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ARBOR REALTY TRUST INC(ABR)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ARBOR REALTY TRUST INC的7.5倍($420.0M vs $55.7M)。Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -32.7%)。过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -26.7%)
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托(REIT)企业,主要为多户住宅及商业地产项目提供结构性融资服务,涵盖过渡贷款、机构贷款、夹层融资等品类,服务覆盖美国各地的地产持有者、开发商及房产投资群体。
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。
ABR vs GLPI — 直观对比
营收规模更大
GLPI
是对方的7.5倍
$55.7M
营收增速更快
GLPI
高出39.0%
-32.7%
两年增速更快
GLPI
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $55.7M | $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 | -32.7% | 6.3% |
| 净利润同比 | — | 40.5% |
| 每股收益(稀释后) | $0.08 | — |
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
ABR
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $55.7M | $407.0M | ||
| Q3 25 | $38.3M | $397.6M | ||
| Q2 25 | $68.7M | $394.9M | ||
| Q1 25 | $75.4M | $395.2M | ||
| Q4 24 | $82.9M | $389.6M | ||
| Q3 24 | $88.8M | $385.3M | ||
| Q2 24 | $88.0M | $380.6M |
净利润
ABR
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $267.3M | ||
| Q3 25 | $52.0M | $241.2M | ||
| Q2 25 | $36.3M | $151.4M | ||
| Q1 25 | $43.4M | $165.2M | ||
| Q4 24 | — | $217.2M | ||
| Q3 24 | $73.5M | $184.7M | ||
| Q2 24 | $61.8M | $208.3M |
营业利润率
ABR
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
ABR
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 65.7% | ||
| Q3 25 | 135.9% | 60.7% | ||
| Q2 25 | 52.8% | 38.4% | ||
| Q1 25 | 57.5% | 41.8% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | 82.8% | 47.9% | ||
| Q2 24 | 70.3% | 54.7% |
每股收益(稀释后)
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.08 | $0.96 | ||
| Q3 25 | $0.20 | $0.85 | ||
| Q2 25 | $0.12 | $0.54 | ||
| Q1 25 | $0.16 | $0.60 | ||
| Q4 24 | $0.31 | $0.79 | ||
| Q3 24 | $0.31 | $0.67 | ||
| Q2 24 | $0.25 | $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 | $482.9M | $274.5M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | $5.0B |
| 总资产 | $14.5B | $13.8B |
| 负债/权益比越低杠杆越低 | 3.75× | — |
8季度趋势,按日历期对齐
现金及短期投资
ABR
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $482.9M | — | ||
| Q3 25 | $423.4M | — | ||
| Q2 25 | $255.7M | — | ||
| Q1 25 | $308.8M | — | ||
| Q4 24 | $503.8M | $560.8M | ||
| Q3 24 | $687.5M | $554.1M | ||
| Q2 24 | $737.5M | $347.8M |
总债务
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | $7.2B | ||
| Q3 25 | $10.4B | $7.2B | ||
| Q2 25 | $10.1B | $6.9B | ||
| Q1 25 | $9.9B | $6.9B | ||
| Q4 24 | $10.0B | $7.7B | ||
| Q3 24 | $10.3B | $7.4B | ||
| Q2 24 | $10.6B | $6.6B |
股东权益
ABR
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $3.0B | $4.6B | ||
| Q3 25 | $3.0B | $4.6B | ||
| Q2 25 | $3.0B | $4.6B | ||
| Q1 25 | $3.0B | $4.2B | ||
| Q4 24 | $3.0B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $3.1B | $4.1B |
总资产
ABR
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $14.5B | $12.9B | ||
| Q3 25 | $13.9B | $12.8B | ||
| Q2 25 | $13.6B | $12.5B | ||
| Q1 25 | $13.4B | $12.1B | ||
| Q4 24 | $13.5B | $13.1B | ||
| Q3 24 | $13.9B | $12.7B | ||
| Q2 24 | $14.2B | $11.8B |
负债/权益比
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.75× | 1.56× | ||
| Q3 25 | 3.47× | 1.57× | ||
| Q2 25 | 3.40× | 1.51× | ||
| Q1 25 | 3.29× | 1.63× | ||
| Q4 24 | 3.29× | 1.81× | ||
| Q3 24 | 3.40× | 1.74× | ||
| Q2 24 | 3.47× | 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 | $-16.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-16.9M | $343.2M | ||
| Q3 25 | $178.7M | $240.3M | ||
| Q2 25 | $60.0M | $293.4M | ||
| Q1 25 | $150.5M | $252.5M | ||
| Q4 24 | $46.7M | $292.4M | ||
| Q3 24 | $85.0M | $270.4M | ||
| Q2 24 | $69.9M | $252.1M |
自由现金流
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $276.6M | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率
ABR
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | 3.44× | 1.00× | ||
| Q2 25 | 1.65× | 1.94× | ||
| Q1 25 | 3.47× | 1.53× | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | 1.16× | 1.46× | ||
| Q2 24 | 1.13× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图