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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
Gaming & Leisure Properties, Inc. is the larger business by last-quarter revenue ($420.0M vs $314.8M, roughly 1.3× SANFILIPPO JOHN B & SON INC). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 5.7%, a 51.3% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 4.6%). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs 5.0%).
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.
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
GLPI vs JBSS — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $314.8M |
| Net Profit | $239.4M | $18.0M |
| Gross Margin | — | 18.8% |
| Operating Margin | 79.4% | 8.3% |
| Net Margin | 57.0% | 5.7% |
| Revenue YoY | 6.3% | 4.6% |
| Net Profit YoY | 40.5% | 32.1% |
| EPS (diluted) | — | $1.53 |
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 | $407.0M | $314.8M | ||
| Q3 25 | $397.6M | $298.7M | ||
| Q2 25 | $394.9M | $269.1M | ||
| Q1 25 | $395.2M | $260.9M | ||
| Q4 24 | $389.6M | $301.1M | ||
| Q3 24 | $385.3M | $276.2M | ||
| Q2 24 | $380.6M | $269.6M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $18.0M | ||
| Q3 25 | $241.2M | $18.7M | ||
| Q2 25 | $151.4M | $13.5M | ||
| Q1 25 | $165.2M | $20.2M | ||
| Q4 24 | $223.6M | $13.6M | ||
| Q3 24 | $184.7M | $11.7M | ||
| Q2 24 | $208.3M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 18.1% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 18.5% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 8.3% | ||
| Q3 25 | 84.8% | 9.0% | ||
| Q2 25 | 61.3% | 7.5% | ||
| Q1 25 | 65.5% | 10.8% | ||
| Q4 24 | 79.1% | 6.4% | ||
| Q3 24 | 70.4% | 6.2% | ||
| Q2 24 | 77.1% | 5.4% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 5.7% | ||
| Q3 25 | 60.7% | 6.3% | ||
| Q2 25 | 38.4% | 5.0% | ||
| Q1 25 | 41.8% | 7.7% | ||
| Q4 24 | 57.4% | 4.5% | ||
| Q3 24 | 47.9% | 4.2% | ||
| Q2 24 | 54.7% | 3.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.53 | ||
| Q3 25 | $0.85 | $1.59 | ||
| Q2 25 | $0.54 | $1.15 | ||
| Q1 25 | $0.60 | $1.72 | ||
| Q4 24 | $0.79 | $1.16 | ||
| Q3 24 | $0.67 | $1.00 | ||
| Q2 24 | $0.77 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $274.5M | $2.4M |
| Total DebtLower is stronger | — | $28.8M |
| Stockholders' EquityBook value | $5.0B | $370.1M |
| Total Assets | $13.8B | $617.7M |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $2.4M | ||
| Q3 25 | — | $714.0K | ||
| Q2 25 | — | $585.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $560.8M | $336.0K | ||
| Q3 24 | $560.8M | $442.0K | ||
| Q2 24 | $560.8M | $484.0K |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $28.8M | ||
| Q3 25 | $7.2B | $29.8M | ||
| Q2 25 | $6.9B | $14.6M | ||
| Q1 25 | $6.9B | $5.8M | ||
| Q4 24 | $7.7B | $6.0M | ||
| Q3 24 | $7.4B | $6.2M | ||
| Q2 24 | $6.6B | $6.4M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $370.1M | ||
| Q3 25 | $4.6B | $362.8M | ||
| Q2 25 | $4.6B | $360.7M | ||
| Q1 25 | $4.2B | $346.6M | ||
| Q4 24 | $4.3B | $325.6M | ||
| Q3 24 | $4.3B | $310.8M | ||
| Q2 24 | $4.1B | $322.6M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $617.7M | ||
| Q3 25 | $12.8B | $598.7M | ||
| Q2 25 | $12.5B | $597.6M | ||
| Q1 25 | $12.1B | $590.0M | ||
| Q4 24 | $13.1B | $545.3M | ||
| Q3 24 | $12.7B | $519.4M | ||
| Q2 24 | $11.8B | $515.6M |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.08× | ||
| Q3 25 | 1.57× | 0.08× | ||
| Q2 25 | 1.51× | 0.04× | ||
| Q1 25 | 1.63× | 0.02× | ||
| Q4 24 | 1.81× | 0.02× | ||
| Q3 24 | 1.74× | 0.02× | ||
| Q2 24 | 1.60× | 0.02× |
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 | — | $62.5M |
| Free Cash FlowOCF − Capex | — | $40.0M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 7.1% |
| Cash ConversionOCF / Net Profit | — | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $62.5M | ||
| Q3 25 | $240.3M | $32.1M | ||
| Q2 25 | $293.4M | $36.5M | ||
| Q1 25 | $252.5M | $-25.9M | ||
| Q4 24 | $1.1B | $11.0M | ||
| Q3 24 | $270.4M | $8.9M | ||
| Q2 24 | $252.1M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $40.0M | ||
| Q3 25 | $183.0M | $7.3M | ||
| Q2 25 | $272.3M | $23.0M | ||
| Q1 25 | $239.6M | $-37.6M | ||
| Q4 24 | $1.1B | $-2.7M | ||
| Q3 24 | $261.5M | $-3.0M | ||
| Q2 24 | $245.0M | $24.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | 46.0% | 2.4% | ||
| Q2 25 | 69.0% | 8.6% | ||
| Q1 25 | 60.6% | -14.4% | ||
| Q4 24 | 275.3% | -0.9% | ||
| Q3 24 | 67.9% | -1.1% | ||
| Q2 24 | 64.4% | 9.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | 14.4% | 8.3% | ||
| Q2 25 | 5.3% | 5.0% | ||
| Q1 25 | 3.3% | 4.5% | ||
| Q4 24 | 0.0% | 4.5% | ||
| Q3 24 | 2.3% | 4.3% | ||
| Q2 24 | 1.9% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 3.48× | ||
| Q3 25 | 1.00× | 1.72× | ||
| Q2 25 | 1.94× | 2.70× | ||
| Q1 25 | 1.53× | -1.29× | ||
| Q4 24 | 4.80× | 0.81× | ||
| Q3 24 | 1.46× | 0.77× | ||
| Q2 24 | 1.21× | 3.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
