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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $420.0M, roughly 1.3× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 29.8%, a 27.2% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% 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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
GLPI vs KIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $558.0M |
| Net Profit | $239.4M | $166.3M |
| Gross Margin | — | — |
| Operating Margin | 79.4% | 37.2% |
| Net Margin | 57.0% | 29.8% |
| Revenue YoY | 6.3% | 4.0% |
| Net Profit YoY | 40.5% | 23.7% |
| EPS (diluted) | — | $0.46 |
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 | $558.0M | ||
| Q4 25 | $407.0M | $542.5M | ||
| Q3 25 | $397.6M | $535.9M | ||
| Q2 25 | $394.9M | $525.2M | ||
| Q1 25 | $395.2M | $536.6M | ||
| Q4 24 | $389.6M | $525.4M | ||
| Q3 24 | $385.3M | $507.6M | ||
| Q2 24 | $380.6M | $500.2M |
| Q1 26 | $239.4M | $166.3M | ||
| Q4 25 | $275.4M | $151.2M | ||
| Q3 25 | $241.2M | $137.8M | ||
| Q2 25 | $151.4M | $163.0M | ||
| Q1 25 | $165.2M | $132.8M | ||
| Q4 24 | $223.6M | $166.0M | ||
| Q3 24 | $184.7M | $136.0M | ||
| Q2 24 | $208.3M | $119.7M |
| Q1 26 | 79.4% | 37.2% | ||
| Q4 25 | 89.3% | 36.4% | ||
| Q3 25 | 84.8% | 34.9% | ||
| Q2 25 | 61.3% | 39.2% | ||
| Q1 25 | 65.5% | 33.6% | ||
| Q4 24 | 79.1% | 31.7% | ||
| Q3 24 | 70.4% | 33.7% | ||
| Q2 24 | 77.1% | 32.1% |
| Q1 26 | 57.0% | 29.8% | ||
| Q4 25 | 67.6% | 27.9% | ||
| Q3 25 | 60.7% | 25.7% | ||
| Q2 25 | 38.4% | 31.0% | ||
| Q1 25 | 41.8% | 24.8% | ||
| Q4 24 | 57.4% | 31.6% | ||
| Q3 24 | 47.9% | 26.8% | ||
| Q2 24 | 54.7% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $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 | $274.5M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $10.4B |
| Total Assets | $13.8B | $19.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $211.6M | ||
| Q3 25 | — | $159.3M | ||
| Q2 25 | — | $226.6M | ||
| Q1 25 | — | $131.3M | ||
| Q4 24 | $560.8M | $688.6M | ||
| Q3 24 | $560.8M | $789.0M | ||
| Q2 24 | $560.8M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $7.7B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $8.0B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | $10.4B | ||
| Q4 25 | $4.6B | $10.4B | ||
| Q3 25 | $4.6B | $10.5B | ||
| Q2 25 | $4.6B | $10.5B | ||
| Q1 25 | $4.2B | $10.6B | ||
| Q4 24 | $4.3B | $10.7B | ||
| Q3 24 | $4.3B | $10.5B | ||
| Q2 24 | $4.1B | $10.6B |
| Q1 26 | $13.8B | $19.6B | ||
| Q4 25 | $12.9B | $19.7B | ||
| Q3 25 | $12.8B | $19.9B | ||
| Q2 25 | $12.5B | $19.8B | ||
| Q1 25 | $12.1B | $19.7B | ||
| Q4 24 | $13.1B | $20.3B | ||
| Q3 24 | $12.7B | $20.1B | ||
| Q2 24 | $11.8B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.74× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 0.75× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
