M | $135.7M | ||
| Q4 24 | $162.3M | $145.8M | ||
| Q3 24 | $161.6M | $122.3M | ||
| Q2 24 | $158.5M | $130.8M |
净利润OLEDRGR
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $1.6M | ||
| Q2 25 | $67.3M | $-17.2M | ||
| Q1 25 | $64.4M | $7.8M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | $4.7M | ||
| Q2 24 | $52.3M | $8.3M |
毛利率OLEDRGR
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 17.8% | ||
| Q3 25 | 74.6% | 15.1% | ||
| Q2 25 | 77.2% | 3.9% | ||
| Q1 25 | 77.1% | 22.0% | ||
| Q4 24 | 77.0% | 22.8% | ||
| Q3 24 | 77.8% | 18.5% | ||
| Q2 24 | 75.8% | 22.3% |
营业利润率OLEDRGR
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 2.3% | ||
| Q3 25 | 30.9% | -2.7% | ||
| Q2 25 | 39.9% | -15.6% | ||
| Q1 25 | 41.9% | 6.2% | ||
| Q4 24 | 32.3% | 7.8% | ||
| Q3 24 | 41.5% | 3.1% | ||
| Q2 24 | 35.6% | 6.9% |
净利率OLEDRGR
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | 1.2% | ||
| Q2 25 | 39.2% | -13.0% | ||
| Q1 25 | 38.8% | 5.7% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 6.3% |
每股收益（稀释后）OLEDRGR
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.22 | ||
| Q3 25 | $0.92 | $0.10 | ||
| Q2 25 | $1.41 | $-1.05 | ||
| Q1 25 | $1.35 | $0.46 | ||
| Q4 24 | $0.96 | $0.62 | ||
| Q3 24 | $1.40 | $0.28 | ||
| Q2 24 | $1.10 | $0.47 |
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 | $92.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $283.8M |
| 总资产 | $1.9B | $342.0M |
| 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OLEDRGR
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $92.5M | ||
| Q3 25 | $603.0M | $80.8M | ||
| Q2 25 | $525.2M | $101.4M | ||
| Q1 25 | $571.3M | $108.3M | ||
| Q4 24 | $492.7M | $105.5M | ||
| Q3 24 | $551.6M | $96.0M | ||
| Q2 24 | $530.5M | $105.6M |
股东权益OLEDRGR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $283.8M | ||
| Q3 25 | $1.7B | $279.6M | ||
| Q2 25 | $1.7B | $289.3M | ||
| Q1 25 | $1.7B | $321.5M | ||
| Q4 24 | $1.6B | $319.6M | ||
| Q3 24 | $1.6B | $314.9M | ||
| Q2 24 | $1.5B | $321.5M |
总资产OLEDRGR
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $342.0M | ||
| Q3 25 | $1.9B | $342.3M | ||
| Q2 25 | $1.9B | $349.5M | ||
| Q1 25 | $1.9B | $379.0M | ||
| Q4 24 | $1.8B | $384.0M | ||
| Q3 24 | $1.8B | $373.5M | ||
| Q2 24 | $1.8B | $376.7M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | — | $12.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 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 | — | $38.5M |
8季度趋势，按日历期对齐
经营现金流OLEDRGR
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $15.5M | ||
| Q3 25 | $97.2M | $12.9M | ||
| Q2 25 | $51.9M | $14.7M | ||
| Q1 25 | $30.6M | $11.1M | ||
| Q4 24 | $34.7M | $20.0M | ||
| Q3 24 | $79.9M | $9.4M | ||
| Q2 24 | $67.0M | $18.7M |
自由现金流OLEDRGR
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $12.3M | ||
| Q3 25 | $84.3M | $7.0M | ||
| Q2 25 | $37.5M | $9.1M | ||
| Q1 25 | $17.5M | $10.0M | ||
| Q4 24 | $22.0M | $16.4M | ||
| Q3 24 | $66.2M | $2.6M | ||
| Q2 24 | $57.9M | $10.1M |
自由现金流率OLEDRGR
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 8.2% | ||
| Q3 25 | 60.4% | 5.5% | ||
| Q2 25 | 21.8% | 6.9% | ||
| Q1 25 | 10.5% | 7.4% | ||
| Q4 24 | 13.6% | 11.2% | ||
| Q3 24 | 41.0% | 2.1% | ||
| Q2 24 | 36.5% | 7.7% |
资本支出强度OLEDRGR
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 2.1% | ||
| Q3 25 | 9.2% | 4.6% | ||
| Q2 25 | 8.4% | 4.2% | ||
| Q1 25 | 7.9% | 0.8% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 8.4% | 5.5% | ||
| Q2 24 | 5.8% | 6.6% |
现金转化率OLEDRGR
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 8.15× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.47× | 1.43× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 1.98× | ||
| Q2 24 | 1.28× | 2.27× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
