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F5, Inc.（FFIV）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
F5, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$811.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 18.2%，领先38.8%），F5, Inc.同比增速更快（11.0% vs 6.3%），过去两年F5, Inc.的营收复合增速更高（8.0% vs 5.0%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
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。
FFIV vs GLPI — 直观对比
营收规模更大
FFIV
是对方的1.9倍
$420.0M
营收增速更快
FFIV
高出4.7%
6.3%
净利率更高
GLPI
高出38.8%
18.2%
两年增速更快
FFIV
近两年复合增速
5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $420.0M |
| 净利润 | $148.0M | $239.4M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 22.1% | 79.4% |
| 净利率 | 18.2% | 57.0% |
| 营收同比 | 11.0% | 6.3% |
| 净利润同比 | 1.5% | 40.5% |
| 每股收益（稀释后） | $2.58 | — |
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FFIVGLPI
| Q1 26 | $811.7M | $420.0M | ||
| Q4 25 | $822.5M | $407.0M | ||
| Q3 25 | $810.1M | $397.6M | ||
| Q2 25 | $780.4M | $394.9M | ||
| Q1 25 | $731.1M | $395.2M | ||
| Q4 24 | $766.5M | $389.6M | ||
| Q3 24 | $746.7M | $385.3M | ||
| Q2 24 | $695.5M | $380.6M |
净利润FFIVGLPI
| Q1 26 | $148.0M | $239.4M | ||
| Q4 25 | $180.1M | $275.4M | ||
| Q3 25 | $190.5M | $241.2M | ||
| Q2 25 | $189.9M | $151.4M | ||
| Q1 25 | $145.5M | $165.2M | ||
| Q4 24 | $166.4M | $223.6M | ||
| Q3 24 | $165.3M | $184.7M | ||
| Q2 24 | $144.1M | $208.3M |
毛利率FFIVGLPI
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 81.0% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 81.7% | — | ||
| Q3 24 | 80.8% | — | ||
| Q2 24 | 80.4% | — |
营业利润率FFIVGLPI
| Q1 26 | 22.1% | 79.4% | ||
| Q4 25 | 26.0% | 89.3% | ||
| Q3 25 | 25.4% | 84.8% | ||
| Q2 25 | 25.2% | 61.3% | ||
| Q1 25 | 21.7% | 65.5% | ||
| Q4 24 | 26.8% | 79.1% | ||
| Q3 24 | 25.6% | 70.4% | ||
| Q2 24 | 23.4% | 77.1% |
净利率FFIVGLPI
| Q1 26 | 18.2% | 57.0% | ||
| Q4 25 | 21.9% | 67.6% | ||
| Q3 25 | 23.5% | 60.7% | ||
| Q2 25 | 24.3% | 38.4% | ||
| Q1 25 | 19.9% | 41.8% | ||
| Q4 24 | 21.7% | 57.4% | ||
| Q3 24 | 22.1% | 47.9% | ||
| Q2 24 | 20.7% | 54.7% |
每股收益（稀释后）FFIVGLPI
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $0.96 | ||
| Q3 25 | $3.25 | $0.85 | ||
| Q2 25 | $3.25 | $0.54 | ||
| Q1 25 | $2.48 | $0.60 | ||
| Q4 24 | $2.82 | $0.79 | ||
| Q3 24 | $2.79 | $0.67 | ||
| Q2 24 | $2.44 | $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 | — | — |
| 股东权益账面价值 | $3.6B | $5.0B |
| 总资产 | $6.5B | $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FFIVGLPI
| Q1 26 | $1.4B | $274.5M | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $560.8M | ||
| Q3 24 | $1.1B | $560.8M | ||
| Q2 24 | $935.6M | $560.8M |
总债务FFIVGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益FFIVGLPI
| Q1 26 | $3.6B | $5.0B | ||
| Q4 25 | $3.5B | $4.6B | ||
| Q3 25 | $3.6B | $4.6B | ||
| Q2 25 | $3.5B | $4.6B | ||
| Q1 25 | $3.3B | $4.2B | ||
| Q4 24 | $3.2B | $4.3B | ||
| Q3 24 | $3.1B | $4.3B | ||
| Q2 24 | $3.0B | $4.1B |
总资产FFIVGLPI
| Q1 26 | $6.5B | $13.8B | ||
| Q4 25 | $6.3B | $12.9B | ||
| Q3 25 | $6.3B | $12.8B | ||
| Q2 25 | $6.1B | $12.5B | ||
| Q1 25 | $5.9B | $12.1B | ||
| Q4 24 | $5.9B | $13.1B | ||
| Q3 24 | $5.6B | $12.7B | ||
| Q2 24 | $5.4B | $11.8B |
负债/权益比FFIVGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 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 | $525.1M | — |
| 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 | 3.55× | — |
| 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FFIVGLPI
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $1.1B | ||
| Q3 25 | $208.1M | $240.3M | ||
| Q2 25 | $282.2M | $293.4M | ||
| Q1 25 | $256.6M | $252.5M | ||
| Q4 24 | $202.8M | $1.1B | ||
| Q3 24 | $246.5M | $270.4M | ||
| Q2 24 | $159.0M | $252.1M |
自由现金流FFIVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | — | ||
| Q3 25 | $191.9M | $183.0M | ||
| Q2 25 | $273.7M | $272.3M | ||
| Q1 25 | $246.1M | $239.6M | ||
| Q4 24 | $194.7M | $1.1B | ||
| Q3 24 | $240.4M | $261.5M | ||
| Q2 24 | $153.1M | $245.0M |
自由现金流率FFIVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | — | ||
| Q3 25 | 23.7% | 46.0% | ||
| Q2 25 | 35.1% | 69.0% | ||
| Q1 25 | 33.7% | 60.6% | ||
| Q4 24 | 25.4% | 275.3% | ||
| Q3 24 | 32.2% | 67.9% | ||
| Q2 24 | 22.0% | 64.4% |
资本支出强度FFIVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 2.0% | 14.4% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | 1.4% | 3.3% | ||
| Q4 24 | 1.1% | 0.0% | ||
| Q3 24 | 0.8% | 2.3% | ||
| Q2 24 | 0.8% | 1.9% |
现金转化率FFIVGLPI
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 4.10× | ||
| Q3 25 | 1.09× | 1.00× | ||
| Q2 25 | 1.49× | 1.94× | ||
| Q1 25 | 1.76× | 1.53× | ||
| Q4 24 | 1.22× | 4.80× | ||
| Q3 24 | 1.49× | 1.46× | ||
| Q2 24 | 1.10× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
