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Gaming & Leisure Properties, Inc.（GLPI）とInstalled Building Products, Inc.（IBP）の財務データ比較。上の社名をクリックして会社を切り替えられます
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $420.0M、Gaming & Leisure Properties, Inc.の約1.8倍）。Gaming & Leisure Properties, Inc.の純利益率が高く（57.0% vs 10.2%、差は46.8%）。Gaming & Leisure Properties, Inc.の前年同期比売上増加率が高い（6.3% vs -0.4%）。過去8四半期でGaming & Leisure Properties, Inc.の売上複合成長率が高い（5.0% vs 3.9%）
ゲーミング・アンド・レジャー・プロパティーズ（GLPI）はカジノ物件に特化した不動産投資信託（REIT）で、本社はペンシルベニア州ワイオミッシングに所在します。2013年11月にペン・ナショナル・ゲーミングから分社され、現在62棟のカジノ物件を所有し、全てを他社に賃貸しています。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
GLPI vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $420.0M | $747.5M |
| 純利益 | $239.4M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | 79.4% | 14.6% |
| 純利益率 | 57.0% | 10.2% |
| 売上前年比 | 6.3% | -0.4% |
| 純利益前年比 | 40.5% | 14.5% |
| EPS（希薄化後） | — | $2.81 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $747.5M | ||
| Q3 25 | $397.6M | $778.2M | ||
| Q2 25 | $394.9M | $760.3M | ||
| Q1 25 | $395.2M | $684.8M | ||
| Q4 24 | $389.6M | $750.2M | ||
| Q3 24 | $385.3M | $760.6M | ||
| Q2 24 | $380.6M | $737.6M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $76.6M | ||
| Q3 25 | $241.2M | $74.4M | ||
| Q2 25 | $151.4M | $69.0M | ||
| Q1 25 | $165.2M | $45.4M | ||
| Q4 24 | $223.6M | $66.9M | ||
| Q3 24 | $184.7M | $68.6M | ||
| Q2 24 | $208.3M | $65.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 14.6% | ||
| Q3 25 | 84.8% | 13.7% | ||
| Q2 25 | 61.3% | 13.3% | ||
| Q1 25 | 65.5% | 10.2% | ||
| Q4 24 | 79.1% | 13.1% | ||
| Q3 24 | 70.4% | 13.3% | ||
| Q2 24 | 77.1% | 12.9% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 10.2% | ||
| Q3 25 | 60.7% | 9.6% | ||
| Q2 25 | 38.4% | 9.1% | ||
| Q1 25 | 41.8% | 6.6% | ||
| Q4 24 | 57.4% | 8.9% | ||
| Q3 24 | 47.9% | 9.0% | ||
| Q2 24 | 54.7% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $2.81 | ||
| Q3 25 | $0.85 | $2.74 | ||
| Q2 25 | $0.54 | $2.52 | ||
| Q1 25 | $0.60 | $1.64 | ||
| Q4 24 | $0.79 | $2.39 | ||
| Q3 24 | $0.67 | $2.44 | ||
| Q2 24 | $0.77 | $2.30 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $274.5M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $5.0B | $709.9M |
| 総資産 | $13.8B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $321.9M | ||
| Q3 25 | — | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | $560.8M | $327.6M | ||
| Q3 24 | $560.8M | $406.2M | ||
| Q2 24 | $560.8M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $886.6M | ||
| Q3 25 | $7.2B | $880.8M | ||
| Q2 25 | $6.9B | $876.1M | ||
| Q1 25 | $6.9B | $872.4M | ||
| Q4 24 | $7.7B | $874.8M | ||
| Q3 24 | $7.4B | $872.3M | ||
| Q2 24 | $6.6B | $875.8M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $709.9M | ||
| Q3 25 | $4.6B | $678.6M | ||
| Q2 25 | $4.6B | $664.5M | ||
| Q1 25 | $4.2B | $660.9M | ||
| Q4 24 | $4.3B | $705.3M | ||
| Q3 24 | $4.3B | $716.4M | ||
| Q2 24 | $4.1B | $685.3M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.0B | ||
| Q1 25 | $12.1B | $2.0B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.1B | ||
| Q2 24 | $11.8B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.25× | ||
| Q3 25 | 1.57× | 1.30× | ||
| Q2 25 | 1.51× | 1.32× | ||
| Q1 25 | 1.63× | 1.32× | ||
| Q4 24 | 1.81× | 1.24× | ||
| Q3 24 | 1.74× | 1.22× | ||
| Q2 24 | 1.60× | 1.28× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 2.1% |
| キャッシュ転換率営業CF / 純利益 | — | 0.85× |
| 直近12ヶ月FCF直近4四半期 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $64.9M | ||
| Q3 25 | $240.3M | $124.0M | ||
| Q2 25 | $293.4M | $90.4M | ||
| Q1 25 | $252.5M | $92.1M | ||
| Q4 24 | $1.1B | $74.8M | ||
| Q3 24 | $270.4M | $101.4M | ||
| Q2 24 | $252.1M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $49.3M | ||
| Q3 25 | $183.0M | $104.8M | ||
| Q2 25 | $272.3M | $74.8M | ||
| Q1 25 | $239.6M | $71.9M | ||
| Q4 24 | $1.1B | $52.9M | ||
| Q3 24 | $261.5M | $77.3M | ||
| Q2 24 | $245.0M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | 46.0% | 13.5% | ||
| Q2 25 | 69.0% | 9.8% | ||
| Q1 25 | 60.6% | 10.5% | ||
| Q4 24 | 275.3% | 7.1% | ||
| Q3 24 | 67.9% | 10.2% | ||
| Q2 24 | 64.4% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 5.3% | 2.1% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 2.3% | 3.2% | ||
| Q2 24 | 1.9% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 0.85× | ||
| Q3 25 | 1.00× | 1.67× | ||
| Q2 25 | 1.94× | 1.31× | ||
| Q1 25 | 1.53× | 2.03× | ||
| Q4 24 | 4.80× | 1.12× | ||
| Q3 24 | 1.46× | 1.48× | ||
| Q2 24 | 1.21× | 1.21× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
GLPI
セグメントデータなし
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
