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GigaCloud Technology Inc（GCT）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GigaCloud Technology Inc的1.3倍（$420.0M vs $332.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.2%，领先45.8%），GigaCloud Technology Inc同比增速更快（9.7% vs 6.3%），过去两年GigaCloud Technology Inc的营收复合增速更高（36.6% vs 5.0%）
GigaCloud Technology Inc是一家美国电商企业，主打家具、家电、健身器材等体积较大、规格不统一商品的B2B交易，旗下拥有线上B2B交易平台，业务覆盖撮合交易、全程物流直至终端配送环节。公司总部位于加利福尼亚州埃尔蒙特，自2022年8月起在纳斯达克挂牌上市。
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。
GCT vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$332.6M
营收增速更快
GCT
高出3.4%
6.3%
净利率更高
GLPI
高出45.8%
11.2%
两年增速更快
GCT
近两年复合增速
5.0%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $332.6M | $420.0M |
| 净利润 | $37.2M | $239.4M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 12.2% | 79.4% |
| 净利率 | 11.2% | 57.0% |
| 营收同比 | 9.7% | 6.3% |
| 净利润同比 | -8.6% | 40.5% |
| 每股收益（稀释后） | $0.99 | — |
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GCTGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | $332.6M | $397.6M | ||
| Q2 25 | $322.6M | $394.9M | ||
| Q1 25 | $271.9M | $395.2M | ||
| Q4 24 | $295.8M | $389.6M | ||
| Q3 24 | $303.3M | $385.3M | ||
| Q2 24 | $310.9M | $380.6M |
净利润GCTGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $37.2M | $241.2M | ||
| Q2 25 | $34.6M | $151.4M | ||
| Q1 25 | $27.1M | $165.2M | ||
| Q4 24 | $31.0M | $223.6M | ||
| Q3 24 | $40.7M | $184.7M | ||
| Q2 24 | $27.0M | $208.3M |
毛利率GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 23.2% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 25.5% | — | ||
| Q2 24 | 24.6% | — |
营业利润率GCTGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | 12.2% | 84.8% | ||
| Q2 25 | 11.1% | 61.3% | ||
| Q1 25 | 10.4% | 65.5% | ||
| Q4 24 | 9.3% | 79.1% | ||
| Q3 24 | 13.4% | 70.4% | ||
| Q2 24 | 8.8% | 77.1% |
净利率GCTGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | 11.2% | 60.7% | ||
| Q2 25 | 10.7% | 38.4% | ||
| Q1 25 | 10.0% | 41.8% | ||
| Q4 24 | 10.5% | 57.4% | ||
| Q3 24 | 13.4% | 47.9% | ||
| Q2 24 | 8.7% | 54.7% |
每股收益（稀释后）GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $0.99 | $0.85 | ||
| Q2 25 | $0.91 | $0.54 | ||
| Q1 25 | $0.68 | $0.60 | ||
| Q4 24 | $0.76 | $0.79 | ||
| Q3 24 | $0.98 | $0.67 | ||
| Q2 24 | $0.65 | $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 | $365.9M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $457.3M | $5.0B |
| 总资产 | $1.1B | $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GCTGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | $365.9M | — | ||
| Q2 25 | $303.0M | — | ||
| Q1 25 | $286.8M | — | ||
| Q4 24 | $302.4M | $560.8M | ||
| Q3 24 | $259.8M | $560.8M | ||
| Q2 24 | $207.8M | $560.8M |
总债务GCTGLPI
| 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GCTGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $457.3M | $4.6B | ||
| Q2 25 | $431.4M | $4.6B | ||
| Q1 25 | $412.9M | $4.2B | ||
| Q4 24 | $405.2M | $4.3B | ||
| Q3 24 | $400.4M | $4.3B | ||
| Q2 24 | $358.4M | $4.1B |
总资产GCTGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | $1.1B | $12.8B | ||
| Q2 25 | $1.1B | $12.5B | ||
| Q1 25 | $1.1B | $12.1B | ||
| Q4 24 | $1.1B | $13.1B | ||
| Q3 24 | $1.1B | $12.7B | ||
| Q2 24 | $1.1B | $11.8B |
负债/权益比GCTGLPI
| 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 | $78.3M | — |
| 自由现金流经营现金流 - 资本支出 | $77.1M | — |
| 自由现金流率自由现金流/营收 | 23.2% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 2.10× | — |
| 过去12个月自由现金流最近4个季度 | $188.1M | — |
8季度趋势，按日历期对齐
经营现金流GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $78.3M | $240.3M | ||
| Q2 25 | $38.6M | $293.4M | ||
| Q1 25 | $9.4M | $252.5M | ||
| Q4 24 | $68.4M | $1.1B | ||
| Q3 24 | $55.2M | $270.4M | ||
| Q2 24 | $19.1M | $252.1M |
自由现金流GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $77.1M | $183.0M | ||
| Q2 25 | $37.0M | $272.3M | ||
| Q1 25 | $7.0M | $239.6M | ||
| Q4 24 | $66.9M | $1.1B | ||
| Q3 24 | $51.4M | $261.5M | ||
| Q2 24 | $12.9M | $245.0M |
自由现金流率GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 23.2% | 46.0% | ||
| Q2 25 | 11.5% | 69.0% | ||
| Q1 25 | 2.6% | 60.6% | ||
| Q4 24 | 22.6% | 275.3% | ||
| Q3 24 | 16.9% | 67.9% | ||
| Q2 24 | 4.2% | 64.4% |
资本支出强度GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.4% | 14.4% | ||
| Q2 25 | 0.5% | 5.3% | ||
| Q1 25 | 0.9% | 3.3% | ||
| Q4 24 | 0.5% | 0.0% | ||
| Q3 24 | 1.3% | 2.3% | ||
| Q2 24 | 2.0% | 1.9% |
现金转化率GCTGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 2.10× | 1.00× | ||
| Q2 25 | 1.12× | 1.94× | ||
| Q1 25 | 0.35× | 1.53× | ||
| Q4 24 | 2.21× | 4.80× | ||
| Q3 24 | 1.36× | 1.46× | ||
| Q2 24 | 0.71× | 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
GCT
| Services | $108.4M | 33% |
| Transferred Over Time | $89.8M | 27% |
| Product Sales To B | $50.1M | 15% |
| Last Mile Delivery Service | $49.2M | 15% |
| Warehousing Service | $14.2M | 4% |
| Ocean Transportation Service | $9.0M | 3% |
| Platform Commission | $4.9M | 1% |
| Drayage Service | $3.2M | 1% |
GLPI
暂无分部数据
