vs
Gaming & Leisure Properties, Inc.（GLPI）与IDACORP INC（IDA）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IDACORP INC的1.2倍（$420.0M vs $360.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 12.1%，领先44.9%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.2%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -7.2%）
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。
IDACORP Inc是注册于美国爱达荷州、总部设在博伊西的电力控股企业，成立于1998年10月1日，旗下拥有爱达荷电力公司、IDACORP金融公司及Ida-West能源公司，业务覆盖电力供应、能源服务及相关配套金融服务领域。
GLPI vs IDA — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$360.1M
营收增速更快
GLPI
高出10.5%
-4.2%
净利率更高
GLPI
高出44.9%
12.1%
两年增速更快
GLPI
近两年复合增速
-7.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $360.1M |
| 净利润 | $239.4M | $43.6M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 14.9% |
| 净利率 | 57.0% | 12.1% |
| 营收同比 | 6.3% | -4.2% |
| 净利润同比 | 40.5% | 15.1% |
| 每股收益（稀释后） | — | $0.78 |
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GLPIIDA
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $360.1M | ||
| Q3 25 | $397.6M | $526.4M | ||
| Q2 25 | $394.9M | $449.3M | ||
| Q1 25 | $395.2M | $411.1M | ||
| Q4 24 | $389.6M | $375.9M | ||
| Q3 24 | $385.3M | $532.5M | ||
| Q2 24 | $380.6M | $442.6M |
净利润GLPIIDA
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $43.6M | ||
| Q3 25 | $241.2M | $124.4M | ||
| Q2 25 | $151.4M | $95.8M | ||
| Q1 25 | $165.2M | $59.6M | ||
| Q4 24 | $223.6M | $37.9M | ||
| Q3 24 | $184.7M | $113.6M | ||
| Q2 24 | $208.3M | $89.5M |
营业利润率GLPIIDA
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 14.9% | ||
| Q3 25 | 84.8% | 27.5% | ||
| Q2 25 | 61.3% | 22.4% | ||
| Q1 25 | 65.5% | 13.4% | ||
| Q4 24 | 79.1% | 11.0% | ||
| Q3 24 | 70.4% | 25.1% | ||
| Q2 24 | 77.1% | 23.3% |
净利率GLPIIDA
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 12.1% | ||
| Q3 25 | 60.7% | 23.6% | ||
| Q2 25 | 38.4% | 21.3% | ||
| Q1 25 | 41.8% | 14.5% | ||
| Q4 24 | 57.4% | 10.1% | ||
| Q3 24 | 47.9% | 21.3% | ||
| Q2 24 | 54.7% | 20.2% |
每股收益（稀释后）GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.78 | ||
| Q3 25 | $0.85 | $2.26 | ||
| Q2 25 | $0.54 | $1.76 | ||
| Q1 25 | $0.60 | $1.10 | ||
| Q4 24 | $0.79 | $0.72 | ||
| Q3 24 | $0.67 | $2.12 | ||
| Q2 24 | $0.77 | $1.71 |
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 | $215.7M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $5.0B | $3.6B |
| 总资产 | $13.8B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.93× |
8季度趋势，按日历期对齐
现金及短期投资GLPIIDA
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $215.7M | ||
| Q3 25 | — | $333.2M | ||
| Q2 25 | — | $474.5M | ||
| Q1 25 | — | $634.5M | ||
| Q4 24 | $560.8M | $368.9M | ||
| Q3 24 | $560.8M | $427.9M | ||
| Q2 24 | $560.8M | $169.6M |
总债务GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $3.3B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $3.1B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIIDA
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $3.6B | ||
| Q3 25 | $4.6B | $3.5B | ||
| Q2 25 | $4.6B | $3.4B | ||
| Q1 25 | $4.2B | $3.3B | ||
| Q4 24 | $4.3B | $3.3B | ||
| Q3 24 | $4.3B | $3.3B | ||
| Q2 24 | $4.1B | $3.2B |
总资产GLPIIDA
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $10.2B | ||
| Q3 25 | $12.8B | $10.1B | ||
| Q2 25 | $12.5B | $9.9B | ||
| Q1 25 | $12.1B | $9.6B | ||
| Q4 24 | $13.1B | $9.2B | ||
| Q3 24 | $12.7B | $9.1B | ||
| Q2 24 | $11.8B | $8.7B |
负债/权益比GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.93× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 0.92× | ||
| 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 | — | $137.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-216.2M |
| 自由现金流率自由现金流/营收 | — | -60.0% |
| 资本支出强度资本支出/营收 | — | 98.3% |
| 现金转化率经营现金流/净利润 | — | 3.16× |
| 过去12个月自由现金流最近4个季度 | — | $-577.5M |
8季度趋势，按日历期对齐
经营现金流GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $137.8M | ||
| Q3 25 | $240.3M | $162.8M | ||
| Q2 25 | $293.4M | $176.9M | ||
| Q1 25 | $252.5M | $124.3M | ||
| Q4 24 | $1.1B | $136.4M | ||
| Q3 24 | $270.4M | $201.9M | ||
| Q2 24 | $252.1M | $146.4M |
自由现金流GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | — | $-216.2M | ||
| Q3 25 | $183.0M | $-127.9M | ||
| Q2 25 | $272.3M | $-156.4M | ||
| Q1 25 | $239.6M | $-77.0M | ||
| Q4 24 | $1.1B | $-48.9M | ||
| Q3 24 | $261.5M | $-16.1M | ||
| Q2 24 | $245.0M | $-199.6M |
自由现金流率GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | — | -60.0% | ||
| Q3 25 | 46.0% | -24.3% | ||
| Q2 25 | 69.0% | -34.8% | ||
| Q1 25 | 60.6% | -18.7% | ||
| Q4 24 | 275.3% | -13.0% | ||
| Q3 24 | 67.9% | -3.0% | ||
| Q2 24 | 64.4% | -45.1% |
资本支出强度GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | — | 98.3% | ||
| Q3 25 | 14.4% | 55.2% | ||
| Q2 25 | 5.3% | 74.2% | ||
| Q1 25 | 3.3% | 49.0% | ||
| Q4 24 | 0.0% | 49.3% | ||
| Q3 24 | 2.3% | 41.0% | ||
| Q2 24 | 1.9% | 78.2% |
现金转化率GLPIIDA
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 3.16× | ||
| Q3 25 | 1.00× | 1.31× | ||
| Q2 25 | 1.94× | 1.85× | ||
| Q1 25 | 1.53× | 2.08× | ||
| Q4 24 | 4.80× | 3.60× | ||
| Q3 24 | 1.46× | 1.78× | ||
| Q2 24 | 1.21× | 1.63× |
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
IDA
| Retailrevenues | $323.0M | 90% |
| Transmissionserviceswheeling | $18.6M | 5% |
| Energyefficiencyprogramrevenues | $11.7M | 3% |
| Wholesaleenergysales | $10.5M | 3% |
| Otherrevenues | $9.5M | 3% |
