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Atmus Filtration Technologies Inc.（ATMU）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
Atmus Filtration Technologies Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$446.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.7%，领先46.3%），Atmus Filtration Technologies Inc.同比增速更快（9.8% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.3%）
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
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。
ATMU vs GLPI — 直观对比
营收规模更大
ATMU
是对方的1.1倍
$420.0M
营收增速更快
ATMU
高出3.5%
6.3%
净利率更高
GLPI
高出46.3%
10.7%
两年增速更快
GLPI
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $420.0M |
| 净利润 | $48.0M | $239.4M |
| 毛利率 | 28.5% | — |
| 营业利润率 | 15.8% | 79.4% |
| 净利率 | 10.7% | 57.0% |
| 营收同比 | 9.8% | 6.3% |
| 净利润同比 | 19.7% | 40.5% |
| 每股收益（稀释后） | $0.58 | — |
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ATMUGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $446.6M | $407.0M | ||
| Q3 25 | $447.7M | $397.6M | ||
| Q2 25 | $453.5M | $394.9M | ||
| Q1 25 | $416.5M | $395.2M | ||
| Q4 24 | $406.7M | $389.6M | ||
| Q3 24 | $403.7M | $385.3M | ||
| Q2 24 | $432.6M | $380.6M |
净利润ATMUGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $48.0M | $275.4M | ||
| Q3 25 | $54.8M | $241.2M | ||
| Q2 25 | $59.9M | $151.4M | ||
| Q1 25 | $44.7M | $165.2M | ||
| Q4 24 | $40.1M | $223.6M | ||
| Q3 24 | $43.8M | $184.7M | ||
| Q2 24 | $56.2M | $208.3M |
毛利率ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | — | ||
| Q3 25 | 28.9% | — | ||
| Q2 25 | 28.9% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 30.5% | — |
营业利润率ATMUGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 15.8% | 89.3% | ||
| Q3 25 | 18.3% | 84.8% | ||
| Q2 25 | 18.0% | 61.3% | ||
| Q1 25 | 15.6% | 65.5% | ||
| Q4 24 | 13.4% | 79.1% | ||
| Q3 24 | 15.7% | 70.4% | ||
| Q2 24 | 18.4% | 77.1% |
净利率ATMUGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 10.7% | 67.6% | ||
| Q3 25 | 12.2% | 60.7% | ||
| Q2 25 | 13.2% | 38.4% | ||
| Q1 25 | 10.7% | 41.8% | ||
| Q4 24 | 9.9% | 57.4% | ||
| Q3 24 | 10.8% | 47.9% | ||
| Q2 24 | 13.0% | 54.7% |
每股收益（稀释后）ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.58 | $0.96 | ||
| Q3 25 | $0.66 | $0.85 | ||
| Q2 25 | $0.72 | $0.54 | ||
| Q1 25 | $0.54 | $0.60 | ||
| Q4 24 | $0.49 | $0.79 | ||
| Q3 24 | $0.52 | $0.67 | ||
| Q2 24 | $0.67 | $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 | $236.4M | $274.5M |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $5.0B |
| 总资产 | $1.4B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资ATMUGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | — | ||
| Q2 25 | $190.8M | — | ||
| Q1 25 | $183.3M | — | ||
| Q4 24 | $184.3M | $560.8M | ||
| Q3 24 | $196.8M | $560.8M | ||
| Q2 24 | $160.5M | $560.8M |
总债务ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | $570.0M | $7.2B | ||
| Q3 25 | $577.5M | $7.2B | ||
| Q2 25 | $585.0M | $6.9B | ||
| Q1 25 | $588.8M | $6.9B | ||
| Q4 24 | $592.5M | $7.7B | ||
| Q3 24 | $596.2M | $7.4B | ||
| Q2 24 | $600.0M | $6.6B |
股东权益ATMUGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $378.5M | $4.6B | ||
| Q3 25 | $336.7M | $4.6B | ||
| Q2 25 | $316.3M | $4.6B | ||
| Q1 25 | $265.3M | $4.2B | ||
| Q4 24 | $227.4M | $4.3B | ||
| Q3 24 | $221.2M | $4.3B | ||
| Q2 24 | $178.1M | $4.1B |
总资产ATMUGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.4B | $12.9B | ||
| Q3 25 | $1.3B | $12.8B | ||
| Q2 25 | $1.3B | $12.5B | ||
| Q1 25 | $1.2B | $12.1B | ||
| Q4 24 | $1.2B | $13.1B | ||
| Q3 24 | $1.2B | $12.7B | ||
| Q2 24 | $1.2B | $11.8B |
负债/权益比ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 1.56× | ||
| Q3 25 | 1.72× | 1.57× | ||
| Q2 25 | 1.85× | 1.51× | ||
| Q1 25 | 2.22× | 1.63× | ||
| Q4 24 | 2.61× | 1.81× | ||
| Q3 24 | 2.70× | 1.74× | ||
| Q2 24 | 3.37× | 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 | $47.5M | — |
| 自由现金流经营现金流 - 资本支出 | $31.2M | — |
| 自由现金流率自由现金流/营收 | 7.0% | — |
| 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 | 0.99× | — |
| 过去12个月自由现金流最近4个季度 | $148.8M | — |
8季度趋势，按日历期对齐
经营现金流ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $1.1B | ||
| Q3 25 | $82.1M | $240.3M | ||
| Q2 25 | $44.4M | $293.4M | ||
| Q1 25 | $28.7M | $252.5M | ||
| Q4 24 | $20.0M | $1.1B | ||
| Q3 24 | $70.7M | $270.4M | ||
| Q2 24 | $22.9M | $252.1M |
自由现金流ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | $31.2M | — | ||
| Q3 25 | $68.9M | $183.0M | ||
| Q2 25 | $32.4M | $272.3M | ||
| Q1 25 | $16.3M | $239.6M | ||
| Q4 24 | $10.0M | $1.1B | ||
| Q3 24 | $54.3M | $261.5M | ||
| Q2 24 | $11.3M | $245.0M |
自由现金流率ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.4% | 46.0% | ||
| Q2 25 | 7.1% | 69.0% | ||
| Q1 25 | 3.9% | 60.6% | ||
| Q4 24 | 2.5% | 275.3% | ||
| Q3 24 | 13.5% | 67.9% | ||
| Q2 24 | 2.6% | 64.4% |
资本支出强度ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | 14.4% | ||
| Q2 25 | 2.6% | 5.3% | ||
| Q1 25 | 3.0% | 3.3% | ||
| Q4 24 | 2.5% | 0.0% | ||
| Q3 24 | 4.1% | 2.3% | ||
| Q2 24 | 2.7% | 1.9% |
现金转化率ATMUGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 4.10× | ||
| Q3 25 | 1.50× | 1.00× | ||
| Q2 25 | 0.74× | 1.94× | ||
| Q1 25 | 0.64× | 1.53× | ||
| Q4 24 | 0.50× | 4.80× | ||
| Q3 24 | 1.61× | 1.46× | ||
| Q2 24 | 0.41× | 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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
GLPI
暂无分部数据
