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GE医疗(DHC)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GE医疗的1.1倍($420.0M vs $379.6M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs -5.6%,领先62.6%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -0.0%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 1.2%)
GE医疗是一家总部位于美国伊利诺伊州芝加哥市的医疗科技企业,业务涵盖四大板块:医疗影像设备,包括分子成像、CT、核磁共振、妇科健康筛查及X光系统;超声设备;患者护理解决方案,聚焦远程患者监测、麻醉呼吸护理、心脏诊断及婴幼儿护理;此外还涉及医药相关领域,是全球医疗行业的知名企业。
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。
DHC vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$379.6M
营收增速更快
GLPI
高出6.3%
-0.0%
净利率更高
GLPI
高出62.6%
-5.6%
两年增速更快
GLPI
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $379.6M | $420.0M |
| 净利润 | $-21.2M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | -12.6% | 79.4% |
| 净利率 | -5.6% | 57.0% |
| 营收同比 | -0.0% | 6.3% |
| 净利润同比 | 75.7% | 40.5% |
| 每股收益(稀释后) | $-0.09 | — |
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
DHC
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $379.6M | $407.0M | ||
| Q3 25 | $388.7M | $397.6M | ||
| Q2 25 | $382.7M | $394.9M | ||
| Q1 25 | $386.9M | $395.2M | ||
| Q4 24 | $379.6M | $389.6M | ||
| Q3 24 | $373.6M | $385.3M | ||
| Q2 24 | $371.4M | $380.6M |
净利润
DHC
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-21.2M | $275.4M | ||
| Q3 25 | $-164.0M | $241.2M | ||
| Q2 25 | $-91.6M | $151.4M | ||
| Q1 25 | $-9.0M | $165.2M | ||
| Q4 24 | $-87.4M | $223.6M | ||
| Q3 24 | $-98.7M | $184.7M | ||
| Q2 24 | $-97.9M | $208.3M |
营业利润率
DHC
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -12.6% | 89.3% | ||
| Q3 25 | -43.4% | 84.8% | ||
| Q2 25 | -24.5% | 61.3% | ||
| Q1 25 | -2.7% | 65.5% | ||
| Q4 24 | -26.1% | 79.1% | ||
| Q3 24 | -26.5% | 70.4% | ||
| Q2 24 | -23.0% | 77.1% |
净利率
DHC
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -5.6% | 67.6% | ||
| Q3 25 | -42.2% | 60.7% | ||
| Q2 25 | -23.9% | 38.4% | ||
| Q1 25 | -2.3% | 41.8% | ||
| Q4 24 | -23.0% | 57.4% | ||
| Q3 24 | -26.4% | 47.9% | ||
| Q2 24 | -26.3% | 54.7% |
每股收益(稀释后)
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.09 | $0.96 | ||
| Q3 25 | $-0.68 | $0.85 | ||
| Q2 25 | $-0.38 | $0.54 | ||
| Q1 25 | $-0.04 | $0.60 | ||
| Q4 24 | $-0.37 | $0.79 | ||
| Q3 24 | $-0.41 | $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 | $105.4M | $274.5M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $1.7B | $5.0B |
| 总资产 | $4.4B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.47× | — |
8季度趋势,按日历期对齐
现金及短期投资
DHC
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $105.4M | — | ||
| Q3 25 | $201.4M | — | ||
| Q2 25 | $141.8M | — | ||
| Q1 25 | $302.6M | — | ||
| Q4 24 | $144.6M | $560.8M | ||
| Q3 24 | $256.5M | $560.8M | ||
| Q2 24 | $265.6M | $560.8M |
总债务
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $3.1B | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益
DHC
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.7B | $4.6B | ||
| Q3 25 | $1.7B | $4.6B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $1.9B | $4.2B | ||
| Q4 24 | $2.0B | $4.3B | ||
| Q3 24 | $2.0B | $4.3B | ||
| Q2 24 | $2.1B | $4.1B |
总资产
DHC
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.4B | $12.9B | ||
| Q3 25 | $4.7B | $12.8B | ||
| Q2 25 | $4.8B | $12.5B | ||
| Q1 25 | $5.0B | $12.1B | ||
| Q4 24 | $5.1B | $13.1B | ||
| Q3 24 | $5.3B | $12.7B | ||
| Q2 24 | $5.3B | $11.8B |
负债/权益比
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.56× | 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 | $-19.6M | — |
| 自由现金流经营现金流 - 资本支出 | $-166.4M | — |
| 自由现金流率自由现金流/营收 | -43.8% | — |
| 资本支出强度资本支出/营收 | 38.7% | — |
| 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 | $-280.3M | — |
8季度趋势,按日历期对齐
经营现金流
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-19.6M | $1.1B | ||
| Q3 25 | $-49.3M | $240.3M | ||
| Q2 25 | $53.0M | $293.4M | ||
| Q1 25 | $-3.2M | $252.5M | ||
| Q4 24 | $112.2M | $1.1B | ||
| Q3 24 | $21.1M | $270.4M | ||
| Q2 24 | $44.3M | $252.1M |
自由现金流
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $-166.4M | — | ||
| Q3 25 | $-89.8M | $183.0M | ||
| Q2 25 | $18.8M | $272.3M | ||
| Q1 25 | $-42.9M | $239.6M | ||
| Q4 24 | $-89.5M | $1.1B | ||
| Q3 24 | $-26.1M | $261.5M | ||
| Q2 24 | $3.3M | $245.0M |
自由现金流率
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | -43.8% | — | ||
| Q3 25 | -23.1% | 46.0% | ||
| Q2 25 | 4.9% | 69.0% | ||
| Q1 25 | -11.1% | 60.6% | ||
| Q4 24 | -23.6% | 275.3% | ||
| Q3 24 | -7.0% | 67.9% | ||
| Q2 24 | 0.9% | 64.4% |
资本支出强度
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 38.7% | — | ||
| Q3 25 | 10.4% | 14.4% | ||
| Q2 25 | 8.9% | 5.3% | ||
| Q1 25 | 10.2% | 3.3% | ||
| Q4 24 | 53.1% | 0.0% | ||
| Q3 24 | 12.6% | 2.3% | ||
| Q2 24 | 11.0% | 1.9% |
现金转化率
DHC
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 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
DHC
| Senior Housing Operating Portfolio Segment | $323.4M | 85% |
| Rental Income | $56.2M | 15% |
GLPI
暂无分部数据