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UNIVERSAL DISPLAY CORP \PA\（OLED）与null（SWIM）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null的1.2倍（$142.2M vs $117.3M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs -7.3%，领先32.5%），null同比增速更快（5.3% vs -14.5%），过去两年UNIVERSAL DISPLAY CORP \PA\的营收复合增速更高（-5.3% vs -14.4%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
OLED vs SWIM — 直观对比
营收规模更大
OLED
是对方的1.2倍
$117.3M
营收增速更快
SWIM
高出19.8%
-14.5%
净利率更高
OLED
高出32.5%
-7.3%
两年增速更快
OLED
近两年复合增速
-14.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $142.2M | $117.3M |
| 净利润 | $35.9M | $-8.5M |
| 毛利率 | 74.6% | 31.7% |
| 营业利润率 | 30.1% | — |
| 净利率 | 25.2% | -7.3% |
| 营收同比 | -14.5% | 5.3% |
| 净利润同比 | -44.3% | -43.1% |
| 每股收益（稀释后） | $0.76 | $-0.07 |
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OLEDSWIM
| Q1 26 | $142.2M | $117.3M | ||
| Q4 25 | $172.9M | $100.0M | ||
| Q3 25 | $139.6M | $161.9M | ||
| Q2 25 | $171.8M | $172.6M | ||
| Q1 25 | $166.3M | $111.4M | ||
| Q4 24 | $162.3M | $87.3M | ||
| Q3 24 | $161.6M | $150.5M | ||
| Q2 24 | $158.5M | $160.1M |
净利润OLEDSWIM
| Q1 26 | $35.9M | $-8.5M | ||
| Q4 25 | $66.3M | $-7.0M | ||
| Q3 25 | $44.0M | $8.1M | ||
| Q2 25 | $67.3M | $16.0M | ||
| Q1 25 | $64.4M | $-6.0M | ||
| Q4 24 | $46.0M | $-29.2M | ||
| Q3 24 | $66.9M | $5.9M | ||
| Q2 24 | $52.3M | $13.3M |
毛利率OLEDSWIM
| Q1 26 | 74.6% | 31.7% | ||
| Q4 25 | 76.1% | 28.0% | ||
| Q3 25 | 74.6% | 35.4% | ||
| Q2 25 | 77.2% | 37.1% | ||
| Q1 25 | 77.1% | 29.5% | ||
| Q4 24 | 77.0% | 24.6% | ||
| Q3 24 | 77.8% | 32.4% | ||
| Q2 24 | 75.8% | 33.1% |
营业利润率OLEDSWIM
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | -10.7% | ||
| Q3 25 | 30.9% | 13.3% | ||
| Q2 25 | 39.9% | 14.3% | ||
| Q1 25 | 41.9% | -4.4% | ||
| Q4 24 | 32.3% | -14.9% | ||
| Q3 24 | 41.5% | 8.9% | ||
| Q2 24 | 35.6% | 12.5% |
净利率OLEDSWIM
| Q1 26 | 25.2% | -7.3% | ||
| Q4 25 | 38.4% | -7.0% | ||
| Q3 25 | 31.5% | 5.0% | ||
| Q2 25 | 39.2% | 9.3% | ||
| Q1 25 | 38.8% | -5.4% | ||
| Q4 24 | 28.4% | -33.4% | ||
| Q3 24 | 41.4% | 3.9% | ||
| Q2 24 | 33.0% | 8.3% |
每股收益（稀释后）OLEDSWIM
| Q1 26 | $0.76 | $-0.07 | ||
| Q4 25 | $1.40 | $-0.06 | ||
| Q3 25 | $0.92 | $0.07 | ||
| Q2 25 | $1.41 | $0.13 | ||
| Q1 25 | $1.35 | $-0.05 | ||
| Q4 24 | $0.96 | $-0.24 | ||
| Q3 24 | $1.40 | $0.05 | ||
| Q2 24 | $1.10 | $0.11 |
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 | — |
| 总债务越低越好 | — | $3.3M |
| 股东权益账面价值 | — | $396.7M |
| 总资产 | $1.9B | $856.4M |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资OLEDSWIM
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | — | ||
| Q3 25 | $603.0M | — | ||
| Q2 25 | $525.2M | — | ||
| Q1 25 | $571.3M | — | ||
| Q4 24 | $492.7M | — | ||
| Q3 24 | $551.6M | — | ||
| Q2 24 | $530.5M | — |
总债务OLEDSWIM
| Q1 26 | — | $3.3M | ||
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M |
股东权益OLEDSWIM
| Q1 26 | — | $396.7M | ||
| Q4 25 | $1.8B | $405.9M | ||
| Q3 25 | $1.7B | $408.4M | ||
| Q2 25 | $1.7B | $398.4M | ||
| Q1 25 | $1.7B | $381.1M | ||
| Q4 24 | $1.6B | $387.2M | ||
| Q3 24 | $1.6B | $416.6M | ||
| Q2 24 | $1.5B | $408.1M |
总资产OLEDSWIM
| Q1 26 | $1.9B | $856.4M | ||
| Q4 25 | $2.0B | $823.2M | ||
| Q3 25 | $1.9B | $844.4M | ||
| Q2 25 | $1.9B | $822.1M | ||
| Q1 25 | $1.9B | $824.6M | ||
| Q4 24 | $1.8B | $794.2M | ||
| Q3 24 | $1.8B | $853.4M | ||
| Q2 24 | $1.8B | $830.0M |
负债/权益比OLEDSWIM
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× |
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 | $-47.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流OLEDSWIM
| Q1 26 | $108.9M | $-47.7M | ||
| Q4 25 | $31.1M | $23.3M | ||
| Q3 25 | $97.2M | $51.0M | ||
| Q2 25 | $51.9M | $36.0M | ||
| Q1 25 | $30.6M | $-46.9M | ||
| Q4 24 | $34.7M | $6.2M | ||
| Q3 24 | $79.9M | $37.2M | ||
| Q2 24 | $67.0M | $52.4M |
自由现金流OLEDSWIM
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $14.1M | ||
| Q3 25 | $84.3M | $45.2M | ||
| Q2 25 | $37.5M | $29.1M | ||
| Q1 25 | $17.5M | $-50.3M | ||
| Q4 24 | $22.0M | $-98.0K | ||
| Q3 24 | $66.2M | $33.2M | ||
| Q2 24 | $57.9M | $47.9M |
自由现金流率OLEDSWIM
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 14.1% | ||
| Q3 25 | 60.4% | 27.9% | ||
| Q2 25 | 21.8% | 16.8% | ||
| Q1 25 | 10.5% | -45.2% | ||
| Q4 24 | 13.6% | -0.1% | ||
| Q3 24 | 41.0% | 22.1% | ||
| Q2 24 | 36.5% | 29.9% |
资本支出强度OLEDSWIM
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 9.2% | ||
| Q3 25 | 9.2% | 3.6% | ||
| Q2 25 | 8.4% | 4.0% | ||
| Q1 25 | 7.9% | 3.1% | ||
| Q4 24 | 7.8% | 7.2% | ||
| Q3 24 | 8.4% | 2.7% | ||
| Q2 24 | 5.8% | 2.8% |
现金转化率OLEDSWIM
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 6.29× | ||
| Q2 25 | 0.77× | 2.25× | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 6.32× | ||
| Q2 24 | 1.28× | 3.95× |
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% |
SWIM
暂无分部数据
