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BrightView Holdings, Inc.(BV)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
BrightView Holdings, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍($614.7M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs -2.5%,领先59.5%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 2.6%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -4.4%)
BrightView Holdings是美国领先的商业景观服务提供商,业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等,服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs GLPI — 直观对比
营收规模更大
BV
是对方的1.5倍
$420.0M
营收增速更快
GLPI
高出3.7%
2.6%
净利率更高
GLPI
高出59.5%
-2.5%
两年增速更快
GLPI
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $614.7M | $420.0M |
| 净利润 | $-15.2M | $239.4M |
| 毛利率 | 18.6% | — |
| 营业利润率 | -1.2% | 79.4% |
| 净利率 | -2.5% | 57.0% |
| 营收同比 | 2.6% | 6.3% |
| 净利润同比 | -46.2% | 40.5% |
| 每股收益(稀释后) | $-0.26 | — |
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
BV
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $614.7M | $407.0M | ||
| Q3 25 | $702.7M | $397.6M | ||
| Q2 25 | $708.3M | $394.9M | ||
| Q1 25 | $662.6M | $395.2M | ||
| Q4 24 | $599.2M | $389.6M | ||
| Q3 24 | $728.7M | $385.3M | ||
| Q2 24 | $738.8M | $380.6M |
净利润
BV
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-15.2M | $275.4M | ||
| Q3 25 | $27.7M | $241.2M | ||
| Q2 25 | $32.3M | $151.4M | ||
| Q1 25 | $6.4M | $165.2M | ||
| Q4 24 | $-10.4M | $223.6M | ||
| Q3 24 | $25.6M | $184.7M | ||
| Q2 24 | $23.5M | $208.3M |
毛利率
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 22.3% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 24.0% | — |
营业利润率
BV
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -1.2% | 89.3% | ||
| Q3 25 | 7.9% | 84.8% | ||
| Q2 25 | 8.1% | 61.3% | ||
| Q1 25 | 3.4% | 65.5% | ||
| Q4 24 | -0.1% | 79.1% | ||
| Q3 24 | 7.1% | 70.4% | ||
| Q2 24 | 6.6% | 77.1% |
净利率
BV
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -2.5% | 67.6% | ||
| Q3 25 | 3.9% | 60.7% | ||
| Q2 25 | 4.6% | 38.4% | ||
| Q1 25 | 1.0% | 41.8% | ||
| Q4 24 | -1.7% | 57.4% | ||
| Q3 24 | 3.5% | 47.9% | ||
| Q2 24 | 3.2% | 54.7% |
每股收益(稀释后)
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $0.96 | ||
| Q3 25 | $0.21 | $0.85 | ||
| Q2 25 | $0.15 | $0.54 | ||
| Q1 25 | $-0.03 | $0.60 | ||
| Q4 24 | $-0.20 | $0.79 | ||
| Q3 24 | $0.20 | $0.67 | ||
| Q2 24 | $0.10 | $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 | $37.0M | $274.5M |
| 总债务越低越好 | $801.1M | — |
| 股东权益账面价值 | $1.3B | $5.0B |
| 总资产 | $3.3B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势,按日历期对齐
现金及短期投资
BV
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $37.0M | — | ||
| Q3 25 | $74.5M | — | ||
| Q2 25 | $79.1M | — | ||
| Q1 25 | $141.3M | — | ||
| Q4 24 | $98.3M | $560.8M | ||
| Q3 24 | $140.4M | $560.8M | ||
| Q2 24 | $115.9M | $560.8M |
总债务
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | $7.2B | ||
| Q3 25 | $790.2M | $7.2B | ||
| Q2 25 | $790.7M | $6.9B | ||
| Q1 25 | $798.9M | $6.9B | ||
| Q4 24 | $796.5M | $7.7B | ||
| Q3 24 | $802.5M | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益
BV
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.3B | $4.6B | ||
| Q3 25 | $1.3B | $4.6B | ||
| Q2 25 | $1.3B | $4.6B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.3B | $4.3B | ||
| Q3 24 | $1.3B | $4.3B | ||
| Q2 24 | $1.3B | $4.1B |
总资产
BV
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.3B | $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 | $3.4B | $12.7B | ||
| Q2 24 | $3.4B | $11.8B |
负债/权益比
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 1.56× | ||
| Q3 25 | 0.61× | 1.57× | ||
| Q2 25 | 0.62× | 1.51× | ||
| Q1 25 | 0.63× | 1.63× | ||
| Q4 24 | 0.63× | 1.81× | ||
| Q3 24 | 0.63× | 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 | $36.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | — |
| 自由现金流率自由现金流/营收 | -3.0% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 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 | $17.2M | — |
8季度趋势,按日历期对齐
经营现金流
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | $1.1B | ||
| Q3 25 | $84.4M | $240.3M | ||
| Q2 25 | $55.7M | $293.4M | ||
| Q1 25 | $91.2M | $252.5M | ||
| Q4 24 | $60.5M | $1.1B | ||
| Q3 24 | $53.5M | $270.4M | ||
| Q2 24 | $42.6M | $252.1M |
自由现金流
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-18.6M | — | ||
| Q3 25 | $26.0M | $183.0M | ||
| Q2 25 | $-47.8M | $272.3M | ||
| Q1 25 | $57.6M | $239.6M | ||
| Q4 24 | $1.8M | $1.1B | ||
| Q3 24 | $21.1M | $261.5M | ||
| Q2 24 | $19.3M | $245.0M |
自由现金流率
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | -3.0% | — | ||
| Q3 25 | 3.7% | 46.0% | ||
| Q2 25 | -6.7% | 69.0% | ||
| Q1 25 | 8.7% | 60.6% | ||
| Q4 24 | 0.3% | 275.3% | ||
| Q3 24 | 2.9% | 67.9% | ||
| Q2 24 | 2.6% | 64.4% |
资本支出强度
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 8.3% | 14.4% | ||
| Q2 25 | 14.6% | 5.3% | ||
| Q1 25 | 5.1% | 3.3% | ||
| Q4 24 | 9.8% | 0.0% | ||
| Q3 24 | 4.4% | 2.3% | ||
| Q2 24 | 3.2% | 1.9% |
现金转化率
BV
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 3.05× | 1.00× | ||
| Q2 25 | 1.72× | 1.94× | ||
| Q1 25 | 14.25× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 2.09× | 1.46× | ||
| Q2 24 | 1.81× | 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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
GLPI
暂无分部数据