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Gaming & Leisure Properties, Inc.（GLPI）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是艺达思集团的1.1倍（$420.0M vs $398.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 30.1%，领先26.9%），艺达思集团同比增速更快（16.7% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -29.4%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
GLPI vs IEX — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$398.4M
营收增速更快
IEX
高出10.4%
6.3%
净利率更高
GLPI
高出26.9%
30.1%
两年增速更快
GLPI
近两年复合增速
-29.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $398.4M |
| 净利润 | $239.4M | $120.0M |
| 毛利率 | — | 99.9% |
| 营业利润率 | 79.4% | 43.3% |
| 净利率 | 57.0% | 30.1% |
| 营收同比 | 6.3% | 16.7% |
| 净利润同比 | 40.5% | 25.7% |
| 每股收益（稀释后） | — | $1.61 |
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GLPIIEX
| Q2 26 | — | $398.4M | ||
| Q1 26 | $420.0M | $407.7M | ||
| Q4 25 | $407.0M | $899.1M | ||
| Q3 25 | $397.6M | $878.7M | ||
| Q2 25 | $394.9M | $865.4M | ||
| Q1 25 | $395.2M | $814.3M | ||
| Q4 24 | $389.6M | $862.9M | ||
| Q3 24 | $385.3M | $798.2M |
净利润GLPIIEX
| Q2 26 | — | $120.0M | ||
| Q1 26 | $239.4M | $128.3M | ||
| Q4 25 | $275.4M | $128.3M | ||
| Q3 25 | $241.2M | $127.8M | ||
| Q2 25 | $151.4M | $131.6M | ||
| Q1 25 | $165.2M | $95.5M | ||
| Q4 24 | $223.6M | $123.2M | ||
| Q3 24 | $184.7M | $119.1M |
毛利率GLPIIEX
| Q2 26 | — | 99.9% | ||
| Q1 26 | — | 94.9% | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | 45.3% | ||
| Q1 25 | — | 45.3% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 44.3% |
营业利润率GLPIIEX
| Q2 26 | — | 43.3% | ||
| Q1 26 | 79.4% | 45.0% | ||
| Q4 25 | 89.3% | 20.4% | ||
| Q3 25 | 84.8% | 21.1% | ||
| Q2 25 | 61.3% | 21.7% | ||
| Q1 25 | 65.5% | 17.4% | ||
| Q4 24 | 79.1% | 19.2% | ||
| Q3 24 | 70.4% | 21.0% |
净利率GLPIIEX
| Q2 26 | — | 30.1% | ||
| Q1 26 | 57.0% | 31.5% | ||
| Q4 25 | 67.6% | 14.3% | ||
| Q3 25 | 60.7% | 14.5% | ||
| Q2 25 | 38.4% | 15.2% | ||
| Q1 25 | 41.8% | 11.7% | ||
| Q4 24 | 57.4% | 14.3% | ||
| Q3 24 | 47.9% | 14.9% |
每股收益（稀释后）GLPIIEX
| Q2 26 | — | $1.61 | ||
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.96 | $1.71 | ||
| Q3 25 | $0.85 | $1.70 | ||
| Q2 25 | $0.54 | $1.74 | ||
| Q1 25 | $0.60 | $1.26 | ||
| Q4 24 | $0.79 | $1.61 | ||
| Q3 24 | $0.67 | $1.57 |
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 | $586.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $4.0B |
| 总资产 | $13.8B | $6.9B |
| 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GLPIIEX
| Q2 26 | — | $586.2M | ||
| Q1 26 | $274.5M | $580.0M | ||
| Q4 25 | — | $580.0M | ||
| Q3 25 | — | $593.8M | ||
| Q2 25 | — | $568.2M | ||
| Q1 25 | — | $594.1M | ||
| Q4 24 | $560.8M | $620.8M | ||
| Q3 24 | $560.8M | $633.2M |
总债务GLPIIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.8B | ||
| Q3 25 | $7.2B | $1.9B | ||
| Q2 25 | $6.9B | $1.9B | ||
| Q1 25 | $6.9B | $2.0B | ||
| Q4 24 | $7.7B | $2.0B | ||
| Q3 24 | $7.4B | $2.1B |
股东权益GLPIIEX
| Q2 26 | — | $4.0B | ||
| Q1 26 | $5.0B | $4.0B | ||
| Q4 25 | $4.6B | $4.0B | ||
| Q3 25 | $4.6B | $4.0B | ||
| Q2 25 | $4.6B | $4.0B | ||
| Q1 25 | $4.2B | $3.9B | ||
| Q4 24 | $4.3B | $3.8B | ||
| Q3 24 | $4.3B | $3.8B |
总资产GLPIIEX
| Q2 26 | — | $6.9B | ||
| Q1 26 | $13.8B | $6.9B | ||
| Q4 25 | $12.9B | $6.9B | ||
| Q3 25 | $12.8B | $7.0B | ||
| Q2 25 | $12.5B | $6.9B | ||
| Q1 25 | $12.1B | $6.8B | ||
| Q4 24 | $13.1B | $6.7B | ||
| Q3 24 | $12.7B | $7.0B |
负债/权益比GLPIIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.45× | ||
| Q3 25 | 1.57× | 0.48× | ||
| Q2 25 | 1.51× | 0.46× | ||
| Q1 25 | 1.63× | 0.50× | ||
| Q4 24 | 1.81× | 0.52× | ||
| Q3 24 | 1.74× | 0.55× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $86.0M |
| 自由现金流率自由现金流/营收 | — | 21.6% |
| 资本支出强度资本支出/营收 | — | 4.4% |
| 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 | — | $654.3M |
8季度趋势，按日历期对齐
经营现金流GLPIIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $209.5M | ||
| Q3 25 | $240.3M | $203.5M | ||
| Q2 25 | $293.4M | $161.7M | ||
| Q1 25 | $252.5M | $105.7M | ||
| Q4 24 | $1.1B | $172.6M | ||
| Q3 24 | $270.4M | $205.3M |
自由现金流GLPIIEX
| Q2 26 | — | $86.0M | ||
| Q1 26 | — | $189.8M | ||
| Q4 25 | — | $189.8M | ||
| Q3 25 | $183.0M | $188.7M | ||
| Q2 25 | $272.3M | $146.9M | ||
| Q1 25 | $239.6M | $91.4M | ||
| Q4 24 | $1.1B | $157.1M | ||
| Q3 24 | $261.5M | $191.6M |
自由现金流率GLPIIEX
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | 46.6% | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | 46.0% | 21.5% | ||
| Q2 25 | 69.0% | 17.0% | ||
| Q1 25 | 60.6% | 11.2% | ||
| Q4 24 | 275.3% | 18.2% | ||
| Q3 24 | 67.9% | 24.0% |
资本支出强度GLPIIEX
| Q2 26 | — | 4.4% | ||
| Q1 26 | — | 15.6% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | 14.4% | 1.7% | ||
| Q2 25 | 5.3% | 1.7% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 0.0% | 1.8% | ||
| Q3 24 | 2.3% | 1.7% |
现金转化率GLPIIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.63× | ||
| Q3 25 | 1.00× | 1.59× | ||
| Q2 25 | 1.94× | 1.23× | ||
| Q1 25 | 1.53× | 1.11× | ||
| Q4 24 | 4.80× | 1.40× | ||
| Q3 24 | 1.46× | 1.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
