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FirstCash Holdings, Inc.（FCFS）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
FirstCash Holdings, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍（$501.3M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 20.8%，领先36.2%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 6.3%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% vs 5.0%）
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
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。
FCFS vs GLPI — 直观对比
营收规模更大
FCFS
是对方的1.2倍
$420.0M
营收增速更快
FCFS
高出14.9%
6.3%
净利率更高
GLPI
高出36.2%
20.8%
两年增速更快
FCFS
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $501.3M | $420.0M |
| 净利润 | $104.2M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 28.5% | 79.4% |
| 净利率 | 20.8% | 57.0% |
| 营收同比 | 21.2% | 6.3% |
| 净利润同比 | 24.7% | 40.5% |
| 每股收益（稀释后） | $2.35 | — |
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FCFSGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $501.3M | $407.0M | ||
| Q3 25 | $411.0M | $397.6M | ||
| Q2 25 | $385.1M | $394.9M | ||
| Q1 25 | $371.1M | $395.2M | ||
| Q4 24 | $413.7M | $389.6M | ||
| Q3 24 | $363.1M | $385.3M | ||
| Q2 24 | $363.5M | $380.6M |
净利润FCFSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $104.2M | $275.4M | ||
| Q3 25 | $82.8M | $241.2M | ||
| Q2 25 | $59.8M | $151.4M | ||
| Q1 25 | $83.6M | $165.2M | ||
| Q4 24 | $83.5M | $223.6M | ||
| Q3 24 | $64.8M | $184.7M | ||
| Q2 24 | $49.1M | $208.3M |
营业利润率FCFSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 28.5% | 89.3% | ||
| Q3 25 | 27.4% | 84.8% | ||
| Q2 25 | 21.1% | 61.3% | ||
| Q1 25 | 30.0% | 65.5% | ||
| Q4 24 | 26.5% | 79.1% | ||
| Q3 24 | 23.5% | 70.4% | ||
| Q2 24 | 18.2% | 77.1% |
净利率FCFSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 20.8% | 67.6% | ||
| Q3 25 | 20.1% | 60.7% | ||
| Q2 25 | 15.5% | 38.4% | ||
| Q1 25 | 22.5% | 41.8% | ||
| Q4 24 | 20.2% | 57.4% | ||
| Q3 24 | 17.9% | 47.9% | ||
| Q2 24 | 13.5% | 54.7% |
每股收益（稀释后）FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $2.35 | $0.96 | ||
| Q3 25 | $1.86 | $0.85 | ||
| Q2 25 | $1.34 | $0.54 | ||
| Q1 25 | $1.87 | $0.60 | ||
| Q4 24 | $1.86 | $0.79 | ||
| Q3 24 | $1.44 | $0.67 | ||
| Q2 24 | $1.08 | $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 | $125.2M | $274.5M |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $2.3B | $5.0B |
| 总资产 | $5.3B | $13.8B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势，按日历期对齐
现金及短期投资FCFSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $125.2M | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $101.5M | — | ||
| Q1 25 | $146.0M | — | ||
| Q4 24 | $175.1M | $560.8M | ||
| Q3 24 | $106.3M | $560.8M | ||
| Q2 24 | $113.7M | $560.8M |
总债务FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $7.2B | ||
| Q3 25 | $2.2B | $7.2B | ||
| Q2 25 | $1.7B | $6.9B | ||
| Q1 25 | $1.7B | $6.9B | ||
| Q4 24 | $1.7B | $7.7B | ||
| Q3 24 | $1.7B | $7.4B | ||
| Q2 24 | $1.7B | $6.6B |
股东权益FCFSGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.3B | $4.6B | ||
| Q3 25 | $2.2B | $4.6B | ||
| Q2 25 | $2.1B | $4.6B | ||
| Q1 25 | $2.1B | $4.2B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $2.0B | $4.3B | ||
| Q2 24 | $2.0B | $4.1B |
总资产FCFSGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $5.3B | $12.9B | ||
| Q3 25 | $5.2B | $12.8B | ||
| Q2 25 | $4.5B | $12.5B | ||
| Q1 25 | $4.4B | $12.1B | ||
| Q4 24 | $4.5B | $13.1B | ||
| Q3 24 | $4.4B | $12.7B | ||
| Q2 24 | $4.3B | $11.8B |
负债/权益比FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.98× | 1.56× | ||
| Q3 25 | 1.01× | 1.57× | ||
| Q2 25 | 0.79× | 1.51× | ||
| Q1 25 | 0.83× | 1.63× | ||
| Q4 24 | 0.85× | 1.81× | ||
| Q3 24 | 0.87× | 1.74× | ||
| Q2 24 | 0.85× | 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 | $206.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $206.6M | $1.1B | ||
| Q3 25 | $135.8M | $240.3M | ||
| Q2 25 | $116.9M | $293.4M | ||
| Q1 25 | $126.6M | $252.5M | ||
| Q4 24 | $198.1M | $1.1B | ||
| Q3 24 | $113.1M | $270.4M | ||
| Q2 24 | $106.2M | $252.1M |
自由现金流FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率FCFSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 4.10× | ||
| Q3 25 | 1.64× | 1.00× | ||
| Q2 25 | 1.95× | 1.94× | ||
| Q1 25 | 1.51× | 1.53× | ||
| Q4 24 | 2.37× | 4.80× | ||
| Q3 24 | 1.74× | 1.46× | ||
| Q2 24 | 2.16× | 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
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
GLPI
暂无分部数据
