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Alpha Metallurgical Resources, Inc.（AMR）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
Alpha Metallurgical Resources, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍（$519.1M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -3.3%，领先60.3%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -15.7%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -22.4%）
阿尔法冶金资源（前身为康图拉能源）是行业领先的煤炭供应商，在阿巴拉契亚北部和中部拥有地下及露天煤矿综合体，在宾夕法尼亚州、弗吉尼亚州和西弗吉尼亚州坐拥大型煤田，生产用于炼钢的冶金煤和用于发电的动力煤，供应全球下游客户。
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。
AMR vs GLPI — 直观对比
营收规模更大
AMR
是对方的1.2倍
$420.0M
营收增速更快
GLPI
高出21.9%
-15.7%
净利率更高
GLPI
高出60.3%
-3.3%
两年增速更快
GLPI
近两年复合增速
-22.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $519.1M | $420.0M |
| 净利润 | $-17.3M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | -4.1% | 79.4% |
| 净利率 | -3.3% | 57.0% |
| 营收同比 | -15.7% | 6.3% |
| 净利润同比 | -711.2% | 40.5% |
| 每股收益（稀释后） | $-1.35 | — |
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AMRGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $519.1M | $407.0M | ||
| Q3 25 | $525.2M | $397.6M | ||
| Q2 25 | $548.7M | $394.9M | ||
| Q1 25 | $529.7M | $395.2M | ||
| Q4 24 | $615.4M | $389.6M | ||
| Q3 24 | $669.8M | $385.3M | ||
| Q2 24 | $800.1M | $380.6M |
净利润AMRGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-17.3M | $275.4M | ||
| Q3 25 | $-5.5M | $241.2M | ||
| Q2 25 | $-5.0M | $151.4M | ||
| Q1 25 | $-33.9M | $165.2M | ||
| Q4 24 | $-2.1M | $223.6M | ||
| Q3 24 | $3.8M | $184.7M | ||
| Q2 24 | $58.9M | $208.3M |
营业利润率AMRGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -4.1% | 89.3% | ||
| Q3 25 | -0.5% | 84.8% | ||
| Q2 25 | 0.5% | 61.3% | ||
| Q1 25 | -7.6% | 65.5% | ||
| Q4 24 | 1.6% | 79.1% | ||
| Q3 24 | 0.8% | 70.4% | ||
| Q2 24 | 8.8% | 77.1% |
净利率AMRGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -3.3% | 67.6% | ||
| Q3 25 | -1.1% | 60.7% | ||
| Q2 25 | -0.9% | 38.4% | ||
| Q1 25 | -6.4% | 41.8% | ||
| Q4 24 | -0.3% | 57.4% | ||
| Q3 24 | 0.6% | 47.9% | ||
| Q2 24 | 7.4% | 54.7% |
每股收益（稀释后）AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-1.35 | $0.96 | ||
| Q3 25 | $-0.42 | $0.85 | ||
| Q2 25 | $-0.38 | $0.54 | ||
| Q1 25 | $-2.60 | $0.60 | ||
| Q4 24 | $-0.09 | $0.79 | ||
| Q3 24 | $0.29 | $0.67 | ||
| Q2 24 | $4.49 | $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 | $415.6M | $274.5M |
| 总债务越低越好 | $9.8M | — |
| 股东权益账面价值 | $1.5B | $5.0B |
| 总资产 | $2.3B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资AMRGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $415.6M | — | ||
| Q3 25 | $457.9M | — | ||
| Q2 25 | $449.0M | — | ||
| Q1 25 | $448.0M | — | ||
| Q4 24 | $481.6M | $560.8M | ||
| Q3 24 | $484.6M | $560.8M | ||
| Q2 24 | $336.1M | $560.8M |
总债务AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $7.2B | ||
| Q3 25 | $2.9M | $7.2B | ||
| Q2 25 | $3.1M | $6.9B | ||
| Q1 25 | $2.4M | $6.9B | ||
| Q4 24 | $2.9M | $7.7B | ||
| Q3 24 | $3.6M | $7.4B | ||
| Q2 24 | $5.3M | $6.6B |
股东权益AMRGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.5B | $4.6B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.6B | $4.6B | ||
| Q1 25 | $1.6B | $4.2B | ||
| Q4 24 | $1.6B | $4.3B | ||
| Q3 24 | $1.7B | $4.3B | ||
| Q2 24 | $1.6B | $4.1B |
总资产AMRGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.3B | $12.9B | ||
| Q3 25 | $2.3B | $12.8B | ||
| Q2 25 | $2.4B | $12.5B | ||
| Q1 25 | $2.4B | $12.1B | ||
| Q4 24 | $2.4B | $13.1B | ||
| Q3 24 | $2.5B | $12.7B | ||
| Q2 24 | $2.5B | $11.8B |
负债/权益比AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 1.56× | ||
| Q3 25 | 0.00× | 1.57× | ||
| Q2 25 | 0.00× | 1.51× | ||
| Q1 25 | 0.00× | 1.63× | ||
| Q4 24 | 0.00× | 1.81× | ||
| Q3 24 | 0.00× | 1.74× | ||
| Q2 24 | 0.00× | 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 | $19.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-10.0M | — |
| 自由现金流率自由现金流/营收 | -1.9% | — |
| 资本支出强度资本支出/营收 | 5.6% | — |
| 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 | $17.8M | — |
8季度趋势，按日历期对齐
经营现金流AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | $1.1B | ||
| Q3 25 | $50.5M | $240.3M | ||
| Q2 25 | $53.2M | $293.4M | ||
| Q1 25 | $22.2M | $252.5M | ||
| Q4 24 | $56.3M | $1.1B | ||
| Q3 24 | $189.5M | $270.4M | ||
| Q2 24 | $138.1M | $252.1M |
自由现金流AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $25.4M | $183.0M | ||
| Q2 25 | $18.6M | $272.3M | ||
| Q1 25 | $-16.3M | $239.6M | ||
| Q4 24 | $13.6M | $1.1B | ||
| Q3 24 | $158.0M | $261.5M | ||
| Q2 24 | $77.0M | $245.0M |
自由现金流率AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | 4.8% | 46.0% | ||
| Q2 25 | 3.4% | 69.0% | ||
| Q1 25 | -3.1% | 60.6% | ||
| Q4 24 | 2.2% | 275.3% | ||
| Q3 24 | 23.6% | 67.9% | ||
| Q2 24 | 9.6% | 64.4% |
资本支出强度AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | 14.4% | ||
| Q2 25 | 6.3% | 5.3% | ||
| Q1 25 | 7.3% | 3.3% | ||
| Q4 24 | 6.9% | 0.0% | ||
| Q3 24 | 4.7% | 2.3% | ||
| Q2 24 | 7.6% | 1.9% |
现金转化率AMRGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 49.81× | 1.46× | ||
| Q2 24 | 2.34× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
