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COMMVAULT SYSTEMS INC（CVLT）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COMMVAULT SYSTEMS INC的1.3倍（$420.0M vs $311.7M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.7%，领先52.3%），COMMVAULT SYSTEMS INC同比增速更快（13.3% vs 6.3%），过去两年COMMVAULT SYSTEMS INC的营收复合增速更高（17.8% vs 5.0%）
Commvault Systems Inc.是美国上市的网络安全与数据保护软件企业，核心业务覆盖数据安全、云服务及基础设施管理领域，旗下方案广泛应用于各类企业的数据资产防护与IT架构运维场景，助力客户降低数据风险、提升云环境运营效率。
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。
CVLT vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$311.7M
营收增速更快
CVLT
高出7.1%
6.3%
净利率更高
GLPI
高出52.3%
4.7%
两年增速更快
CVLT
近两年复合增速
5.0%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $311.7M | $420.0M |
| 净利润 | $14.6M | $239.4M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 5.3% | 79.4% |
| 净利率 | 4.7% | 57.0% |
| 营收同比 | 13.3% | 6.3% |
| 净利润同比 | — | 40.5% |
| 每股收益（稀释后） | $0.34 | — |
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CVLTGLPI
| Q1 26 | $311.7M | $420.0M | ||
| Q4 25 | $313.8M | $407.0M | ||
| Q3 25 | $276.2M | $397.6M | ||
| Q2 25 | $282.0M | $394.9M | ||
| Q1 25 | $275.0M | $395.2M | ||
| Q4 24 | $262.6M | $389.6M | ||
| Q3 24 | $233.3M | $385.3M | ||
| Q2 24 | $224.7M | $380.6M |
净利润CVLTGLPI
| Q1 26 | $14.6M | $239.4M | ||
| Q4 25 | $17.8M | $275.4M | ||
| Q3 25 | $14.7M | $241.2M | ||
| Q2 25 | $23.5M | $151.4M | ||
| Q1 25 | $31.0M | $165.2M | ||
| Q4 24 | $11.0M | $223.6M | ||
| Q3 24 | $15.6M | $184.7M | ||
| Q2 24 | $18.5M | $208.3M |
毛利率CVLTGLPI
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.1% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 82.0% | — | ||
| Q1 25 | 82.6% | — | ||
| Q4 24 | 81.5% | — | ||
| Q3 24 | 81.6% | — | ||
| Q2 24 | 82.3% | — |
营业利润率CVLTGLPI
| Q1 26 | 5.3% | 79.4% | ||
| Q4 25 | 6.3% | 89.3% | ||
| Q3 25 | 4.5% | 84.8% | ||
| Q2 25 | 8.9% | 61.3% | ||
| Q1 25 | 9.7% | 65.5% | ||
| Q4 24 | 5.2% | 79.1% | ||
| Q3 24 | 6.4% | 70.4% | ||
| Q2 24 | 8.2% | 77.1% |
净利率CVLTGLPI
| Q1 26 | 4.7% | 57.0% | ||
| Q4 25 | 5.7% | 67.6% | ||
| Q3 25 | 5.3% | 60.7% | ||
| Q2 25 | 8.3% | 38.4% | ||
| Q1 25 | 11.3% | 41.8% | ||
| Q4 24 | 4.2% | 57.4% | ||
| Q3 24 | 6.7% | 47.9% | ||
| Q2 24 | 8.2% | 54.7% |
每股收益（稀释后）CVLTGLPI
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.40 | $0.96 | ||
| Q3 25 | $0.33 | $0.85 | ||
| Q2 25 | $0.52 | $0.54 | ||
| Q1 25 | $0.68 | $0.60 | ||
| Q4 24 | $0.24 | $0.79 | ||
| Q3 24 | $0.35 | $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 | $900.0M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.5M | $5.0B |
