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Andersons, Inc.（ANDE）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Andersons, Inc.的1.3倍（$420.0M vs $329.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 20.5%，领先36.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -2.4%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -1.8%）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
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。
ANDE vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$329.5M
营收增速更快
GLPI
高出8.6%
-2.4%
净利率更高
GLPI
高出36.5%
20.5%
两年增速更快
GLPI
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $420.0M |
| 净利润 | $67.4M | $239.4M |
| 毛利率 | 70.3% | — |
| 营业利润率 | 26.6% | 79.4% |
| 净利率 | 20.5% | 57.0% |
| 营收同比 | -2.4% | 6.3% |
| 净利润同比 | 49.6% | 40.5% |
| 每股收益（稀释后） | — | — |
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ANDEGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $329.5M | $407.0M | ||
| Q3 25 | $295.8M | $397.6M | ||
| Q2 25 | $535.0M | $394.9M | ||
| Q1 25 | $370.8M | $395.2M | ||
| Q4 24 | $337.5M | $389.6M | ||
| Q3 24 | $231.9M | $385.3M | ||
| Q2 24 | $492.5M | $380.6M |
净利润ANDEGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $67.4M | $275.4M | ||
| Q3 25 | $20.1M | $241.2M | ||
| Q2 25 | $7.9M | $151.4M | ||
| Q1 25 | $284.0K | $165.2M | ||
| Q4 24 | $45.1M | $223.6M | ||
| Q3 24 | $27.4M | $184.7M | ||
| Q2 24 | $36.0M | $208.3M |
毛利率ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | 70.3% | — | ||
| Q3 25 | 57.8% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 41.2% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | 76.4% | — | ||
| Q2 24 | 35.6% | — |
营业利润率ANDEGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 26.6% | 89.3% | ||
| Q3 25 | 8.7% | 84.8% | ||
| Q2 25 | 4.6% | 61.3% | ||
| Q1 25 | 0.9% | 65.5% | ||
| Q4 24 | 19.9% | 79.1% | ||
| Q3 24 | 26.8% | 70.4% | ||
| Q2 24 | 11.6% | 77.1% |
净利率ANDEGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 20.5% | 67.6% | ||
| Q3 25 | 6.8% | 60.7% | ||
| Q2 25 | 1.5% | 38.4% | ||
| Q1 25 | 0.1% | 41.8% | ||
| Q4 24 | 13.4% | 57.4% | ||
| Q3 24 | 11.8% | 47.9% | ||
| Q2 24 | 7.3% | 54.7% |
每股收益（稀释后）ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $0.59 | $0.85 | ||
| Q2 25 | $0.23 | $0.54 | ||
| Q1 25 | $0.01 | $0.60 | ||
| Q4 24 | $1.31 | $0.79 | ||
| Q3 24 | $0.80 | $0.67 | ||
| Q2 24 | $1.05 | $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 | $98.3M | $274.5M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $5.0B |
| 总资产 | $3.7B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资ANDEGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $98.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $561.8M | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | $560.0M | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $608.2M | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益ANDEGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.2B | $4.6B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | $1.4B | $4.6B | ||
| Q1 25 | $1.4B | $4.2B | ||
| Q4 24 | $1.4B | $4.3B | ||
| Q3 24 | $1.3B | $4.3B | ||
| Q2 24 | $1.3B | $4.1B |
总资产ANDEGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.7B | $12.9B | ||
| Q3 25 | $3.3B | $12.8B | ||
| Q2 25 | $3.4B | $12.5B | ||
| Q1 25 | $3.8B | $12.1B | ||
| Q4 24 | $4.1B | $13.1B | ||
| Q3 24 | $3.4B | $12.7B | ||
| Q2 24 | $3.3B | $11.8B |
负债/权益比ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 0.45× | 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 | $-6.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | — |
| 自由现金流率自由现金流/营收 | -23.4% | — |
| 资本支出强度资本支出/营收 | 21.5% | — |
| 现金转化率经营现金流/净利润 | -0.09× | — |
| 过去12个月自由现金流最近4个季度 | $-56.1M | — |
8季度趋势，按日历期对齐
经营现金流ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-6.2M | $1.1B | ||
| Q3 25 | $233.9M | $240.3M | ||
| Q2 25 | $299.3M | $293.4M | ||
| Q1 25 | $-350.0M | $252.5M | ||
| Q4 24 | $268.8M | $1.1B | ||
| Q3 24 | $-2.1M | $270.4M | ||
| Q2 24 | $304.4M | $252.1M |
自由现金流ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-77.1M | — | ||
| Q3 25 | $167.0M | $183.0M | ||
| Q2 25 | $250.5M | $272.3M | ||
| Q1 25 | $-396.6M | $239.6M | ||
| Q4 24 | $212.9M | $1.1B | ||
| Q3 24 | $-40.0M | $261.5M | ||
| Q2 24 | $275.8M | $245.0M |
自由现金流率ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | -23.4% | — | ||
| Q3 25 | 56.5% | 46.0% | ||
| Q2 25 | 46.8% | 69.0% | ||
| Q1 25 | -106.9% | 60.6% | ||
| Q4 24 | 63.1% | 275.3% | ||
| Q3 24 | -17.2% | 67.9% | ||
| Q2 24 | 56.0% | 64.4% |
资本支出强度ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | — | ||
| Q3 25 | 22.6% | 14.4% | ||
| Q2 25 | 9.1% | 5.3% | ||
| Q1 25 | 12.6% | 3.3% | ||
| Q4 24 | 16.6% | 0.0% | ||
| Q3 24 | 16.3% | 2.3% | ||
| Q2 24 | 5.8% | 1.9% |
现金转化率ANDEGLPI
| Q1 26 | — | — | ||
| Q4 25 | -0.09× | 4.10× | ||
| Q3 25 | 11.61× | 1.00× | ||
| Q2 25 | 38.10× | 1.94× | ||
| Q1 25 | -1232.46× | 1.53× | ||
| Q4 24 | 5.96× | 4.80× | ||
| Q3 24 | -0.08× | 1.46× | ||
| Q2 24 | 8.46× | 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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
GLPI
暂无分部数据
