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Side-by-side financial comparison of GENESCO INC (GCO) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
GENESCO INC is the larger business by last-quarter revenue ($616.2M vs $420.0M, roughly 1.5× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 0.9%, a 56.1% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 3.3%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs -8.7%).
Genesco Inc. is an American publicly owned specialty retailer of branded footwear and accessories and is a wholesaler of branded and licensed footwear based in Nashville, Tennessee. Founded back in 1924 as Jarman Shoe Company, a footwear manufacturer, the company changed its name to General Shoe Corporation in 1933, and became a public company in 1939. By 1957, its stock would be included in the first S&P 500 Index. The company took its current name, Genesco—an acronym derived from its earlie...
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
GCO vs GLPI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $616.2M | $420.0M |
| Net Profit | $5.4M | $239.4M |
| Gross Margin | 46.8% | — |
| Operating Margin | 1.4% | 79.4% |
| Net Margin | 0.9% | 57.0% |
| Revenue YoY | 3.3% | 6.3% |
| Net Profit YoY | 128.3% | 40.5% |
| EPS (diluted) | $0.50 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $420.0M | ||
| Q4 25 | $616.2M | $407.0M | ||
| Q3 25 | $546.0M | $397.6M | ||
| Q2 25 | $474.0M | $394.9M | ||
| Q1 25 | $745.9M | $395.2M | ||
| Q4 24 | $596.3M | $389.6M | ||
| Q3 24 | $525.2M | $385.3M | ||
| Q2 24 | $457.6M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $5.4M | $275.4M | ||
| Q3 25 | $-18.5M | $241.2M | ||
| Q2 25 | $-21.2M | $151.4M | ||
| Q1 25 | $34.4M | $165.2M | ||
| Q4 24 | $-18.9M | $223.6M | ||
| Q3 24 | $-10.0M | $184.7M | ||
| Q2 24 | $-24.3M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 46.8% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | 46.9% | — | ||
| Q4 24 | 47.8% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 47.3% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 1.4% | 89.3% | ||
| Q3 25 | -2.6% | 84.8% | ||
| Q2 25 | -5.9% | 61.3% | ||
| Q1 25 | 6.2% | 65.5% | ||
| Q4 24 | 1.7% | 79.1% | ||
| Q3 24 | -2.0% | 70.4% | ||
| Q2 24 | -7.0% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 0.9% | 67.6% | ||
| Q3 25 | -3.4% | 60.7% | ||
| Q2 25 | -4.5% | 38.4% | ||
| Q1 25 | 4.6% | 41.8% | ||
| Q4 24 | -3.2% | 57.4% | ||
| Q3 24 | -1.9% | 47.9% | ||
| Q2 24 | -5.3% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.50 | $0.96 | ||
| Q3 25 | $-1.79 | $0.85 | ||
| Q2 25 | $-2.02 | $0.54 | ||
| Q1 25 | $3.16 | $0.60 | ||
| Q4 24 | $-1.76 | $0.79 | ||
| Q3 24 | $-0.91 | $0.67 | ||
| Q2 24 | $-2.23 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $27.0M | $274.5M |
| Total DebtLower is stronger | $89.5M | — |
| Stockholders' EquityBook value | $513.8M | $5.0B |
| Total Assets | $1.5B | $13.8B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $27.0M | — | ||
| Q3 25 | $41.0M | — | ||
| Q2 25 | $21.7M | — | ||
| Q1 25 | $34.0M | — | ||
| Q4 24 | $33.6M | $560.8M | ||
| Q3 24 | $45.9M | $560.8M | ||
| Q2 24 | $19.2M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $89.5M | $7.2B | ||
| Q3 25 | $71.0M | $7.2B | ||
| Q2 25 | $121.0M | $6.9B | ||
| Q1 25 | $0 | $6.9B | ||
| Q4 24 | $100.1M | $7.7B | ||
| Q3 24 | $77.8M | $7.4B | ||
| Q2 24 | $59.4M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $513.8M | $4.6B | ||
| Q3 25 | $506.4M | $4.6B | ||
| Q2 25 | $522.2M | $4.6B | ||
| Q1 25 | $547.0M | $4.2B | ||
| Q4 24 | $516.9M | $4.3B | ||
| Q3 24 | $532.6M | $4.3B | ||
| Q2 24 | $548.5M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.5B | $12.9B | ||
| Q3 25 | $1.4B | $12.8B | ||
| Q2 25 | $1.4B | $12.5B | ||
| Q1 25 | $1.3B | $12.1B | ||
| Q4 24 | $1.4B | $13.1B | ||
| Q3 24 | $1.4B | $12.7B | ||
| Q2 24 | $1.3B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 1.56× | ||
| Q3 25 | 0.14× | 1.57× | ||
| Q2 25 | 0.23× | 1.51× | ||
| Q1 25 | 0.00× | 1.63× | ||
| Q4 24 | 0.19× | 1.81× | ||
| Q3 24 | 0.15× | 1.74× | ||
| Q2 24 | 0.11× | 1.60× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-12.9M | — |
| Free Cash FlowOCF − Capex | $-31.5M | — |
| FCF MarginFCF / Revenue | -5.1% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | -2.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $23.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-12.9M | $1.1B | ||
| Q3 25 | $86.3M | $240.3M | ||
| Q2 25 | $-101.0M | $293.4M | ||
| Q1 25 | $117.0M | $252.5M | ||
| Q4 24 | $-23.1M | $1.1B | ||
| Q3 24 | $27.7M | $270.4M | ||
| Q2 24 | $-33.7M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-31.5M | — | ||
| Q3 25 | $71.7M | $183.0M | ||
| Q2 25 | $-119.9M | $272.3M | ||
| Q1 25 | $103.3M | $239.6M | ||
| Q4 24 | $-36.2M | $1.1B | ||
| Q3 24 | $19.8M | $261.5M | ||
| Q2 24 | $-40.1M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | -5.1% | — | ||
| Q3 25 | 13.1% | 46.0% | ||
| Q2 25 | -25.3% | 69.0% | ||
| Q1 25 | 13.8% | 60.6% | ||
| Q4 24 | -6.1% | 275.3% | ||
| Q3 24 | 3.8% | 67.9% | ||
| Q2 24 | -8.8% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.7% | 14.4% | ||
| Q2 25 | 4.0% | 5.3% | ||
| Q1 25 | 1.8% | 3.3% | ||
| Q4 24 | 2.2% | 0.0% | ||
| Q3 24 | 1.5% | 2.3% | ||
| Q2 24 | 1.4% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | -2.41× | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | 3.40× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
GLPI
Segment breakdown not available.
