vs
Alexandria Real Estate Equities（ARE）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
Alexandria Real Estate Equities的季度营收约是Gaming & Leisure Properties, Inc.的1.6倍（$671.0M vs $420.0M），Alexandria Real Estate Equities净利率更高（59.4% vs 57.0%，领先2.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -11.5%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -6.4%）
Alexandria Real Estate Equities（NYSE:ARE）是标普500成分股中的城市办公类房地产投资信托，作为业内首创、运营经验最丰富的先行企业，专注于在顶级创新集群区域开发、运营生命科学、科技及农业科技协作型产业园区。截至2020年12月末，公司总市值达319亿美元，北美地区资产总面积达4970万平方英尺。
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。
ARE vs GLPI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $420.0M |
| 净利润 | $398.4M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 79.4% |
| 净利率 | 59.4% | 57.0% |
| 营收同比 | -11.5% | 6.3% |
| 净利润同比 | 740.6% | 40.5% |
| 每股收益（稀释后） | $2.10 | — |
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
| Q1 26 | $671.0M | $420.0M | ||
| Q4 25 | $754.4M | $407.0M | ||
| Q3 25 | $751.9M | $397.6M | ||
| Q2 25 | $762.0M | $394.9M | ||
| Q1 25 | $758.2M | $395.2M | ||
| Q4 24 | $788.9M | $389.6M | ||
| Q3 24 | $791.6M | $385.3M | ||
| Q2 24 | $766.7M | $380.6M |
| Q1 26 | $398.4M | $239.4M | ||
| Q4 25 | $-1.1B | $275.4M | ||
| Q3 25 | $-232.8M | $241.2M | ||
| Q2 25 | $-107.0M | $151.4M | ||
| Q1 25 | $-8.9M | $165.2M | ||
| Q4 24 | $-62.2M | $223.6M | ||
| Q3 24 | $167.9M | $184.7M | ||
| Q2 24 | $46.7M | $208.3M |
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | — | 77.1% |
| Q1 26 | 59.4% | 57.0% | ||
| Q4 25 | -143.3% | 67.6% | ||
| Q3 25 | -31.0% | 60.7% | ||
| Q2 25 | -14.0% | 38.4% | ||
| Q1 25 | -1.2% | 41.8% | ||
| Q4 24 | -7.9% | 57.4% | ||
| Q3 24 | 21.2% | 47.9% | ||
| Q2 24 | 6.1% | 54.7% |
| Q1 26 | $2.10 | — | ||
| Q4 25 | $-6.35 | $0.96 | ||
| Q3 25 | $-1.38 | $0.85 | ||
| Q2 25 | $-0.64 | $0.54 | ||
| Q1 25 | $-0.07 | $0.60 | ||
| Q4 24 | $-0.38 | $0.79 | ||
| Q3 24 | $0.96 | $0.67 | ||
| Q2 24 | $0.25 | $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 | $418.7M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.4B | $5.0B |
| 总资产 | $34.2B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $418.7M | $274.5M | ||
| Q4 25 | $549.1M | — | ||
| Q3 25 | $579.5M | — | ||
| Q2 25 | $520.5M | — | ||
| Q1 25 | $476.4M | — | ||
| Q4 24 | $552.1M | $560.8M | ||
| Q3 24 | $562.6M | $560.8M | ||
| Q2 24 | $561.0M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | $7.2B | ||
| Q3 25 | $13.6B | $7.2B | ||
| Q2 25 | $13.3B | $6.9B | ||
| Q1 25 | $13.1B | $6.9B | ||
| Q4 24 | $12.2B | $7.7B | ||
| Q3 24 | $12.7B | $7.4B | ||
| Q2 24 | $12.4B | $6.6B |
| Q1 26 | $19.4B | $5.0B | ||
| Q4 25 | $15.5B | $4.6B | ||
| Q3 25 | $16.6B | $4.6B | ||
| Q2 25 | $17.2B | $4.6B | ||
| Q1 25 | $17.5B | $4.2B | ||
| Q4 24 | $17.9B | $4.3B | ||
| Q3 24 | $18.2B | $4.3B | ||
| Q2 24 | $18.3B | $4.1B |
| Q1 26 | $34.2B | $13.8B | ||
| Q4 25 | $34.1B | $12.9B | ||
| Q3 25 | $37.4B | $12.8B | ||
| Q2 25 | $37.6B | $12.5B | ||
| Q1 25 | $37.6B | $12.1B | ||
| Q4 24 | $37.5B | $13.1B | ||
| Q3 24 | $38.5B | $12.7B | ||
| Q2 24 | $37.8B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 1.56× | ||
| Q3 25 | 0.82× | 1.57× | ||
| Q2 25 | 0.77× | 1.51× | ||
| Q1 25 | 0.75× | 1.63× | ||
| Q4 24 | 0.68× | 1.81× | ||
| Q3 24 | 0.70× | 1.74× | ||
| Q2 24 | 0.68× | 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 | $196.6M | — |
| 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 | 76.0% | — |
| 现金转化率经营现金流/净利润 | 0.49× | — |
| 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
| Q1 26 | $196.6M | — | ||
| Q4 25 | $312.4M | $1.1B | ||
| Q3 25 | $433.5M | $240.3M | ||
| Q2 25 | $460.2M | $293.4M | ||
| Q1 25 | $207.9M | $252.5M | ||
| Q4 24 | $274.2M | $1.1B | ||
| Q3 24 | $477.4M | $270.4M | ||
| Q2 24 | $411.8M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
| Q1 26 | 0.49× | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 2.84× | 1.46× | ||
| Q2 24 | 8.82× | 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
ARE
| Same properties | $431.4M | 64% |
| Tenant recoveries | $178.2M | 27% |
| Non-same properties | $43.3M | 6% |
| Other | $18.0M | 3% |
GLPI
暂无分部数据
