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达尔科技（DIOD）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.的季度营收约是达尔科技的1.1倍（$420.0M vs $391.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 2.6%，领先54.4%），达尔科技同比增速更快（15.4% vs 6.3%），过去两年达尔科技的营收复合增速更高（13.9% vs 5.0%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
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。
DIOD vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$391.6M
营收增速更快
DIOD
高出9.1%
6.3%
净利率更高
GLPI
高出54.4%
2.6%
两年增速更快
DIOD
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $420.0M |
| 净利润 | $10.2M | $239.4M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 3.4% | 79.4% |
| 净利率 | 2.6% | 57.0% |
| 营收同比 | 15.4% | 6.3% |
| 净利润同比 | 23.8% | 40.5% |
| 每股收益（稀释后） | $0.23 | — |
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DIODGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $391.6M | $407.0M | ||
| Q3 25 | $392.2M | $397.6M | ||
| Q2 25 | $366.2M | $394.9M | ||
| Q1 25 | $332.1M | $395.2M | ||
| Q4 24 | $339.3M | $389.6M | ||
| Q3 24 | $350.1M | $385.3M | ||
| Q2 24 | $319.8M | $380.6M |
净利润DIODGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $10.2M | $275.4M | ||
| Q3 25 | $14.3M | $241.2M | ||
| Q2 25 | $46.1M | $151.4M | ||
| Q1 25 | $-4.4M | $165.2M | ||
| Q4 24 | $8.2M | $223.6M | ||
| Q3 24 | $13.7M | $184.7M | ||
| Q2 24 | $8.0M | $208.3M |
毛利率DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | 31.5% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 33.6% | — |
营业利润率DIODGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 3.4% | 89.3% | ||
| Q3 25 | 3.0% | 84.8% | ||
| Q2 25 | 2.6% | 61.3% | ||
| Q1 25 | 0.4% | 65.5% | ||
| Q4 24 | 3.5% | 79.1% | ||
| Q3 24 | 6.2% | 70.4% | ||
| Q2 24 | 1.2% | 77.1% |
净利率DIODGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 2.6% | 67.6% | ||
| Q3 25 | 3.6% | 60.7% | ||
| Q2 25 | 12.6% | 38.4% | ||
| Q1 25 | -1.3% | 41.8% | ||
| Q4 24 | 2.4% | 57.4% | ||
| Q3 24 | 3.9% | 47.9% | ||
| Q2 24 | 2.5% | 54.7% |
每股收益（稀释后）DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $0.96 | ||
| Q3 25 | $0.31 | $0.85 | ||
| Q2 25 | $0.99 | $0.54 | ||
| Q1 25 | $-0.10 | $0.60 | ||
| Q4 24 | $0.18 | $0.79 | ||
| Q3 24 | $0.30 | $0.67 | ||
| Q2 24 | $0.17 | $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 | $377.0M | $274.5M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $5.0B |
| 总资产 | $2.4B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资DIODGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | — | ||
| Q2 25 | $327.3M | — | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | $560.8M | ||
| Q3 24 | $319.3M | $560.8M | ||
| Q2 24 | $273.9M | $560.8M |
总债务DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | $7.2B | ||
| Q3 25 | $24.9M | $7.2B | ||
| Q2 25 | $26.4M | $6.9B | ||
| Q1 25 | $20.5M | $6.9B | ||
| Q4 24 | $20.7M | $7.7B | ||
| Q3 24 | $22.2M | $7.4B | ||
| Q2 24 | $20.3M | $6.6B |
股东权益DIODGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $1.9B | $4.6B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $1.8B | $4.2B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.8B | $4.3B | ||
| Q2 24 | $1.8B | $4.1B |
总资产DIODGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.4B | $12.9B | ||
| Q3 25 | $2.5B | $12.8B | ||
| Q2 25 | $2.5B | $12.5B | ||
| Q1 25 | $2.4B | $12.1B | ||
| Q4 24 | $2.4B | $13.1B | ||
| Q3 24 | $2.4B | $12.7B | ||
| Q2 24 | $2.4B | $11.8B |
负债/权益比DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 1.56× | ||
| Q3 25 | 0.01× | 1.57× | ||
| Q2 25 | 0.01× | 1.51× | ||
| Q1 25 | 0.01× | 1.63× | ||
| Q4 24 | 0.01× | 1.81× | ||
| Q3 24 | 0.01× | 1.74× | ||
| Q2 24 | 0.01× | 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 | $38.1M | — |
| 自由现金流经营现金流 - 资本支出 | $12.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | 3.74× | — |
| 过去12个月自由现金流最近4个季度 | $137.2M | — |
8季度趋势，按日历期对齐
经营现金流DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $1.1B | ||
| Q3 25 | $79.1M | $240.3M | ||
| Q2 25 | $41.5M | $293.4M | ||
| Q1 25 | $56.7M | $252.5M | ||
| Q4 24 | $81.8M | $1.1B | ||
| Q3 24 | $54.4M | $270.4M | ||
| Q2 24 | $14.4M | $252.1M |
自由现金流DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | $183.0M | ||
| Q2 25 | $21.1M | $272.3M | ||
| Q1 25 | $40.8M | $239.6M | ||
| Q4 24 | $62.1M | $1.1B | ||
| Q3 24 | $39.4M | $261.5M | ||
| Q2 24 | $-3.5M | $245.0M |
自由现金流率DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | 46.0% | ||
| Q2 25 | 5.8% | 69.0% | ||
| Q1 25 | 12.3% | 60.6% | ||
| Q4 24 | 18.3% | 275.3% | ||
| Q3 24 | 11.2% | 67.9% | ||
| Q2 24 | -1.1% | 64.4% |
资本支出强度DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | 14.4% | ||
| Q2 25 | 5.6% | 5.3% | ||
| Q1 25 | 4.8% | 3.3% | ||
| Q4 24 | 5.8% | 0.0% | ||
| Q3 24 | 4.3% | 2.3% | ||
| Q2 24 | 5.6% | 1.9% |
现金转化率DIODGLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 4.10× | ||
| Q3 25 | 5.54× | 1.00× | ||
| Q2 25 | 0.90× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | 9.93× | 4.80× | ||
| Q3 24 | 3.95× | 1.46× | ||
| Q2 24 | 1.80× | 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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
GLPI
暂无分部数据
