vs
Elastic N.V.（ESTC）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
Elastic N.V.的季度营收约是Gaming & Leisure Properties, Inc.的1.0倍（$423.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -12.1%，领先69.1%），Elastic N.V.同比增速更快（15.9% vs 6.3%），过去两年Elastic N.V.的营收复合增速更高（13.6% vs 5.0%）
Elastic是荷美合资软件企业，2012年成立于荷兰阿姆斯特丹，运营总部分设于荷兰及美国加利福尼亚州旧金山市，于纽交所上市。公司提供企业级搜索、可观测性、网络安全平台，可支持用户实现大规模数据搜索分析、系统性能监测及异常检测。
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。
ESTC vs GLPI — 直观对比
营收规模更大
ESTC
是对方的1.0倍
$420.0M
营收增速更快
ESTC
高出9.6%
6.3%
净利率更高
GLPI
高出69.1%
-12.1%
两年增速更快
ESTC
近两年复合增速
5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $423.5M | $420.0M |
| 净利润 | $-51.3M | $239.4M |
| 毛利率 | 75.9% | — |
| 营业利润率 | -1.9% | 79.4% |
| 净利率 | -12.1% | 57.0% |
| 营收同比 | 15.9% | 6.3% |
| 净利润同比 | -101.5% | 40.5% |
| 每股收益（稀释后） | $-0.48 | — |
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ESTCGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $423.5M | $407.0M | ||
| Q3 25 | $415.3M | $397.6M | ||
| Q2 25 | $388.4M | $394.9M | ||
| Q1 25 | $382.1M | $395.2M | ||
| Q4 24 | $365.4M | $389.6M | ||
| Q3 24 | $347.4M | $385.3M | ||
| Q2 24 | $335.0M | $380.6M |
净利润ESTCGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-51.3M | $275.4M | ||
| Q3 25 | $-24.6M | $241.2M | ||
| Q2 25 | $-16.4M | $151.4M | ||
| Q1 25 | $-17.1M | $165.2M | ||
| Q4 24 | $-25.4M | $223.6M | ||
| Q3 24 | $-49.2M | $184.7M | ||
| Q2 24 | $-41.1M | $208.3M |
毛利率ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 75.9% | — | ||
| Q3 25 | 76.7% | — | ||
| Q2 25 | 74.8% | — | ||
| Q1 25 | 74.6% | — | ||
| Q4 24 | 74.5% | — | ||
| Q3 24 | 73.6% | — | ||
| Q2 24 | 73.8% | — |
营业利润率ESTCGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -1.9% | 89.3% | ||
| Q3 25 | -2.3% | 84.8% | ||
| Q2 25 | -3.1% | 61.3% | ||
| Q1 25 | -1.2% | 65.5% | ||
| Q4 24 | -1.2% | 79.1% | ||
| Q3 24 | -9.7% | 70.4% | ||
| Q2 24 | -13.6% | 77.1% |
净利率ESTCGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -12.1% | 67.6% | ||
| Q3 25 | -5.9% | 60.7% | ||
| Q2 25 | -4.2% | 38.4% | ||
| Q1 25 | -4.5% | 41.8% | ||
| Q4 24 | -7.0% | 57.4% | ||
| Q3 24 | -14.2% | 47.9% | ||
| Q2 24 | -12.3% | 54.7% |
每股收益（稀释后）ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.48 | $0.96 | ||
| Q3 25 | $-0.23 | $0.85 | ||
| Q2 25 | $-0.15 | $0.54 | ||
| Q1 25 | $-0.16 | $0.60 | ||
| Q4 24 | $-0.25 | $0.79 | ||
| Q3 24 | $-0.48 | $0.67 | ||
| Q2 24 | $-0.35 | $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 | $1.4B | $274.5M |
| 总债务越低越好 | $570.3M | — |
| 股东权益账面价值 | $891.1M | $5.0B |
| 总资产 | $2.5B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势，按日历期对齐
现金及短期投资ESTCGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $584.0M | — | ||
| Q4 24 | $658.5M | $560.8M | ||
| Q3 24 | $594.9M | $560.8M | ||
| Q2 24 | $1.1B | $560.8M |
总债务ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $570.3M | $7.2B | ||
| Q3 25 | $570.0M | $7.2B | ||
| Q2 25 | $569.7M | $6.9B | ||
| Q1 25 | $569.4M | $6.9B | ||
| Q4 24 | $569.2M | $7.7B | ||
| Q3 24 | $568.9M | $7.4B | ||
| Q2 24 | $568.6M | $6.6B |
股东权益ESTCGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $891.1M | $4.6B | ||
| Q3 25 | $971.4M | $4.6B | ||
| Q2 25 | $927.2M | $4.6B | ||
| Q1 25 | $859.1M | $4.2B | ||
| Q4 24 | $811.5M | $4.3B | ||
| Q3 24 | $759.4M | $4.3B | ||
| Q2 24 | $738.2M | $4.1B |
总资产ESTCGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.5B | $12.9B | ||
| Q3 25 | $2.5B | $12.8B | ||
| Q2 25 | $2.6B | $12.5B | ||
| Q1 25 | $2.3B | $12.1B | ||
| Q4 24 | $2.2B | $13.1B | ||
| Q3 24 | $2.2B | $12.7B | ||
| Q2 24 | $2.2B | $11.8B |
负债/权益比ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 1.56× | ||
| Q3 25 | 0.59× | 1.57× | ||
| Q2 25 | 0.61× | 1.51× | ||
| Q1 25 | 0.66× | 1.63× | ||
| Q4 24 | 0.70× | 1.81× | ||
| Q3 24 | 0.75× | 1.74× | ||
| Q2 24 | 0.77× | 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 | $26.6M | — |
| 自由现金流经营现金流 - 资本支出 | $26.0M | — |
| 自由现金流率自由现金流/营收 | 6.1% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $302.3M | — |
8季度趋势，按日历期对齐
经营现金流ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $26.6M | $1.1B | ||
| Q3 25 | $104.8M | $240.3M | ||
| Q2 25 | $87.0M | $293.4M | ||
| Q1 25 | $88.1M | $252.5M | ||
| Q4 24 | $38.4M | $1.1B | ||
| Q3 24 | $52.8M | $270.4M | ||
| Q2 24 | $60.9M | $252.1M |
自由现金流ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | $26.0M | — | ||
| Q3 25 | $104.2M | $183.0M | ||
| Q2 25 | $84.9M | $272.3M | ||
| Q1 25 | $87.3M | $239.6M | ||
| Q4 24 | $37.7M | $1.1B | ||
| Q3 24 | $52.0M | $261.5M | ||
| Q2 24 | $60.1M | $245.0M |
自由现金流率ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 25.1% | 46.0% | ||
| Q2 25 | 21.8% | 69.0% | ||
| Q1 25 | 22.8% | 60.6% | ||
| Q4 24 | 10.3% | 275.3% | ||
| Q3 24 | 15.0% | 67.9% | ||
| Q2 24 | 17.9% | 64.4% |
资本支出强度ESTCGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.2% | 14.4% | ||
| Q2 25 | 0.5% | 5.3% | ||
| Q1 25 | 0.2% | 3.3% | ||
| Q4 24 | 0.2% | 0.0% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 0.3% | 1.9% |
现金转化率ESTCGLPI
| 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
ESTC
| Self Managed Subscription | $192.0M | 45% |
| Saa S Self Managed Annual | $156.9M | 37% |
| Saa S Self Managed Monthly | $48.8M | 12% |
| Professional Services | $25.8M | 6% |
GLPI
暂无分部数据
