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AAR CORP（AIR）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
AAR CORP的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$795.3M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.4%，领先52.6%），AAR CORP同比增速更快（15.9% vs 6.3%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
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。
AIR vs GLPI — 直观对比
营收规模更大
AIR
是对方的1.9倍
$420.0M
营收增速更快
AIR
高出9.6%
6.3%
净利率更高
GLPI
高出52.6%
4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $420.0M |
| 净利润 | $34.6M | $239.4M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 6.0% | 79.4% |
| 净利率 | 4.4% | 57.0% |
| 营收同比 | 15.9% | 6.3% |
| 净利润同比 | 213.1% | 40.5% |
| 每股收益（稀释后） | $0.90 | — |
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AIRGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $795.3M | $407.0M | ||
| Q3 25 | $739.6M | $397.6M | ||
| Q2 25 | — | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | — | $385.3M | ||
| Q2 24 | — | $380.6M |
净利润AIRGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $34.6M | $275.4M | ||
| Q3 25 | $34.4M | $241.2M | ||
| Q2 25 | — | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $184.7M | ||
| Q2 24 | — | $208.3M |
毛利率AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率AIRGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 6.0% | 89.3% | ||
| Q3 25 | 6.4% | 84.8% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | — | 77.1% |
净利率AIRGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.4% | 67.6% | ||
| Q3 25 | 4.7% | 60.7% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 54.7% |
每股收益（稀释后）AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.90 | $0.96 | ||
| Q3 25 | $0.95 | $0.85 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.67 | ||
| Q2 24 | — | $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 | $75.6M | $274.5M |
| 总债务越低越好 | $952.7M | — |
| 股东权益账面价值 | $1.6B | $5.0B |
| 总资产 | $3.2B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
现金及短期投资AIRGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $75.6M | — | ||
| Q3 25 | $80.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $952.7M | $7.2B | ||
| Q3 25 | $1.0B | $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AIRGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.6B | $4.6B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.1B |
总资产AIRGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.2B | $12.9B | ||
| Q3 25 | $2.9B | $12.8B | ||
| Q2 25 | — | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | — | $11.8B |
负债/权益比AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.56× | ||
| Q3 25 | 0.82× | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 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AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | $1.1B | ||
| Q3 25 | $-44.9M | $240.3M | ||
| Q2 25 | — | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $270.4M | ||
| Q2 24 | — | $252.1M |
自由现金流AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-53.6M | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | -7.2% | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.2% | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率AIRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 4.10× | ||
| Q3 25 | -1.31× | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
GLPI
暂无分部数据
