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Alarm.com Holdings, Inc.（ALRM）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Alarm.com Holdings, Inc.的1.6倍（$420.0M vs $261.7M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 13.2%，领先43.8%），Alarm.com Holdings, Inc.同比增速更快（8.0% vs 6.3%），过去两年Alarm.com Holdings, Inc.的营收复合增速更高（8.3% vs 5.0%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
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。
ALRM vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$261.7M
营收增速更快
ALRM
高出1.7%
6.3%
净利率更高
GLPI
高出43.8%
13.2%
两年增速更快
ALRM
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $420.0M |
| 净利润 | $34.6M | $239.4M |
| 毛利率 | 66.0% | — |
| 营业利润率 | 13.4% | 79.4% |
| 净利率 | 13.2% | 57.0% |
| 营收同比 | 8.0% | 6.3% |
| 净利润同比 | 14.8% | 40.5% |
| 每股收益（稀释后） | $0.66 | — |
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ALRMGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $261.7M | $407.0M | ||
| Q3 25 | $256.4M | $397.6M | ||
| Q2 25 | $254.3M | $394.9M | ||
| Q1 25 | $238.8M | $395.2M | ||
| Q4 24 | $242.2M | $389.6M | ||
| Q3 24 | $240.5M | $385.3M | ||
| Q2 24 | $233.8M | $380.6M |
净利润ALRMGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $34.6M | $275.4M | ||
| Q3 25 | $35.1M | $241.2M | ||
| Q2 25 | $34.2M | $151.4M | ||
| Q1 25 | $27.7M | $165.2M | ||
| Q4 24 | $30.1M | $223.6M | ||
| Q3 24 | $36.7M | $184.7M | ||
| Q2 24 | $33.5M | $208.3M |
毛利率ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | — |
营业利润率ALRMGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 13.4% | 89.3% | ||
| Q3 25 | 14.4% | 84.8% | ||
| Q2 25 | 12.6% | 61.3% | ||
| Q1 25 | 12.4% | 65.5% | ||
| Q4 24 | 12.7% | 79.1% | ||
| Q3 24 | 13.8% | 70.4% | ||
| Q2 24 | 11.0% | 77.1% |
净利率ALRMGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 13.2% | 67.6% | ||
| Q3 25 | 13.7% | 60.7% | ||
| Q2 25 | 13.5% | 38.4% | ||
| Q1 25 | 11.6% | 41.8% | ||
| Q4 24 | 12.4% | 57.4% | ||
| Q3 24 | 15.3% | 47.9% | ||
| Q2 24 | 14.3% | 54.7% |
每股收益（稀释后）ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.66 | $0.96 | ||
| Q3 25 | $0.65 | $0.85 | ||
| Q2 25 | $0.63 | $0.54 | ||
| Q1 25 | $0.52 | $0.60 | ||
| Q4 24 | $0.56 | $0.79 | ||
| Q3 24 | $0.67 | $0.67 | ||
| Q2 24 | $0.62 | $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 | $960.6M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $848.2M | $5.0B |
| 总资产 | $2.1B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALRMGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $560.8M | ||
| Q3 24 | $1.2B | $560.8M | ||
| Q2 24 | $1.1B | $560.8M |
总债务ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $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ALRMGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $848.2M | $4.6B | ||
| Q3 25 | $827.2M | $4.6B | ||
| Q2 25 | $797.3M | $4.6B | ||
| Q1 25 | $759.6M | $4.2B | ||
| Q4 24 | $726.5M | $4.3B | ||
| Q3 24 | $690.3M | $4.3B | ||
| Q2 24 | $645.5M | $4.1B |
总资产ALRMGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.1B | $12.9B | ||
| Q3 25 | $2.1B | $12.8B | ||
| Q2 25 | $2.1B | $12.5B | ||
| Q1 25 | $2.1B | $12.1B | ||
| Q4 24 | $2.0B | $13.1B | ||
| Q3 24 | $2.0B | $12.7B | ||
| Q2 24 | $1.9B | $11.8B |
负债/权益比ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 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 | $35.9M | — |
| 自由现金流经营现金流 - 资本支出 | $35.1M | — |
| 自由现金流率自由现金流/营收 | 13.4% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $137.0M | — |
8季度趋势，按日历期对齐
经营现金流ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $1.1B | ||
| Q3 25 | $70.6M | $240.3M | ||
| Q2 25 | $22.7M | $293.4M | ||
| Q1 25 | $24.1M | $252.5M | ||
| Q4 24 | $56.3M | $1.1B | ||
| Q3 24 | $77.3M | $270.4M | ||
| Q2 24 | $23.0M | $252.1M |
自由现金流ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $183.0M | ||
| Q2 25 | $18.2M | $272.3M | ||
| Q1 25 | $17.9M | $239.6M | ||
| Q4 24 | $54.0M | $1.1B | ||
| Q3 24 | $74.5M | $261.5M | ||
| Q2 24 | $21.0M | $245.0M |
自由现金流率ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | 46.0% | ||
| Q2 25 | 7.1% | 69.0% | ||
| Q1 25 | 7.5% | 60.6% | ||
| Q4 24 | 22.3% | 275.3% | ||
| Q3 24 | 31.0% | 67.9% | ||
| Q2 24 | 9.0% | 64.4% |
资本支出强度ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 14.4% | ||
| Q2 25 | 1.8% | 5.3% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 1.2% | 2.3% | ||
| Q2 24 | 0.9% | 1.9% |
现金转化率ALRMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.10× | ||
| Q3 25 | 2.01× | 1.00× | ||
| Q2 25 | 0.66× | 1.94× | ||
| Q1 25 | 0.87× | 1.53× | ||
| Q4 24 | 1.87× | 4.80× | ||
| Q3 24 | 2.11× | 1.46× | ||
| Q2 24 | 0.69× | 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
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
GLPI
暂无分部数据
