vs
AdvanSix Inc.（ASIX）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AdvanSix Inc.的1.2倍（$420.0M vs $359.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -0.8%，领先57.8%），AdvanSix Inc.同比增速更快（9.4% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$359.9M
营收增速更快
ASIX
高出3.1%
6.3%
净利率更高
GLPI
高出57.8%
-0.8%
两年增速更快
GLPI
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $420.0M |
| 净利润 | $-2.8M | $239.4M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | 79.4% |
| 净利率 | -0.8% | 57.0% |
| 营收同比 | 9.4% | 6.3% |
| 净利润同比 | -892.9% | 40.5% |
| 每股收益（稀释后） | $-0.11 | — |
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ASIXGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $359.9M | $407.0M | ||
| Q3 25 | $374.5M | $397.6M | ||
| Q2 25 | $410.0M | $394.9M | ||
| Q1 25 | $377.8M | $395.2M | ||
| Q4 24 | $329.1M | $389.6M | ||
| Q3 24 | $398.2M | $385.3M | ||
| Q2 24 | $453.5M | $380.6M |
净利润ASIXGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-2.8M | $275.4M | ||
| Q3 25 | $-2.6M | $241.2M | ||
| Q2 25 | $31.4M | $151.4M | ||
| Q1 25 | $23.3M | $165.2M | ||
| Q4 24 | $352.0K | $223.6M | ||
| Q3 24 | $22.3M | $184.7M | ||
| Q2 24 | $38.9M | $208.3M |
毛利率ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 17.9% | — |
营业利润率ASIXGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -0.7% | 89.3% | ||
| Q3 25 | -0.9% | 84.8% | ||
| Q2 25 | 7.7% | 61.3% | ||
| Q1 25 | 7.7% | 65.5% | ||
| Q4 24 | -3.9% | 79.1% | ||
| Q3 24 | 7.5% | 70.4% | ||
| Q2 24 | 11.5% | 77.1% |
净利率ASIXGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -0.8% | 67.6% | ||
| Q3 25 | -0.7% | 60.7% | ||
| Q2 25 | 7.7% | 38.4% | ||
| Q1 25 | 6.2% | 41.8% | ||
| Q4 24 | 0.1% | 57.4% | ||
| Q3 24 | 5.6% | 47.9% | ||
| Q2 24 | 8.6% | 54.7% |
每股收益（稀释后）ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $0.96 | ||
| Q3 25 | $-0.10 | $0.85 | ||
| Q2 25 | $1.15 | $0.54 | ||
| Q1 25 | $0.86 | $0.60 | ||
| Q4 24 | $0.02 | $0.79 | ||
| Q3 24 | $0.82 | $0.67 | ||
| Q2 24 | $1.43 | $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 | $19.8M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $5.0B |
| 总资产 | $1.7B | $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ASIXGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $19.8M | — | ||
| Q3 25 | $23.7M | — | ||
| Q2 25 | $18.4M | — | ||
| Q1 25 | $8.3M | — | ||
| Q4 24 | $19.6M | $560.8M | ||
| Q3 24 | $17.3M | $560.8M | ||
| Q2 24 | $12.1M | $560.8M |
总债务ASIXGLPI
| 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ASIXGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $815.2M | $4.6B | ||
| Q3 25 | $818.2M | $4.6B | ||
| Q2 25 | $823.7M | $4.6B | ||
| Q1 25 | $794.4M | $4.2B | ||
| Q4 24 | $774.6M | $4.3B | ||
| Q3 24 | $766.4M | $4.3B | ||
| Q2 24 | $746.6M | $4.1B |
总资产ASIXGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.7B | $12.9B | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.6B | $12.5B | ||
| Q1 25 | $1.6B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.5B | $12.7B | ||
| Q2 24 | $1.5B | $11.8B |
负债/权益比ASIXGLPI
| 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 | $63.7M | — |
| 自由现金流经营现金流 - 资本支出 | $36.1M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 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 | $6.4M | — |
8季度趋势，按日历期对齐
经营现金流ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $1.1B | ||
| Q3 25 | $26.6M | $240.3M | ||
| Q2 25 | $21.1M | $293.4M | ||
| Q1 25 | $11.4M | $252.5M | ||
| Q4 24 | $64.2M | $1.1B | ||
| Q3 24 | $57.3M | $270.4M | ||
| Q2 24 | $50.2M | $252.1M |
自由现金流ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | — | ||
| Q3 25 | $66.0K | $183.0M | ||
| Q2 25 | $-7.2M | $272.3M | ||
| Q1 25 | $-22.6M | $239.6M | ||
| Q4 24 | $29.8M | $1.1B | ||
| Q3 24 | $26.8M | $261.5M | ||
| Q2 24 | $16.7M | $245.0M |
自由现金流率ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | — | ||
| Q3 25 | 0.0% | 46.0% | ||
| Q2 25 | -1.7% | 69.0% | ||
| Q1 25 | -6.0% | 60.6% | ||
| Q4 24 | 9.1% | 275.3% | ||
| Q3 24 | 6.7% | 67.9% | ||
| Q2 24 | 3.7% | 64.4% |
资本支出强度ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 7.1% | 14.4% | ||
| Q2 25 | 6.9% | 5.3% | ||
| Q1 25 | 9.0% | 3.3% | ||
| Q4 24 | 10.4% | 0.0% | ||
| Q3 24 | 7.7% | 2.3% | ||
| Q2 24 | 7.4% | 1.9% |
现金转化率ASIXGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 0.67× | 1.94× | ||
| Q1 25 | 0.49× | 1.53× | ||
| Q4 24 | 182.29× | 4.80× | ||
| Q3 24 | 2.57× | 1.46× | ||
| Q2 24 | 1.29× | 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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
GLPI
暂无分部数据