| 总资产 | $1.9B | $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CVLTGLPI
| Q1 26 | $900.0M | $274.5M | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $363.2M | — | ||
| Q1 25 | $302.1M | — | ||
| Q4 24 | $243.6M | $560.8M | ||
| Q3 24 | $303.1M | $560.8M | ||
| Q2 24 | $287.9M | $560.8M |
总债务CVLTGLPI
| 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CVLTGLPI
| Q1 26 | $7.5M | $5.0B | ||
| Q4 25 | $216.7M | $4.6B | ||
| Q3 25 | $210.5M | $4.6B | ||
| Q2 25 | $364.7M | $4.6B | ||
| Q1 25 | $325.1M | $4.2B | ||
| Q4 24 | $287.8M | $4.3B | ||
| Q3 24 | $277.8M | $4.3B | ||
| Q2 24 | $281.8M | $4.1B |
总资产CVLTGLPI
| Q1 26 | $1.9B | $13.8B | ||
| Q4 25 | $2.0B | $12.9B | ||
| Q3 25 | $1.9B | $12.8B | ||
| Q2 25 | $1.2B | $12.5B | ||
| Q1 25 | $1.1B | $12.1B | ||
| Q4 24 | $1.0B | $13.1B | ||
| Q3 24 | $958.5M | $12.7B | ||
| Q2 24 | $934.9M | $11.8B |
负债/权益比CVLTGLPI
| 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 | $132.2M | — |
| 自由现金流经营现金流 - 资本支出 | $131.8M | — |
| 自由现金流率自由现金流/营收 | 42.3% | — |
| 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 | 9.02× | — |
| 过去12个月自由现金流最近4个季度 | $237.2M | — |
8季度趋势，按日历期对齐
经营现金流CVLTGLPI
| Q1 26 | $132.2M | — | ||
| Q4 25 | $4.0M | $1.1B | ||
| Q3 25 | $76.8M | $240.3M | ||
| Q2 25 | $31.7M | $293.4M | ||
| Q1 25 | $77.0M | $252.5M | ||
| Q4 24 | $30.1M | $1.1B | ||
| Q3 24 | $55.6M | $270.4M | ||
| Q2 24 | $44.7M | $252.1M |
自由现金流CVLTGLPI
| Q1 26 | $131.8M | — | ||
| Q4 25 | $1.9M | — | ||
| Q3 25 | $73.6M | $183.0M | ||
| Q2 25 | $29.8M | $272.3M | ||
| Q1 25 | $76.2M | $239.6M | ||
| Q4 24 | $29.9M | $1.1B | ||
| Q3 24 | $53.7M | $261.5M | ||
| Q2 24 | $43.8M | $245.0M |
自由现金流率CVLTGLPI
| Q1 26 | 42.3% | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 26.6% | 46.0% | ||
| Q2 25 | 10.6% | 69.0% | ||
| Q1 25 | 27.7% | 60.6% | ||
| Q4 24 | 11.4% | 275.3% | ||
| Q3 24 | 23.0% | 67.9% | ||
| Q2 24 | 19.5% | 64.4% |
资本支出强度CVLTGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.2% | 14.4% | ||
| Q2 25 | 0.7% | 5.3% | ||
| Q1 25 | 0.3% | 3.3% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.8% | 2.3% | ||
| Q2 24 | 0.4% | 1.9% |
现金转化率CVLTGLPI
| Q1 26 | 9.02× | — | ||
| Q4 25 | 0.23× | 4.10× | ||
| Q3 25 | 5.21× | 1.00× | ||
| Q2 25 | 1.35× | 1.94× | ||
| Q1 25 | 2.48× | 1.53× | ||
| Q4 24 | 2.74× | 4.80× | ||
| Q3 24 | 3.57× | 1.46× | ||
| Q2 24 | 2.41× | 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
CVLT
| Term-based license | $114.4M | 37% |
| Software-as-a-service | $93.1M | 30% |
| Customer support | $80.9M | 26% |
| Other | $13.1M | 4% |
| Perpetual license | $10.1M | 3% |
GLPI
暂无分部数据
