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Arcosa, Inc.（ACA）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
Arcosa, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$716.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.3%，领先49.7%），Arcosa, Inc.同比增速更快（7.6% vs 6.3%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 5.0%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
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。
ACA vs GLPI — 直观对比
营收规模更大
ACA
是对方的1.7倍
$420.0M
营收增速更快
ACA
高出1.3%
6.3%
净利率更高
GLPI
高出49.7%
7.3%
两年增速更快
ACA
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $420.0M |
| 净利润 | $52.1M | $239.4M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 79.4% |
| 净利率 | 7.3% | 57.0% |
| 营收同比 | 7.6% | 6.3% |
| 净利润同比 | 776.6% | 40.5% |
| 每股收益（稀释后） | $1.06 | — |
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ACAGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $716.7M | $407.0M | ||
| Q3 25 | $797.8M | $397.6M | ||
| Q2 25 | $736.9M | $394.9M | ||
| Q1 25 | $632.0M | $395.2M | ||
| Q4 24 | $666.2M | $389.6M | ||
| Q3 24 | $640.4M | $385.3M | ||
| Q2 24 | $664.7M | $380.6M |
净利润ACAGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $52.1M | $275.4M | ||
| Q3 25 | $73.0M | $241.2M | ||
| Q2 25 | $59.7M | $151.4M | ||
| Q1 25 | $23.6M | $165.2M | ||
| Q4 24 | $-7.7M | $223.6M | ||
| Q3 24 | $16.6M | $184.7M | ||
| Q2 24 | $45.6M | $208.3M |
毛利率ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — |
营业利润率ACAGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 11.0% | 89.3% | ||
| Q3 25 | 14.1% | 84.8% | ||
| Q2 25 | 12.9% | 61.3% | ||
| Q1 25 | 8.8% | 65.5% | ||
| Q4 24 | 6.5% | 79.1% | ||
| Q3 24 | 5.3% | 70.4% | ||
| Q2 24 | 10.1% | 77.1% |
净利率ACAGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 7.3% | 67.6% | ||
| Q3 25 | 9.2% | 60.7% | ||
| Q2 25 | 8.1% | 38.4% | ||
| Q1 25 | 3.7% | 41.8% | ||
| Q4 24 | -1.2% | 57.4% | ||
| Q3 24 | 2.6% | 47.9% | ||
| Q2 24 | 6.9% | 54.7% |
每股收益（稀释后）ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.06 | $0.96 | ||
| Q3 25 | $1.48 | $0.85 | ||
| Q2 25 | $1.22 | $0.54 | ||
| Q1 25 | $0.48 | $0.60 | ||
| Q4 24 | $-0.16 | $0.79 | ||
| Q3 24 | $0.34 | $0.67 | ||
| Q2 24 | $0.93 | $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 | $214.6M | $274.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $5.0B |
| 总资产 | $5.0B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资ACAGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $214.6M | — | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | — | ||
| Q1 25 | $167.9M | — | ||
| Q4 24 | $187.3M | $560.8M | ||
| Q3 24 | $756.8M | $560.8M | ||
| Q2 24 | $103.7M | $560.8M |
总债务ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $7.2B | ||
| Q3 25 | $1.6B | $7.2B | ||
| Q2 25 | $1.7B | $6.9B | ||
| Q1 25 | $1.7B | $6.9B | ||
| Q4 24 | $1.7B | $7.7B | ||
| Q3 24 | $1.2B | $7.4B | ||
| Q2 24 | $699.9M | $6.6B |
股东权益ACAGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.6B | $4.6B | ||
| Q3 25 | $2.6B | $4.6B | ||
| Q2 25 | $2.5B | $4.6B | ||
| Q1 25 | $2.5B | $4.2B | ||
| Q4 24 | $2.4B | $4.3B | ||
| Q3 24 | $2.4B | $4.3B | ||
| Q2 24 | $2.4B | $4.1B |
总资产ACAGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $5.0B | $12.9B | ||
| Q3 25 | $5.1B | $12.8B | ||
| Q2 25 | $5.0B | $12.5B | ||
| Q1 25 | $4.9B | $12.1B | ||
| Q4 24 | $4.9B | $13.1B | ||
| Q3 24 | $4.4B | $12.7B | ||
| Q2 24 | $3.8B | $11.8B |
负债/权益比ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 1.56× | ||
| Q3 25 | 0.61× | 1.57× | ||
| Q2 25 | 0.67× | 1.51× | ||
| Q1 25 | 0.68× | 1.63× | ||
| Q4 24 | 0.69× | 1.81× | ||
| Q3 24 | 0.51× | 1.74× | ||
| Q2 24 | 0.29× | 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 | $120.0M | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 7.8% | — |
| 资本支出强度资本支出/营收 | 9.0% | — |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | — |
8季度趋势，按日历期对齐
经营现金流ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $1.1B | ||
| Q3 25 | $160.6M | $240.3M | ||
| Q2 25 | $61.2M | $293.4M | ||
| Q1 25 | $-700.0K | $252.5M | ||
| Q4 24 | $248.2M | $1.1B | ||
| Q3 24 | $135.0M | $270.4M | ||
| Q2 24 | $38.3M | $252.1M |
自由现金流ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | $183.0M | ||
| Q2 25 | $33.4M | $272.3M | ||
| Q1 25 | $-34.7M | $239.6M | ||
| Q4 24 | $194.9M | $1.1B | ||
| Q3 24 | $100.6M | $261.5M | ||
| Q2 24 | $-9.3M | $245.0M |
自由现金流率ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | 46.0% | ||
| Q2 25 | 4.5% | 69.0% | ||
| Q1 25 | -5.5% | 60.6% | ||
| Q4 24 | 29.3% | 275.3% | ||
| Q3 24 | 15.7% | 67.9% | ||
| Q2 24 | -1.4% | 64.4% |
资本支出强度ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | 14.4% | ||
| Q2 25 | 3.8% | 5.3% | ||
| Q1 25 | 5.4% | 3.3% | ||
| Q4 24 | 8.0% | 0.0% | ||
| Q3 24 | 5.4% | 2.3% | ||
| Q2 24 | 7.2% | 1.9% |
现金转化率ACAGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 4.10× | ||
| Q3 25 | 2.20× | 1.00× | ||
| Q2 25 | 1.03× | 1.94× | ||
| Q1 25 | -0.03× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 8.13× | 1.46× | ||
| Q2 24 | 0.84× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
GLPI
暂无分部数据
