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Gaming & Leisure Properties, Inc.(GLPI)与ZoomInfo Technologies Inc.(GTM)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ZoomInfo Technologies Inc.的1.3倍($420.0M vs $319.1M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 10.9%,领先46.1%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 3.2%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 1.4%)
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。
ZoomInfo Technologies Inc.是美国合规注册的数据服务商,通过数据采集、网页抓取等多元渠道汇总公开及非公开个人数据,同时收集企业、部门等商业主体信息,面向企业客户提供相关数据产品,助力客户开展精准营销等业务活动。
GLPI vs GTM — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$319.1M
营收增速更快
GLPI
高出3.0%
3.2%
净利率更高
GLPI
高出46.1%
10.9%
两年增速更快
GLPI
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $319.1M |
| 净利润 | $239.4M | $34.7M |
| 毛利率 | — | 84.0% |
| 营业利润率 | 79.4% | 17.0% |
| 净利率 | 57.0% | 10.9% |
| 营收同比 | 6.3% | 3.2% |
| 净利润同比 | 40.5% | 137.7% |
| 每股收益(稀释后) | — | $0.11 |
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
GLPI
GTM
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $319.1M | ||
| Q3 25 | $397.6M | $318.0M | ||
| Q2 25 | $394.9M | $306.7M | ||
| Q1 25 | $395.2M | $305.7M | ||
| Q4 24 | $389.6M | $309.1M | ||
| Q3 24 | $385.3M | $303.6M | ||
| Q2 24 | $380.6M | $291.5M |
净利润
GLPI
GTM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $34.7M | ||
| Q3 25 | $241.2M | $38.7M | ||
| Q2 25 | $151.4M | $24.0M | ||
| Q1 25 | $165.2M | $26.8M | ||
| Q4 24 | $223.6M | $14.6M | ||
| Q3 24 | $184.7M | $23.8M | ||
| Q2 24 | $208.3M | $-24.4M |
毛利率
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | — | 84.0% | ||
| Q3 25 | — | 83.7% | ||
| Q2 25 | — | 83.9% | ||
| Q1 25 | — | 84.5% | ||
| Q4 24 | — | 82.8% | ||
| Q3 24 | — | 84.4% | ||
| Q2 24 | — | 84.3% |
营业利润率
GLPI
GTM
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 17.0% | ||
| Q3 25 | 84.8% | 21.2% | ||
| Q2 25 | 61.3% | 17.5% | ||
| Q1 25 | 65.5% | 16.5% | ||
| Q4 24 | 79.1% | 10.0% | ||
| Q3 24 | 70.4% | 14.3% | ||
| Q2 24 | 77.1% | -6.9% |
净利率
GLPI
GTM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 10.9% | ||
| Q3 25 | 60.7% | 12.2% | ||
| Q2 25 | 38.4% | 7.8% | ||
| Q1 25 | 41.8% | 8.8% | ||
| Q4 24 | 57.4% | 4.7% | ||
| Q3 24 | 47.9% | 7.8% | ||
| Q2 24 | 54.7% | -8.4% |
每股收益(稀释后)
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.11 | ||
| Q3 25 | $0.85 | $0.12 | ||
| Q2 25 | $0.54 | $0.07 | ||
| Q1 25 | $0.60 | $0.08 | ||
| Q4 24 | $0.79 | $0.04 | ||
| Q3 24 | $0.67 | $0.07 | ||
| Q2 24 | $0.77 | $-0.07 |
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 | $274.5M | $179.9M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $13.8B | $6.4B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
GTM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $179.9M | ||
| Q3 25 | — | $135.0M | ||
| Q2 25 | — | $176.9M | ||
| Q1 25 | — | $140.5M | ||
| Q4 24 | $560.8M | $139.9M | ||
| Q3 24 | $560.8M | $147.7M | ||
| Q2 24 | $560.8M | $399.3M |
总债务
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.3B | ||
| Q3 25 | $7.2B | $1.3B | ||
| Q2 25 | $6.9B | $1.3B | ||
| Q1 25 | $6.9B | $1.2B | ||
| Q4 24 | $7.7B | $1.2B | ||
| Q3 24 | $7.4B | $1.2B | ||
| Q2 24 | $6.6B | $1.2B |
股东权益
GLPI
GTM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.1B | $1.9B |
总资产
GLPI
GTM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $6.4B | ||
| Q3 25 | $12.8B | $6.4B | ||
| Q2 25 | $12.5B | $6.5B | ||
| Q1 25 | $12.1B | $6.4B | ||
| Q4 24 | $13.1B | $6.5B | ||
| Q3 24 | $12.7B | $6.4B | ||
| Q2 24 | $11.8B | $6.7B |
负债/权益比
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.88× | ||
| Q3 25 | 1.57× | 0.87× | ||
| Q2 25 | 1.51× | 0.85× | ||
| Q1 25 | 1.63× | 0.75× | ||
| Q4 24 | 1.81× | 0.72× | ||
| Q3 24 | 1.74× | 0.74× | ||
| Q2 24 | 1.60× | 0.66× |
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 | — | $143.5M |
| 自由现金流经营现金流 - 资本支出 | — | $127.1M |
| 自由现金流率自由现金流/营收 | — | 39.8% |
| 资本支出强度资本支出/营收 | — | 5.1% |
| 现金转化率经营现金流/净利润 | — | 4.14× |
| 过去12个月自由现金流最近4个季度 | — | $389.3M |
8季度趋势,按日历期对齐
经营现金流
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $143.5M | ||
| Q3 25 | $240.3M | $93.8M | ||
| Q2 25 | $293.4M | $108.9M | ||
| Q1 25 | $252.5M | $119.2M | ||
| Q4 24 | $1.1B | $109.0M | ||
| Q3 24 | $270.4M | $18.2M | ||
| Q2 24 | $252.1M | $126.3M |
自由现金流
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | — | $127.1M | ||
| Q3 25 | $183.0M | $70.9M | ||
| Q2 25 | $272.3M | $86.9M | ||
| Q1 25 | $239.6M | $104.4M | ||
| Q4 24 | $1.1B | $85.6M | ||
| Q3 24 | $261.5M | $600.0K | ||
| Q2 24 | $245.0M | $115.2M |
自由现金流率
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | — | 39.8% | ||
| Q3 25 | 46.0% | 22.3% | ||
| Q2 25 | 69.0% | 28.3% | ||
| Q1 25 | 60.6% | 34.2% | ||
| Q4 24 | 275.3% | 27.7% | ||
| Q3 24 | 67.9% | 0.2% | ||
| Q2 24 | 64.4% | 39.5% |
资本支出强度
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | 14.4% | 7.2% | ||
| Q2 25 | 5.3% | 7.2% | ||
| Q1 25 | 3.3% | 4.8% | ||
| Q4 24 | 0.0% | 7.6% | ||
| Q3 24 | 2.3% | 5.8% | ||
| Q2 24 | 1.9% | 3.8% |
现金转化率
GLPI
GTM
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 4.14× | ||
| Q3 25 | 1.00× | 2.42× | ||
| Q2 25 | 1.94× | 4.54× | ||
| Q1 25 | 1.53× | 4.45× | ||
| Q4 24 | 4.80× | 7.47× | ||
| Q3 24 | 1.46× | 0.76× | ||
| 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