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Gaming & Leisure Properties, Inc.(GLPI)与HELEN OF TROY LTD(HELE)财务数据对比。点击上方公司名可切换其他公司
HELEN OF TROY LTD的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍($512.8M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs -16.4%,领先73.4%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -3.4%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 2.4%)
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。
海伦特洛伊是美国上市企业,主营自有及授权品牌家居用品、健康家居用品与美容产品的设计研发和全球营销,旗下拥有OXO International、Kaz等多家子公司。公司注册总部设于百慕大汉密尔顿,美国运营总部位于得克萨斯州埃尔帕索,公司名称源自古希腊神话人物特洛伊海伦。
GLPI vs HELE — 直观对比
营收规模更大
HELE
是对方的1.2倍
$420.0M
营收增速更快
GLPI
高出9.6%
-3.4%
净利率更高
GLPI
高出73.4%
-16.4%
两年增速更快
GLPI
近两年复合增速
2.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $512.8M |
| 净利润 | $239.4M | $-84.1M |
| 毛利率 | — | 46.9% |
| 营业利润率 | 79.4% | -1.6% |
| 净利率 | 57.0% | -16.4% |
| 营收同比 | 6.3% | -3.4% |
| 净利润同比 | 40.5% | -269.4% |
| 每股收益(稀释后) | — | $-3.65 |
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
HELE
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $512.8M | ||
| Q3 25 | $397.6M | $431.8M | ||
| Q2 25 | $394.9M | $371.7M | ||
| Q1 25 | $395.2M | $485.9M | ||
| Q4 24 | $389.6M | $530.7M | ||
| Q3 24 | $385.3M | $474.2M | ||
| Q2 24 | $380.6M | $416.8M |
净利润
GLPI
HELE
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-84.1M | ||
| Q3 25 | $241.2M | $-308.6M | ||
| Q2 25 | $151.4M | $-450.7M | ||
| Q1 25 | $165.2M | $50.9M | ||
| Q4 24 | $223.6M | $49.6M | ||
| Q3 24 | $184.7M | $17.0M | ||
| Q2 24 | $208.3M | $6.2M |
毛利率
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | — | 46.9% | ||
| Q3 25 | — | 44.2% | ||
| Q2 25 | — | 47.1% | ||
| Q1 25 | — | 48.6% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | 45.6% | ||
| Q2 24 | — | 48.7% |
营业利润率
GLPI
HELE
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -1.6% | ||
| Q3 25 | 84.8% | -73.1% | ||
| Q2 25 | 61.3% | -109.5% | ||
| Q1 25 | 65.5% | 0.4% | ||
| Q4 24 | 79.1% | 14.2% | ||
| Q3 24 | 70.4% | 7.3% | ||
| Q2 24 | 77.1% | 7.4% |
净利率
GLPI
HELE
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -16.4% | ||
| Q3 25 | 60.7% | -71.5% | ||
| Q2 25 | 38.4% | -121.3% | ||
| Q1 25 | 41.8% | 10.5% | ||
| Q4 24 | 57.4% | 9.3% | ||
| Q3 24 | 47.9% | 3.6% | ||
| Q2 24 | 54.7% | 1.5% |
每股收益(稀释后)
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-3.65 | ||
| Q3 25 | $0.85 | $-13.44 | ||
| Q2 25 | $0.54 | $-19.65 | ||
| Q1 25 | $0.60 | $2.20 | ||
| Q4 24 | $0.79 | $2.17 | ||
| Q3 24 | $0.67 | $0.74 | ||
| Q2 24 | $0.77 | $0.26 |
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 | $27.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $852.3M |
| 总资产 | $13.8B | $2.3B |
| 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
GLPI
HELE
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $27.1M | ||
| Q3 25 | — | $22.4M | ||
| Q2 25 | — | $22.7M | ||
| Q1 25 | — | $18.9M | ||
| Q4 24 | $560.8M | $40.8M | ||
| Q3 24 | $560.8M | $20.1M | ||
| Q2 24 | $560.8M | $16.1M |
总债务
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | $921.9M | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
HELE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $852.3M | ||
| Q3 25 | $4.6B | $926.3M | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.2B | $1.7B | ||
| Q4 24 | $4.3B | $1.6B | ||
| Q3 24 | $4.3B | $1.6B | ||
| Q2 24 | $4.1B | $1.5B |
总资产
GLPI
HELE
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.3B | ||
| Q3 25 | $12.8B | $2.4B | ||
| Q2 25 | $12.5B | $2.7B | ||
| Q1 25 | $12.1B | $3.1B | ||
| Q4 24 | $13.1B | $3.0B | ||
| Q3 24 | $12.7B | $2.9B | ||
| Q2 24 | $11.8B | $2.8B |
负债/权益比
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | 0.55× | ||
| 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 | — | $11.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.8M |
| 自由现金流率自由现金流/营收 | — | 1.1% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 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 | — | $55.9M |
8季度趋势,按日历期对齐
经营现金流
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $11.9M | ||
| Q3 25 | $240.3M | $-10.5M | ||
| Q2 25 | $293.4M | $58.3M | ||
| Q1 25 | $252.5M | $35.0M | ||
| Q4 24 | $1.1B | $8.3M | ||
| Q3 24 | $270.4M | $44.6M | ||
| Q2 24 | $252.1M | $25.3M |
自由现金流
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8M | ||
| Q3 25 | $183.0M | $-21.9M | ||
| Q2 25 | $272.3M | $45.0M | ||
| Q1 25 | $239.6M | $27.1M | ||
| Q4 24 | $1.1B | $191.0K | ||
| Q3 24 | $261.5M | $39.7M | ||
| Q2 24 | $245.0M | $16.2M |
自由现金流率
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 46.0% | -5.1% | ||
| Q2 25 | 69.0% | 12.1% | ||
| Q1 25 | 60.6% | 5.6% | ||
| Q4 24 | 275.3% | 0.0% | ||
| Q3 24 | 67.9% | 8.4% | ||
| Q2 24 | 64.4% | 3.9% |
资本支出强度
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | 14.4% | 2.7% | ||
| Q2 25 | 5.3% | 3.6% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 0.0% | 1.5% | ||
| Q3 24 | 2.3% | 1.0% | ||
| Q2 24 | 1.9% | 2.2% |
现金转化率
GLPI
HELE
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 0.69× | ||
| Q4 24 | 4.80× | 0.17× | ||
| Q3 24 | 1.46× | 2.62× | ||
| Q2 24 | 1.21× | 4.08× |
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
GLPI
暂无分部数据
HELE
| Beauty Wellness | $283.2M | 55% |
| Home Outdoor | $229.6M | 45% |