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化石集团（FOSL）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.的季度营收约是化石集团的1.6倍（$420.0M vs $270.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -14.8%，领先71.8%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -21.1%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
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。
FOSL vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$270.2M
营收增速更快
GLPI
高出27.3%
-21.1%
净利率更高
GLPI
高出71.8%
-14.8%
两年增速更快
GLPI
近两年复合增速
-11.4%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $420.0M |
| 净利润 | $-40.0M | $239.4M |
| 毛利率 | 49.0% | — |
| 营业利润率 | -8.0% | 79.4% |
| 净利率 | -14.8% | 57.0% |
| 营收同比 | -21.1% | 6.3% |
| 净利润同比 | -257.8% | 40.5% |
| 每股收益（稀释后） | $-0.76 | — |
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FOSLGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $270.2M | $407.0M | ||
| Q3 25 | $220.4M | $397.6M | ||
| Q2 25 | $233.3M | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | $342.3M | $389.6M | ||
| Q3 24 | $287.8M | $385.3M | ||
| Q2 24 | $260.0M | $380.6M |
净利润FOSLGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-40.0M | $275.4M | ||
| Q3 25 | $-2.1M | $241.2M | ||
| Q2 25 | $-17.9M | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | $-11.2M | $223.6M | ||
| Q3 24 | $-31.9M | $184.7M | ||
| Q2 24 | $-38.8M | $208.3M |
毛利率FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | 49.0% | — | ||
| Q3 25 | 57.5% | — | ||
| Q2 25 | 61.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 49.4% | — | ||
| Q2 24 | 52.6% | — |
营业利润率FOSLGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -8.0% | 89.3% | ||
| Q3 25 | 3.9% | 84.8% | ||
| Q2 25 | -2.9% | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | -4.8% | 79.1% | ||
| Q3 24 | -8.5% | 70.4% | ||
| Q2 24 | -13.1% | 77.1% |
净利率FOSLGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -14.8% | 67.6% | ||
| Q3 25 | -1.0% | 60.7% | ||
| Q2 25 | -7.7% | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | -3.3% | 57.4% | ||
| Q3 24 | -11.1% | 47.9% | ||
| Q2 24 | -14.9% | 54.7% |
每股收益（稀释后）FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-0.76 | $0.96 | ||
| Q3 25 | $-0.04 | $0.85 | ||
| Q2 25 | $-0.33 | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | $-0.15 | $0.79 | ||
| Q3 24 | $-0.60 | $0.67 | ||
| Q2 24 | $-0.73 | $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 | $79.2M | $274.5M |
| 总债务越低越好 | $169.1M | — |
| 股东权益账面价值 | $112.6M | $5.0B |
| 总资产 | $701.0M | $13.8B |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FOSLGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $79.2M | — | ||
| Q3 25 | $109.9M | — | ||
| Q2 25 | $78.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $123.6M | $560.8M | ||
| Q3 24 | $106.3M | $560.8M | ||
| Q2 24 | $104.9M | $560.8M |
总债务FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | $169.1M | $7.2B | ||
| Q3 25 | $165.6M | $7.2B | ||
| Q2 25 | $167.2M | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $162.7M | $7.7B | ||
| Q3 24 | $173.4M | $7.4B | ||
| Q2 24 | $156.5M | $6.6B |
股东权益FOSLGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $112.6M | $4.6B | ||
| Q3 25 | $150.3M | $4.6B | ||
| Q2 25 | $140.6M | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | $148.7M | $4.3B | ||
| Q3 24 | $164.4M | $4.3B | ||
| Q2 24 | $189.6M | $4.1B |
总资产FOSLGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $701.0M | $12.9B | ||
| Q3 25 | $704.5M | $12.8B | ||
| Q2 25 | $686.0M | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | $763.6M | $13.1B | ||
| Q3 24 | $812.4M | $12.7B | ||
| Q2 24 | $785.7M | $11.8B |
负债/权益比FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | 1.56× | ||
| Q3 25 | 1.10× | 1.57× | ||
| Q2 25 | 1.19× | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 1.09× | 1.81× | ||
| Q3 24 | 1.06× | 1.74× | ||
| Q2 24 | 0.83× | 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 | $-22.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | — |
| 自由现金流率自由现金流/营收 | -8.3% | — |
| 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 | $-46.0M | — |
8季度趋势，按日历期对齐
经营现金流FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-22.2M | $1.1B | ||
| Q3 25 | $9.4M | $240.3M | ||
| Q2 25 | $-60.4M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | $30.5M | $1.1B | ||
| Q3 24 | $-22.8M | $270.4M | ||
| Q2 24 | $38.4M | $252.1M |
自由现金流FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-22.5M | — | ||
| Q3 25 | $8.6M | $183.0M | ||
| Q2 25 | $-60.6M | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | $28.5M | $1.1B | ||
| Q3 24 | $-24.1M | $261.5M | ||
| Q2 24 | $36.6M | $245.0M |
自由现金流率FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | -8.3% | — | ||
| Q3 25 | 3.9% | 46.0% | ||
| Q2 25 | -26.0% | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | 8.3% | 275.3% | ||
| Q3 24 | -8.4% | 67.9% | ||
| Q2 24 | 14.1% | 64.4% |
资本支出强度FOSLGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.4% | 14.4% | ||
| Q2 25 | 0.1% | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 0.6% | 0.0% | ||
| Q3 24 | 0.4% | 2.3% | ||
| Q2 24 | 0.7% | 1.9% |
现金转化率FOSLGLPI
| 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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
GLPI
暂无分部数据
