vs
康代(CAMT)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.的季度营收约是康代的1.7倍($420.0M vs $242.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 28.1%,领先28.9%)
康代有限公司是全球领先的高精度检测与计量系统研发生产商,服务半导体、印刷电路板、先进封装等领域,为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
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。
CAMT vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$242.0M
净利率更高
GLPI
高出28.9%
28.1%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $242.0M | $420.0M |
| 净利润 | $68.0M | $239.4M |
| 毛利率 | 50.9% | — |
| 营业利润率 | 26.7% | 79.4% |
| 净利率 | 28.1% | 57.0% |
| 营收同比 | — | 6.3% |
| 净利润同比 | — | 40.5% |
| 每股收益(稀释后) | — | — |
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
CAMT
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | — | $397.6M | ||
| Q2 25 | $242.0M | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | — | $385.3M | ||
| Q2 24 | $199.6M | $380.6M |
净利润
CAMT
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | — | $241.2M | ||
| Q2 25 | $68.0M | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $184.7M | ||
| Q2 24 | $52.8M | $208.3M |
毛利率
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 48.1% | — |
营业利润率
CAMT
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | 26.7% | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | 23.6% | 77.1% |
净利率
CAMT
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | 28.1% | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | 26.4% | 54.7% |
每股收益(稀释后)
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.67 | ||
| Q2 24 | — | $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 | $232.0M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $626.5M | $5.0B |
| 总资产 | $974.7M | $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
CAMT
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $232.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | $109.8M | $560.8M |
总债务
CAMT
GLPI
| 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
CAMT
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $626.5M | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | $475.4M | $4.1B |
总资产
CAMT
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | — | $12.8B | ||
| Q2 25 | $974.7M | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | $796.2M | $11.8B |
负债/权益比
CAMT
GLPI
| 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 | $47.1M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 0.69× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $240.3M | ||
| Q2 25 | $47.1M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $270.4M | ||
| Q2 24 | $70.1M | $252.1M |
自由现金流
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率
CAMT
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 0.69× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | 1.33× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图