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Bluerock Homes Trust, Inc.（BHM）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Bluerock Homes Trust, Inc.的22.2倍（$420.0M vs $18.9M）。Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -50.1%，领先107.1%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs 6.3%）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 5.0%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
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。
BHM vs GLPI — 直观对比
营收规模更大
GLPI
是对方的22.2倍
$18.9M
营收增速更快
BHM
高出30.7%
6.3%
净利率更高
GLPI
高出107.1%
-50.1%
两年增速更快
BHM
近两年复合增速
5.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $420.0M |
| 净利润 | $-9.5M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | -48.8% | 79.4% |
| 净利率 | -50.1% | 57.0% |
| 营收同比 | 36.9% | 6.3% |
| 净利润同比 | -29.9% | 40.5% |
| 每股收益（稀释后） | $-0.75 | — |
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BHMGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $18.9M | $407.0M | ||
| Q3 25 | $16.6M | $397.6M | ||
| Q2 25 | $16.8M | $394.9M | ||
| Q1 25 | $16.4M | $395.2M | ||
| Q4 24 | $13.8M | $389.6M | ||
| Q3 24 | $12.7M | $385.3M | ||
| Q2 24 | $12.5M | $380.6M |
净利润BHMGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-9.5M | $267.3M | ||
| Q3 25 | $-10.0M | $241.2M | ||
| Q2 25 | $-5.8M | $151.4M | ||
| Q1 25 | $-7.3M | $165.2M | ||
| Q4 24 | $-7.3M | $217.2M | ||
| Q3 24 | $3.5M | $184.7M | ||
| Q2 24 | $-5.2M | $208.3M |
营业利润率BHMGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -48.8% | 89.3% | ||
| Q3 25 | -57.6% | 84.8% | ||
| Q2 25 | -30.9% | 61.3% | ||
| Q1 25 | -42.6% | 65.5% | ||
| Q4 24 | -52.8% | 79.1% | ||
| Q3 24 | 27.9% | 70.4% | ||
| Q2 24 | -41.3% | 77.1% |
净利率BHMGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -50.1% | 65.7% | ||
| Q3 25 | -60.0% | 60.7% | ||
| Q2 25 | -34.7% | 38.4% | ||
| Q1 25 | -44.7% | 41.8% | ||
| Q4 24 | -52.8% | 55.8% | ||
| Q3 24 | 27.9% | 47.9% | ||
| Q2 24 | -41.3% | 54.7% |
每股收益（稀释后）BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.75 | $0.96 | ||
| Q3 25 | $-0.94 | $0.85 | ||
| Q2 25 | $-0.66 | $0.54 | ||
| Q1 25 | $-0.67 | $0.60 | ||
| Q4 24 | $-0.65 | $0.79 | ||
| Q3 24 | $0.24 | $0.67 | ||
| Q2 24 | $-0.42 | $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 | $169.6M | $274.5M |
| 总债务越低越好 | $428.4M | — |
| 股东权益账面价值 | $128.7M | $5.0B |
| 总资产 | $1.2B | $13.8B |
| 负债/权益比越低杠杆越低 | 3.33× | — |
8季度趋势，按日历期对齐
现金及短期投资BHMGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $169.6M | — | ||
| Q3 25 | $2.1M | — | ||
| Q2 25 | $4.2M | — | ||
| Q1 25 | $3.0M | — | ||
| Q4 24 | $115.2M | $560.8M | ||
| Q3 24 | $155.1M | $554.1M | ||
| Q2 24 | $116.0M | $347.8M |
总债务BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $428.4M | $7.2B | ||
| Q3 25 | $415.9M | $7.2B | ||
| Q2 25 | $338.6M | $6.9B | ||
| Q1 25 | $336.5M | $6.9B | ||
| Q4 24 | $373.8M | $7.7B | ||
| Q3 24 | $122.5M | $7.4B | ||
| Q2 24 | $119.7M | $6.6B |
股东权益BHMGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $128.7M | $4.6B | ||
| Q3 25 | $131.7M | $4.6B | ||
| Q2 25 | $135.3M | $4.6B | ||
| Q1 25 | $137.1M | $4.2B | ||
| Q4 24 | $139.1M | $4.3B | ||
| Q3 24 | $142.9M | $4.3B | ||
| Q2 24 | $142.5M | $4.1B |
总资产BHMGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.2B | $12.9B | ||
| Q3 25 | $222.1M | $12.8B | ||
| Q2 25 | $220.3M | $12.5B | ||
| Q1 25 | $186.2M | $12.1B | ||
| Q4 24 | $967.0M | $13.1B | ||
| Q3 24 | $800.8M | $12.7B | ||
| Q2 24 | $756.2M | $11.8B |
负债/权益比BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.33× | 1.56× | ||
| Q3 25 | 3.16× | 1.57× | ||
| Q2 25 | 2.50× | 1.51× | ||
| Q1 25 | 2.45× | 1.63× | ||
| Q4 24 | 2.69× | 1.81× | ||
| Q3 24 | 0.86× | 1.74× | ||
| Q2 24 | 0.84× | 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 | $-491.0K | — |
| 自由现金流经营现金流 - 资本支出 | $-4.2M | — |
| 自由现金流率自由现金流/营收 | -22.1% | — |
| 资本支出强度资本支出/营收 | 19.6% | — |
| 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 | $10.4M | — |
8季度趋势，按日历期对齐
经营现金流BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-491.0K | $343.2M | ||
| Q3 25 | $13.4M | $240.3M | ||
| Q2 25 | $13.9M | $293.4M | ||
| Q1 25 | $951.0K | $252.5M | ||
| Q4 24 | $5.0M | $292.4M | ||
| Q3 24 | $1.7M | $270.4M | ||
| Q2 24 | $1.3M | $252.1M |
自由现金流BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-4.2M | — | ||
| Q3 25 | $8.7M | $183.0M | ||
| Q2 25 | $8.8M | $272.3M | ||
| Q1 25 | $-2.9M | $239.6M | ||
| Q4 24 | $1.6M | $276.6M | ||
| Q3 24 | $-601.0K | $261.5M | ||
| Q2 24 | $-654.0K | $245.0M |
自由现金流率BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | -22.1% | — | ||
| Q3 25 | 52.4% | 46.0% | ||
| Q2 25 | 52.2% | 69.0% | ||
| Q1 25 | -17.6% | 60.6% | ||
| Q4 24 | 11.8% | 71.0% | ||
| Q3 24 | -4.7% | 67.9% | ||
| Q2 24 | -5.2% | 64.4% |
资本支出强度BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | 19.6% | — | ||
| Q3 25 | 28.5% | 14.4% | ||
| Q2 25 | 30.3% | 5.3% | ||
| Q1 25 | 23.4% | 3.3% | ||
| Q4 24 | 24.4% | 4.1% | ||
| Q3 24 | 18.0% | 2.3% | ||
| Q2 24 | 15.3% | 1.9% |
现金转化率BHMGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | 0.47× | 1.46× | ||
| Q2 24 | — | 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
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
GLPI
暂无分部数据
