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Acadia Healthcare Company, Inc.（ACHC）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
Acadia Healthcare Company, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的2.0倍（$829.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 0.5%，领先56.5%），Acadia Healthcare Company, Inc.同比增速更快（7.5% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.0%）
阿卡迪亚医疗公司是美国的营利性行为医疗健康服务提供商，目前在美国及波多黎各地区运营着超过225家医疗机构，搭建了覆盖广泛的行为健康服务网络，为有相关需求的人群提供专业的心理健康与行为干预服务。
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。
ACHC vs GLPI — 直观对比
营收规模更大
ACHC
是对方的2.0倍
$420.0M
营收增速更快
ACHC
高出1.2%
6.3%
净利率更高
GLPI
高出56.5%
0.5%
两年增速更快
GLPI
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $420.0M |
| 净利润 | $4.5M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 79.4% |
| 净利率 | 0.5% | 57.0% |
| 营收同比 | 7.5% | 6.3% |
| 净利润同比 | -50.8% | 40.5% |
| 每股收益（稀释后） | $0.05 | — |
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ACHCGLPI
| Q1 26 | $829.0M | $420.0M | ||
| Q4 25 | $821.5M | $407.0M | ||
| Q3 25 | $851.6M | $397.6M | ||
| Q2 25 | $869.2M | $394.9M | ||
| Q1 25 | $770.5M | $395.2M | ||
| Q4 24 | $774.2M | $389.6M | ||
| Q3 24 | $815.6M | $385.3M | ||
| Q2 24 | $796.0M | $380.6M |
净利润ACHCGLPI
| Q1 26 | $4.5M | $239.4M | ||
| Q4 25 | $-1.2B | $275.4M | ||
| Q3 25 | $36.2M | $241.2M | ||
| Q2 25 | $30.1M | $151.4M | ||
| Q1 25 | $8.4M | $165.2M | ||
| Q4 24 | $32.6M | $223.6M | ||
| Q3 24 | $68.1M | $184.7M | ||
| Q2 24 | $78.5M | $208.3M |
营业利润率ACHCGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -142.4% | 89.3% | ||
| Q3 25 | 4.7% | 84.8% | ||
| Q2 25 | 5.8% | 61.3% | ||
| Q1 25 | 1.7% | 65.5% | ||
| Q4 24 | 4.9% | 79.1% | ||
| Q3 24 | 12.1% | 70.4% | ||
| Q2 24 | 13.4% | 77.1% |
净利率ACHCGLPI
| Q1 26 | 0.5% | 57.0% | ||
| Q4 25 | -143.3% | 67.6% | ||
| Q3 25 | 4.3% | 60.7% | ||
| Q2 25 | 3.5% | 38.4% | ||
| Q1 25 | 1.1% | 41.8% | ||
| Q4 24 | 4.2% | 57.4% | ||
| Q3 24 | 8.4% | 47.9% | ||
| Q2 24 | 9.9% | 54.7% |
每股收益（稀释后）ACHCGLPI
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.96 | ||
| Q3 25 | $0.40 | $0.85 | ||
| Q2 25 | $0.33 | $0.54 | ||
| Q1 25 | $0.09 | $0.60 | ||
| Q4 24 | $0.36 | $0.79 | ||
| Q3 24 | $0.74 | $0.67 | ||
| Q2 24 | $0.85 | $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 | $158.5M | $274.5M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.0B | $5.0B |
| 总资产 | $5.5B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势，按日历期对齐
现金及短期投资ACHCGLPI
| Q1 26 | $158.5M | $274.5M | ||
| Q4 25 | $133.2M | — | ||
| Q3 25 | $118.7M | — | ||
| Q2 25 | $131.4M | — | ||
| Q1 25 | $91.2M | — | ||
| Q4 24 | $76.3M | $560.8M | ||
| Q3 24 | $82.1M | $560.8M | ||
| Q2 24 | $77.2M | $560.8M |
总债务ACHCGLPI
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $7.2B | ||
| Q3 25 | $2.3B | $7.2B | ||
| Q2 25 | $2.3B | $6.9B | ||
| Q1 25 | $2.2B | $6.9B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $1.9B | $7.4B | ||
| Q2 24 | $1.8B | $6.6B |
股东权益ACHCGLPI
| Q1 26 | $2.0B | $5.0B | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $3.1B | $4.6B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $3.0B | $4.2B | ||
| Q4 24 | $3.1B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $3.0B | $4.1B |
总资产ACHCGLPI
| Q1 26 | $5.5B | $13.8B | ||
| Q4 25 | $5.5B | $12.9B | ||
| Q3 25 | $6.4B | $12.8B | ||
| Q2 25 | $6.3B | $12.5B | ||
| Q1 25 | $6.1B | $12.1B | ||
| Q4 24 | $6.0B | $13.1B | ||
| Q3 24 | $5.9B | $12.7B | ||
| Q2 24 | $5.7B | $11.8B |
负债/权益比ACHCGLPI
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 1.56× | ||
| Q3 25 | 0.74× | 1.57× | ||
| Q2 25 | 0.74× | 1.51× | ||
| Q1 25 | 0.72× | 1.63× | ||
| Q4 24 | 0.64× | 1.81× | ||
| Q3 24 | 0.62× | 1.74× | ||
| Q2 24 | 0.62× | 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 | $61.5M | — |
| 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 | 13.78× | — |
| 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ACHCGLPI
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $1.1B | ||
| Q3 25 | $73.2M | $240.3M | ||
| Q2 25 | $133.5M | $293.4M | ||
| Q1 25 | $11.5M | $252.5M | ||
| Q4 24 | $116.7M | $1.1B | ||
| Q3 24 | $163.1M | $270.4M | ||
| Q2 24 | $171.1M | $252.1M |
自由现金流ACHCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | — | ||
| Q3 25 | $-63.0M | $183.0M | ||
| Q2 25 | $-34.2M | $272.3M | ||
| Q1 25 | $-163.2M | $239.6M | ||
| Q4 24 | $-86.8M | $1.1B | ||
| Q3 24 | $-27.1M | $261.5M | ||
| Q2 24 | $16.9M | $245.0M |
自由现金流率ACHCGLPI
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | — | ||
| Q3 25 | -7.4% | 46.0% | ||
| Q2 25 | -3.9% | 69.0% | ||
| Q1 25 | -21.2% | 60.6% | ||
| Q4 24 | -11.2% | 275.3% | ||
| Q3 24 | -3.3% | 67.9% | ||
| Q2 24 | 2.1% | 64.4% |
资本支出强度ACHCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.0% | 14.4% | ||
| Q2 25 | 19.3% | 5.3% | ||
| Q1 25 | 22.7% | 3.3% | ||
| Q4 24 | 26.3% | 0.0% | ||
| Q3 24 | 23.3% | 2.3% | ||
| Q2 24 | 19.4% | 1.9% |
现金转化率ACHCGLPI
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 2.02× | 1.00× | ||
| Q2 25 | 4.43× | 1.94× | ||
| Q1 25 | 1.37× | 1.53× | ||
| Q4 24 | 3.58× | 4.80× | ||
| Q3 24 | 2.39× | 1.46× | ||
| Q2 24 | 2.18× | 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
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
GLPI
暂无分部数据
