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AGREE REALTY CORP(ADC)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AGREE REALTY CORP的2.1倍($420.0M vs $200.8M)。Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 31.0%,领先26.0%)。AGREE REALTY CORP同比增速更快(18.7% vs 6.3%)。过去两年AGREE REALTY CORP的营收复合增速更高(14.7% vs 5.0%)
杜克房地产是总部位于美国印第安纳州印第安纳波利斯的工业地产投资信托基金(REIT),主营工业类物业投资。截至2021年12月31日,公司持有或共同控制548处以工业用途为主的物业,可出租总面积达1.627亿平方英尺,2022年10月被普洛斯收购。
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。
ADC vs GLPI — 直观对比
营收规模更大
GLPI
是对方的2.1倍
$200.8M
营收增速更快
ADC
高出12.4%
6.3%
净利率更高
GLPI
高出26.0%
31.0%
两年增速更快
ADC
近两年复合增速
5.0%
损益表 — Q1 2026 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $200.8M | $420.0M |
| 净利润 | $62.2M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 49.1% | 79.4% |
| 净利率 | 31.0% | 57.0% |
| 营收同比 | 18.7% | 6.3% |
| 净利润同比 | 32.0% | 40.5% |
| 每股收益(稀释后) | $1.04 | — |
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
ADC
GLPI
| Q1 26 | $200.8M | $420.0M | ||
| Q4 25 | $190.5M | $407.0M | ||
| Q3 25 | $183.2M | $397.6M | ||
| Q2 25 | $175.5M | $394.9M | ||
| Q1 25 | $169.2M | $395.2M | ||
| Q4 24 | $160.7M | $389.6M | ||
| Q3 24 | $154.3M | $385.3M | ||
| Q2 24 | $152.6M | $380.6M |
净利润
ADC
GLPI
| Q1 26 | $62.2M | $239.4M | ||
| Q4 25 | $56.0M | $267.3M | ||
| Q3 25 | $52.1M | $241.2M | ||
| Q2 25 | $49.2M | $151.4M | ||
| Q1 25 | $47.0M | $165.2M | ||
| Q4 24 | $45.2M | $217.2M | ||
| Q3 24 | $44.4M | $184.7M | ||
| Q2 24 | $54.7M | $208.3M |
营业利润率
ADC
GLPI
| Q1 26 | 49.1% | 79.4% | ||
| Q4 25 | 48.5% | 89.3% | ||
| Q3 25 | 47.6% | 84.8% | ||
| Q2 25 | 46.7% | 61.3% | ||
| Q1 25 | 46.5% | 65.5% | ||
| Q4 24 | 46.9% | 79.1% | ||
| Q3 24 | 48.2% | 70.4% | ||
| Q2 24 | 53.7% | 77.1% |
净利率
ADC
GLPI
| Q1 26 | 31.0% | 57.0% | ||
| Q4 25 | 29.4% | 65.7% | ||
| Q3 25 | 28.4% | 60.7% | ||
| Q2 25 | 28.0% | 38.4% | ||
| Q1 25 | 27.8% | 41.8% | ||
| Q4 24 | 28.1% | 55.8% | ||
| Q3 24 | 28.8% | 47.9% | ||
| Q2 24 | 35.9% | 54.7% |
每股收益(稀释后)
ADC
GLPI
| Q1 26 | $1.04 | — | ||
| Q4 25 | $0.47 | $0.96 | ||
| Q3 25 | $0.45 | $0.85 | ||
| Q2 25 | $0.43 | $0.54 | ||
| Q1 25 | $0.42 | $0.60 | ||
| Q4 24 | $0.41 | $0.79 | ||
| Q3 24 | $0.42 | $0.67 | ||
| Q2 24 | $0.52 | $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 | $25.1M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $5.0B |
| 总资产 | $10.2B | $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
ADC
GLPI
| Q1 26 | $25.1M | $274.5M | ||
| Q4 25 | $16.3M | — | ||
| Q3 25 | $13.7M | — | ||
| Q2 25 | $5.8M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $6.4M | $560.8M | ||
| Q3 24 | $13.2M | $554.1M | ||
| Q2 24 | $9.6M | $347.8M |
总债务
ADC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益
ADC
GLPI
| Q1 26 | $6.2B | $5.0B | ||
| Q4 25 | $6.3B | $4.6B | ||
| Q3 25 | $5.9B | $4.6B | ||
| Q2 25 | $5.7B | $4.6B | ||
| Q1 25 | $5.6B | $4.2B | ||
| Q4 24 | $5.5B | $4.3B | ||
| Q3 24 | $5.3B | $4.3B | ||
| Q2 24 | $5.2B | $4.1B |
总资产
ADC
GLPI
| Q1 26 | $10.2B | $13.8B | ||
| Q4 25 | $9.8B | $12.9B | ||
| Q3 25 | $9.5B | $12.8B | ||
| Q2 25 | $9.1B | $12.5B | ||
| Q1 25 | $8.8B | $12.1B | ||
| Q4 24 | $8.5B | $13.1B | ||
| Q3 24 | $8.2B | $12.7B | ||
| Q2 24 | $8.0B | $11.8B |
负债/权益比
ADC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图