vs
伊萨（ESAB）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
伊萨的季度营收约是Gaming & Leisure Properties, Inc.的1.7倍（$727.8M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.5%，领先49.5%），伊萨同比增速更快（8.5% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.8%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs GLPI — 直观对比
营收规模更大
ESAB
是对方的1.7倍
$420.0M
营收增速更快
ESAB
高出2.2%
6.3%
净利率更高
GLPI
高出49.5%
7.5%
两年增速更快
GLPI
近两年复合增速
2.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $420.0M |
| 净利润 | $54.8M | $239.4M |
| 毛利率 | 37.0% | — |
| 营业利润率 | 14.6% | 79.4% |
| 净利率 | 7.5% | 57.0% |
| 营收同比 | 8.5% | 6.3% |
| 净利润同比 | 2.1% | 40.5% |
| 每股收益（稀释后） | $0.90 | — |
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ESABGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $727.8M | $407.0M | ||
| Q3 25 | $715.6M | $397.6M | ||
| Q2 25 | $678.1M | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | $670.8M | $389.6M | ||
| Q3 24 | $673.3M | $385.3M | ||
| Q2 24 | $707.1M | $380.6M |
净利润ESABGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $54.8M | $275.4M | ||
| Q3 25 | $66.9M | $241.2M | ||
| Q2 25 | $67.4M | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | $53.7M | $223.6M | ||
| Q3 24 | $68.2M | $184.7M | ||
| Q2 24 | $82.9M | $208.3M |
毛利率ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 38.2% | — |
营业利润率ESABGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 14.6% | 89.3% | ||
| Q3 25 | 15.2% | 84.8% | ||
| Q2 25 | 16.2% | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | 16.6% | 79.1% | ||
| Q3 24 | 15.7% | 70.4% | ||
| Q2 24 | 16.9% | 77.1% |
净利率ESABGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 7.5% | 67.6% | ||
| Q3 25 | 9.3% | 60.7% | ||
| Q2 25 | 9.9% | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | 8.0% | 57.4% | ||
| Q3 24 | 10.1% | 47.9% | ||
| Q2 24 | 11.7% | 54.7% |
每股收益（稀释后）ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.90 | $0.96 | ||
| Q3 25 | $1.09 | $0.85 | ||
| Q2 25 | $1.10 | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | $0.87 | $0.79 | ||
| Q3 24 | $1.11 | $0.67 | ||
| Q2 24 | $1.35 | $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 | $218.2M | $274.5M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $5.0B |
| 总资产 | $4.9B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | — | ||
| Q2 25 | $291.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $249.4M | $560.8M | ||
| Q3 24 | $253.7M | $560.8M | ||
| Q2 24 | $228.5M | $560.8M |
总债务ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.1B | $7.2B | ||
| Q2 25 | $1.1B | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.1B | $7.4B | ||
| Q2 24 | $1.1B | $6.6B |
股东权益ESABGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.1B | $4.6B | ||
| Q3 25 | $2.1B | $4.6B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.8B | $4.3B | ||
| Q2 24 | $1.7B | $4.1B |
总资产ESABGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.9B | $12.9B | ||
| Q3 25 | $4.4B | $12.8B | ||
| Q2 25 | $4.2B | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | $4.0B | $13.1B | ||
| Q3 24 | $4.1B | $12.7B | ||
| Q2 24 | $4.0B | $11.8B |
负债/权益比ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.63× | 1.56× | ||
| Q3 25 | 0.51× | 1.57× | ||
| Q2 25 | 0.55× | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 0.60× | 1.81× | ||
| Q3 24 | 0.59× | 1.74× | ||
| Q2 24 | 0.63× | 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 | $81.5M | — |
| 自由现金流经营现金流 - 资本支出 | $70.3M | — |
| 自由现金流率自由现金流/营收 | 9.7% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | $238.0M | — |
8季度趋势，按日历期对齐
经营现金流ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | $81.5M | $1.1B | ||
| Q3 25 | $46.6M | $240.3M | ||
| Q2 25 | $35.4M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | $126.9M | $1.1B | ||
| Q3 24 | $101.0M | $270.4M | ||
| Q2 24 | $83.0M | $252.1M |
自由现金流ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | $183.0M | ||
| Q2 25 | $28.1M | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | $102.2M | $1.1B | ||
| Q3 24 | $90.4M | $261.5M | ||
| Q2 24 | $74.0M | $245.0M |
自由现金流率ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | 46.0% | ||
| Q2 25 | 4.1% | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | 15.2% | 275.3% | ||
| Q3 24 | 13.4% | 67.9% | ||
| Q2 24 | 10.5% | 64.4% |
资本支出强度ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | 14.4% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 3.7% | 0.0% | ||
| Q3 24 | 1.6% | 2.3% | ||
| Q2 24 | 1.3% | 1.9% |
现金转化率ESABGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.49× | 4.10× | ||
| Q3 25 | 0.70× | 1.00× | ||
| Q2 25 | 0.53× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | 2.36× | 4.80× | ||
| Q3 24 | 1.48× | 1.46× | ||
| Q2 24 | 1.00× | 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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
GLPI
暂无分部数据
