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UNIVERSAL DISPLAY CORP \PA\（OLED）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.0倍（$142.2M vs $142.2M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs 2.3%，领先23.0%），Ranger Energy Services, Inc.同比增速更快（-0.6% vs -14.5%），过去两年Ranger Energy Services, Inc.的营收复合增速更高（1.9% 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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
OLED vs RNGR — 直观对比
营收规模更大
OLED
是对方的1.0倍
$142.2M
营收增速更快
RNGR
高出13.8%
-14.5%
净利率更高
OLED
高出23.0%
2.3%
两年增速更快
RNGR
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $142.2M |
| 净利润 | $35.9M | $3.2M |
| 毛利率 | 74.6% | — |
| 营业利润率 | 30.1% | 2.3% |
| 净利率 | 25.2% | 2.3% |
| 营收同比 | -14.5% | -0.6% |
| 净利润同比 | -44.3% | -44.8% |
| 每股收益（稀释后） | $0.76 | $0.14 |
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OLEDRNGR
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $142.2M | ||
| Q3 25 | $139.6M | $128.9M | ||
| Q2 25 | $171.8M | $140.6M | ||
| Q1 25 | $166.3M | $135.2M | ||
| Q4 24 | $162.3M | $143.1M | ||
| Q3 24 | $161.6M | $153.0M | ||
| Q2 24 | $158.5M | $138.1M |
净利润OLEDRNGR
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $3.2M | ||
| Q3 25 | $44.0M | $1.2M | ||
| Q2 25 | $67.3M | $7.3M | ||
| Q1 25 | $64.4M | $600.0K | ||
| Q4 24 | $46.0M | $5.8M | ||
| Q3 24 | $66.9M | $8.7M | ||
| Q2 24 | $52.3M | $4.7M |
毛利率OLEDRNGR
| 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OLEDRNGR
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 2.3% | ||
| Q3 25 | 30.9% | 2.0% | ||
| Q2 25 | 39.9% | 6.1% | ||
| Q1 25 | 41.9% | 0.7% | ||
| Q4 24 | 32.3% | 6.2% | ||
| Q3 24 | 41.5% | 8.4% | ||
| Q2 24 | 35.6% | 5.3% |
净利率OLEDRNGR
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 2.3% | ||
| Q3 25 | 31.5% | 0.9% | ||
| Q2 25 | 39.2% | 5.2% | ||
| Q1 25 | 38.8% | 0.4% | ||
| Q4 24 | 28.4% | 4.1% | ||
| Q3 24 | 41.4% | 5.7% | ||
| Q2 24 | 33.0% | 3.4% |
每股收益（稀释后）OLEDRNGR
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.14 | ||
| Q3 25 | $0.92 | $0.05 | ||
| Q2 25 | $1.41 | $0.32 | ||
| Q1 25 | $1.35 | $0.03 | ||
| Q4 24 | $0.96 | $0.24 | ||
| Q3 24 | $1.40 | $0.39 | ||
| Q2 24 | $1.10 | $0.21 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $300.1M |
| 总资产 | $1.9B | $419.3M |
| 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OLEDRNGR
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $10.3M | ||
| Q3 25 | $603.0M | $45.2M | ||
| Q2 25 | $525.2M | $48.9M | ||
| Q1 25 | $571.3M | $40.3M | ||
| Q4 24 | $492.7M | $40.9M | ||
| Q3 24 | $551.6M | $14.8M | ||
| Q2 24 | $530.5M | $8.7M |
总债务OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $300.1M | ||
| Q3 25 | $1.7B | $270.0M | ||
| Q2 25 | $1.7B | $276.9M | ||
| Q1 25 | $1.7B | $272.6M | ||
| Q4 24 | $1.6B | $273.8M | ||
| Q3 24 | $1.6B | $267.6M | ||
| Q2 24 | $1.5B | $260.5M |
总资产OLEDRNGR
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $419.3M | ||
| Q3 25 | $1.9B | $372.8M | ||
| Q2 25 | $1.9B | $381.7M | ||
| Q1 25 | $1.9B | $376.5M | ||
| Q4 24 | $1.8B | $381.6M | ||
| Q3 24 | $1.8B | $373.9M | ||
| Q2 24 | $1.8B | $359.6M |
负债/权益比OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | 3.03× | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流OLEDRNGR
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $24.1M | ||
| Q3 25 | $97.2M | $13.6M | ||
| Q2 25 | $51.9M | $20.7M | ||
| Q1 25 | $30.6M | $10.6M | ||
| Q4 24 | $34.7M | $32.7M | ||
| Q3 24 | $79.9M | $17.7M | ||
| Q2 24 | $67.0M | $22.1M |
自由现金流OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $17.1M | ||
| Q3 25 | $84.3M | $8.0M | ||
| Q2 25 | $37.5M | $14.4M | ||
| Q1 25 | $17.5M | $3.4M | ||
| Q4 24 | $22.0M | $27.3M | ||
| Q3 24 | $66.2M | $10.8M | ||
| Q2 24 | $57.9M | $6.8M |
自由现金流率OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 12.0% | ||
| Q3 25 | 60.4% | 6.2% | ||
| Q2 25 | 21.8% | 10.2% | ||
| Q1 25 | 10.5% | 2.5% | ||
| Q4 24 | 13.6% | 19.1% | ||
| Q3 24 | 41.0% | 7.1% | ||
| Q2 24 | 36.5% | 4.9% |
资本支出强度OLEDRNGR
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 4.9% | ||
| Q3 25 | 9.2% | 4.3% | ||
| Q2 25 | 8.4% | 4.5% | ||
| Q1 25 | 7.9% | 5.3% | ||
| Q4 24 | 7.8% | 3.8% | ||
| Q3 24 | 8.4% | 4.5% | ||
| Q2 24 | 5.8% | 11.1% |
现金转化率OLEDRNGR
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | 7.53× | ||
| Q3 25 | 2.21× | 11.33× | ||
| Q2 25 | 0.77× | 2.84× | ||
| Q1 25 | 0.47× | 17.67× | ||
| Q4 24 | 0.75× | 5.64× | ||
| Q3 24 | 1.19× | 2.03× | ||
| Q2 24 | 1.28× | 4.70× |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
