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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and OMEGA HEALTHCARE INVESTORS INC (OHI). 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 $319.2M, roughly 1.3× OMEGA HEALTHCARE INVESTORS INC). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 51.6%, a 5.4% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs 6.3%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% 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.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
GLPI vs OHI — Head-to-Head
Income Statement — Q1 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $319.2M |
| Net Profit | $239.4M | $164.8M |
| Gross Margin | — | — |
| Operating Margin | 79.4% | 53.7% |
| Net Margin | 57.0% | 51.6% |
| Revenue YoY | 6.3% | 14.3% |
| Net Profit YoY | 40.5% | 45.4% |
| EPS (diluted) | — | $0.56 |
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 | $319.2M | ||
| Q3 25 | $397.6M | $311.6M | ||
| Q2 25 | $394.9M | $282.5M | ||
| Q1 25 | $395.2M | $276.8M | ||
| Q4 24 | $389.6M | $279.3M | ||
| Q3 24 | $385.3M | $276.0M | ||
| Q2 24 | $380.6M | $252.7M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $267.3M | $164.8M | ||
| Q3 25 | $241.2M | $179.7M | ||
| Q2 25 | $151.4M | $136.6M | ||
| Q1 25 | $165.2M | $109.0M | ||
| Q4 24 | $217.2M | $113.3M | ||
| Q3 24 | $184.7M | $111.8M | ||
| Q2 24 | $208.3M | $113.9M |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 53.7% | ||
| Q3 25 | 84.8% | 61.4% | ||
| Q2 25 | 61.3% | 52.1% | ||
| Q1 25 | 65.5% | 41.4% | ||
| Q4 24 | 79.1% | 42.5% | ||
| Q3 24 | 70.4% | 40.3% | ||
| Q2 24 | 77.1% | 47.1% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 65.7% | 51.6% | ||
| Q3 25 | 60.7% | 57.7% | ||
| Q2 25 | 38.4% | 48.4% | ||
| Q1 25 | 41.8% | 39.4% | ||
| Q4 24 | 55.8% | 40.6% | ||
| Q3 24 | 47.9% | 40.5% | ||
| Q2 24 | 54.7% | 45.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.56 | ||
| Q3 25 | $0.85 | $0.59 | ||
| Q2 25 | $0.54 | $0.46 | ||
| Q1 25 | $0.60 | $0.33 | ||
| Q4 24 | $0.79 | $0.41 | ||
| Q3 24 | $0.67 | $0.42 | ||
| Q2 24 | $0.77 | $0.45 |
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 | $27.0M |
| Total DebtLower is stronger | — | $4.3B |
| Stockholders' EquityBook value | $5.0B | $5.2B |
| Total Assets | $13.8B | $10.0B |
| Debt / EquityLower = less leverage | — | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $737.2M | ||
| Q2 25 | — | $734.2M | ||
| Q1 25 | — | $368.0M | ||
| Q4 24 | $560.8M | $518.3M | ||
| Q3 24 | $554.1M | $342.4M | ||
| Q2 24 | $347.8M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $4.3B | ||
| Q3 25 | $7.2B | $5.0B | ||
| Q2 25 | $6.9B | $5.0B | ||
| Q1 25 | $6.9B | $4.4B | ||
| Q4 24 | $7.7B | $4.8B | ||
| Q3 24 | $7.4B | $4.9B | ||
| Q2 24 | $6.6B | $4.7B |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $5.2B | ||
| Q3 25 | $4.6B | $5.0B | ||
| Q2 25 | $4.6B | $5.0B | ||
| Q1 25 | $4.2B | $4.7B | ||
| Q4 24 | $4.3B | $4.5B | ||
| Q3 24 | $4.3B | $4.2B | ||
| Q2 24 | $4.1B | $3.7B |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $10.0B | ||
| Q3 25 | $12.8B | $10.6B | ||
| Q2 25 | $12.5B | $10.5B | ||
| Q1 25 | $12.1B | $9.7B | ||
| Q4 24 | $13.1B | $9.9B | ||
| Q3 24 | $12.7B | $9.6B | ||
| Q2 24 | $11.8B | $8.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.82× | ||
| Q3 25 | 1.57× | 0.99× | ||
| Q2 25 | 1.51× | 1.00× | ||
| Q1 25 | 1.63× | 0.94× | ||
| Q4 24 | 1.81× | 1.07× | ||
| Q3 24 | 1.74× | 1.15× | ||
| Q2 24 | 1.60× | 1.26× |
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 | — | $230.6M |
| Free Cash FlowOCF − Capex | — | $203.9M |
| FCF MarginFCF / Revenue | — | 63.9% |
| Capex IntensityCapex / Revenue | — | 8.4% |
| Cash ConversionOCF / Net Profit | — | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $343.2M | $230.6M | ||
| Q3 25 | $240.3M | $226.7M | ||
| Q2 25 | $293.4M | $239.3M | ||
| Q1 25 | $252.5M | $182.0M | ||
| Q4 24 | $292.4M | $229.0M | ||
| Q3 24 | $270.4M | $184.9M | ||
| Q2 24 | $252.1M | $184.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $203.9M | ||
| Q3 25 | $183.0M | $205.5M | ||
| Q2 25 | $272.3M | $226.5M | ||
| Q1 25 | $239.6M | $161.8M | ||
| Q4 24 | $276.6M | $213.5M | ||
| Q3 24 | $261.5M | $176.6M | ||
| Q2 24 | $245.0M | $177.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 63.9% | ||
| Q3 25 | 46.0% | 65.9% | ||
| Q2 25 | 69.0% | 80.2% | ||
| Q1 25 | 60.6% | 58.4% | ||
| Q4 24 | 71.0% | 76.4% | ||
| Q3 24 | 67.9% | 64.0% | ||
| Q2 24 | 64.4% | 70.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.4% | ||
| Q3 25 | 14.4% | 6.8% | ||
| Q2 25 | 5.3% | 4.5% | ||
| Q1 25 | 3.3% | 7.3% | ||
| Q4 24 | 4.1% | 5.5% | ||
| Q3 24 | 2.3% | 3.0% | ||
| Q2 24 | 1.9% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | 1.40× | ||
| Q3 25 | 1.00× | 1.26× | ||
| Q2 25 | 1.94× | 1.75× | ||
| Q1 25 | 1.53× | 1.67× | ||
| Q4 24 | 1.35× | 2.02× | ||
| Q3 24 | 1.46× | 1.65× | ||
| Q2 24 | 1.21× | 1.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
