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APPFOLIO INC（APPF）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APPFOLIO INC的1.6倍（$420.0M vs $262.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 16.2%，领先40.8%），APPFOLIO INC同比增速更快（20.4% vs 6.3%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 5.0%）
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
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。
APPF vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$262.2M
营收增速更快
APPF
高出14.2%
6.3%
净利率更高
GLPI
高出40.8%
16.2%
两年增速更快
APPF
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $420.0M |
| 净利润 | $42.4M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 79.4% |
| 净利率 | 16.2% | 57.0% |
| 营收同比 | 20.4% | 6.3% |
| 净利润同比 | 35.2% | 40.5% |
| 每股收益（稀释后） | $1.18 | — |
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APPFGLPI
| Q1 26 | $262.2M | $420.0M | ||
| Q4 25 | $248.2M | $407.0M | ||
| Q3 25 | $249.4M | $397.6M | ||
| Q2 25 | $235.6M | $394.9M | ||
| Q1 25 | $217.7M | $395.2M | ||
| Q4 24 | $203.7M | $389.6M | ||
| Q3 24 | $205.7M | $385.3M | ||
| Q2 24 | $197.4M | $380.6M |
净利润APPFGLPI
| Q1 26 | $42.4M | $239.4M | ||
| Q4 25 | $39.9M | $275.4M | ||
| Q3 25 | $33.6M | $241.2M | ||
| Q2 25 | $36.0M | $151.4M | ||
| Q1 25 | $31.4M | $165.2M | ||
| Q4 24 | $102.7M | $223.6M | ||
| Q3 24 | $33.0M | $184.7M | ||
| Q2 24 | $29.7M | $208.3M |
营业利润率APPFGLPI
| Q1 26 | 19.4% | 79.4% | ||
| Q4 25 | 17.6% | 89.3% | ||
| Q3 25 | 14.1% | 84.8% | ||
| Q2 25 | 17.2% | 61.3% | ||
| Q1 25 | 15.5% | 65.5% | ||
| Q4 24 | 11.3% | 79.1% | ||
| Q3 24 | 20.7% | 70.4% | ||
| Q2 24 | 18.3% | 77.1% |
净利率APPFGLPI
| Q1 26 | 16.2% | 57.0% | ||
| Q4 25 | 16.1% | 67.6% | ||
| Q3 25 | 13.5% | 60.7% | ||
| Q2 25 | 15.3% | 38.4% | ||
| Q1 25 | 14.4% | 41.8% | ||
| Q4 24 | 50.4% | 57.4% | ||
| Q3 24 | 16.0% | 47.9% | ||
| Q2 24 | 15.0% | 54.7% |
每股收益（稀释后）APPFGLPI
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.96 | ||
| Q3 25 | $0.93 | $0.85 | ||
| Q2 25 | $0.99 | $0.54 | ||
| Q1 25 | $0.86 | $0.60 | ||
| Q4 24 | $2.79 | $0.79 | ||
| Q3 24 | $0.90 | $0.67 | ||
| Q2 24 | $0.81 | $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 | $147.4M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $5.0B |
| 总资产 | $580.6M | $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APPFGLPI
| Q1 26 | $147.4M | $274.5M | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | — | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | $560.8M | ||
| Q3 24 | $62.4M | $560.8M | ||
| Q2 24 | $59.6M | $560.8M |
总债务APPFGLPI
| 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APPFGLPI
| Q1 26 | $470.2M | $5.0B | ||
| Q4 25 | $542.6M | $4.6B | ||
| Q3 25 | $498.9M | $4.6B | ||
| Q2 25 | $455.6M | $4.6B | ||
| Q1 25 | $462.1M | $4.2B | ||
| Q4 24 | $519.3M | $4.3B | ||
| Q3 24 | $412.8M | $4.3B | ||
| Q2 24 | $371.4M | $4.1B |
总资产APPFGLPI
| Q1 26 | $580.6M | $13.8B | ||
| Q4 25 | $689.0M | $12.9B | ||
| Q3 25 | $640.5M | $12.8B | ||
| Q2 25 | $567.4M | $12.5B | ||
| Q1 25 | $564.7M | $12.1B | ||
| Q4 24 | $626.7M | $13.1B | ||
| Q3 24 | $523.3M | $12.7B | ||
| Q2 24 | $479.3M | $11.8B |
负债/权益比APPFGLPI
| 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 | $34.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APPFGLPI
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $1.1B | ||
| Q3 25 | $86.0M | $240.3M | ||
| Q2 25 | $52.6M | $293.4M | ||
| Q1 25 | $38.5M | $252.5M | ||
| Q4 24 | $36.6M | $1.1B | ||
| Q3 24 | $57.8M | $270.4M | ||
| Q2 24 | $50.9M | $252.1M |
自由现金流APPFGLPI
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $183.0M | ||
| Q2 25 | $52.4M | $272.3M | ||
| Q1 25 | $38.2M | $239.6M | ||
| Q4 24 | $36.4M | $1.1B | ||
| Q3 24 | $57.4M | $261.5M | ||
| Q2 24 | $50.8M | $245.0M |
自由现金流率APPFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | 46.0% | ||
| Q2 25 | 22.2% | 69.0% | ||
| Q1 25 | 17.6% | 60.6% | ||
| Q4 24 | 17.9% | 275.3% | ||
| Q3 24 | 27.9% | 67.9% | ||
| Q2 24 | 25.8% | 64.4% |
资本支出强度APPFGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 14.4% | ||
| Q2 25 | 0.1% | 5.3% | ||
| Q1 25 | 0.1% | 3.3% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 0.0% | 1.9% |
现金转化率APPFGLPI
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 4.10× | ||
| Q3 25 | 2.56× | 1.00× | ||
| Q2 25 | 1.46× | 1.94× | ||
| Q1 25 | 1.23× | 1.53× | ||
| Q4 24 | 0.36× | 4.80× | ||
| Q3 24 | 1.75× | 1.46× | ||
| Q2 24 | 1.71× | 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
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
GLPI
暂无分部数据
