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ALBANY INTERNATIONAL CORP（AIN）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ALBANY INTERNATIONAL CORP的1.3倍（$420.0M vs $321.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.3%，领先52.7%），ALBANY INTERNATIONAL CORP同比增速更快（12.0% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 1.2%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
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。
AIN vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$321.2M
营收增速更快
AIN
高出5.7%
6.3%
净利率更高
GLPI
高出52.7%
4.3%
两年增速更快
GLPI
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $420.0M |
| 净利润 | $13.9M | $239.4M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 9.3% | 79.4% |
| 净利率 | 4.3% | 57.0% |
| 营收同比 | 12.0% | 6.3% |
| 净利润同比 | -21.5% | 40.5% |
| 每股收益（稀释后） | $0.56 | — |
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AINGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $321.2M | $407.0M | ||
| Q3 25 | $261.4M | $397.6M | ||
| Q2 25 | $311.4M | $394.9M | ||
| Q1 25 | $288.8M | $395.2M | ||
| Q4 24 | $286.9M | $389.6M | ||
| Q3 24 | $298.4M | $385.3M | ||
| Q2 24 | $332.0M | $380.6M |
净利润AINGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $13.9M | $275.4M | ||
| Q3 25 | $-97.8M | $241.2M | ||
| Q2 25 | $9.2M | $151.4M | ||
| Q1 25 | $17.4M | $165.2M | ||
| Q4 24 | $17.7M | $223.6M | ||
| Q3 24 | $18.0M | $184.7M | ||
| Q2 24 | $24.6M | $208.3M |
毛利率AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | -19.1% | — | ||
| Q2 25 | 31.3% | — | ||
| Q1 25 | 33.4% | — | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 33.9% | — |
营业利润率AINGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 9.3% | 89.3% | ||
| Q3 25 | -44.6% | 84.8% | ||
| Q2 25 | 7.2% | 61.3% | ||
| Q1 25 | 9.8% | 65.5% | ||
| Q4 24 | 8.5% | 79.1% | ||
| Q3 24 | 8.4% | 70.4% | ||
| Q2 24 | 12.9% | 77.1% |
净利率AINGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.3% | 67.6% | ||
| Q3 25 | -37.4% | 60.7% | ||
| Q2 25 | 2.9% | 38.4% | ||
| Q1 25 | 6.0% | 41.8% | ||
| Q4 24 | 6.2% | 57.4% | ||
| Q3 24 | 6.0% | 47.9% | ||
| Q2 24 | 7.4% | 54.7% |
每股收益（稀释后）AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.56 | $0.96 | ||
| Q3 25 | $-3.37 | $0.85 | ||
| Q2 25 | $0.31 | $0.54 | ||
| Q1 25 | $0.56 | $0.60 | ||
| Q4 24 | $0.57 | $0.79 | ||
| Q3 24 | $0.57 | $0.67 | ||
| Q2 24 | $0.79 | $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 | $112.3M | $274.5M |
| 总债务越低越好 | $455.7M | — |
| 股东权益账面价值 | $726.2M | $5.0B |
| 总资产 | $1.7B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AINGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $112.3M | — | ||
| Q3 25 | $108.3M | — | ||
| Q2 25 | $106.7M | — | ||
| Q1 25 | $119.4M | — | ||
| Q4 24 | $115.3M | $560.8M | ||
| Q3 24 | $127.2M | $560.8M | ||
| Q2 24 | $116.4M | $560.8M |
总债务AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | $455.7M | $7.2B | ||
| Q3 25 | $480.6M | $7.2B | ||
| Q2 25 | $444.7M | $6.9B | ||
| Q1 25 | $416.4M | $6.9B | ||
| Q4 24 | $318.5M | $7.7B | ||
| Q3 24 | $362.2M | $7.4B | ||
| Q2 24 | $377.1M | $6.6B |
股东权益AINGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $726.2M | $4.6B | ||
| Q3 25 | $739.3M | $4.6B | ||
| Q2 25 | $888.6M | $4.6B | ||
| Q1 25 | $900.0M | $4.2B | ||
| Q4 24 | $943.5M | $4.3B | ||
| Q3 24 | $991.0M | $4.3B | ||
| Q2 24 | $967.5M | $4.1B |
总资产AINGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.7B | $12.9B | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.7B | $12.5B | ||
| Q1 25 | $1.7B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.8B | $12.7B | ||
| Q2 24 | $1.8B | $11.8B |
负债/权益比AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.63× | 1.56× | ||
| Q3 25 | 0.65× | 1.57× | ||
| Q2 25 | 0.50× | 1.51× | ||
| Q1 25 | 0.46× | 1.63× | ||
| Q4 24 | 0.34× | 1.81× | ||
| Q3 24 | 0.37× | 1.74× | ||
| Q2 24 | 0.39× | 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 | $73.7M | — |
| 自由现金流经营现金流 - 资本支出 | $51.4M | — |
| 自由现金流率自由现金流/营收 | 16.0% | — |
| 资本支出强度资本支出/营收 | 6.9% | — |
| 现金转化率经营现金流/净利润 | 5.31× | — |
| 过去12个月自由现金流最近4个季度 | $82.6M | — |
8季度趋势，按日历期对齐
经营现金流AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | $73.7M | $1.1B | ||
| Q3 25 | $43.9M | $240.3M | ||
| Q2 25 | $32.7M | $293.4M | ||
| Q1 25 | $2.1M | $252.5M | ||
| Q4 24 | $78.5M | $1.1B | ||
| Q3 24 | $47.0M | $270.4M | ||
| Q2 24 | $83.4M | $252.1M |
自由现金流AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | $51.4M | — | ||
| Q3 25 | $25.9M | $183.0M | ||
| Q2 25 | $18.8M | $272.3M | ||
| Q1 25 | $-13.5M | $239.6M | ||
| Q4 24 | $60.2M | $1.1B | ||
| Q3 24 | $31.6M | $261.5M | ||
| Q2 24 | $63.6M | $245.0M |
自由现金流率AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 9.9% | 46.0% | ||
| Q2 25 | 6.0% | 69.0% | ||
| Q1 25 | -4.7% | 60.6% | ||
| Q4 24 | 21.0% | 275.3% | ||
| Q3 24 | 10.6% | 67.9% | ||
| Q2 24 | 19.2% | 64.4% |
资本支出强度AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 6.9% | 14.4% | ||
| Q2 25 | 4.5% | 5.3% | ||
| Q1 25 | 5.4% | 3.3% | ||
| Q4 24 | 6.4% | 0.0% | ||
| Q3 24 | 5.2% | 2.3% | ||
| Q2 24 | 6.0% | 1.9% |
现金转化率AINGLPI
| Q1 26 | — | — | ||
| Q4 25 | 5.31× | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 3.56× | 1.94× | ||
| Q1 25 | 0.12× | 1.53× | ||
| Q4 24 | 4.44× | 4.80× | ||
| Q3 24 | 2.61× | 1.46× | ||
| Q2 24 | 3.39× | 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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
GLPI
暂无分部数据
