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Alight, Inc.（ALIT）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
Alight, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.6倍（$653.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -142.7%，领先199.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.0%），过去两年Alight, Inc.的营收复合增速更高（8.1% vs 5.0%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
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。
ALIT vs GLPI — 直观对比
营收规模更大
ALIT
是对方的1.6倍
$420.0M
营收增速更快
GLPI
高出10.2%
-4.0%
净利率更高
GLPI
高出199.7%
-142.7%
两年增速更快
ALIT
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $420.0M |
| 净利润 | $-932.0M | $239.4M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -114.9% | 79.4% |
| 净利率 | -142.7% | 57.0% |
| 营收同比 | -4.0% | 6.3% |
| 净利润同比 | -11750.0% | 40.5% |
| 每股收益（稀释后） | $-1.77 | — |
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ALITGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $653.0M | $407.0M | ||
| Q3 25 | $533.0M | $397.6M | ||
| Q2 25 | $528.0M | $394.9M | ||
| Q1 25 | $548.0M | $395.2M | ||
| Q4 24 | $680.0M | $389.6M | ||
| Q3 24 | $555.0M | $385.3M | ||
| Q2 24 | $538.0M | $380.6M |
净利润ALITGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-932.0M | $275.4M | ||
| Q3 25 | $-1.1B | $241.2M | ||
| Q2 25 | $-1.1B | $151.4M | ||
| Q1 25 | $-25.0M | $165.2M | ||
| Q4 24 | $8.0M | $223.6M | ||
| Q3 24 | $-74.0M | $184.7M | ||
| Q2 24 | $23.0M | $208.3M |
毛利率ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | 36.8% | — | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 39.9% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.0% | — |
营业利润率ALITGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -114.9% | 89.3% | ||
| Q3 25 | -248.0% | 84.8% | ||
| Q2 25 | -191.3% | 61.3% | ||
| Q1 25 | -1.5% | 65.5% | ||
| Q4 24 | 6.5% | 79.1% | ||
| Q3 24 | -7.6% | 70.4% | ||
| Q2 24 | -9.7% | 77.1% |
净利率ALITGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -142.7% | 67.6% | ||
| Q3 25 | -200.2% | 60.7% | ||
| Q2 25 | -203.2% | 38.4% | ||
| Q1 25 | -4.6% | 41.8% | ||
| Q4 24 | 1.2% | 57.4% | ||
| Q3 24 | -13.3% | 47.9% | ||
| Q2 24 | 4.3% | 54.7% |
每股收益（稀释后）ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-1.77 | $0.96 | ||
| Q3 25 | $-2.02 | $0.85 | ||
| Q2 25 | $-2.03 | $0.54 | ||
| Q1 25 | $-0.05 | $0.60 | ||
| Q4 24 | $0.02 | $0.79 | ||
| Q3 24 | $-0.14 | $0.67 | ||
| Q2 24 | $0.04 | $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 | $273.0M | $274.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $5.0B |
| 总资产 | $4.6B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $273.0M | — | ||
| Q3 25 | $205.0M | — | ||
| Q2 25 | $227.0M | — | ||
| Q1 25 | $223.0M | — | ||
| Q4 24 | $343.0M | $560.8M | ||
| Q3 24 | $300.0M | $560.8M | ||
| Q2 24 | $183.0M | $560.8M |
总债务ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $7.2B | ||
| Q3 25 | $2.0B | $7.2B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $2.0B | $6.9B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $2.0B | $7.4B | ||
| Q2 24 | $2.8B | $6.6B |
股东权益ALITGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.0B | $4.6B | ||
| Q3 25 | $2.0B | $4.6B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $4.2B | $4.2B | ||
| Q4 24 | $4.3B | $4.3B | ||
| Q3 24 | $4.3B | $4.3B | ||
| Q2 24 | $4.5B | $4.1B |
总资产ALITGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.6B | $12.9B | ||
| Q3 25 | $5.5B | $12.8B | ||
| Q2 25 | $6.8B | $12.5B | ||
| Q1 25 | $7.9B | $12.1B | ||
| Q4 24 | $8.2B | $13.1B | ||
| Q3 24 | $8.3B | $12.7B | ||
| Q2 24 | $10.5B | $11.8B |
负债/权益比ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 1.56× | ||
| Q3 25 | 1.00× | 1.57× | ||
| Q2 25 | 0.65× | 1.51× | ||
| Q1 25 | 0.48× | 1.63× | ||
| Q4 24 | 0.47× | 1.81× | ||
| Q3 24 | 0.47× | 1.74× | ||
| Q2 24 | 0.62× | 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 | $124.0M | — |
| 自由现金流经营现金流 - 资本支出 | $99.0M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $250.0M | — |
8季度趋势，按日历期对齐
经营现金流ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | $124.0M | $1.1B | ||
| Q3 25 | $77.0M | $240.3M | ||
| Q2 25 | $86.0M | $293.4M | ||
| Q1 25 | $73.0M | $252.5M | ||
| Q4 24 | $118.0M | $1.1B | ||
| Q3 24 | $-24.0M | $270.4M | ||
| Q2 24 | $58.0M | $252.1M |
自由现金流ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | $99.0M | — | ||
| Q3 25 | $49.0M | $183.0M | ||
| Q2 25 | $58.0M | $272.3M | ||
| Q1 25 | $44.0M | $239.6M | ||
| Q4 24 | $92.0M | $1.1B | ||
| Q3 24 | $-52.0M | $261.5M | ||
| Q2 24 | $22.0M | $245.0M |
自由现金流率ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 9.2% | 46.0% | ||
| Q2 25 | 11.0% | 69.0% | ||
| Q1 25 | 8.0% | 60.6% | ||
| Q4 24 | 13.5% | 275.3% | ||
| Q3 24 | -9.4% | 67.9% | ||
| Q2 24 | 4.1% | 64.4% |
资本支出强度ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 5.3% | 14.4% | ||
| Q2 25 | 5.3% | 5.3% | ||
| Q1 25 | 5.3% | 3.3% | ||
| Q4 24 | 3.8% | 0.0% | ||
| Q3 24 | 5.0% | 2.3% | ||
| Q2 24 | 6.7% | 1.9% |
现金转化率ALITGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | 14.75× | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | 2.52× | 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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
GLPI
暂无分部数据
