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ProFrac Holding Corp.（ACDC）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
ProFrac Holding Corp.的季度营收约是Gaming & Leisure Properties, Inc.的1.0倍（$436.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -33.2%，领先90.2%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -13.4%）
ProFrac Holding Corp.是一家领先的北美能源服务企业，主要为油气勘探开采企业提供水力压裂、完井及相关配套服务，核心客户覆盖美国、加拿大主要陆上页岩及常规油气产区的上游运营商。
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。
ACDC vs GLPI — 直观对比
营收规模更大
ACDC
是对方的1.0倍
$420.0M
营收增速更快
GLPI
高出10.3%
-4.0%
净利率更高
GLPI
高出90.2%
-33.2%
两年增速更快
GLPI
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $436.5M | $420.0M |
| 净利润 | $-144.7M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | -24.9% | 79.4% |
| 净利率 | -33.2% | 57.0% |
| 营收同比 | -4.0% | 6.3% |
| 净利润同比 | -37.8% | 40.5% |
| 每股收益（稀释后） | $-0.83 | — |
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ACDCGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $436.5M | $407.0M | ||
| Q3 25 | $403.1M | $397.6M | ||
| Q2 25 | $501.9M | $394.9M | ||
| Q1 25 | $600.3M | $395.2M | ||
| Q4 24 | $454.7M | $389.6M | ||
| Q3 24 | $575.3M | $385.3M | ||
| Q2 24 | $579.4M | $380.6M |
净利润ACDCGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-144.7M | $275.4M | ||
| Q3 25 | $-100.9M | $241.2M | ||
| Q2 25 | $-105.9M | $151.4M | ||
| Q1 25 | $-17.5M | $165.2M | ||
| Q4 24 | $-105.0M | $223.6M | ||
| Q3 24 | $-45.2M | $184.7M | ||
| Q2 24 | $-66.7M | $208.3M |
营业利润率ACDCGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -24.9% | 89.3% | ||
| Q3 25 | -19.5% | 84.8% | ||
| Q2 25 | -10.8% | 61.3% | ||
| Q1 25 | 2.7% | 65.5% | ||
| Q4 24 | -10.3% | 79.1% | ||
| Q3 24 | -0.7% | 70.4% | ||
| Q2 24 | -8.5% | 77.1% |
净利率ACDCGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -33.2% | 67.6% | ||
| Q3 25 | -25.0% | 60.7% | ||
| Q2 25 | -21.1% | 38.4% | ||
| Q1 25 | -2.9% | 41.8% | ||
| Q4 24 | -23.1% | 57.4% | ||
| Q3 24 | -7.9% | 47.9% | ||
| Q2 24 | -11.5% | 54.7% |
每股收益（稀释后）ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.83 | $0.96 | ||
| Q3 25 | $-0.60 | $0.85 | ||
| Q2 25 | $-0.67 | $0.54 | ||
| Q1 25 | $-0.12 | $0.60 | ||
| Q4 24 | $-0.67 | $0.79 | ||
| Q3 24 | $-0.29 | $0.67 | ||
| Q2 24 | $-0.42 | $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 | $22.9M | $274.5M |
| 总债务越低越好 | $832.7M | — |
| 股东权益账面价值 | $717.5M | $5.0B |
| 总资产 | $2.6B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.16× | — |
8季度趋势，按日历期对齐
现金及短期投资ACDCGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $22.9M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $14.8M | $560.8M | ||
| Q3 24 | $25.5M | $560.8M | ||
| Q2 24 | $24.0M | $560.8M |
总债务ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $832.7M | $7.2B | ||
| Q3 25 | $907.0M | $7.2B | ||
| Q2 25 | $941.9M | $6.9B | ||
| Q1 25 | $967.9M | $6.9B | ||
| Q4 24 | $936.1M | $7.7B | ||
| Q3 24 | $986.7M | $7.4B | ||
| Q2 24 | $1.0B | $6.6B |
股东权益ACDCGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $717.5M | $4.6B | ||
| Q3 25 | $862.0M | $4.6B | ||
| Q2 25 | $875.5M | $4.6B | ||
| Q1 25 | $988.1M | $4.2B | ||
| Q4 24 | $1.0B | $4.3B | ||
| Q3 24 | $1.1B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
总资产ACDCGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.6B | $12.9B | ||
| Q3 25 | $2.7B | $12.8B | ||
| Q2 25 | $2.8B | $12.5B | ||
| Q1 25 | $3.0B | $12.1B | ||
| Q4 24 | $3.0B | $13.1B | ||
| Q3 24 | $3.1B | $12.7B | ||
| Q2 24 | $3.2B | $11.8B |
负债/权益比ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | 1.56× | ||
| Q3 25 | 1.05× | 1.57× | ||
| Q2 25 | 1.08× | 1.51× | ||
| Q1 25 | 0.98× | 1.63× | ||
| Q4 24 | 0.93× | 1.81× | ||
| Q3 24 | 0.90× | 1.74× | ||
| Q2 24 | 0.88× | 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 | $49.5M | — |
| 自由现金流经营现金流 - 资本支出 | $12.9M | — |
| 自由现金流率自由现金流/营收 | 3.0% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 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 | $19.6M | — |
8季度趋势，按日历期对齐
经营现金流ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $49.5M | $1.1B | ||
| Q3 25 | $900.0K | $240.3M | ||
| Q2 25 | $100.4M | $293.4M | ||
| Q1 25 | $38.7M | $252.5M | ||
| Q4 24 | $76.5M | $1.1B | ||
| Q3 24 | $98.2M | $270.4M | ||
| Q2 24 | $113.5M | $252.1M |
自由现金流ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $12.9M | — | ||
| Q3 25 | $-33.4M | $183.0M | ||
| Q2 25 | $53.9M | $272.3M | ||
| Q1 25 | $-13.8M | $239.6M | ||
| Q4 24 | $13.3M | $1.1B | ||
| Q3 24 | $28.2M | $261.5M | ||
| Q2 24 | $51.6M | $245.0M |
自由现金流率ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | -8.3% | 46.0% | ||
| Q2 25 | 10.7% | 69.0% | ||
| Q1 25 | -2.3% | 60.6% | ||
| Q4 24 | 2.9% | 275.3% | ||
| Q3 24 | 4.9% | 67.9% | ||
| Q2 24 | 8.9% | 64.4% |
资本支出强度ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | — | ||
| Q3 25 | 8.5% | 14.4% | ||
| Q2 25 | 9.3% | 5.3% | ||
| Q1 25 | 8.7% | 3.3% | ||
| Q4 24 | 13.9% | 0.0% | ||
| Q3 24 | 12.2% | 2.3% | ||
| Q2 24 | 10.7% | 1.9% |
现金转化率ACDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 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
ACDC
| Services | $385.6M | 88% |
| Products | $50.9M | 12% |
GLPI
暂无分部数据
