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Mission Produce, Inc.(AVO)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Mission Produce, Inc.的1.3倍($420.0M vs $319.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 5.0%,领先52.0%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -10.0%),过去两年Mission Produce, Inc.的营收复合增速更高(11.0% vs 5.0%)
根据现有信息,该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立,曾为艾尼克斯、哈德森开发多款游戏,作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
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。
AVO vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$319.0M
营收增速更快
GLPI
高出16.3%
-10.0%
净利率更高
GLPI
高出52.0%
5.0%
两年增速更快
AVO
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $319.0M | $420.0M |
| 净利润 | $16.0M | $239.4M |
| 毛利率 | 17.5% | — |
| 营业利润率 | 8.8% | 79.4% |
| 净利率 | 5.0% | 57.0% |
| 营收同比 | -10.0% | 6.3% |
| 净利润同比 | -7.5% | 40.5% |
| 每股收益(稀释后) | $0.23 | — |
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
AVO
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $319.0M | $407.0M | ||
| Q3 25 | $357.7M | $397.6M | ||
| Q2 25 | $380.3M | $394.9M | ||
| Q1 25 | $334.2M | $395.2M | ||
| Q4 24 | $354.4M | $389.6M | ||
| Q3 24 | $324.0M | $385.3M | ||
| Q2 24 | $297.6M | $380.6M |
净利润
AVO
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $16.0M | $275.4M | ||
| Q3 25 | $14.7M | $241.2M | ||
| Q2 25 | $3.1M | $151.4M | ||
| Q1 25 | $3.9M | $165.2M | ||
| Q4 24 | $17.3M | $223.6M | ||
| Q3 24 | $12.4M | $184.7M | ||
| Q2 24 | $7.0M | $208.3M |
毛利率
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 12.6% | — | ||
| Q2 25 | 7.5% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 10.4% | — |
营业利润率
AVO
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 8.8% | 89.3% | ||
| Q3 25 | 5.9% | 84.8% | ||
| Q2 25 | 1.8% | 61.3% | ||
| Q1 25 | 2.8% | 65.5% | ||
| Q4 24 | 8.1% | 79.1% | ||
| Q3 24 | 5.2% | 70.4% | ||
| Q2 24 | 4.1% | 77.1% |
净利率
AVO
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 5.0% | 67.6% | ||
| Q3 25 | 4.1% | 60.7% | ||
| Q2 25 | 0.8% | 38.4% | ||
| Q1 25 | 1.2% | 41.8% | ||
| Q4 24 | 4.9% | 57.4% | ||
| Q3 24 | 3.8% | 47.9% | ||
| Q2 24 | 2.4% | 54.7% |
每股收益(稀释后)
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $0.96 | ||
| Q3 25 | $0.21 | $0.85 | ||
| Q2 25 | $0.04 | $0.54 | ||
| Q1 25 | $0.05 | $0.60 | ||
| Q4 24 | $0.25 | $0.79 | ||
| Q3 24 | $0.17 | $0.67 | ||
| Q2 24 | $0.10 | $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 | $64.8M | $274.5M |
| 总债务越低越好 | $95.8M | — |
| 股东权益账面价值 | $587.3M | $5.0B |
| 总资产 | $983.0M | $13.8B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势,按日历期对齐
现金及短期投资
AVO
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $43.7M | — | ||
| Q2 25 | $36.7M | — | ||
| Q1 25 | $40.1M | — | ||
| Q4 24 | $58.0M | $560.8M | ||
| Q3 24 | $49.5M | $560.8M | ||
| Q2 24 | $46.2M | $560.8M |
总债务
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $95.8M | $7.2B | ||
| Q3 25 | $131.5M | $7.2B | ||
| Q2 25 | $147.2M | $6.9B | ||
| Q1 25 | $117.9M | $6.9B | ||
| Q4 24 | $113.7M | $7.7B | ||
| Q3 24 | $134.4M | $7.4B | ||
| Q2 24 | $170.2M | $6.6B |
股东权益
AVO
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $587.3M | $4.6B | ||
| Q3 25 | $568.7M | $4.6B | ||
| Q2 25 | $552.3M | $4.6B | ||
| Q1 25 | $550.8M | $4.2B | ||
| Q4 24 | $547.3M | $4.3B | ||
| Q3 24 | $527.3M | $4.3B | ||
| Q2 24 | $513.3M | $4.1B |
总资产
AVO
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $983.0M | $12.9B | ||
| Q3 25 | $1.0B | $12.8B | ||
| Q2 25 | $1.0B | $12.5B | ||
| Q1 25 | $997.8M | $12.1B | ||
| Q4 24 | $971.5M | $13.1B | ||
| Q3 24 | $959.9M | $12.7B | ||
| Q2 24 | $966.9M | $11.8B |
负债/权益比
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 1.56× | ||
| Q3 25 | 0.23× | 1.57× | ||
| Q2 25 | 0.27× | 1.51× | ||
| Q1 25 | 0.21× | 1.63× | ||
| Q4 24 | 0.21× | 1.81× | ||
| Q3 24 | 0.25× | 1.74× | ||
| Q2 24 | 0.33× | 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 | $67.2M | — |
| 自由现金流经营现金流 - 资本支出 | $55.6M | — |
| 自由现金流率自由现金流/营收 | 17.4% | — |
| 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 | 4.20× | — |
| 过去12个月自由现金流最近4个季度 | $37.2M | — |
8季度趋势,按日历期对齐
经营现金流
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $67.2M | $1.1B | ||
| Q3 25 | $34.4M | $240.3M | ||
| Q2 25 | $-11.8M | $293.4M | ||
| Q1 25 | $-1.2M | $252.5M | ||
| Q4 24 | $38.0M | $1.1B | ||
| Q3 24 | $42.5M | $270.4M | ||
| Q2 24 | $3.4M | $252.1M |
自由现金流
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $55.6M | — | ||
| Q3 25 | $22.6M | $183.0M | ||
| Q2 25 | $-25.0M | $272.3M | ||
| Q1 25 | $-16.0M | $239.6M | ||
| Q4 24 | $31.1M | $1.1B | ||
| Q3 24 | $34.9M | $261.5M | ||
| Q2 24 | $-4.4M | $245.0M |
自由现金流率
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 17.4% | — | ||
| Q3 25 | 6.3% | 46.0% | ||
| Q2 25 | -6.6% | 69.0% | ||
| Q1 25 | -4.8% | 60.6% | ||
| Q4 24 | 8.8% | 275.3% | ||
| Q3 24 | 10.8% | 67.9% | ||
| Q2 24 | -1.5% | 64.4% |
资本支出强度
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | 3.3% | 14.4% | ||
| Q2 25 | 3.5% | 5.3% | ||
| Q1 25 | 4.4% | 3.3% | ||
| Q4 24 | 1.9% | 0.0% | ||
| Q3 24 | 2.3% | 2.3% | ||
| Q2 24 | 2.6% | 1.9% |
现金转化率
AVO
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | 4.10× | ||
| Q3 25 | 2.34× | 1.00× | ||
| Q2 25 | -3.81× | 1.94× | ||
| Q1 25 | -0.31× | 1.53× | ||
| Q4 24 | 2.20× | 4.80× | ||
| Q3 24 | 3.43× | 1.46× | ||
| Q2 24 | 0.49× | 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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
GLPI
暂无分部数据