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亚什兰（ASH）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.的季度营收约是亚什兰的1.1倍（$420.0M vs $386.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -3.1%，领先60.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.7%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -18.1%）
亚什兰是一家总部位于美国特拉华州威尔明顿的化工企业，1924年始创于肯塔基州亚什兰市，最初以炼油业务起家，1994年迁至现总部。公司拥有多个业务板块，覆盖化工中间体与溶剂、复合材料、工业特种化学品、个人及家居护理、制药、食品饮料以及农业相关领域，2017年之前曾是胜牌润滑油的主要生产商。
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。
ASH vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$386.0M
营收增速更快
GLPI
高出11.0%
-4.7%
净利率更高
GLPI
高出60.1%
-3.1%
两年增速更快
GLPI
近两年复合增速
-18.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $386.0M | $420.0M |
| 净利润 | $-12.0M | $239.4M |
| 毛利率 | 27.2% | — |
| 营业利润率 | -1.6% | 79.4% |
| 净利率 | -3.1% | 57.0% |
| 营收同比 | -4.7% | 6.3% |
| 净利润同比 | 92.7% | 40.5% |
| 每股收益（稀释后） | $-0.26 | — |
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ASHGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $386.0M | $407.0M | ||
| Q3 25 | $477.0M | $397.6M | ||
| Q2 25 | $463.0M | $394.9M | ||
| Q1 25 | $479.0M | $395.2M | ||
| Q4 24 | $405.0M | $389.6M | ||
| Q3 24 | $521.0M | $385.3M | ||
| Q2 24 | $544.0M | $380.6M |
净利润ASHGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-12.0M | $275.4M | ||
| Q3 25 | $31.0M | $241.2M | ||
| Q2 25 | $-742.0M | $151.4M | ||
| Q1 25 | $31.0M | $165.2M | ||
| Q4 24 | $-165.0M | $223.6M | ||
| Q3 24 | $17.0M | $184.7M | ||
| Q2 24 | $6.0M | $208.3M |
毛利率ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | — | ||
| Q3 25 | 33.3% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 30.7% | — | ||
| Q4 24 | 27.4% | — | ||
| Q3 24 | 33.2% | — | ||
| Q2 24 | 34.2% | — |
营业利润率ASHGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -1.6% | 89.3% | ||
| Q3 25 | 12.8% | 84.8% | ||
| Q2 25 | -152.9% | 61.3% | ||
| Q1 25 | 10.6% | 65.5% | ||
| Q4 24 | -44.2% | 79.1% | ||
| Q3 24 | 6.1% | 70.4% | ||
| Q2 24 | -11.2% | 77.1% |
净利率ASHGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -3.1% | 67.6% | ||
| Q3 25 | 6.5% | 60.7% | ||
| Q2 25 | -160.3% | 38.4% | ||
| Q1 25 | 6.5% | 41.8% | ||
| Q4 24 | -40.7% | 57.4% | ||
| Q3 24 | 3.3% | 47.9% | ||
| Q2 24 | 1.1% | 54.7% |
每股收益（稀释后）ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $0.96 | ||
| Q3 25 | $0.83 | $0.85 | ||
| Q2 25 | $-16.21 | $0.54 | ||
| Q1 25 | $0.65 | $0.60 | ||
| Q4 24 | $-3.50 | $0.79 | ||
| Q3 24 | $0.34 | $0.67 | ||
| Q2 24 | $0.12 | $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 | $304.0M | $274.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $1.9B | $5.0B |
| 总资产 | $4.5B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资ASHGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $304.0M | — | ||
| Q3 25 | $215.0M | — | ||
| Q2 25 | $207.0M | — | ||
| Q1 25 | $168.0M | — | ||
| Q4 24 | $219.0M | $560.8M | ||
| Q3 24 | $300.0M | $560.8M | ||
| Q2 24 | $399.0M | $560.8M |
总债务ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $7.2B | ||
| Q3 25 | $1.4B | $7.2B | ||
| Q2 25 | $1.4B | $6.9B | ||
| Q1 25 | $1.3B | $6.9B | ||
| Q4 24 | $1.3B | $7.7B | ||
| Q3 24 | $1.3B | $7.4B | ||
| Q2 24 | $1.3B | $6.6B |
股东权益ASHGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $1.9B | $4.6B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.9B | $4.3B | ||
| Q2 24 | $3.0B | $4.1B |
总资产ASHGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.5B | $12.9B | ||
| Q3 25 | $4.6B | $12.8B | ||
| Q2 25 | $4.6B | $12.5B | ||
| Q1 25 | $5.2B | $12.1B | ||
| Q4 24 | $5.2B | $13.1B | ||
| Q3 24 | $5.6B | $12.7B | ||
| Q2 24 | $5.7B | $11.8B |
负债/权益比ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.56× | ||
| Q3 25 | 0.73× | 1.57× | ||
| Q2 25 | 0.73× | 1.51× | ||
| Q1 25 | 0.52× | 1.63× | ||
| Q4 24 | 0.51× | 1.81× | ||
| Q3 24 | 0.47× | 1.74× | ||
| Q2 24 | 0.45× | 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 | $125.0M | — |
| 自由现金流经营现金流 - 资本支出 | $111.0M | — |
| 自由现金流率自由现金流/营收 | 28.8% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 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 | $200.0M | — |
8季度趋势，按日历期对齐
经营现金流ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | $125.0M | $1.1B | ||
| Q3 25 | $40.0M | $240.3M | ||
| Q2 25 | $115.0M | $293.4M | ||
| Q1 25 | $9.0M | $252.5M | ||
| Q4 24 | $-30.0M | $1.1B | ||
| Q3 24 | $80.0M | $270.4M | ||
| Q2 24 | $127.0M | $252.1M |
自由现金流ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | $111.0M | — | ||
| Q3 25 | $6.0M | $183.0M | ||
| Q2 25 | $95.0M | $272.3M | ||
| Q1 25 | $-12.0M | $239.6M | ||
| Q4 24 | $-53.0M | $1.1B | ||
| Q3 24 | $42.0M | $261.5M | ||
| Q2 24 | $98.0M | $245.0M |
自由现金流率ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 1.3% | 46.0% | ||
| Q2 25 | 20.5% | 69.0% | ||
| Q1 25 | -2.5% | 60.6% | ||
| Q4 24 | -13.1% | 275.3% | ||
| Q3 24 | 8.1% | 67.9% | ||
| Q2 24 | 18.0% | 64.4% |
资本支出强度ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | 7.1% | 14.4% | ||
| Q2 25 | 4.3% | 5.3% | ||
| Q1 25 | 4.4% | 3.3% | ||
| Q4 24 | 5.7% | 0.0% | ||
| Q3 24 | 7.3% | 2.3% | ||
| Q2 24 | 5.3% | 1.9% |
现金转化率ASHGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 1.29× | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | 0.29× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 4.71× | 1.46× | ||
| Q2 24 | 21.17× | 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
ASH
| Personal Care And Household | $123.0M | 32% |
| Other | $120.0M | 31% |
| Specialty Additives | $36.0M | 9% |
| Intermediates And Solvents | $31.0M | 8% |
| Personal Care | $30.0M | 8% |
| Life Sciences | $27.0M | 7% |
| Intermediates | $19.0M | 5% |
GLPI
暂无分部数据
