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American Assets Trust, Inc.(AAT)与Gaming & Leisure Properties, Inc.(GLPI)财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是American Assets Trust, Inc.的43.5倍($420.0M vs $9.6M)。Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -5.5%)。过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -5.2%)
该公司是一家大型英国投资信托,在伦敦证券交易所上市,同时是富时250指数的成分股,现任董事长为获颁CBE勋章的伊恩·弗格森。
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
AAT vs GLPI — 直观对比
营收规模更大
GLPI
是对方的43.5倍
$9.6M
营收增速更快
GLPI
高出11.8%
-5.5%
两年增速更快
GLPI
近两年复合增速
-5.2%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $9.6M | $420.0M |
| 净利润 | — | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 79.4% |
| 净利率 | — | 57.0% |
| 营收同比 | -5.5% | 6.3% |
| 净利润同比 | — | 40.5% |
| 每股收益(稀释后) | $0.06 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AAT
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $9.6M | $407.0M | ||
| Q3 25 | $10.1M | $397.6M | ||
| Q2 25 | $10.2M | $394.9M | ||
| Q1 25 | $9.9M | $395.2M | ||
| Q4 24 | $10.2M | $389.6M | ||
| Q3 24 | $11.4M | $385.3M | ||
| Q2 24 | $10.6M | $380.6M |
净利润
AAT
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $267.3M | ||
| Q3 25 | $4.5M | $241.2M | ||
| Q2 25 | $5.5M | $151.4M | ||
| Q1 25 | $42.5M | $165.2M | ||
| Q4 24 | — | $217.2M | ||
| Q3 24 | $16.7M | $184.7M | ||
| Q2 24 | $11.9M | $208.3M |
营业利润率
AAT
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | — | 77.1% |
净利率
AAT
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 65.7% | ||
| Q3 25 | 44.6% | 60.7% | ||
| Q2 25 | 53.2% | 38.4% | ||
| Q1 25 | 429.3% | 41.8% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | 145.5% | 47.9% | ||
| Q2 24 | 111.9% | 54.7% |
每股收益(稀释后)
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.06 | $0.96 | ||
| Q3 25 | $0.07 | $0.85 | ||
| Q2 25 | $0.09 | $0.54 | ||
| Q1 25 | $0.70 | $0.60 | ||
| Q4 24 | $0.14 | $0.79 | ||
| Q3 24 | $0.28 | $0.67 | ||
| Q2 24 | $0.20 | $0.77 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $129.4M | $274.5M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $1.2B | $5.0B |
| 总资产 | $2.9B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.48× | — |
8季度趋势,按日历期对齐
现金及短期投资
AAT
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $129.4M | — | ||
| Q3 25 | $138.7M | — | ||
| Q2 25 | $143.7M | — | ||
| Q1 25 | $143.9M | — | ||
| Q4 24 | $425.7M | $560.8M | ||
| Q3 24 | $533.0M | $554.1M | ||
| Q2 24 | $114.9M | $347.8M |
总债务
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益
AAT
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.2B | $4.6B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | $1.2B | $4.6B | ||
| Q1 25 | $1.2B | $4.2B | ||
| Q4 24 | $1.2B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.1B |
总资产
AAT
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.9B | $12.9B | ||
| Q3 25 | $2.9B | $12.8B | ||
| Q2 25 | $3.0B | $12.5B | ||
| Q1 25 | $3.0B | $12.1B | ||
| Q4 24 | $3.3B | $13.1B | ||
| Q3 24 | $3.4B | $12.7B | ||
| Q2 24 | $3.0B | $11.8B |
负债/权益比
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.72× | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $40.6M | — |
| 自由现金流经营现金流 - 资本支出 | $23.0M | — |
| 自由现金流率自由现金流/营收 | 238.4% | — |
| 资本支出强度资本支出/营收 | 182.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $94.9M | — |
8季度趋势,按日历期对齐
经营现金流
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $40.6M | $343.2M | ||
| Q3 25 | $40.5M | $240.3M | ||
| Q2 25 | $49.2M | $293.4M | ||
| Q1 25 | $36.9M | $252.5M | ||
| Q4 24 | $40.6M | $292.4M | ||
| Q3 24 | $52.4M | $270.4M | ||
| Q2 24 | $59.3M | $252.1M |
自由现金流
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $23.0M | — | ||
| Q3 25 | $23.1M | $183.0M | ||
| Q2 25 | $28.4M | $272.3M | ||
| Q1 25 | $20.4M | $239.6M | ||
| Q4 24 | $21.5M | $276.6M | ||
| Q3 24 | $28.0M | $261.5M | ||
| Q2 24 | $43.6M | $245.0M |
自由现金流率
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 238.4% | — | ||
| Q3 25 | 228.3% | 46.0% | ||
| Q2 25 | 276.7% | 69.0% | ||
| Q1 25 | 206.1% | 60.6% | ||
| Q4 24 | 210.4% | 71.0% | ||
| Q3 24 | 244.4% | 67.9% | ||
| Q2 24 | 409.9% | 64.4% |
资本支出强度
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 182.1% | — | ||
| Q3 25 | 172.4% | 14.4% | ||
| Q2 25 | 203.1% | 5.3% | ||
| Q1 25 | 166.0% | 3.3% | ||
| Q4 24 | 187.6% | 4.1% | ||
| Q3 24 | 213.5% | 2.3% | ||
| Q2 24 | 147.4% | 1.9% |
现金转化率
AAT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | 8.98× | 1.00× | ||
| Q2 25 | 9.01× | 1.94× | ||
| Q1 25 | 0.87× | 1.53× | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | 3.15× | 1.46× | ||
| Q2 24 | 4.98× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图