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B&G Foods, Inc.（BGS）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
B&G Foods, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.0倍（$439.3M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -4.4%，领先61.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.7%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -12.8%）
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
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。
BGS vs GLPI — 直观对比
营收规模更大
BGS
是对方的1.0倍
$420.0M
营收增速更快
GLPI
高出11.0%
-4.7%
净利率更高
GLPI
高出61.4%
-4.4%
两年增速更快
GLPI
近两年复合增速
-12.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $439.3M | $420.0M |
| 净利润 | $-19.1M | $239.4M |
| 毛利率 | 22.5% | — |
| 营业利润率 | 2.5% | 79.4% |
| 净利率 | -4.4% | 57.0% |
| 营收同比 | -4.7% | 6.3% |
| 净利润同比 | -356.5% | 40.5% |
| 每股收益（稀释后） | $-0.24 | — |
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BGSGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | $439.3M | $397.6M | ||
| Q2 25 | $424.4M | $394.9M | ||
| Q1 25 | $425.4M | $395.2M | ||
| Q4 24 | $551.6M | $389.6M | ||
| Q3 24 | $461.1M | $385.3M | ||
| Q2 24 | $444.6M | $380.6M |
净利润BGSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $-19.1M | $241.2M | ||
| Q2 25 | $-9.8M | $151.4M | ||
| Q1 25 | $835.0K | $165.2M | ||
| Q4 24 | $-222.4M | $223.6M | ||
| Q3 24 | $7.5M | $184.7M | ||
| Q2 24 | $3.9M | $208.3M |
毛利率BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 22.5% | — | ||
| Q2 25 | 20.5% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 21.5% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | 20.7% | — |
营业利润率BGSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | 2.5% | 84.8% | ||
| Q2 25 | 5.2% | 61.3% | ||
| Q1 25 | 8.4% | 65.5% | ||
| Q4 24 | -46.6% | 79.1% | ||
| Q3 24 | 11.1% | 70.4% | ||
| Q2 24 | 9.9% | 77.1% |
净利率BGSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | -4.4% | 60.7% | ||
| Q2 25 | -2.3% | 38.4% | ||
| Q1 25 | 0.2% | 41.8% | ||
| Q4 24 | -40.3% | 57.4% | ||
| Q3 24 | 1.6% | 47.9% | ||
| Q2 24 | 0.9% | 54.7% |
每股收益（稀释后）BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $-0.24 | $0.85 | ||
| Q2 25 | $-0.12 | $0.54 | ||
| Q1 25 | $0.01 | $0.60 | ||
| Q4 24 | $-2.81 | $0.79 | ||
| Q3 24 | $0.09 | $0.67 | ||
| Q2 24 | $0.05 | $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 | $60.9M | $274.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $470.7M | $5.0B |
| 总资产 | $2.9B | $13.8B |
| 负债/权益比越低杠杆越低 | 4.30× | — |
8季度趋势，按日历期对齐
现金及短期投资BGSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | $60.9M | — | ||
| Q2 25 | $54.1M | — | ||
| Q1 25 | $61.2M | — | ||
| Q4 24 | $50.6M | $560.8M | ||
| Q3 24 | $54.7M | $560.8M | ||
| Q2 24 | $40.3M | $560.8M |
总债务BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $2.0B | $7.2B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $2.0B | $6.9B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $2.1B | $7.4B | ||
| Q2 24 | $2.0B | $6.6B |
股东权益BGSGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $470.7M | $4.6B | ||
| Q2 25 | $501.4M | $4.6B | ||
| Q1 25 | $513.1M | $4.2B | ||
| Q4 24 | $524.8M | $4.3B | ||
| Q3 24 | $755.3M | $4.3B | ||
| Q2 24 | $765.0M | $4.1B |
总资产BGSGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | $2.9B | $12.8B | ||
| Q2 25 | $2.9B | $12.5B | ||
| Q1 25 | $3.0B | $12.1B | ||
| Q4 24 | $3.0B | $13.1B | ||
| Q3 24 | $3.4B | $12.7B | ||
| Q2 24 | $3.4B | $11.8B |
负债/权益比BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | 4.30× | 1.57× | ||
| Q2 25 | 3.97× | 1.51× | ||
| Q1 25 | 3.91× | 1.63× | ||
| Q4 24 | 3.85× | 1.81× | ||
| Q3 24 | 2.75× | 1.74× | ||
| Q2 24 | 2.67× | 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 | $-64.6M | — |
| 自由现金流经营现金流 - 资本支出 | $-70.7M | — |
| 自由现金流率自由现金流/营收 | -16.1% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 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 | $54.8M | — |
8季度趋势，按日历期对齐
经营现金流BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $-64.6M | $240.3M | ||
| Q2 25 | $17.8M | $293.4M | ||
| Q1 25 | $52.7M | $252.5M | ||
| Q4 24 | $80.3M | $1.1B | ||
| Q3 24 | $4.2M | $270.4M | ||
| Q2 24 | $11.3M | $252.1M |
自由现金流BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-70.7M | $183.0M | ||
| Q2 25 | $11.5M | $272.3M | ||
| Q1 25 | $42.4M | $239.6M | ||
| Q4 24 | $71.7M | $1.1B | ||
| Q3 24 | $-679.0K | $261.5M | ||
| Q2 24 | $5.2M | $245.0M |
自由现金流率BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -16.1% | 46.0% | ||
| Q2 25 | 2.7% | 69.0% | ||
| Q1 25 | 10.0% | 60.6% | ||
| Q4 24 | 13.0% | 275.3% | ||
| Q3 24 | -0.1% | 67.9% | ||
| Q2 24 | 1.2% | 64.4% |
资本支出强度BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.4% | 14.4% | ||
| Q2 25 | 1.5% | 5.3% | ||
| Q1 25 | 2.4% | 3.3% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 1.0% | 2.3% | ||
| Q2 24 | 1.4% | 1.9% |
现金转化率BGSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | 63.17× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 0.56× | 1.46× | ||
| Q2 24 | 2.87× | 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
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
GLPI
暂无分部数据
