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BLACKBAUD INC（BLKB）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BLACKBAUD INC的1.5倍（$420.0M vs $281.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.1%，领先45.9%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 4.2%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -1.1%）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.5倍
$281.1M
营收增速更快
GLPI
高出2.1%
4.2%
净利率更高
GLPI
高出45.9%
11.1%
两年增速更快
GLPI
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $420.0M |
| 净利润 | $31.1M | $239.4M |
| 毛利率 | 59.2% | — |
| 营业利润率 | 18.3% | 79.4% |
| 净利率 | 11.1% | 57.0% |
| 营收同比 | 4.2% | 6.3% |
| 净利润同比 | 620.3% | 40.5% |
| 每股收益（稀释后） | $0.67 | — |
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BLKBGLPI
| Q1 26 | $281.1M | $420.0M | ||
| Q4 25 | $295.3M | $407.0M | ||
| Q3 25 | $281.1M | $397.6M | ||
| Q2 25 | $282.0M | $394.9M | ||
| Q1 25 | $269.9M | $395.2M | ||
| Q4 24 | $302.1M | $389.6M | ||
| Q3 24 | $286.6M | $385.3M | ||
| Q2 24 | $287.3M | $380.6M |
净利润BLKBGLPI
| Q1 26 | $31.1M | $239.4M | ||
| Q4 25 | $36.7M | $275.4M | ||
| Q3 25 | $47.5M | $241.2M | ||
| Q2 25 | $26.5M | $151.4M | ||
| Q1 25 | $4.3M | $165.2M | ||
| Q4 24 | $-346.4M | $223.6M | ||
| Q3 24 | $18.3M | $184.7M | ||
| Q2 24 | $21.2M | $208.3M |
毛利率BLKBGLPI
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.7% | — | ||
| Q1 25 | 57.5% | — | ||
| Q4 24 | 53.8% | — | ||
| Q3 24 | 54.9% | — | ||
| Q2 24 | 56.0% | — |
营业利润率BLKBGLPI
| Q1 26 | 18.3% | 79.4% | ||
| Q4 25 | 20.0% | 89.3% | ||
| Q3 25 | 19.4% | 84.8% | ||
| Q2 25 | 20.3% | 61.3% | ||
| Q1 25 | 7.3% | 65.5% | ||
| Q4 24 | -121.5% | 79.1% | ||
| Q3 24 | 14.4% | 70.4% | ||
| Q2 24 | 14.4% | 77.1% |
净利率BLKBGLPI
| Q1 26 | 11.1% | 57.0% | ||
| Q4 25 | 12.4% | 67.6% | ||
| Q3 25 | 16.9% | 60.7% | ||
| Q2 25 | 9.4% | 38.4% | ||
| Q1 25 | 1.6% | 41.8% | ||
| Q4 24 | -114.6% | 57.4% | ||
| Q3 24 | 6.4% | 47.9% | ||
| Q2 24 | 7.4% | 54.7% |
每股收益（稀释后）BLKBGLPI
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $0.96 | ||
| Q3 25 | $0.98 | $0.85 | ||
| Q2 25 | $0.55 | $0.54 | ||
| Q1 25 | $0.09 | $0.60 | ||
| Q4 24 | $-6.82 | $0.79 | ||
| Q3 24 | $0.35 | $0.67 | ||
| Q2 24 | $0.41 | $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 | $34.1M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $34.6M | $5.0B |
| 总资产 | $2.1B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BLKBGLPI
| Q1 26 | $34.1M | $274.5M | ||
| Q4 25 | $38.9M | — | ||
| Q3 25 | $38.3M | — | ||
| Q2 25 | $41.6M | — | ||
| Q1 25 | $37.2M | — | ||
| Q4 24 | $67.6M | $560.8M | ||
| Q3 24 | $34.6M | $560.8M | ||
| Q2 24 | $30.4M | $560.8M |
总债务BLKBGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.0B | $7.4B | ||
| Q2 24 | $1.0B | $6.6B |
股东权益BLKBGLPI
| Q1 26 | $34.6M | $5.0B | ||
| Q4 25 | $85.1M | $4.6B | ||
| Q3 25 | $108.2M | $4.6B | ||
| Q2 25 | $72.7M | $4.6B | ||
| Q1 25 | $17.5M | $4.2B | ||
| Q4 24 | $126.8M | $4.3B | ||
| Q3 24 | $544.8M | $4.3B | ||
| Q2 24 | $577.5M | $4.1B |
总资产BLKBGLPI
| Q1 26 | $2.1B | $13.8B | ||
| Q4 25 | $2.4B | $12.9B | ||
| Q3 25 | $2.1B | $12.8B | ||
| Q2 25 | $2.6B | $12.5B | ||
| Q1 25 | $2.1B | $12.1B | ||
| Q4 24 | $2.5B | $13.1B | ||
| Q3 24 | $2.6B | $12.7B | ||
| Q2 24 | $3.0B | $11.8B |
负债/权益比BLKBGLPI
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 8.50× | 1.81× | ||
| Q3 24 | 1.84× | 1.74× | ||
| Q2 24 | 1.78× | 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 | $51.5M | — |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 13.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $294.1M | — |
8季度趋势，按日历期对齐
经营现金流BLKBGLPI
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $1.1B | ||
| Q3 25 | $139.2M | $240.3M | ||
| Q2 25 | $66.9M | $293.4M | ||
| Q1 25 | $1.4M | $252.5M | ||
| Q4 24 | $73.6M | $1.1B | ||
| Q3 24 | $104.0M | $270.4M | ||
| Q2 24 | $53.1M | $252.1M |
自由现金流BLKBGLPI
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | — | ||
| Q3 25 | $135.7M | $183.0M | ||
| Q2 25 | $66.3M | $272.3M | ||
| Q1 25 | $712.0K | $239.6M | ||
| Q4 24 | $73.4M | $1.1B | ||
| Q3 24 | $102.9M | $261.5M | ||
| Q2 24 | $48.0M | $245.0M |
自由现金流率BLKBGLPI
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 48.3% | 46.0% | ||
| Q2 25 | 23.5% | 69.0% | ||
| Q1 25 | 0.3% | 60.6% | ||
| Q4 24 | 24.3% | 275.3% | ||
| Q3 24 | 35.9% | 67.9% | ||
| Q2 24 | 16.7% | 64.4% |
资本支出强度BLKBGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.2% | 14.4% | ||
| Q2 25 | 0.2% | 5.3% | ||
| Q1 25 | 0.3% | 3.3% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.4% | 2.3% | ||
| Q2 24 | 1.8% | 1.9% |
现金转化率BLKBGLPI
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | 4.10× | ||
| Q3 25 | 2.93× | 1.00× | ||
| Q2 25 | 2.53× | 1.94× | ||
| Q1 25 | 0.32× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 5.69× | 1.46× | ||
| Q2 24 | 2.50× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
