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COMPASS MINERALS INTERNATIONAL INC（CMP）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COMPASS MINERALS INTERNATIONAL INC的1.1倍（$420.0M vs $396.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.7%，领先52.3%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 4.3%）
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
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。
CMP vs GLPI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $420.0M |
| 净利润 | $18.6M | $239.4M |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | 79.4% |
| 净利率 | 4.7% | 57.0% |
| 营收同比 | 28.9% | 6.3% |
| 净利润同比 | 178.8% | 40.5% |
| 每股收益（稀释后） | $0.43 | — |
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 | $396.1M | $407.0M | ||
| Q3 25 | $227.5M | $397.6M | ||
| Q2 25 | $214.6M | $394.9M | ||
| Q1 25 | $494.6M | $395.2M | ||
| Q4 24 | $307.2M | $389.6M | ||
| Q3 24 | $208.8M | $385.3M | ||
| Q2 24 | $202.9M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $18.6M | $275.4M | ||
| Q3 25 | $-7.2M | $241.2M | ||
| Q2 25 | $-17.0M | $151.4M | ||
| Q1 25 | $-32.0M | $165.2M | ||
| Q4 24 | $-23.6M | $223.6M | ||
| Q3 24 | $-48.3M | $184.7M | ||
| Q2 24 | $-43.6M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 16.1% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 9.2% | 89.3% | ||
| Q3 25 | 5.3% | 84.8% | ||
| Q2 25 | 7.4% | 61.3% | ||
| Q1 25 | -0.6% | 65.5% | ||
| Q4 24 | 0.2% | 79.1% | ||
| Q3 24 | -14.3% | 70.4% | ||
| Q2 24 | 2.9% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.7% | 67.6% | ||
| Q3 25 | -3.2% | 60.7% | ||
| Q2 25 | -7.9% | 38.4% | ||
| Q1 25 | -6.5% | 41.8% | ||
| Q4 24 | -7.7% | 57.4% | ||
| Q3 24 | -23.1% | 47.9% | ||
| Q2 24 | -21.5% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.43 | $0.96 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | $-0.41 | $0.54 | ||
| Q1 25 | $-0.77 | $0.60 | ||
| Q4 24 | $-0.57 | $0.79 | ||
| Q3 24 | $-1.17 | $0.67 | ||
| Q2 24 | $-1.05 | $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 | $46.7M | $274.5M |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | $5.0B |
| 总资产 | $1.5B | $13.8B |
| 负债/权益比越低杠杆越低 | 3.42× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $274.5M | ||
| Q4 25 | $46.7M | — | ||
| Q3 25 | $59.7M | — | ||
| Q2 25 | $79.4M | — | ||
| Q1 25 | $49.5M | — | ||
| Q4 24 | $45.8M | $560.8M | ||
| Q3 24 | $20.2M | $560.8M | ||
| Q2 24 | $12.8M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $890.0M | $7.2B | ||
| Q3 25 | $839.8M | $7.2B | ||
| Q2 25 | $833.4M | $6.9B | ||
| Q1 25 | $807.6M | $6.9B | ||
| Q4 24 | $974.4M | $7.7B | ||
| Q3 24 | $921.2M | $7.4B | ||
| Q2 24 | $875.1M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $260.5M | $4.6B | ||
| Q3 25 | $234.1M | $4.6B | ||
| Q2 25 | $249.8M | $4.6B | ||
| Q1 25 | $236.5M | $4.2B | ||
| Q4 24 | $263.0M | $4.3B | ||
| Q3 24 | $316.6M | $4.3B | ||
| Q2 24 | $352.1M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.5B | $12.9B | ||
| Q3 25 | $1.5B | $12.8B | ||
| Q2 25 | $1.5B | $12.5B | ||
| Q1 25 | $1.5B | $12.1B | ||
| Q4 24 | $1.7B | $13.1B | ||
| Q3 24 | $1.6B | $12.7B | ||
| Q2 24 | $1.6B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 3.42× | 1.56× | ||
| Q3 25 | 3.59× | 1.57× | ||
| Q2 25 | 3.34× | 1.51× | ||
| Q1 25 | 3.41× | 1.63× | ||
| Q4 24 | 3.70× | 1.81× | ||
| Q3 24 | 2.91× | 1.74× | ||
| Q2 24 | 2.49× | 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 | $-37.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | — |
| 自由现金流率自由现金流/营收 | -15.1% | — |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 现金转化率经营现金流/净利润 | -1.99× | — |
| 过去12个月自由现金流最近4个季度 | $94.1M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $1.1B | ||
| Q3 25 | $-6.9M | $240.3M | ||
| Q2 25 | $21.8M | $293.4M | ||
| Q1 25 | $186.9M | $252.5M | ||
| Q4 24 | $-4.1M | $1.1B | ||
| Q3 24 | $-12.7M | $270.4M | ||
| Q2 24 | $-6.8M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | — | ||
| Q3 25 | $-22.8M | $183.0M | ||
| Q2 25 | $3.8M | $272.3M | ||
| Q1 25 | $172.9M | $239.6M | ||
| Q4 24 | $-25.9M | $1.1B | ||
| Q3 24 | $-33.6M | $261.5M | ||
| Q2 24 | $-21.5M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | — | ||
| Q3 25 | -10.0% | 46.0% | ||
| Q2 25 | 1.8% | 69.0% | ||
| Q1 25 | 35.0% | 60.6% | ||
| Q4 24 | -8.4% | 275.3% | ||
| Q3 24 | -16.1% | 67.9% | ||
| Q2 24 | -10.6% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | 7.0% | 14.4% | ||
| Q2 25 | 8.4% | 5.3% | ||
| Q1 25 | 2.8% | 3.3% | ||
| Q4 24 | 7.1% | 0.0% | ||
| Q3 24 | 10.0% | 2.3% | ||
| Q2 24 | 7.2% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
GLPI
暂无分部数据
