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UNIVERSAL DISPLAY CORP \PA\（OLED）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是UNIVERSAL DISPLAY CORP \PA\的2.3倍（$324.4M vs $142.2M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs 5.7%，领先19.5%），Revolve Group, Inc.同比增速更快（10.4% vs -14.5%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
OLED vs RVLV — 直观对比
营收规模更大
RVLV
是对方的2.3倍
$142.2M
营收增速更快
RVLV
高出24.9%
-14.5%
净利率更高
OLED
高出19.5%
5.7%
两年增速更快
RVLV
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $324.4M |
| 净利润 | $35.9M | $18.6M |
| 毛利率 | 74.6% | 53.3% |
| 营业利润率 | 30.1% | 6.3% |
| 净利率 | 25.2% | 5.7% |
| 营收同比 | -14.5% | 10.4% |
| 净利润同比 | -44.3% | 50.4% |
| 每股收益（稀释后） | $0.76 | $0.27 |
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OLEDRVLV
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $324.4M | ||
| Q3 25 | $139.6M | $295.6M | ||
| Q2 25 | $171.8M | $309.0M | ||
| Q1 25 | $166.3M | $296.7M | ||
| Q4 24 | $162.3M | $293.7M | ||
| Q3 24 | $161.6M | $283.1M | ||
| Q2 24 | $158.5M | $282.5M |
净利润OLEDRVLV
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | $18.6M | ||
| Q3 25 | $44.0M | $21.2M | ||
| Q2 25 | $67.3M | $10.2M | ||
| Q1 25 | $64.4M | $11.8M | ||
| Q4 24 | $46.0M | $12.3M | ||
| Q3 24 | $66.9M | $11.0M | ||
| Q2 24 | $52.3M | $15.4M |
毛利率OLEDRVLV
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | 53.3% | ||
| Q3 25 | 74.6% | 54.6% | ||
| Q2 25 | 77.2% | 54.1% | ||
| Q1 25 | 77.1% | 52.0% | ||
| Q4 24 | 77.0% | 52.5% | ||
| Q3 24 | 77.8% | 51.2% | ||
| Q2 24 | 75.8% | 54.0% |
营业利润率OLEDRVLV
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 30.9% | 7.1% | ||
| Q2 25 | 39.9% | 5.8% | ||
| Q1 25 | 41.9% | 5.0% | ||
| Q4 24 | 32.3% | 3.9% | ||
| Q3 24 | 41.5% | 5.0% | ||
| Q2 24 | 35.6% | 5.8% |
净利率OLEDRVLV
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | 5.7% | ||
| Q3 25 | 31.5% | 7.2% | ||
| Q2 25 | 39.2% | 3.3% | ||
| Q1 25 | 38.8% | 4.0% | ||
| Q4 24 | 28.4% | 4.2% | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 5.4% |
每股收益（稀释后）OLEDRVLV
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $0.27 | ||
| Q3 25 | $0.92 | $0.29 | ||
| Q2 25 | $1.41 | $0.14 | ||
| Q1 25 | $1.35 | $0.16 | ||
| Q4 24 | $0.96 | $0.18 | ||
| Q3 24 | $1.40 | $0.15 | ||
| 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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $1.9B | $765.0M |
| 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OLEDRVLV
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $292.3M | ||
| Q3 25 | $603.0M | $315.4M | ||
| Q2 25 | $525.2M | $310.7M | ||
| Q1 25 | $571.3M | $300.8M | ||
| Q4 24 | $492.7M | $256.6M | ||
| Q3 24 | $551.6M | $252.8M | ||
| Q2 24 | $530.5M | $244.7M |
股东权益OLEDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $512.5M | ||
| Q3 25 | $1.7B | $490.2M | ||
| Q2 25 | $1.7B | $468.6M | ||
| Q1 25 | $1.7B | $453.4M | ||
| Q4 24 | $1.6B | $437.8M | ||
| Q3 24 | $1.6B | $420.8M | ||
| Q2 24 | $1.5B | $405.8M |
总资产OLEDRVLV
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $765.0M | ||
| Q3 25 | $1.9B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.8B | $657.8M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 3.03× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流OLEDRVLV
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $-10.2M | ||
| Q3 25 | $97.2M | $11.8M | ||
| Q2 25 | $51.9M | $12.6M | ||
| Q1 25 | $30.6M | $45.1M | ||
| Q4 24 | $34.7M | $3.9M | ||
| Q3 24 | $79.9M | $9.1M | ||
| Q2 24 | $67.0M | $-24.7M |
自由现金流OLEDRVLV
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $-13.3M | ||
| Q3 25 | $84.3M | $7.5M | ||
| Q2 25 | $37.5M | $10.4M | ||
| Q1 25 | $17.5M | $43.4M | ||
| Q4 24 | $22.0M | $2.1M | ||
| Q3 24 | $66.2M | $8.0M | ||
| Q2 24 | $57.9M | $-25.7M |
自由现金流率OLEDRVLV
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | -4.1% | ||
| Q3 25 | 60.4% | 2.5% | ||
| Q2 25 | 21.8% | 3.4% | ||
| Q1 25 | 10.5% | 14.6% | ||
| Q4 24 | 13.6% | 0.7% | ||
| Q3 24 | 41.0% | 2.8% | ||
| Q2 24 | 36.5% | -9.1% |
资本支出强度OLEDRVLV
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 1.0% | ||
| Q3 25 | 9.2% | 1.5% | ||
| Q2 25 | 8.4% | 0.7% | ||
| Q1 25 | 7.9% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 8.4% | 0.4% | ||
| Q2 24 | 5.8% | 0.4% |
现金转化率OLEDRVLV
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | -0.55× | ||
| Q3 25 | 2.21× | 0.56× | ||
| Q2 25 | 0.77× | 1.24× | ||
| Q1 25 | 0.47× | 3.82× | ||
| Q4 24 | 0.75× | 0.32× | ||
| Q3 24 | 1.19× | 0.83× | ||
| Q2 24 | 1.28× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
