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CRACKER BARREL OLD COUNTRY STORE, INC(CBRL)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
CRACKER BARREL OLD COUNTRY STORE, INC的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍($797.2M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs -3.1%,领先60.1%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -10.9%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -2.4%)
Cracker Barrel是源自美国南方乡村风格的连锁餐厅与礼品店品牌,1969年由丹·埃文斯与汤米·洛创立,总部位于田纳西州黎巴嫩。品牌最初门店多开设在美国东南部和中西部的高速公路出口附近,于上世纪90年代至21世纪初逐步扩张至全美各地。
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。
CBRL vs GLPI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $797.2M | $420.0M |
| 净利润 | $-24.6M | $239.4M |
| 毛利率 | 68.8% | — |
| 营业利润率 | -4.1% | 79.4% |
| 净利率 | -3.1% | 57.0% |
| 营收同比 | -10.9% | 6.3% |
| 净利润同比 | -235.7% | 40.5% |
| 每股收益(稀释后) | $-1.10 | — |
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
| Q1 26 | — | $420.0M | ||
| Q4 25 | $797.2M | $407.0M | ||
| Q3 25 | — | $397.6M | ||
| Q2 25 | $821.1M | $394.9M | ||
| Q1 25 | $949.4M | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | $894.4M | $385.3M | ||
| Q2 24 | $817.1M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-24.6M | $275.4M | ||
| Q3 25 | — | $241.2M | ||
| Q2 25 | $12.6M | $151.4M | ||
| Q1 25 | $22.2M | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | $18.1M | $184.7M | ||
| Q2 24 | $-9.2M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 68.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 69.9% | — | ||
| Q1 25 | 67.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 69.6% | — | ||
| Q2 24 | 70.0% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | -4.1% | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | 1.8% | 61.3% | ||
| Q1 25 | 3.1% | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | 2.5% | 70.4% | ||
| Q2 24 | -2.4% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | -3.1% | 67.6% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | 1.5% | 38.4% | ||
| Q1 25 | 2.3% | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | 2.0% | 47.9% | ||
| Q2 24 | -1.1% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $-1.10 | $0.96 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | $0.56 | $0.54 | ||
| Q1 25 | $0.99 | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | $0.80 | $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 | $8.9M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $428.8M | $5.0B |
| 总资产 | $2.2B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $274.5M | ||
| Q4 25 | $8.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $10.3M | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | $12.0M | $560.8M | ||
| Q2 24 | $11.9M | $560.8M |
| 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 |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $428.8M | $4.6B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $469.3M | $4.6B | ||
| Q1 25 | $460.9M | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $440.1M | $4.3B | ||
| Q2 24 | $426.6M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.2B | $12.9B | ||
| Q3 25 | — | $12.8B | ||
| Q2 25 | $2.1B | $12.5B | ||
| Q1 25 | $2.1B | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | $2.2B | $12.7B | ||
| Q2 24 | $2.2B | $11.8B |
| 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 | $-53.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-88.9M | — |
| 自由现金流率自由现金流/营收 | -11.2% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 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 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-53.4M | $1.1B | ||
| Q3 25 | — | $240.3M | ||
| Q2 25 | $23.0M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $69.5M | $270.4M | ||
| Q2 24 | $37.6M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-88.9M | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | $-13.6M | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $22.1M | $261.5M | ||
| Q2 24 | $8.2M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | -11.2% | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | -1.7% | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | 2.5% | 67.9% | ||
| Q2 24 | 1.0% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | 4.5% | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | 5.3% | 2.3% | ||
| Q2 24 | 3.6% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 1.83× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | 3.83× | 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
CBRL
| Restaurant | $650.6M | 82% |
| Retail | $146.6M | 18% |
GLPI
暂无分部数据