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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
Champion Homes, Inc. is the larger business by last-quarter revenue ($656.6M vs $420.0M, roughly 1.6× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 8.3%, a 48.7% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 1.8%). Over the past eight quarters, Champion Homes, Inc.'s revenue compounded faster (10.6% 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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
GLPI vs SKY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $656.6M |
| Net Profit | $239.4M | $54.3M |
| Gross Margin | — | 26.2% |
| Operating Margin | 79.4% | 9.5% |
| Net Margin | 57.0% | 8.3% |
| Revenue YoY | 6.3% | 1.8% |
| Net Profit YoY | 40.5% | -11.7% |
| EPS (diluted) | — | $0.97 |
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 | $656.6M | ||
| Q3 25 | $397.6M | $684.4M | ||
| Q2 25 | $394.9M | $701.3M | ||
| Q1 25 | $395.2M | $593.9M | ||
| Q4 24 | $389.6M | $644.9M | ||
| Q3 24 | $385.3M | $616.9M | ||
| Q2 24 | $380.6M | $627.8M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $54.3M | ||
| Q3 25 | $241.2M | $58.2M | ||
| Q2 25 | $151.4M | $64.7M | ||
| Q1 25 | $165.2M | $36.3M | ||
| Q4 24 | $223.6M | $61.5M | ||
| Q3 24 | $184.7M | $54.7M | ||
| Q2 24 | $208.3M | $45.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.2% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 26.2% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 9.5% | ||
| Q3 25 | 84.8% | 10.9% | ||
| Q2 25 | 61.3% | 11.2% | ||
| Q1 25 | 65.5% | 7.1% | ||
| Q4 24 | 79.1% | 11.3% | ||
| Q3 24 | 70.4% | 10.8% | ||
| Q2 24 | 77.1% | 8.8% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 8.3% | ||
| Q3 25 | 60.7% | 8.5% | ||
| Q2 25 | 38.4% | 9.2% | ||
| Q1 25 | 41.8% | 6.1% | ||
| Q4 24 | 57.4% | 9.5% | ||
| Q3 24 | 47.9% | 8.9% | ||
| Q2 24 | 54.7% | 7.3% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.97 | ||
| Q3 25 | $0.85 | $1.03 | ||
| Q2 25 | $0.54 | $1.13 | ||
| Q1 25 | $0.60 | $0.63 | ||
| Q4 24 | $0.79 | $1.06 | ||
| Q3 24 | $0.67 | $0.94 | ||
| Q2 24 | $0.77 | $0.79 |
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 | $659.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $1.6B |
| Total Assets | $13.8B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $659.8M | ||
| Q3 25 | — | $618.7M | ||
| Q2 25 | — | $605.3M | ||
| Q1 25 | — | $610.3M | ||
| Q4 24 | $560.8M | $581.8M | ||
| Q3 24 | $560.8M | $570.2M | ||
| Q2 24 | $560.8M | $548.9M |
| 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 | $4.6B | $1.6B | ||
| Q3 25 | $4.6B | $1.6B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.2B | $1.5B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.3B | $1.5B | ||
| Q2 24 | $4.1B | $1.5B |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.0B | ||
| Q3 24 | $12.7B | $2.0B | ||
| Q2 24 | $11.8B | $2.0B |
| 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 | — | $100.0M |
| Free Cash FlowOCF − Capex | — | $92.9M |
| FCF MarginFCF / Revenue | — | 14.1% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $100.0M | ||
| Q3 25 | $240.3M | $75.9M | ||
| Q2 25 | $293.4M | $75.3M | ||
| Q1 25 | $252.5M | $46.0M | ||
| Q4 24 | $1.1B | $50.4M | ||
| Q3 24 | $270.4M | $59.8M | ||
| Q2 24 | $252.1M | $84.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $92.9M | ||
| Q3 25 | $183.0M | $67.0M | ||
| Q2 25 | $272.3M | $66.4M | ||
| Q1 25 | $239.6M | $33.4M | ||
| Q4 24 | $1.1B | $37.3M | ||
| Q3 24 | $261.5M | $45.7M | ||
| Q2 24 | $245.0M | $73.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.1% | ||
| Q3 25 | 46.0% | 9.8% | ||
| Q2 25 | 69.0% | 9.5% | ||
| Q1 25 | 60.6% | 5.6% | ||
| Q4 24 | 275.3% | 5.8% | ||
| Q3 24 | 67.9% | 7.4% | ||
| Q2 24 | 64.4% | 11.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 14.4% | 1.3% | ||
| Q2 25 | 5.3% | 1.3% | ||
| Q1 25 | 3.3% | 2.1% | ||
| Q4 24 | 0.0% | 2.0% | ||
| Q3 24 | 2.3% | 2.3% | ||
| Q2 24 | 1.9% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.84× | ||
| Q3 25 | 1.00× | 1.30× | ||
| Q2 25 | 1.94× | 1.16× | ||
| Q1 25 | 1.53× | 1.27× | ||
| Q4 24 | 4.80× | 0.82× | ||
| Q3 24 | 1.46× | 1.09× | ||
| Q2 24 | 1.21× | 1.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
