vs
百通（BDC）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
百通的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$696.4M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.3%，领先49.7%），百通同比增速更快（11.4% vs 6.3%），过去两年百通的营收复合增速更高（7.3% vs 5.0%）
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs GLPI — 直观对比
营收规模更大
BDC
是对方的1.7倍
$420.0M
营收增速更快
BDC
高出5.2%
6.3%
净利率更高
GLPI
高出49.7%
7.3%
两年增速更快
BDC
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $696.4M | $420.0M |
| 净利润 | $51.0M | $239.4M |
| 毛利率 | 37.1% | — |
| 营业利润率 | 11.2% | 79.4% |
| 净利率 | 7.3% | 57.0% |
| 营收同比 | 11.4% | 6.3% |
| 净利润同比 | -1.8% | 40.5% |
| 每股收益（稀释后） | $1.30 | — |
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BDCGLPI
| Q1 26 | $696.4M | $420.0M | ||
| Q4 25 | $720.1M | $407.0M | ||
| Q3 25 | $698.2M | $397.6M | ||
| Q2 25 | $672.0M | $394.9M | ||
| Q1 25 | $624.9M | $395.2M | ||
| Q4 24 | $666.0M | $389.6M | ||
| Q3 24 | $654.9M | $385.3M | ||
| Q2 24 | $604.3M | $380.6M |
净利润BDCGLPI
| Q1 26 | $51.0M | $239.4M | ||
| Q4 25 | $67.9M | $275.4M | ||
| Q3 25 | $56.7M | $241.2M | ||
| Q2 25 | $61.0M | $151.4M | ||
| Q1 25 | $51.9M | $165.2M | ||
| Q4 24 | $58.4M | $223.6M | ||
| Q3 24 | $53.7M | $184.7M | ||
| Q2 24 | $49.0M | $208.3M |
毛利率BDCGLPI
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | — |
营业利润率BDCGLPI
| Q1 26 | 11.2% | 79.4% | ||
| Q4 25 | 12.2% | 89.3% | ||
| Q3 25 | 10.9% | 84.8% | ||
| Q2 25 | 11.8% | 61.3% | ||
| Q1 25 | 11.6% | 65.5% | ||
| Q4 24 | 10.4% | 79.1% | ||
| Q3 24 | 11.5% | 70.4% | ||
| Q2 24 | 11.4% | 77.1% |
净利率BDCGLPI
| Q1 26 | 7.3% | 57.0% | ||
| Q4 25 | 9.4% | 67.6% | ||
| Q3 25 | 8.1% | 60.7% | ||
| Q2 25 | 9.1% | 38.4% | ||
| Q1 25 | 8.3% | 41.8% | ||
| Q4 24 | 8.8% | 57.4% | ||
| Q3 24 | 8.2% | 47.9% | ||
| Q2 24 | 8.1% | 54.7% |
每股收益（稀释后）BDCGLPI
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | $0.96 | ||
| Q3 25 | $1.41 | $0.85 | ||
| Q2 25 | $1.53 | $0.54 | ||
| Q1 25 | $1.27 | $0.60 | ||
| Q4 24 | $1.41 | $0.79 | ||
| Q3 24 | $1.30 | $0.67 | ||
| Q2 24 | $1.19 | $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 | $272.2M | $274.5M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.3B | $5.0B |
| 总资产 | — | $13.8B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势，按日历期对齐
现金及短期投资BDCGLPI
| Q1 26 | $272.2M | $274.5M | ||
| Q4 25 | $389.9M | — | ||
| Q3 25 | $314.3M | — | ||
| Q2 25 | $301.5M | — | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $370.3M | $560.8M | ||
| Q3 24 | $323.0M | $560.8M | ||
| Q2 24 | $564.8M | $560.8M |
总债务BDCGLPI
| Q1 26 | $1.3B | — | ||
| 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BDCGLPI
| Q1 26 | $1.3B | $5.0B | ||
| Q4 25 | $1.3B | $4.6B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | $1.2B | $4.6B | ||
| Q1 25 | $1.2B | $4.2B | ||
| Q4 24 | $1.3B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.1B |
总资产BDCGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.5B | $12.9B | ||
| Q3 25 | $3.4B | $12.8B | ||
| Q2 25 | $3.4B | $12.5B | ||
| Q1 25 | $3.3B | $12.1B | ||
| Q4 24 | $3.3B | $13.1B | ||
| Q3 24 | $3.3B | $12.7B | ||
| Q2 24 | $3.5B | $11.8B |
负债/权益比BDCGLPI
| Q1 26 | 0.98× | — | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-63.1M | — |
| 自由现金流率自由现金流/营收 | -9.1% | — |
| 资本支出强度资本支出/营收 | 6.4% | — |
| 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 | $180.4M | — |
8季度趋势，按日历期对齐
经营现金流BDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | $1.1B | ||
| Q3 25 | $105.0M | $240.3M | ||
| Q2 25 | $82.0M | $293.4M | ||
| Q1 25 | $7.4M | $252.5M | ||
| Q4 24 | $174.7M | $1.1B | ||
| Q3 24 | $91.7M | $270.4M | ||
| Q2 24 | $83.0M | $252.1M |
自由现金流BDCGLPI
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | $183.0M | ||
| Q2 25 | $56.9M | $272.3M | ||
| Q1 25 | $-24.8M | $239.6M | ||
| Q4 24 | $116.4M | $1.1B | ||
| Q3 24 | $67.2M | $261.5M | ||
| Q2 24 | $61.0M | $245.0M |
自由现金流率BDCGLPI
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | 46.0% | ||
| Q2 25 | 8.5% | 69.0% | ||
| Q1 25 | -4.0% | 60.6% | ||
| Q4 24 | 17.5% | 275.3% | ||
| Q3 24 | 10.3% | 67.9% | ||
| Q2 24 | 10.1% | 64.4% |
资本支出强度BDCGLPI
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | 14.4% | ||
| Q2 25 | 3.7% | 5.3% | ||
| Q1 25 | 5.2% | 3.3% | ||
| Q4 24 | 8.8% | 0.0% | ||
| Q3 24 | 3.7% | 2.3% | ||
| Q2 24 | 3.6% | 1.9% |
现金转化率BDCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 4.10× | ||
| Q3 25 | 1.85× | 1.00× | ||
| Q2 25 | 1.34× | 1.94× | ||
| Q1 25 | 0.14× | 1.53× | ||
| Q4 24 | 2.99× | 4.80× | ||
| Q3 24 | 1.71× | 1.46× | ||
| Q2 24 | 1.69× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
