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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$472.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -3.6%，领先60.6%），AeroVironment Inc同比增速更快（181.9% vs 6.3%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 5.0%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs GLPI — 直观对比
营收规模更大
AVAV
是对方的1.1倍
$420.0M
营收增速更快
AVAV
高出175.6%
6.3%
净利率更高
GLPI
高出60.6%
-3.6%
两年增速更快
AVAV
近两年复合增速
5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $420.0M |
| 净利润 | $-17.1M | $239.4M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 79.4% |
| 净利率 | -3.6% | 57.0% |
| 营收同比 | 181.9% | 6.3% |
| 净利润同比 | -875.1% | 40.5% |
| 每股收益（稀释后） | $-0.34 | — |
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AVAVGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $472.5M | $407.0M | ||
| Q3 25 | $454.7M | $397.6M | ||
| Q2 25 | $275.1M | $394.9M | ||
| Q1 25 | $167.6M | $395.2M | ||
| Q4 24 | $188.5M | $389.6M | ||
| Q3 24 | $189.5M | $385.3M | ||
| Q2 24 | $197.0M | $380.6M |
净利润AVAVGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-17.1M | $275.4M | ||
| Q3 25 | $-67.4M | $241.2M | ||
| Q2 25 | $16.7M | $151.4M | ||
| Q1 25 | $-1.8M | $165.2M | ||
| Q4 24 | $7.5M | $223.6M | ||
| Q3 24 | $21.2M | $184.7M | ||
| Q2 24 | $6.0M | $208.3M |
毛利率AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — |
营业利润率AVAVGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -6.4% | 89.3% | ||
| Q3 25 | -15.2% | 84.8% | ||
| Q2 25 | 5.0% | 61.3% | ||
| Q1 25 | -1.8% | 65.5% | ||
| Q4 24 | 3.7% | 79.1% | ||
| Q3 24 | 12.2% | 70.4% | ||
| Q2 24 | 3.0% | 77.1% |
净利率AVAVGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -3.6% | 67.6% | ||
| Q3 25 | -14.8% | 60.7% | ||
| Q2 25 | 6.1% | 38.4% | ||
| Q1 25 | -1.0% | 41.8% | ||
| Q4 24 | 4.0% | 57.4% | ||
| Q3 24 | 11.2% | 47.9% | ||
| Q2 24 | 3.1% | 54.7% |
每股收益（稀释后）AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.34 | $0.96 | ||
| Q3 25 | $-1.44 | $0.85 | ||
| Q2 25 | $0.59 | $0.54 | ||
| Q1 25 | $-0.06 | $0.60 | ||
| Q4 24 | $0.27 | $0.79 | ||
| Q3 24 | $0.75 | $0.67 | ||
| Q2 24 | $0.18 | $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 | $588.5M | $274.5M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $5.0B |
| 总资产 | $5.6B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | — | ||
| Q1 25 | $47.0M | — | ||
| Q4 24 | $69.0M | $560.8M | ||
| Q3 24 | $81.2M | $560.8M | ||
| Q2 24 | $73.3M | $560.8M |
总债务AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | $7.2B | ||
| Q3 25 | $747.5M | $7.2B | ||
| Q2 25 | $30.0M | $6.9B | ||
| Q1 25 | $25.0M | $6.9B | ||
| Q4 24 | $15.0M | $7.7B | ||
| Q3 24 | $17.5M | $7.4B | ||
| Q2 24 | $28.0M | $6.6B |
股东权益AVAVGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $4.4B | $4.6B | ||
| Q3 25 | $4.4B | $4.6B | ||
| Q2 25 | $886.5M | $4.6B | ||
| Q1 25 | $861.1M | $4.2B | ||
| Q4 24 | $858.4M | $4.3B | ||
| Q3 24 | $845.5M | $4.3B | ||
| Q2 24 | $822.7M | $4.1B |
总资产AVAVGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $5.6B | $12.9B | ||
| Q3 25 | $5.6B | $12.8B | ||
| Q2 25 | $1.1B | $12.5B | ||
| Q1 25 | $1.0B | $12.1B | ||
| Q4 24 | $1.0B | $13.1B | ||
| Q3 24 | $999.2M | $12.7B | ||
| Q2 24 | $1.0B | $11.8B |
负债/权益比AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 1.56× | ||
| Q3 25 | 0.17× | 1.57× | ||
| Q2 25 | 0.03× | 1.51× | ||
| Q1 25 | 0.03× | 1.63× | ||
| Q4 24 | 0.02× | 1.81× | ||
| Q3 24 | 0.02× | 1.74× | ||
| Q2 24 | 0.03× | 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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $1.1B | ||
| Q3 25 | $-123.7M | $240.3M | ||
| Q2 25 | $-264.0K | $293.4M | ||
| Q1 25 | $-25.8M | $252.5M | ||
| Q4 24 | $-3.6M | $1.1B | ||
| Q3 24 | $28.4M | $270.4M | ||
| Q2 24 | $-11.7M | $252.1M |
自由现金流AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | $183.0M | ||
| Q2 25 | $-8.8M | $272.3M | ||
| Q1 25 | $-29.6M | $239.6M | ||
| Q4 24 | $-8.7M | $1.1B | ||
| Q3 24 | $22.9M | $261.5M | ||
| Q2 24 | $-20.8M | $245.0M |
自由现金流率AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | 46.0% | ||
| Q2 25 | -3.2% | 69.0% | ||
| Q1 25 | -17.7% | 60.6% | ||
| Q4 24 | -4.6% | 275.3% | ||
| Q3 24 | 12.1% | 67.9% | ||
| Q2 24 | -10.5% | 64.4% |
资本支出强度AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | 14.4% | ||
| Q2 25 | 3.1% | 5.3% | ||
| Q1 25 | 2.3% | 3.3% | ||
| Q4 24 | 2.7% | 0.0% | ||
| Q3 24 | 2.9% | 2.3% | ||
| Q2 24 | 4.6% | 1.9% |
现金转化率AVAVGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | -0.02× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | -0.48× | 4.80× | ||
| Q3 24 | 1.34× | 1.46× | ||
| Q2 24 | -1.93× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
GLPI
暂无分部数据
