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传奇娱乐（ACEL）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.的季度营收约是传奇娱乐的1.2倍（$420.0M vs $351.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.2%，领先52.8%），传奇娱乐同比增速更快（8.5% vs 6.3%），过去两年传奇娱乐的营收复合增速更高（6.6% vs 5.0%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
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。
ACEL vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$351.6M
营收增速更快
ACEL
高出2.3%
6.3%
净利率更高
GLPI
高出52.8%
4.2%
两年增速更快
ACEL
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $420.0M |
| 净利润 | $14.7M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 7.7% | 79.4% |
| 净利率 | 4.2% | 57.0% |
| 营收同比 | 8.5% | 6.3% |
| 净利润同比 | 0.3% | 40.5% |
| 每股收益（稀释后） | — | — |
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ACELGLPI
| Q1 26 | $351.6M | $420.0M | ||
| Q4 25 | $341.4M | $407.0M | ||
| Q3 25 | $329.7M | $397.6M | ||
| Q2 25 | $335.9M | $394.9M | ||
| Q1 25 | $323.9M | $395.2M | ||
| Q4 24 | $317.5M | $389.6M | ||
| Q3 24 | $302.2M | $385.3M | ||
| Q2 24 | $309.4M | $380.6M |
净利润ACELGLPI
| Q1 26 | $14.7M | $239.4M | ||
| Q4 25 | $16.2M | $275.4M | ||
| Q3 25 | $13.4M | $241.2M | ||
| Q2 25 | $7.3M | $151.4M | ||
| Q1 25 | $14.6M | $165.2M | ||
| Q4 24 | $8.4M | $223.6M | ||
| Q3 24 | $4.9M | $184.7M | ||
| Q2 24 | $14.6M | $208.3M |
营业利润率ACELGLPI
| Q1 26 | 7.7% | 79.4% | ||
| Q4 25 | 8.7% | 89.3% | ||
| Q3 25 | 7.7% | 84.8% | ||
| Q2 25 | 8.0% | 61.3% | ||
| Q1 25 | 8.0% | 65.5% | ||
| Q4 24 | 6.5% | 79.1% | ||
| Q3 24 | 7.2% | 70.4% | ||
| Q2 24 | 7.3% | 77.1% |
净利率ACELGLPI
| Q1 26 | 4.2% | 57.0% | ||
| Q4 25 | 4.7% | 67.6% | ||
| Q3 25 | 4.1% | 60.7% | ||
| Q2 25 | 2.2% | 38.4% | ||
| Q1 25 | 4.5% | 41.8% | ||
| Q4 24 | 2.6% | 57.4% | ||
| Q3 24 | 1.6% | 47.9% | ||
| Q2 24 | 4.7% | 54.7% |
每股收益（稀释后）ACELGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | $0.96 | ||
| Q3 25 | $0.16 | $0.85 | ||
| Q2 25 | $0.08 | $0.54 | ||
| Q1 25 | $0.17 | $0.60 | ||
| Q4 24 | $0.09 | $0.79 | ||
| Q3 24 | $0.06 | $0.67 | ||
| Q2 24 | $0.17 | $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 | $274.1M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.3M | $5.0B |
| 总资产 | $1.1B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACELGLPI
| Q1 26 | $274.1M | $274.5M | ||
| Q4 25 | $296.6M | — | ||
| Q3 25 | $290.2M | — | ||
| Q2 25 | $264.6M | — | ||
| Q1 25 | $271.9M | — | ||
| Q4 24 | $281.3M | $560.8M | ||
| Q3 24 | $265.1M | $560.8M | ||
| Q2 24 | $254.9M | $560.8M |
总债务ACELGLPI
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | $7.2B | ||
| Q3 25 | $595.4M | $7.2B | ||
| Q2 25 | $595.5M | $6.9B | ||
| Q1 25 | $580.7M | $6.9B | ||
| Q4 24 | $595.4M | $7.7B | ||
| Q3 24 | $554.1M | $7.4B | ||
| Q2 24 | $565.7M | $6.6B |
股东权益ACELGLPI
| Q1 26 | $272.3M | $5.0B | ||
| Q4 25 | $269.7M | $4.6B | ||
| Q3 25 | $267.1M | $4.6B | ||
| Q2 25 | $260.5M | $4.6B | ||
| Q1 25 | $259.1M | $4.2B | ||
| Q4 24 | $255.0M | $4.3B | ||
| Q3 24 | $206.7M | $4.3B | ||
| Q2 24 | $209.1M | $4.1B |
总资产ACELGLPI
| Q1 26 | $1.1B | $13.8B | ||
| Q4 25 | $1.1B | $12.9B | ||
| Q3 25 | $1.1B | $12.8B | ||
| Q2 25 | $1.1B | $12.5B | ||
| Q1 25 | $1.0B | $12.1B | ||
| Q4 24 | $1.0B | $13.1B | ||
| Q3 24 | $950.2M | $12.7B | ||
| Q2 24 | $950.3M | $11.8B |
负债/权益比ACELGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 1.56× | ||
| Q3 25 | 2.23× | 1.57× | ||
| Q2 25 | 2.29× | 1.51× | ||
| Q1 25 | 2.24× | 1.63× | ||
| Q4 24 | 2.33× | 1.81× | ||
| Q3 24 | 2.68× | 1.74× | ||
| Q2 24 | 2.71× | 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 | $42.7M | — |
| 自由现金流经营现金流 - 资本支出 | $20.2M | — |
| 自由现金流率自由现金流/营收 | 5.8% | — |
| 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 | 2.92× | — |
| 过去12个月自由现金流最近4个季度 | $64.2M | — |
8季度趋势，按日历期对齐
经营现金流ACELGLPI
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $1.1B | ||
| Q3 25 | $55.2M | $240.3M | ||
| Q2 25 | $19.8M | $293.4M | ||
| Q1 25 | $44.8M | $252.5M | ||
| Q4 24 | $13.5M | $1.1B | ||
| Q3 24 | $50.1M | $270.4M | ||
| Q2 24 | $28.9M | $252.1M |
自由现金流ACELGLPI
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $34.2M | $183.0M | ||
| Q2 25 | $-6.2M | $272.3M | ||
| Q1 25 | $18.0M | $239.6M | ||
| Q4 24 | $2.1M | $1.1B | ||
| Q3 24 | $33.1M | $261.5M | ||
| Q2 24 | $11.4M | $245.0M |
自由现金流率ACELGLPI
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 10.4% | 46.0% | ||
| Q2 25 | -1.9% | 69.0% | ||
| Q1 25 | 5.6% | 60.6% | ||
| Q4 24 | 0.7% | 275.3% | ||
| Q3 24 | 11.0% | 67.9% | ||
| Q2 24 | 3.7% | 64.4% |
资本支出强度ACELGLPI
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 6.4% | 14.4% | ||
| Q2 25 | 7.8% | 5.3% | ||
| Q1 25 | 8.3% | 3.3% | ||
| Q4 24 | 3.6% | 0.0% | ||
| Q3 24 | 5.6% | 2.3% | ||
| Q2 24 | 5.7% | 1.9% |
现金转化率ACELGLPI
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | 4.10× | ||
| Q3 25 | 4.13× | 1.00× | ||
| Q2 25 | 2.71× | 1.94× | ||
| Q1 25 | 3.06× | 1.53× | ||
| Q4 24 | 1.62× | 4.80× | ||
| Q3 24 | 10.23× | 1.46× | ||
| Q2 24 | 1.98× | 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
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
GLPI
暂无分部数据
