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ALAMO GROUP INC（ALG）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ALAMO GROUP INC的1.1倍（$420.0M vs $373.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.2%，领先52.8%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -3.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -6.3%）
Alamo Drafthouse Cinema是1997年在美国得克萨斯州奥斯汀成立的连锁影院品牌，主打观影期间提供餐食与饮品服务，同时严格要求观众遵守观影礼仪，2024年6月该连锁品牌被索尼影视体验部门收购。
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。
ALG vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$373.6M
营收增速更快
GLPI
高出9.3%
-3.0%
净利率更高
GLPI
高出52.8%
4.2%
两年增速更快
GLPI
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $373.6M | $420.0M |
| 净利润 | $15.5M | $239.4M |
| 毛利率 | 22.7% | — |
| 营业利润率 | 6.0% | 79.4% |
| 净利率 | 4.2% | 57.0% |
| 营收同比 | -3.0% | 6.3% |
| 净利润同比 | -44.8% | 40.5% |
| 每股收益（稀释后） | $1.28 | — |
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ALGGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $373.6M | $407.0M | ||
| Q3 25 | $420.0M | $397.6M | ||
| Q2 25 | $419.1M | $394.9M | ||
| Q1 25 | $390.9M | $395.2M | ||
| Q4 24 | $385.3M | $389.6M | ||
| Q3 24 | $401.3M | $385.3M | ||
| Q2 24 | $416.3M | $380.6M |
净利润ALGGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $15.5M | $275.4M | ||
| Q3 25 | $25.4M | $241.2M | ||
| Q2 25 | $31.1M | $151.4M | ||
| Q1 25 | $31.8M | $165.2M | ||
| Q4 24 | $28.1M | $223.6M | ||
| Q3 24 | $27.4M | $184.7M | ||
| Q2 24 | $28.3M | $208.3M |
毛利率ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | 22.7% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 25.8% | — | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 25.1% | — | ||
| Q2 24 | 26.0% | — |
营业利润率ALGGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 6.0% | 89.3% | ||
| Q3 25 | 8.9% | 84.8% | ||
| Q2 25 | 11.2% | 61.3% | ||
| Q1 25 | 11.4% | 65.5% | ||
| Q4 24 | 8.9% | 79.1% | ||
| Q3 24 | 10.0% | 70.4% | ||
| Q2 24 | 10.4% | 77.1% |
净利率ALGGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.2% | 67.6% | ||
| Q3 25 | 6.0% | 60.7% | ||
| Q2 25 | 7.4% | 38.4% | ||
| Q1 25 | 8.1% | 41.8% | ||
| Q4 24 | 7.3% | 57.4% | ||
| Q3 24 | 6.8% | 47.9% | ||
| Q2 24 | 6.8% | 54.7% |
每股收益（稀释后）ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.28 | $0.96 | ||
| Q3 25 | $2.10 | $0.85 | ||
| Q2 25 | $2.57 | $0.54 | ||
| Q1 25 | $2.64 | $0.60 | ||
| Q4 24 | $2.33 | $0.79 | ||
| Q3 24 | $2.28 | $0.67 | ||
| Q2 24 | $2.35 | $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 | $309.7M | $274.5M |
| 总债务越低越好 | $190.7M | — |
| 股东权益账面价值 | $1.1B | $5.0B |
| 总资产 | $1.6B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资ALGGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $309.7M | — | ||
| Q3 25 | $244.8M | — | ||
| Q2 25 | $201.8M | — | ||
| Q1 25 | $200.3M | — | ||
| Q4 24 | $197.3M | $560.8M | ||
| Q3 24 | $140.0M | $560.8M | ||
| Q2 24 | $118.5M | $560.8M |
总债务ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | $190.7M | $7.2B | ||
| Q3 25 | $194.4M | $7.2B | ||
| Q2 25 | $198.1M | $6.9B | ||
| Q1 25 | $201.8M | $6.9B | ||
| Q4 24 | $205.5M | $7.7B | ||
| Q3 24 | $209.2M | $7.4B | ||
| Q2 24 | $278.6M | $6.6B |
股东权益ALGGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.1B | $4.6B | ||
| Q3 25 | $1.1B | $4.6B | ||
| Q2 25 | $1.1B | $4.6B | ||
| Q1 25 | $1.1B | $4.2B | ||
| Q4 24 | $1.0B | $4.3B | ||
| Q3 24 | $1.0B | $4.3B | ||
| Q2 24 | $979.7M | $4.1B |
总资产ALGGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.6B | $12.9B | ||
| Q3 25 | $1.6B | $12.8B | ||
| Q2 25 | $1.6B | $12.5B | ||
| Q1 25 | $1.5B | $12.1B | ||
| Q4 24 | $1.5B | $13.1B | ||
| Q3 24 | $1.5B | $12.7B | ||
| Q2 24 | $1.5B | $11.8B |
负债/权益比ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 1.56× | ||
| Q3 25 | 0.17× | 1.57× | ||
| Q2 25 | 0.18× | 1.51× | ||
| Q1 25 | 0.19× | 1.63× | ||
| Q4 24 | 0.20× | 1.81× | ||
| Q3 24 | 0.21× | 1.74× | ||
| Q2 24 | 0.28× | 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 | $75.1M | — |
| 自由现金流经营现金流 - 资本支出 | $69.9M | — |
| 自由现金流率自由现金流/营收 | 18.7% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 4.84× | — |
| 过去12个月自由现金流最近4个季度 | $146.9M | — |
8季度趋势，按日历期对齐
经营现金流ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | $75.1M | $1.1B | ||
| Q3 25 | $65.5M | $240.3M | ||
| Q2 25 | $22.7M | $293.4M | ||
| Q1 25 | $14.2M | $252.5M | ||
| Q4 24 | $79.1M | $1.1B | ||
| Q3 24 | $96.3M | $270.4M | ||
| Q2 24 | $33.2M | $252.1M |
自由现金流ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | $69.9M | — | ||
| Q3 25 | $53.1M | $183.0M | ||
| Q2 25 | $15.7M | $272.3M | ||
| Q1 25 | $8.2M | $239.6M | ||
| Q4 24 | $73.1M | $1.1B | ||
| Q3 24 | $88.4M | $261.5M | ||
| Q2 24 | $28.8M | $245.0M |
自由现金流率ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 12.6% | 46.0% | ||
| Q2 25 | 3.8% | 69.0% | ||
| Q1 25 | 2.1% | 60.6% | ||
| Q4 24 | 19.0% | 275.3% | ||
| Q3 24 | 22.0% | 67.9% | ||
| Q2 24 | 6.9% | 64.4% |
资本支出强度ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 3.0% | 14.4% | ||
| Q2 25 | 1.7% | 5.3% | ||
| Q1 25 | 1.5% | 3.3% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 2.0% | 2.3% | ||
| Q2 24 | 1.1% | 1.9% |
现金转化率ALGGLPI
| Q1 26 | — | — | ||
| Q4 25 | 4.84× | 4.10× | ||
| Q3 25 | 2.58× | 1.00× | ||
| Q2 25 | 0.73× | 1.94× | ||
| Q1 25 | 0.45× | 1.53× | ||
| Q4 24 | 2.82× | 4.80× | ||
| Q3 24 | 3.51× | 1.46× | ||
| Q2 24 | 1.17× | 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
ALG
| Wholegood Units | $293.2M | 78% |
| Parts | $61.6M | 16% |
| Other Revenue | $18.9M | 5% |
GLPI
暂无分部数据
