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西蒙地产集团（ELS）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.的季度营收约是西蒙地产集团的1.1倍（$420.0M vs $397.6M）。西蒙地产集团同比增速更快（6.3% vs 6.3%）。过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.3%）
西蒙地产集团是美国头部房地产投资信托企业，投资范围涵盖购物中心、奥特莱斯及社区生活中心等商业地产业态，是美国规模最大的购物中心持有方，总部位于印第安纳州印第安纳波利斯，截至2024年12月末共持有232处物业权益。
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。
ELS vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$397.6M
营收增速更快
ELS
高出0.1%
6.3%
两年增速更快
GLPI
近两年复合增速
2.3%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $397.6M | $420.0M |
| 净利润 | — | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 79.4% |
| 净利率 | — | 57.0% |
| 营收同比 | 6.3% | 6.3% |
| 净利润同比 | — | 40.5% |
| 每股收益（稀释后） | $0.56 | — |
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ELSGLPI
| Q1 26 | $397.6M | $420.0M | ||
| Q4 25 | $373.9M | $407.0M | ||
| Q3 25 | $393.3M | $397.6M | ||
| Q2 25 | $376.9M | $394.9M | ||
| Q1 25 | $387.3M | $395.2M | ||
| Q4 24 | $372.3M | $389.6M | ||
| Q3 24 | $387.3M | $385.3M | ||
| Q2 24 | $380.0M | $380.6M |
净利润ELSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $103.8M | $267.3M | ||
| Q3 25 | $100.4M | $241.2M | ||
| Q2 25 | $83.5M | $151.4M | ||
| Q1 25 | $114.4M | $165.2M | ||
| Q4 24 | $100.6M | $217.2M | ||
| Q3 24 | $86.9M | $184.7M | ||
| Q2 24 | $82.1M | $208.3M |
营业利润率ELSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 26.5% | 89.3% | ||
| Q3 25 | 25.1% | 84.8% | ||
| Q2 25 | 22.3% | 61.3% | ||
| Q1 25 | 28.3% | 65.5% | ||
| Q4 24 | 27.3% | 79.1% | ||
| Q3 24 | 21.4% | 70.4% | ||
| Q2 24 | 21.5% | 77.1% |
净利率ELSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 27.8% | 65.7% | ||
| Q3 25 | 25.5% | 60.7% | ||
| Q2 25 | 22.2% | 38.4% | ||
| Q1 25 | 29.5% | 41.8% | ||
| Q4 24 | 27.0% | 55.8% | ||
| Q3 24 | 22.4% | 47.9% | ||
| Q2 24 | 21.6% | 54.7% |
每股收益（稀释后）ELSGLPI
| Q1 26 | $0.56 | — | ||
| Q4 25 | $0.52 | $0.96 | ||
| Q3 25 | $0.50 | $0.85 | ||
| Q2 25 | $0.42 | $0.54 | ||
| Q1 25 | $0.57 | $0.60 | ||
| Q4 24 | $0.51 | $0.79 | ||
| Q3 24 | $0.44 | $0.67 | ||
| Q2 24 | $0.42 | $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 | — | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $5.0B |
| 总资产 | $5.7M | $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ELSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $554.1M | ||
| Q2 24 | — | $347.8M |
总债务ELSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $3.2B | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益ELSGLPI
| Q1 26 | $1.8B | $5.0B | ||
| Q4 25 | $1.8B | $4.6B | ||
| Q3 25 | $1.8B | $4.6B | ||
| Q2 25 | $1.7B | $4.6B | ||
| Q1 25 | $1.7B | $4.2B | ||
| Q4 24 | $1.7B | $4.3B | ||
| Q3 24 | $1.4B | $4.3B | ||
| Q2 24 | $1.4B | $4.1B |
总资产ELSGLPI
| Q1 26 | $5.7M | $13.8B | ||
| Q4 25 | $5.7B | $12.9B | ||
| Q3 25 | $5.7B | $12.8B | ||
| Q2 25 | $5.7B | $12.5B | ||
| Q1 25 | $5.6B | $12.1B | ||
| Q4 24 | $5.6B | $13.1B | ||
| Q3 24 | $5.6B | $12.7B | ||
| Q2 24 | $5.6B | $11.8B |
负债/权益比ELSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.84× | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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
ELS
| Rental income | $339.0M | 85% |
| Other | $37.2M | 9% |
| Annual membership subscriptions | $18.3M | 5% |
| Membership upgrade revenue | $3.1M | 1% |
GLPI
暂无分部数据
