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UNIVERSAL DISPLAY CORP \PA\(OLED)与Resolute Holdings Management, Inc.(RHLD)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Resolute Holdings Management, Inc.的1.2倍($142.2M vs $117.7M),UNIVERSAL DISPLAY CORP \PA\净利率更高(25.2% vs -1.5%,领先26.7%)
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。
Resolute Holdings Management, Inc.是一家澳大利亚矿业企业,核心业务布局于非洲地区,目前运营两座金矿,分别为位于马里的 Syama 金矿和塞内加尔的 Mako 金矿,专注于黄金资源的勘探、开采及相关运营管理工作。
OLED vs RHLD — 直观对比
营收规模更大
OLED
是对方的1.2倍
$117.7M
净利率更高
OLED
高出26.7%
-1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $142.2M | $117.7M |
| 净利润 | $35.9M | $-1.7M |
| 毛利率 | 74.6% | 55.7% |
| 营业利润率 | 30.1% | 30.2% |
| 净利率 | 25.2% | -1.5% |
| 营收同比 | -14.5% | — |
| 净利润同比 | -44.3% | — |
| 每股收益(稀释后) | $0.76 | $-0.20 |
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
OLED
RHLD
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $117.7M | ||
| Q3 25 | $139.6M | $120.9M | ||
| Q2 25 | $171.8M | $119.6M | ||
| Q1 25 | $166.3M | $103.9M | ||
| Q4 24 | $162.3M | — | ||
| Q3 24 | $161.6M | — | ||
| Q2 24 | $158.5M | — |
净利润
OLED
RHLD
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $-1.7M | ||
| Q3 25 | $44.0M | $-231.0K | ||
| Q2 25 | $67.3M | $-611.0K | ||
| Q1 25 | $64.4M | $-3.4M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | — | ||
| Q2 24 | $52.3M | — |
毛利率
OLED
RHLD
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 55.7% | ||
| Q3 25 | 74.6% | 59.0% | ||
| Q2 25 | 77.2% | 57.5% | ||
| Q1 25 | 77.1% | 52.5% | ||
| Q4 24 | 77.0% | — | ||
| Q3 24 | 77.8% | — | ||
| Q2 24 | 75.8% | — |
营业利润率
OLED
RHLD
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 30.2% | ||
| Q3 25 | 30.9% | 34.3% | ||
| Q2 25 | 39.9% | 34.0% | ||
| Q1 25 | 41.9% | 24.7% | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 35.6% | — |
净利率
OLED
RHLD
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | -1.5% | ||
| Q3 25 | 31.5% | -0.2% | ||
| Q2 25 | 39.2% | -0.5% | ||
| Q1 25 | 38.8% | -3.2% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | — | ||
| Q2 24 | 33.0% | — |
每股收益(稀释后)
OLED
RHLD
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $-0.20 | ||
| Q3 25 | $0.92 | $-0.03 | ||
| Q2 25 | $1.41 | $-0.07 | ||
| Q1 25 | $1.35 | $-0.39 | ||
| 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 | $205.5M |
| 总债务越低越好 | — | $169.8M |
| 股东权益账面价值 | — | $6.5M |
| 总资产 | $1.9B | $333.4M |
| 负债/权益比越低杠杆越低 | — | 26.03× |
8季度趋势,按日历期对齐
现金及短期投资
OLED
RHLD
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $205.5M | ||
| Q3 25 | $603.0M | $148.0M | ||
| Q2 25 | $525.2M | $99.9M | ||
| Q1 25 | $571.3M | $71.0M | ||
| Q4 24 | $492.7M | — | ||
| Q3 24 | $551.6M | — | ||
| Q2 24 | $530.5M | — |
总债务
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | — | $169.8M | ||
| Q3 25 | — | $173.4M | ||
| Q2 25 | — | $177.1M | ||
| Q1 25 | — | $180.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $6.5M | ||
| Q3 25 | $1.7B | $10.8M | ||
| Q2 25 | $1.7B | $9.6M | ||
| Q1 25 | $1.7B | $8.9M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
总资产
OLED
RHLD
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $333.4M | ||
| Q3 25 | $1.9B | $293.2M | ||
| Q2 25 | $1.9B | $253.3M | ||
| Q1 25 | $1.9B | $214.3M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
负债/权益比
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | — | 26.03× | ||
| Q3 25 | — | 16.01× | ||
| Q2 25 | — | 18.42× | ||
| Q1 25 | — | 20.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $196.1M |
| 自由现金流经营现金流 - 资本支出 | — | $189.2M |
| 自由现金流率自由现金流/营收 | — | 160.8% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 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 | — | $313.2M |
8季度趋势,按日历期对齐
经营现金流
OLED
RHLD
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $196.1M | ||
| Q3 25 | $97.2M | $59.6M | ||
| Q2 25 | $51.9M | $48.9M | ||
| Q1 25 | $30.6M | $18.4M | ||
| Q4 24 | $34.7M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $67.0M | — |
自由现金流
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $189.2M | ||
| Q3 25 | $84.3M | $58.6M | ||
| Q2 25 | $37.5M | $47.5M | ||
| Q1 25 | $17.5M | $17.8M | ||
| Q4 24 | $22.0M | — | ||
| Q3 24 | $66.2M | — | ||
| Q2 24 | $57.9M | — |
自由现金流率
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 160.8% | ||
| Q3 25 | 60.4% | 48.5% | ||
| Q2 25 | 21.8% | 39.7% | ||
| Q1 25 | 10.5% | 17.1% | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 36.5% | — |
资本支出强度
OLED
RHLD
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 5.8% | ||
| Q3 25 | 9.2% | 0.8% | ||
| Q2 25 | 8.4% | 1.2% | ||
| Q1 25 | 7.9% | 0.6% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 5.8% | — |
现金转化率
OLED
RHLD
| 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× | — |
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% |
RHLD
暂无分部数据