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CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的1.8倍（$420.0M vs $233.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.4%，领先52.6%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 6.3%），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs 5.0%）
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。
CSW vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.8倍
$233.0M
营收增速更快
CSW
高出14.0%
6.3%
净利率更高
GLPI
高出52.6%
4.4%
两年增速更快
CSW
近两年复合增速
5.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $420.0M |
| 净利润 | $10.3M | $239.4M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | 79.4% |
| 净利率 | 4.4% | 57.0% |
| 营收同比 | 20.3% | 6.3% |
| 净利润同比 | -61.9% | 40.5% |
| 每股收益（稀释后） | $0.62 | — |
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CSWGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $233.0M | $407.0M | ||
| Q3 25 | $277.0M | $397.6M | ||
| Q2 25 | $263.6M | $394.9M | ||
| Q1 25 | $230.5M | $395.2M | ||
| Q4 24 | $193.6M | $389.6M | ||
| Q3 24 | $227.9M | $385.3M | ||
| Q2 24 | $226.2M | $380.6M |
净利润CSWGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $10.3M | $275.4M | ||
| Q3 25 | $40.7M | $241.2M | ||
| Q2 25 | $40.9M | $151.4M | ||
| Q1 25 | $35.1M | $165.2M | ||
| Q4 24 | $26.9M | $223.6M | ||
| Q3 24 | $36.1M | $184.7M | ||
| Q2 24 | $38.6M | $208.3M |
毛利率CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — |
营业利润率CSWGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 7.4% | 89.3% | ||
| Q3 25 | 20.5% | 84.8% | ||
| Q2 25 | 20.8% | 61.3% | ||
| Q1 25 | 19.5% | 65.5% | ||
| Q4 24 | 15.3% | 79.1% | ||
| Q3 24 | 22.6% | 70.4% | ||
| Q2 24 | 24.3% | 77.1% |
净利率CSWGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 4.4% | 67.6% | ||
| Q3 25 | 14.7% | 60.7% | ||
| Q2 25 | 15.5% | 38.4% | ||
| Q1 25 | 15.2% | 41.8% | ||
| Q4 24 | 13.9% | 57.4% | ||
| Q3 24 | 15.8% | 47.9% | ||
| Q2 24 | 17.1% | 54.7% |
每股收益（稀释后）CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.62 | $0.96 | ||
| Q3 25 | $2.41 | $0.85 | ||
| Q2 25 | $2.43 | $0.54 | ||
| Q1 25 | $2.05 | $0.60 | ||
| Q4 24 | $1.60 | $0.79 | ||
| Q3 24 | $2.26 | $0.67 | ||
| Q2 24 | $2.47 | $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 | $40.2M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $5.0B |
| 总资产 | $2.3B | $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CSWGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | $560.8M | ||
| Q3 24 | $273.2M | $560.8M | ||
| Q2 24 | $18.9M | $560.8M |
总债务CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | $800.1M | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益CSWGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.1B | $4.6B | ||
| Q3 25 | $1.1B | $4.6B | ||
| Q2 25 | $1.1B | $4.6B | ||
| Q1 25 | $1.1B | $4.2B | ||
| Q4 24 | $1.0B | $4.3B | ||
| Q3 24 | $1.0B | $4.3B | ||
| Q2 24 | $650.2M | $4.1B |
总资产CSWGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.3B | $12.9B | ||
| Q3 25 | $1.5B | $12.8B | ||
| Q2 25 | $1.5B | $12.5B | ||
| Q1 25 | $1.4B | $12.1B | ||
| Q4 24 | $1.4B | $13.1B | ||
| Q3 24 | $1.4B | $12.7B | ||
| Q2 24 | $1.1B | $11.8B |
负债/权益比CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | 0.75× | 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 | $28.9M | — |
| 自由现金流经营现金流 - 资本支出 | $22.7M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 2.81× | — |
| 过去12个月自由现金流最近4个季度 | $162.0M | — |
8季度趋势，按日历期对齐
经营现金流CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $1.1B | ||
| Q3 25 | $61.8M | $240.3M | ||
| Q2 25 | $60.6M | $293.4M | ||
| Q1 25 | $27.3M | $252.5M | ||
| Q4 24 | $11.6M | $1.1B | ||
| Q3 24 | $66.8M | $270.4M | ||
| Q2 24 | $62.7M | $252.1M |
自由现金流CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $183.0M | ||
| Q2 25 | $57.7M | $272.3M | ||
| Q1 25 | $22.8M | $239.6M | ||
| Q4 24 | $8.5M | $1.1B | ||
| Q3 24 | $61.3M | $261.5M | ||
| Q2 24 | $59.6M | $245.0M |
自由现金流率CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 46.0% | ||
| Q2 25 | 21.9% | 69.0% | ||
| Q1 25 | 9.9% | 60.6% | ||
| Q4 24 | 4.4% | 275.3% | ||
| Q3 24 | 26.9% | 67.9% | ||
| Q2 24 | 26.3% | 64.4% |
资本支出强度CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 14.4% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | 2.0% | 3.3% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 2.4% | 2.3% | ||
| Q2 24 | 1.4% | 1.9% |
现金转化率CSWGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 4.10× | ||
| Q3 25 | 1.52× | 1.00× | ||
| Q2 25 | 1.48× | 1.94× | ||
| Q1 25 | 0.78× | 1.53× | ||
| Q4 24 | 0.43× | 4.80× | ||
| Q3 24 | 1.85× | 1.46× | ||
| Q2 24 | 1.62× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
GLPI
暂无分部数据
