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Gaming & Leisure Properties, Inc.（GLPI）与Installed Building Products, Inc.（IBP）财务数据对比。点击上方公司名可切换其他公司
Installed Building Products, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$747.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.2%，领先46.8%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.4%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.9%）
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。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
GLPI vs IBP — 直观对比
营收规模更大
IBP
是对方的1.8倍
$420.0M
营收增速更快
GLPI
高出6.6%
-0.4%
净利率更高
GLPI
高出46.8%
10.2%
两年增速更快
GLPI
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $747.5M |
| 净利润 | $239.4M | $76.6M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 79.4% | 14.6% |
| 净利率 | 57.0% | 10.2% |
| 营收同比 | 6.3% | -0.4% |
| 净利润同比 | 40.5% | 14.5% |
| 每股收益（稀释后） | — | $2.81 |
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GLPIIBP
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $747.5M | ||
| Q3 25 | $397.6M | $778.2M | ||
| Q2 25 | $394.9M | $760.3M | ||
| Q1 25 | $395.2M | $684.8M | ||
| Q4 24 | $389.6M | $750.2M | ||
| Q3 24 | $385.3M | $760.6M | ||
| Q2 24 | $380.6M | $737.6M |
净利润GLPIIBP
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $76.6M | ||
| Q3 25 | $241.2M | $74.4M | ||
| Q2 25 | $151.4M | $69.0M | ||
| Q1 25 | $165.2M | $45.4M | ||
| Q4 24 | $223.6M | $66.9M | ||
| Q3 24 | $184.7M | $68.6M | ||
| Q2 24 | $208.3M | $65.2M |
毛利率GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% |
营业利润率GLPIIBP
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 14.6% | ||
| Q3 25 | 84.8% | 13.7% | ||
| Q2 25 | 61.3% | 13.3% | ||
| Q1 25 | 65.5% | 10.2% | ||
| Q4 24 | 79.1% | 13.1% | ||
| Q3 24 | 70.4% | 13.3% | ||
| Q2 24 | 77.1% | 12.9% |
净利率GLPIIBP
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 10.2% | ||
| Q3 25 | 60.7% | 9.6% | ||
| Q2 25 | 38.4% | 9.1% | ||
| Q1 25 | 41.8% | 6.6% | ||
| Q4 24 | 57.4% | 8.9% | ||
| Q3 24 | 47.9% | 9.0% | ||
| Q2 24 | 54.7% | 8.8% |
每股收益（稀释后）GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $2.81 | ||
| Q3 25 | $0.85 | $2.74 | ||
| Q2 25 | $0.54 | $2.52 | ||
| Q1 25 | $0.60 | $1.64 | ||
| Q4 24 | $0.79 | $2.39 | ||
| Q3 24 | $0.67 | $2.44 | ||
| Q2 24 | $0.77 | $2.30 |
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 | $321.9M |
| 总债务越低越好 | — | $886.6M |
| 股东权益账面价值 | $5.0B | $709.9M |
| 总资产 | $13.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资GLPIIBP
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $321.9M | ||
| Q3 25 | — | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | $560.8M | $327.6M | ||
| Q3 24 | $560.8M | $406.2M | ||
| Q2 24 | $560.8M | $380.3M |
总债务GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $886.6M | ||
| Q3 25 | $7.2B | $880.8M | ||
| Q2 25 | $6.9B | $876.1M | ||
| Q1 25 | $6.9B | $872.4M | ||
| Q4 24 | $7.7B | $874.8M | ||
| Q3 24 | $7.4B | $872.3M | ||
| Q2 24 | $6.6B | $875.8M |
股东权益GLPIIBP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $709.9M | ||
| Q3 25 | $4.6B | $678.6M | ||
| Q2 25 | $4.6B | $664.5M | ||
| Q1 25 | $4.2B | $660.9M | ||
| Q4 24 | $4.3B | $705.3M | ||
| Q3 24 | $4.3B | $716.4M | ||
| Q2 24 | $4.1B | $685.3M |
总资产GLPIIBP
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.0B | ||
| Q1 25 | $12.1B | $2.0B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.1B | ||
| Q2 24 | $11.8B | $2.0B |
负债/权益比GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.25× | ||
| Q3 25 | 1.57× | 1.30× | ||
| Q2 25 | 1.51× | 1.32× | ||
| Q1 25 | 1.63× | 1.32× | ||
| Q4 24 | 1.81× | 1.24× | ||
| Q3 24 | 1.74× | 1.22× | ||
| Q2 24 | 1.60× | 1.28× |
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 | — | $64.9M |
| 自由现金流经营现金流 - 资本支出 | — | $49.3M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 0.85× |
| 过去12个月自由现金流最近4个季度 | — | $300.8M |
8季度趋势，按日历期对齐
经营现金流GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $64.9M | ||
| Q3 25 | $240.3M | $124.0M | ||
| Q2 25 | $293.4M | $90.4M | ||
| Q1 25 | $252.5M | $92.1M | ||
| Q4 24 | $1.1B | $74.8M | ||
| Q3 24 | $270.4M | $101.4M | ||
| Q2 24 | $252.1M | $79.0M |
自由现金流GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | — | $49.3M | ||
| Q3 25 | $183.0M | $104.8M | ||
| Q2 25 | $272.3M | $74.8M | ||
| Q1 25 | $239.6M | $71.9M | ||
| Q4 24 | $1.1B | $52.9M | ||
| Q3 24 | $261.5M | $77.3M | ||
| Q2 24 | $245.0M | $58.2M |
自由现金流率GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | 46.0% | 13.5% | ||
| Q2 25 | 69.0% | 9.8% | ||
| Q1 25 | 60.6% | 10.5% | ||
| Q4 24 | 275.3% | 7.1% | ||
| Q3 24 | 67.9% | 10.2% | ||
| Q2 24 | 64.4% | 7.9% |
资本支出强度GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 5.3% | 2.1% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 2.3% | 3.2% | ||
| Q2 24 | 1.9% | 2.8% |
现金转化率GLPIIBP
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 0.85× | ||
| Q3 25 | 1.00× | 1.67× | ||
| Q2 25 | 1.94× | 1.31× | ||
| Q1 25 | 1.53× | 2.03× | ||
| Q4 24 | 4.80× | 1.12× | ||
| Q3 24 | 1.46× | 1.48× | ||
| Q2 24 | 1.21× | 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
GLPI
暂无分部数据
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
