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Gaming & Leisure Properties, Inc.（GLPI）与ICU MEDICAL INC（ICUI）财务数据对比。点击上方公司名可切换其他公司
ICU MEDICAL INC的季度营收约是Gaming & Leisure Properties, Inc.的1.3倍（$540.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -2.9%，领先59.9%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -14.1%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -2.3%）
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。
ICU医疗是总部位于美国加利福尼亚州圣克莱门特的医疗科技企业，专注于研发预防血流感染、保护医护人员免受传染病或危险药物侵害的医疗产品，产品线覆盖静脉治疗用品、输液泵、无针血管通路设备、定制输液套装、危险药物密闭处理系统、传感导管以及无针封闭式血液采样系统等。
GLPI vs ICUI — 直观对比
营收规模更大
ICUI
是对方的1.3倍
$420.0M
营收增速更快
GLPI
高出20.4%
-14.1%
净利率更高
GLPI
高出59.9%
-2.9%
两年增速更快
GLPI
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $540.7M |
| 净利润 | $239.4M | $-15.7M |
| 毛利率 | — | 37.5% |
| 营业利润率 | 79.4% | 1.0% |
| 净利率 | 57.0% | -2.9% |
| 营收同比 | 6.3% | -14.1% |
| 净利润同比 | 40.5% | 34.0% |
| 每股收益（稀释后） | — | $-0.63 |
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GLPIICUI
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $540.7M | ||
| Q3 25 | $397.6M | $537.0M | ||
| Q2 25 | $394.9M | $548.9M | ||
| Q1 25 | $395.2M | $604.7M | ||
| Q4 24 | $389.6M | $629.8M | ||
| Q3 24 | $385.3M | $589.1M | ||
| Q2 24 | $380.6M | $596.5M |
净利润GLPIICUI
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-15.7M | ||
| Q3 25 | $241.2M | $-3.4M | ||
| Q2 25 | $151.4M | $35.3M | ||
| Q1 25 | $165.2M | $-15.5M | ||
| Q4 24 | $223.6M | $-23.8M | ||
| Q3 24 | $184.7M | $-33.0M | ||
| Q2 24 | $208.3M | $-21.4M |
毛利率GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | — | 37.5% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 37.9% | ||
| Q1 25 | — | 34.7% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 34.8% | ||
| Q2 24 | — | 34.8% |
营业利润率GLPIICUI
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 1.0% | ||
| Q3 25 | 84.8% | 2.6% | ||
| Q2 25 | 61.3% | 1.9% | ||
| Q1 25 | 65.5% | 2.1% | ||
| Q4 24 | 79.1% | 6.0% | ||
| Q3 24 | 70.4% | 1.4% | ||
| Q2 24 | 77.1% | 1.3% |
净利率GLPIICUI
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -2.9% | ||
| Q3 25 | 60.7% | -0.6% | ||
| Q2 25 | 38.4% | 6.4% | ||
| Q1 25 | 41.8% | -2.6% | ||
| Q4 24 | 57.4% | -3.8% | ||
| Q3 24 | 47.9% | -5.6% | ||
| Q2 24 | 54.7% | -3.6% |
每股收益（稀释后）GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.63 | ||
| Q3 25 | $0.85 | $-0.14 | ||
| Q2 25 | $0.54 | $1.43 | ||
| Q1 25 | $0.60 | $-0.63 | ||
| Q4 24 | $0.79 | $-0.97 | ||
| Q3 24 | $0.67 | $-1.35 | ||
| Q2 24 | $0.77 | $-0.88 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.1B |
| 总资产 | $13.8B | $4.1B |
| 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GLPIICUI
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $308.6M | ||
| Q3 24 | $560.8M | $312.5M | ||
| Q2 24 | $560.8M | $302.6M |
总债务GLPIICUI
| 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GLPIICUI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $2.1B | ||
| Q3 25 | $4.6B | $2.1B | ||
| Q2 25 | $4.6B | $2.1B | ||
| Q1 25 | $4.2B | $2.0B | ||
| Q4 24 | $4.3B | $2.0B | ||
| Q3 24 | $4.3B | $2.0B | ||
| Q2 24 | $4.1B | $2.0B |
总资产GLPIICUI
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.1B | ||
| Q3 25 | $12.8B | $4.1B | ||
| Q2 25 | $12.5B | $4.1B | ||
| Q1 25 | $12.1B | $4.2B | ||
| Q4 24 | $13.1B | $4.2B | ||
| Q3 24 | $12.7B | $4.3B | ||
| Q2 24 | $11.8B | $4.3B |
负债/权益比GLPIICUI
| 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 | — | $60.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.0M |
| 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 | — | 4.6% |
| 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 | — | $91.8M |
8季度趋势，按日历期对齐
经营现金流GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $60.6M | ||
| Q3 25 | $240.3M | $56.7M | ||
| Q2 25 | $293.4M | $11.2M | ||
| Q1 25 | $252.5M | $51.3M | ||
| Q4 24 | $1.1B | $40.2M | ||
| Q3 24 | $270.4M | $36.1M | ||
| Q2 24 | $252.1M | $82.0M |
自由现金流GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | — | $36.0M | ||
| Q3 25 | $183.0M | $27.6M | ||
| Q2 25 | $272.3M | $-8.5M | ||
| Q1 25 | $239.6M | $36.7M | ||
| Q4 24 | $1.1B | $16.1M | ||
| Q3 24 | $261.5M | $16.2M | ||
| Q2 24 | $245.0M | $62.5M |
自由现金流率GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | 46.0% | 5.1% | ||
| Q2 25 | 69.0% | -1.5% | ||
| Q1 25 | 60.6% | 6.1% | ||
| Q4 24 | 275.3% | 2.6% | ||
| Q3 24 | 67.9% | 2.7% | ||
| Q2 24 | 64.4% | 10.5% |
资本支出强度GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 14.4% | 5.4% | ||
| Q2 25 | 5.3% | 3.6% | ||
| Q1 25 | 3.3% | 2.4% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 2.3% | 3.4% | ||
| Q2 24 | 1.9% | 3.3% |
现金转化率GLPIICUI
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 0.32× | ||
| 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
GLPI
暂无分部数据
ICUI
| Infusion Consumables | $284.7M | 53% |
| Infusion Systems | $176.3M | 33% |
| Vital Care | $79.7M | 15% |
