vs
Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
Construction Partners, Inc. is the larger business by last-quarter revenue ($809.5M vs $420.0M, roughly 1.9× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 2.1%, a 54.9% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 6.3%). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% 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.
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
GLPI vs ROAD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $420.0M | $809.5M |
| Net Profit | $239.4M | $17.2M |
| Gross Margin | — | 15.0% |
| Operating Margin | 79.4% | 6.2% |
| Net Margin | 57.0% | 2.1% |
| Revenue YoY | 6.3% | 44.1% |
| Net Profit YoY | 40.5% | 663.9% |
| EPS (diluted) | — | $0.31 |
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 | $809.5M | ||
| Q3 25 | $397.6M | $899.8M | ||
| Q2 25 | $394.9M | $779.3M | ||
| Q1 25 | $395.2M | $571.6M | ||
| Q4 24 | $389.6M | $561.6M | ||
| Q3 24 | $385.3M | $538.2M | ||
| Q2 24 | $380.6M | $517.8M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $17.2M | ||
| Q3 25 | $241.2M | $56.6M | ||
| Q2 25 | $151.4M | $44.0M | ||
| Q1 25 | $165.2M | $4.2M | ||
| Q4 24 | $223.6M | $-3.1M | ||
| Q3 24 | $184.7M | $29.3M | ||
| Q2 24 | $208.3M | $30.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 16.1% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 6.2% | ||
| Q3 25 | 84.8% | 11.2% | ||
| Q2 25 | 61.3% | 10.6% | ||
| Q1 25 | 65.5% | 4.8% | ||
| Q4 24 | 79.1% | 2.5% | ||
| Q3 24 | 70.4% | 8.5% | ||
| Q2 24 | 77.1% | 8.8% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 2.1% | ||
| Q3 25 | 60.7% | 6.3% | ||
| Q2 25 | 38.4% | 5.7% | ||
| Q1 25 | 41.8% | 0.7% | ||
| Q4 24 | 57.4% | -0.5% | ||
| Q3 24 | 47.9% | 5.4% | ||
| Q2 24 | 54.7% | 6.0% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.31 | ||
| Q3 25 | $0.85 | $1.03 | ||
| Q2 25 | $0.54 | $0.79 | ||
| Q1 25 | $0.60 | $0.08 | ||
| Q4 24 | $0.79 | $-0.06 | ||
| Q3 24 | $0.67 | $0.55 | ||
| Q2 24 | $0.77 | $0.59 |
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 | $104.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $969.1M |
| Total Assets | $13.8B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $104.1M | ||
| Q3 25 | — | $156.1M | ||
| Q2 25 | — | $114.3M | ||
| Q1 25 | — | $101.9M | ||
| Q4 24 | $560.8M | $132.5M | ||
| Q3 24 | $560.8M | $74.7M | ||
| Q2 24 | $560.8M | $56.3M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $1.6B | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | $515.0M | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $969.1M | ||
| Q3 25 | $4.6B | $912.0M | ||
| Q2 25 | $4.6B | $853.3M | ||
| Q1 25 | $4.2B | $807.9M | ||
| Q4 24 | $4.3B | $811.1M | ||
| Q3 24 | $4.3B | $573.7M | ||
| Q2 24 | $4.1B | $552.9M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.4B | ||
| Q3 25 | $12.8B | $3.2B | ||
| Q2 25 | $12.5B | $2.9B | ||
| Q1 25 | $12.1B | $2.8B | ||
| Q4 24 | $13.1B | $2.6B | ||
| Q3 24 | $12.7B | $1.5B | ||
| Q2 24 | $11.8B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 1.78× | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | 0.90× | ||
| 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 | — | $82.6M |
| Free Cash FlowOCF − Capex | — | $47.1M |
| FCF MarginFCF / Revenue | — | 5.8% |
| Capex IntensityCapex / Revenue | — | 4.4% |
| Cash ConversionOCF / Net Profit | — | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $82.6M | ||
| Q3 25 | $240.3M | $112.0M | ||
| Q2 25 | $293.4M | $83.0M | ||
| Q1 25 | $252.5M | $55.6M | ||
| Q4 24 | $1.1B | $40.7M | ||
| Q3 24 | $270.4M | $95.9M | ||
| Q2 24 | $252.1M | $34.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $47.1M | ||
| Q3 25 | $183.0M | $78.9M | ||
| Q2 25 | $272.3M | $46.4M | ||
| Q1 25 | $239.6M | $14.2M | ||
| Q4 24 | $1.1B | $13.8M | ||
| Q3 24 | $261.5M | $78.4M | ||
| Q2 24 | $245.0M | $19.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | 46.0% | 8.8% | ||
| Q2 25 | 69.0% | 5.9% | ||
| Q1 25 | 60.6% | 2.5% | ||
| Q4 24 | 275.3% | 2.5% | ||
| Q3 24 | 67.9% | 14.6% | ||
| Q2 24 | 64.4% | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.4% | ||
| Q3 25 | 14.4% | 3.7% | ||
| Q2 25 | 5.3% | 4.7% | ||
| Q1 25 | 3.3% | 7.2% | ||
| Q4 24 | 0.0% | 4.8% | ||
| Q3 24 | 2.3% | 3.3% | ||
| Q2 24 | 1.9% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 4.80× | ||
| Q3 25 | 1.00× | 1.98× | ||
| Q2 25 | 1.94× | 1.88× | ||
| Q1 25 | 1.53× | 13.20× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 3.27× | ||
| Q2 24 | 1.21× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.