vs
BOX INC（BOX）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BOX INC的1.4倍（$420.0M vs $301.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.0%，领先53.0%），BOX INC同比增速更快（9.1% vs 6.3%），过去两年BOX INC的营收复合增速更高（7.0% vs 5.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$301.1M
营收增速更快
BOX
高出2.9%
6.3%
净利率更高
GLPI
高出53.0%
4.0%
两年增速更快
BOX
近两年复合增速
5.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $420.0M |
| 净利润 | $12.1M | $239.4M |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | 79.4% |
| 净利率 | 4.0% | 57.0% |
| 营收同比 | 9.1% | 6.3% |
| 净利润同比 | -6.4% | 40.5% |
| 每股收益（稀释后） | $0.05 | — |
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BOXGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $301.1M | $407.0M | ||
| Q3 25 | $294.0M | $397.6M | ||
| Q2 25 | $276.3M | $394.9M | ||
| Q1 25 | $279.5M | $395.2M | ||
| Q4 24 | $275.9M | $389.6M | ||
| Q3 24 | $270.0M | $385.3M | ||
| Q2 24 | $264.7M | $380.6M |
净利润BOXGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $12.1M | $275.4M | ||
| Q3 25 | $13.4M | $241.2M | ||
| Q2 25 | $8.2M | $151.4M | ||
| Q1 25 | $194.0M | $165.2M | ||
| Q4 24 | $12.9M | $223.6M | ||
| Q3 24 | $20.5M | $184.7M | ||
| Q2 24 | $17.2M | $208.3M |
毛利率BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — |
营业利润率BOXGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 8.3% | 89.3% | ||
| Q3 25 | 7.0% | 84.8% | ||
| Q2 25 | 2.3% | 61.3% | ||
| Q1 25 | 6.4% | 65.5% | ||
| Q4 24 | 8.5% | 79.1% | ||
| Q3 24 | 7.5% | 70.4% | ||
| Q2 24 | 6.8% | 77.1% |
净利率BOXGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.0% | 67.6% | ||
| Q3 25 | 4.6% | 60.7% | ||
| Q2 25 | 3.0% | 38.4% | ||
| Q1 25 | 69.4% | 41.8% | ||
| Q4 24 | 4.7% | 57.4% | ||
| Q3 24 | 7.6% | 47.9% | ||
| Q2 24 | 6.5% | 54.7% |
每股收益（稀释后）BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.05 | $0.96 | ||
| Q3 25 | $0.05 | $0.85 | ||
| Q2 25 | $0.02 | $0.54 | ||
| Q1 25 | $1.13 | $0.60 | ||
| Q4 24 | $0.05 | $0.79 | ||
| Q3 24 | $0.10 | $0.67 | ||
| Q2 24 | $0.08 | $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 | $729.6M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $5.0B |
| 总资产 | $1.6B | $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BOXGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $729.6M | — | ||
| Q3 25 | $757.9M | — | ||
| Q2 25 | $790.4M | — | ||
| Q1 25 | $722.8M | — | ||
| Q4 24 | $697.9M | $560.8M | ||
| Q3 24 | $482.2M | $560.8M | ||
| Q2 24 | $566.1M | $560.8M |
总债务BOXGLPI
| Q1 26 | — | — | ||
| 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BOXGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $-286.6M | $4.6B | ||
| Q3 25 | $-269.4M | $4.6B | ||
| Q2 25 | $-280.1M | $4.6B | ||
| Q1 25 | $-297.0M | $4.2B | ||
| Q4 24 | $-479.9M | $4.3B | ||
| Q3 24 | $-439.4M | $4.3B | ||
| Q2 24 | $-397.9M | $4.1B |
总资产BOXGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.6B | $12.9B | ||
| Q3 25 | $1.6B | $12.8B | ||
| Q2 25 | $1.6B | $12.5B | ||
| Q1 25 | $1.7B | $12.1B | ||
| Q4 24 | $1.4B | $13.1B | ||
| Q3 24 | $1.1B | $12.7B | ||
| Q2 24 | $1.2B | $11.8B |
负债/权益比BOXGLPI
| Q1 26 | — | — | ||
| 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 | $73.0M | — |
| 自由现金流经营现金流 - 资本支出 | $71.3M | — |
| 自由现金流率自由现金流/营收 | 23.7% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | — |
8季度趋势，按日历期对齐
经营现金流BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $73.0M | $1.1B | ||
| Q3 25 | $46.0M | $240.3M | ||
| Q2 25 | $127.1M | $293.4M | ||
| Q1 25 | $102.2M | $252.5M | ||
| Q4 24 | $62.6M | $1.1B | ||
| Q3 24 | $36.3M | $270.4M | ||
| Q2 24 | $131.2M | $252.1M |
自由现金流BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | $71.3M | — | ||
| Q3 25 | $43.9M | $183.0M | ||
| Q2 25 | $126.7M | $272.3M | ||
| Q1 25 | $101.5M | $239.6M | ||
| Q4 24 | $62.3M | $1.1B | ||
| Q3 24 | $35.9M | $261.5M | ||
| Q2 24 | $129.9M | $245.0M |
自由现金流率BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | — | ||
| Q3 25 | 14.9% | 46.0% | ||
| Q2 25 | 45.9% | 69.0% | ||
| Q1 25 | 36.3% | 60.6% | ||
| Q4 24 | 22.6% | 275.3% | ||
| Q3 24 | 13.3% | 67.9% | ||
| Q2 24 | 49.1% | 64.4% |
资本支出强度BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | 14.4% | ||
| Q2 25 | 0.1% | 5.3% | ||
| Q1 25 | 0.2% | 3.3% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.1% | 2.3% | ||
| Q2 24 | 0.5% | 1.9% |
现金转化率BOXGLPI
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 4.10× | ||
| Q3 25 | 3.42× | 1.00× | ||
| Q2 25 | 15.51× | 1.94× | ||
| Q1 25 | 0.53× | 1.53× | ||
| Q4 24 | 4.85× | 4.80× | ||
| Q3 24 | 1.77× | 1.46× | ||
| Q2 24 | 7.62× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
