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Side-by-side financial comparison of GRACO INC (GGG) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $420.0M, roughly 1.4× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 22.3%, a 34.7% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 6.3%). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 5.0%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
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.
GGG vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $420.0M |
| Net Profit | $132.5M | $239.4M |
| Gross Margin | 51.7% | — |
| Operating Margin | 26.7% | 79.4% |
| Net Margin | 22.3% | 57.0% |
| Revenue YoY | 8.1% | 6.3% |
| Net Profit YoY | 21.9% | 40.5% |
| EPS (diluted) | $0.78 | — |
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 | $593.2M | $407.0M | ||
| Q3 25 | $543.4M | $397.6M | ||
| Q2 25 | $571.8M | $394.9M | ||
| Q1 25 | $528.3M | $395.2M | ||
| Q4 24 | $548.7M | $389.6M | ||
| Q3 24 | $519.2M | $385.3M | ||
| Q2 24 | $553.2M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $132.5M | $275.4M | ||
| Q3 25 | $137.6M | $241.2M | ||
| Q2 25 | $127.6M | $151.4M | ||
| Q1 25 | $124.1M | $165.2M | ||
| Q4 24 | $108.7M | $223.6M | ||
| Q3 24 | $122.2M | $184.7M | ||
| Q2 24 | $133.0M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.7% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 52.4% | — | ||
| Q1 25 | 52.6% | — | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 53.2% | — | ||
| Q2 24 | 54.4% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 26.7% | 89.3% | ||
| Q3 25 | 30.3% | 84.8% | ||
| Q2 25 | 27.5% | 61.3% | ||
| Q1 25 | 27.3% | 65.5% | ||
| Q4 24 | 23.7% | 79.1% | ||
| Q3 24 | 28.1% | 70.4% | ||
| Q2 24 | 29.2% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 22.3% | 67.6% | ||
| Q3 25 | 25.3% | 60.7% | ||
| Q2 25 | 22.3% | 38.4% | ||
| Q1 25 | 23.5% | 41.8% | ||
| Q4 24 | 19.8% | 57.4% | ||
| Q3 24 | 23.5% | 47.9% | ||
| Q2 24 | 24.0% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.78 | $0.96 | ||
| Q3 25 | $0.82 | $0.85 | ||
| Q2 25 | $0.76 | $0.54 | ||
| Q1 25 | $0.72 | $0.60 | ||
| Q4 24 | $0.63 | $0.79 | ||
| Q3 24 | $0.71 | $0.67 | ||
| Q2 24 | $0.77 | $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 | $624.1M | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $5.0B |
| Total Assets | $3.3B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $624.1M | — | ||
| Q3 25 | $618.7M | — | ||
| Q2 25 | $534.9M | — | ||
| Q1 25 | $536.1M | — | ||
| Q4 24 | $675.3M | $560.8M | ||
| Q3 24 | $764.5M | $560.8M | ||
| Q2 24 | $666.0M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.7B | $4.6B | ||
| Q3 25 | $2.6B | $4.6B | ||
| Q2 25 | $2.5B | $4.6B | ||
| Q1 25 | $2.5B | $4.2B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.5B | $4.3B | ||
| Q2 24 | $2.4B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.3B | $12.9B | ||
| Q3 25 | $3.2B | $12.8B | ||
| Q2 25 | $3.0B | $12.5B | ||
| Q1 25 | $3.0B | $12.1B | ||
| Q4 24 | $3.1B | $13.1B | ||
| Q3 24 | $3.0B | $12.7B | ||
| Q2 24 | $2.9B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 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 | $196.3M | — |
| Free Cash FlowOCF − Capex | $184.3M | — |
| FCF MarginFCF / Revenue | 31.1% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $1.1B | ||
| Q3 25 | $179.2M | $240.3M | ||
| Q2 25 | $182.7M | $293.4M | ||
| Q1 25 | $125.4M | $252.5M | ||
| Q4 24 | $185.2M | $1.1B | ||
| Q3 24 | $178.6M | $270.4M | ||
| Q2 24 | $139.0M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $184.3M | — | ||
| Q3 25 | $175.7M | $183.0M | ||
| Q2 25 | $163.1M | $272.3M | ||
| Q1 25 | $114.8M | $239.6M | ||
| Q4 24 | $171.3M | $1.1B | ||
| Q3 24 | $159.2M | $261.5M | ||
| Q2 24 | $102.7M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 32.3% | 46.0% | ||
| Q2 25 | 28.5% | 69.0% | ||
| Q1 25 | 21.7% | 60.6% | ||
| Q4 24 | 31.2% | 275.3% | ||
| Q3 24 | 30.7% | 67.9% | ||
| Q2 24 | 18.6% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 0.6% | 14.4% | ||
| Q2 25 | 3.4% | 5.3% | ||
| Q1 25 | 2.0% | 3.3% | ||
| Q4 24 | 2.5% | 0.0% | ||
| Q3 24 | 3.7% | 2.3% | ||
| Q2 24 | 6.6% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 4.10× | ||
| Q3 25 | 1.30× | 1.00× | ||
| Q2 25 | 1.43× | 1.94× | ||
| Q1 25 | 1.01× | 1.53× | ||
| Q4 24 | 1.70× | 4.80× | ||
| Q3 24 | 1.46× | 1.46× | ||
| Q2 24 | 1.05× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
GLPI
Segment breakdown not available.
