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亚朵集团（ATAT）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
亚朵集团的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$789.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 17.6%，领先39.4%），亚朵集团同比增速更快（252.5% vs 6.3%）
亚朵生活控股是中国领先的文旅生活服务企业，主营中高端连锁酒店运营业务，面向商旅及休闲出行人群提供高品质住宿服务，同时配套布局生活文创零售、场景体验等多元业务，覆盖国内核心城市及部分海外市场。
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。
ATAT vs GLPI — 直观对比
营收规模更大
ATAT
是对方的1.9倍
$420.0M
营收增速更快
ATAT
高出246.3%
6.3%
净利率更高
GLPI
高出39.4%
17.6%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $789.6M | $420.0M |
| 净利润 | $139.1M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 22.5% | 79.4% |
| 净利率 | 17.6% | 57.0% |
| 营收同比 | 252.5% | 6.3% |
| 净利润同比 | 322.2% | 40.5% |
| 每股收益（稀释后） | $0.33 | — |
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ATATGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | $789.6M | $397.6M | ||
| Q2 25 | — | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | $224.0M | $385.3M | ||
| Q2 24 | — | $380.6M |
净利润ATATGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $139.1M | $241.2M | ||
| Q2 25 | — | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | $33.0M | $184.7M | ||
| Q2 24 | — | $208.3M |
营业利润率ATATGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | 22.5% | 84.8% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | 14.7% | 70.4% | ||
| Q2 24 | — | 77.1% |
净利率ATATGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | 17.6% | 60.7% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | 14.7% | 47.9% | ||
| Q2 24 | — | 54.7% |
每股收益（稀释后）ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $0.33 | $0.85 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | $0.08 | $0.67 | ||
| Q2 24 | — | $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 | $669.2M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.0M | $5.0B |
| 总资产 | $1.1B | $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ATATGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | $669.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | $506.0M | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务ATATGLPI
| 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ATATGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $405.0M | $4.6B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $291.3M | $4.3B | ||
| Q2 24 | — | $4.1B |
总资产ATATGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | $1.1B | $12.8B | ||
| Q2 25 | — | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | $927.8M | $12.7B | ||
| Q2 24 | — | $11.8B |
负债/权益比ATATGLPI
| 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 | $216.6M | — |
| 自由现金流经营现金流 - 资本支出 | $210.7M | — |
| 自由现金流率自由现金流/营收 | 26.7% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 1.56× | — |
| 过去12个月自由现金流最近4个季度 | $359.6M | — |
8季度趋势，按日历期对齐
经营现金流ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $216.6M | $240.3M | ||
| Q2 25 | — | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $84.8M | $270.4M | ||
| Q2 24 | — | $252.1M |
自由现金流ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $210.7M | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $83.3M | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 26.7% | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | 37.2% | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.8% | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | 0.7% | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率ATATGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 1.56× | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 2.57× | 1.46× | ||
| Q2 24 | — | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
