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Addus HomeCare Corp（ADUS）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Addus HomeCare Corp的1.1倍（$420.0M vs $373.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 8.0%，领先49.0%），Addus HomeCare Corp同比增速更快（25.6% vs 6.3%），过去两年Addus HomeCare Corp的营收复合增速更高（15.3% vs 5.0%）
Addus HomeCare Corp是一家总部位于美国的家庭护理服务提供商，主要为老年人、残障人士及慢性病患者提供个人护理、居家健康支持、临终关怀等服务，业务覆盖美国多个州，合作方包括政府支付机构、私营保险公司及个人客户。
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。
ADUS vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$373.1M
营收增速更快
ADUS
高出19.3%
6.3%
净利率更高
GLPI
高出49.0%
8.0%
两年增速更快
ADUS
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $373.1M | $420.0M |
| 净利润 | $29.8M | $239.4M |
| 毛利率 | 33.1% | — |
| 营业利润率 | 11.3% | 79.4% |
| 净利率 | 8.0% | 57.0% |
| 营收同比 | 25.6% | 6.3% |
| 净利润同比 | 52.5% | 40.5% |
| 每股收益（稀释后） | $1.62 | — |
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ADUSGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $373.1M | $407.0M | ||
| Q3 25 | $362.3M | $397.6M | ||
| Q2 25 | $349.4M | $394.9M | ||
| Q1 25 | $337.7M | $395.2M | ||
| Q4 24 | $297.1M | $389.6M | ||
| Q3 24 | $289.8M | $385.3M | ||
| Q2 24 | $286.9M | $380.6M |
净利润ADUSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $29.8M | $275.4M | ||
| Q3 25 | $22.8M | $241.2M | ||
| Q2 25 | $22.1M | $151.4M | ||
| Q1 25 | $21.2M | $165.2M | ||
| Q4 24 | $19.5M | $223.6M | ||
| Q3 24 | $20.2M | $184.7M | ||
| Q2 24 | $18.1M | $208.3M |
毛利率ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 33.1% | — | ||
| Q3 25 | 32.2% | — | ||
| Q2 25 | 32.6% | — | ||
| Q1 25 | 31.9% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 32.5% | — |
营业利润率ADUSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 11.3% | 89.3% | ||
| Q3 25 | 9.1% | 84.8% | ||
| Q2 25 | 9.4% | 61.3% | ||
| Q1 25 | 9.0% | 65.5% | ||
| Q4 24 | 9.1% | 79.1% | ||
| Q3 24 | 9.0% | 70.4% | ||
| Q2 24 | 9.1% | 77.1% |
净利率ADUSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 8.0% | 67.6% | ||
| Q3 25 | 6.3% | 60.7% | ||
| Q2 25 | 6.3% | 38.4% | ||
| Q1 25 | 6.3% | 41.8% | ||
| Q4 24 | 6.6% | 57.4% | ||
| Q3 24 | 7.0% | 47.9% | ||
| Q2 24 | 6.3% | 54.7% |
每股收益（稀释后）ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.62 | $0.96 | ||
| Q3 25 | $1.24 | $0.85 | ||
| Q2 25 | $1.20 | $0.54 | ||
| Q1 25 | $1.16 | $0.60 | ||
| Q4 24 | $1.06 | $0.79 | ||
| Q3 24 | $1.10 | $0.67 | ||
| Q2 24 | $1.10 | $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 | — | $274.5M |
| 总债务越低越好 | $121.0M | — |
| 股东权益账面价值 | $1.1B | $5.0B |
| 总资产 | $1.4B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.11× | — |
8季度趋势，按日历期对齐
现金及短期投资ADUSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $97.0M | — | ||
| Q4 24 | $98.9M | $560.8M | ||
| Q3 24 | $222.9M | $560.8M | ||
| Q2 24 | $173.3M | $560.8M |
总债务ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $121.0M | $7.2B | ||
| Q3 25 | $150.6M | $7.2B | ||
| Q2 25 | $169.1M | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $218.4M | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益ADUSGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.1B | $4.6B | ||
| Q3 25 | $1.0B | $4.6B | ||
| Q2 25 | $1.0B | $4.6B | ||
| Q1 25 | $995.4M | $4.2B | ||
| Q4 24 | $970.5M | $4.3B | ||
| Q3 24 | $947.6M | $4.3B | ||
| Q2 24 | $921.7M | $4.1B |
总资产ADUSGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.4B | $12.9B | ||
| Q3 25 | $1.4B | $12.8B | ||
| Q2 25 | $1.4B | $12.5B | ||
| Q1 25 | $1.4B | $12.1B | ||
| Q4 24 | $1.4B | $13.1B | ||
| Q3 24 | $1.2B | $12.7B | ||
| Q2 24 | $1.1B | $11.8B |
负债/权益比ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.11× | 1.56× | ||
| Q3 25 | 0.14× | 1.57× | ||
| Q2 25 | 0.17× | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 0.23× | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 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 | $18.8M | — |
| 自由现金流经营现金流 - 资本支出 | $16.1M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 0.63× | — |
| 过去12个月自由现金流最近4个季度 | $103.8M | — |
8季度趋势，按日历期对齐
经营现金流ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $18.8M | $1.1B | ||
| Q3 25 | $51.3M | $240.3M | ||
| Q2 25 | $22.5M | $293.4M | ||
| Q1 25 | $18.9M | $252.5M | ||
| Q4 24 | $10.4M | $1.1B | ||
| Q3 24 | $48.5M | $270.4M | ||
| Q2 24 | $18.8M | $252.1M |
自由现金流ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $16.1M | — | ||
| Q3 25 | $49.3M | $183.0M | ||
| Q2 25 | $21.3M | $272.3M | ||
| Q1 25 | $17.1M | $239.6M | ||
| Q4 24 | $8.7M | $1.1B | ||
| Q3 24 | $46.6M | $261.5M | ||
| Q2 24 | $17.7M | $245.0M |
自由现金流率ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 13.6% | 46.0% | ||
| Q2 25 | 6.1% | 69.0% | ||
| Q1 25 | 5.1% | 60.6% | ||
| Q4 24 | 2.9% | 275.3% | ||
| Q3 24 | 16.1% | 67.9% | ||
| Q2 24 | 6.2% | 64.4% |
资本支出强度ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.5% | 14.4% | ||
| Q2 25 | 0.4% | 5.3% | ||
| Q1 25 | 0.6% | 3.3% | ||
| Q4 24 | 0.6% | 0.0% | ||
| Q3 24 | 0.7% | 2.3% | ||
| Q2 24 | 0.4% | 1.9% |
现金转化率ADUSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.63× | 4.10× | ||
| Q3 25 | 2.24× | 1.00× | ||
| Q2 25 | 1.02× | 1.94× | ||
| Q1 25 | 0.89× | 1.53× | ||
| Q4 24 | 0.53× | 4.80× | ||
| Q3 24 | 2.41× | 1.46× | ||
| Q2 24 | 1.04× | 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
ADUS
| Personal Care | $286.0M | 77% |
| Hospice | $70.0M | 19% |
| Home Health | $17.1M | 5% |
GLPI
暂无分部数据
