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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.4倍（$594.8M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -9.3%，领先66.3%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.8%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs GLPI — 直观对比
营收规模更大
AMCX
是对方的1.4倍
$420.0M
营收增速更快
GLPI
高出7.0%
-0.8%
净利率更高
GLPI
高出66.3%
-9.3%
两年增速更快
GLPI
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $420.0M |
| 净利润 | $-55.5M | $239.4M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 79.4% |
| 净利率 | -9.3% | 57.0% |
| 营收同比 | -0.8% | 6.3% |
| 净利润同比 | 80.5% | 40.5% |
| 每股收益（稀释后） | $-0.97 | — |
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AMCXGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $594.8M | $407.0M | ||
| Q3 25 | $561.7M | $397.6M | ||
| Q2 25 | $600.0M | $394.9M | ||
| Q1 25 | $555.2M | $395.2M | ||
| Q4 24 | $599.3M | $389.6M | ||
| Q3 24 | $599.6M | $385.3M | ||
| Q2 24 | $625.9M | $380.6M |
净利润AMCXGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-55.5M | $275.4M | ||
| Q3 25 | $76.5M | $241.2M | ||
| Q2 25 | $50.3M | $151.4M | ||
| Q1 25 | $18.0M | $165.2M | ||
| Q4 24 | $-284.5M | $223.6M | ||
| Q3 24 | $41.4M | $184.7M | ||
| Q2 24 | $-29.2M | $208.3M |
毛利率AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — |
营业利润率AMCXGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -8.6% | 89.3% | ||
| Q3 25 | 9.9% | 84.8% | ||
| Q2 25 | 10.7% | 61.3% | ||
| Q1 25 | 11.6% | 65.5% | ||
| Q4 24 | -42.4% | 79.1% | ||
| Q3 24 | 15.6% | 70.4% | ||
| Q2 24 | 1.7% | 77.1% |
净利率AMCXGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -9.3% | 67.6% | ||
| Q3 25 | 13.6% | 60.7% | ||
| Q2 25 | 8.4% | 38.4% | ||
| Q1 25 | 3.3% | 41.8% | ||
| Q4 24 | -47.5% | 57.4% | ||
| Q3 24 | 6.9% | 47.9% | ||
| Q2 24 | -4.7% | 54.7% |
每股收益（稀释后）AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.97 | $0.96 | ||
| Q3 25 | $1.38 | $0.85 | ||
| Q2 25 | $0.91 | $0.54 | ||
| Q1 25 | $0.34 | $0.60 | ||
| Q4 24 | $-6.23 | $0.79 | ||
| Q3 24 | $0.76 | $0.67 | ||
| Q2 24 | $-0.66 | $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 | $502.4M | $274.5M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $5.0B |
| 总资产 | $3.9B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $502.4M | — | ||
| Q3 25 | $716.8M | — | ||
| Q2 25 | $866.4M | — | ||
| Q1 25 | $870.2M | — | ||
| Q4 24 | $784.6M | $560.8M | ||
| Q3 24 | $816.4M | $560.8M | ||
| Q2 24 | $802.6M | $560.8M |
总债务AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $7.2B | ||
| Q3 25 | $1.9B | $7.2B | ||
| Q2 25 | $2.2B | $6.9B | ||
| Q1 25 | $2.3B | $6.9B | ||
| Q4 24 | $2.3B | $7.7B | ||
| Q3 24 | $2.3B | $7.4B | ||
| Q2 24 | $2.4B | $6.6B |
股东权益AMCXGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $981.9M | $4.6B | ||
| Q3 25 | $1.1B | $4.6B | ||
| Q2 25 | $971.7M | $4.6B | ||
| Q1 25 | $888.8M | $4.2B | ||
| Q4 24 | $855.6M | $4.3B | ||
| Q3 24 | $1.1B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
总资产AMCXGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.9B | $12.9B | ||
| Q3 25 | $4.2B | $12.8B | ||
| Q2 25 | $4.4B | $12.5B | ||
| Q1 25 | $4.3B | $12.1B | ||
| Q4 24 | $4.4B | $13.1B | ||
| Q3 24 | $4.8B | $12.7B | ||
| Q2 24 | $4.9B | $11.8B |
负债/权益比AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 1.56× | ||
| Q3 25 | 1.82× | 1.57× | ||
| Q2 25 | 2.27× | 1.51× | ||
| Q1 25 | 2.62× | 1.63× | ||
| Q4 24 | 2.73× | 1.81× | ||
| Q3 24 | 2.10× | 1.74× | ||
| Q2 24 | 2.26× | 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 | $49.2M | — |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 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 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $49.2M | $1.1B | ||
| Q3 25 | $44.8M | $240.3M | ||
| Q2 25 | $102.8M | $293.4M | ||
| Q1 25 | $108.8M | $252.5M | ||
| Q4 24 | $58.1M | $1.1B | ||
| Q3 24 | $62.2M | $270.4M | ||
| Q2 24 | $104.4M | $252.1M |
自由现金流AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | $183.0M | ||
| Q2 25 | $95.7M | $272.3M | ||
| Q1 25 | $94.2M | $239.6M | ||
| Q4 24 | $37.6M | $1.1B | ||
| Q3 24 | $53.9M | $261.5M | ||
| Q2 24 | $95.2M | $245.0M |
自由现金流率AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | 46.0% | ||
| Q2 25 | 16.0% | 69.0% | ||
| Q1 25 | 17.0% | 60.6% | ||
| Q4 24 | 6.3% | 275.3% | ||
| Q3 24 | 9.0% | 67.9% | ||
| Q2 24 | 15.2% | 64.4% |
资本支出强度AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | 14.4% | ||
| Q2 25 | 1.2% | 5.3% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.4% | 0.0% | ||
| Q3 24 | 1.4% | 2.3% | ||
| Q2 24 | 1.5% | 1.9% |
现金转化率AMCXGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 0.59× | 1.00× | ||
| Q2 25 | 2.04× | 1.94× | ||
| Q1 25 | 6.03× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 1.50× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
GLPI
暂无分部数据
