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Archrock, Inc.（AROC）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Archrock, Inc.的1.1倍（$420.0M vs $377.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 31.0%，领先26.0%），Archrock, Inc.同比增速更快（15.5% vs 6.3%），过去两年Archrock, Inc.的营收复合增速更高（18.5% vs 5.0%）
Archrock, Inc. 是领先的天然气压缩服务及相关设备解决方案供应商，主要服务北美油气领域，核心业务涵盖压缩系统租赁、维护、售后支持及销售，覆盖上游生产、中游运输与天然气加工板块。
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。
AROC vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$377.1M
营收增速更快
AROC
高出9.2%
6.3%
净利率更高
GLPI
高出26.0%
31.0%
两年增速更快
AROC
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $377.1M | $420.0M |
| 净利润 | $116.8M | $239.4M |
| 毛利率 | 53.0% | — |
| 营业利润率 | 39.4% | 79.4% |
| 净利率 | 31.0% | 57.0% |
| 营收同比 | 15.5% | 6.3% |
| 净利润同比 | 95.4% | 40.5% |
| 每股收益（稀释后） | $0.67 | — |
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AROCGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $377.1M | $407.0M | ||
| Q3 25 | $382.4M | $397.6M | ||
| Q2 25 | $383.2M | $394.9M | ||
| Q1 25 | $347.2M | $395.2M | ||
| Q4 24 | $326.4M | $389.6M | ||
| Q3 24 | $292.2M | $385.3M | ||
| Q2 24 | $270.5M | $380.6M |
净利润AROCGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $116.8M | $275.4M | ||
| Q3 25 | $71.2M | $241.2M | ||
| Q2 25 | $63.4M | $151.4M | ||
| Q1 25 | $70.8M | $165.2M | ||
| Q4 24 | $59.8M | $223.6M | ||
| Q3 24 | $37.5M | $184.7M | ||
| Q2 24 | $34.4M | $208.3M |
毛利率AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 53.0% | — | ||
| Q3 25 | 48.5% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 46.3% | — | ||
| Q3 24 | 44.4% | — | ||
| Q2 24 | 41.5% | — |
营业利润率AROCGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 39.4% | 89.3% | ||
| Q3 25 | 25.3% | 84.8% | ||
| Q2 25 | 22.5% | 61.3% | ||
| Q1 25 | 26.5% | 65.5% | ||
| Q4 24 | 24.0% | 79.1% | ||
| Q3 24 | 18.1% | 70.4% | ||
| Q2 24 | 17.6% | 77.1% |
净利率AROCGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 31.0% | 67.6% | ||
| Q3 25 | 18.6% | 60.7% | ||
| Q2 25 | 16.6% | 38.4% | ||
| Q1 25 | 20.4% | 41.8% | ||
| Q4 24 | 18.3% | 57.4% | ||
| Q3 24 | 12.8% | 47.9% | ||
| Q2 24 | 12.7% | 54.7% |
每股收益（稀释后）AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.67 | $0.96 | ||
| Q3 25 | $0.40 | $0.85 | ||
| Q2 25 | $0.36 | $0.54 | ||
| Q1 25 | $0.40 | $0.60 | ||
| Q4 24 | $0.35 | $0.79 | ||
| Q3 24 | $0.22 | $0.67 | ||
| Q2 24 | $0.22 | $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 | $1.6M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $5.0B |
| 总资产 | $4.3B | $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AROCGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $1.6M | — | ||
| Q3 25 | $4.1M | — | ||
| Q2 25 | $5.9M | — | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $4.4M | $560.8M | ||
| Q3 24 | $3.7M | $560.8M | ||
| Q2 24 | $919.0K | $560.8M |
总债务AROCGLPI
| 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AROCGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.5B | $4.6B | ||
| Q3 25 | $1.4B | $4.6B | ||
| Q2 25 | $1.4B | $4.6B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.3B | $4.3B | ||
| Q3 24 | $1.3B | $4.3B | ||
| Q2 24 | $894.5M | $4.1B |
总资产AROCGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.3B | $12.9B | ||
| Q3 25 | $4.4B | $12.8B | ||
| Q2 25 | $4.4B | $12.5B | ||
| Q1 25 | $4.0B | $12.1B | ||
| Q4 24 | $3.8B | $13.1B | ||
| Q3 24 | $3.8B | $12.7B | ||
| Q2 24 | $2.7B | $11.8B |
负债/权益比AROCGLPI
| 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 | $214.5M | — |
| 自由现金流经营现金流 - 资本支出 | $126.7M | — |
| 自由现金流率自由现金流/营收 | 33.6% | — |
| 资本支出强度资本支出/营收 | 23.3% | — |
| 现金转化率经营现金流/净利润 | 1.84× | — |
| 过去12个月自由现金流最近4个季度 | $119.6M | — |
8季度趋势，按日历期对齐
经营现金流AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $214.5M | $1.1B | ||
| Q3 25 | $164.5M | $240.3M | ||
| Q2 25 | $127.5M | $293.4M | ||
| Q1 25 | $115.6M | $252.5M | ||
| Q4 24 | $124.3M | $1.1B | ||
| Q3 24 | $96.9M | $270.4M | ||
| Q2 24 | $70.7M | $252.1M |
自由现金流AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | — | ||
| Q3 25 | $29.5M | $183.0M | ||
| Q2 25 | $16.0M | $272.3M | ||
| Q1 25 | $-52.5M | $239.6M | ||
| Q4 24 | $26.4M | $1.1B | ||
| Q3 24 | $26.9M | $261.5M | ||
| Q2 24 | $-20.6M | $245.0M |
自由现金流率AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | — | ||
| Q3 25 | 7.7% | 46.0% | ||
| Q2 25 | 4.2% | 69.0% | ||
| Q1 25 | -15.1% | 60.6% | ||
| Q4 24 | 8.1% | 275.3% | ||
| Q3 24 | 9.2% | 67.9% | ||
| Q2 24 | -7.6% | 64.4% |
资本支出强度AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 23.3% | — | ||
| Q3 25 | 35.3% | 14.4% | ||
| Q2 25 | 29.1% | 5.3% | ||
| Q1 25 | 48.4% | 3.3% | ||
| Q4 24 | 30.0% | 0.0% | ||
| Q3 24 | 24.0% | 2.3% | ||
| Q2 24 | 33.7% | 1.9% |
现金转化率AROCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.84× | 4.10× | ||
| Q3 25 | 2.31× | 1.00× | ||
| Q2 25 | 2.01× | 1.94× | ||
| Q1 25 | 1.63× | 1.53× | ||
| Q4 24 | 2.08× | 4.80× | ||
| Q3 24 | 2.58× | 1.46× | ||
| Q2 24 | 2.05× | 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
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
GLPI
暂无分部数据
