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Gaming & Leisure Properties, Inc.（GLPI）与丽思卡尔顿酒店集团（INN）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是丽思卡尔顿酒店集团的2.4倍（$420.0M vs $175.0M）。Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -1.5%，领先58.5%）。Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 1.2%）。过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -3.6%）
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。
丽思卡尔顿酒店集团是源自美国的跨国豪华连锁酒店品牌，主打高端奢华住宿体验，目前在全球30个国家和地区运营着108家豪华酒店及度假村，共计拥有超过2.9万间客房，另有46家合计近9千间客房的项目正在筹备规划中。
GLPI vs INN — 直观对比
营收规模更大
GLPI
是对方的2.4倍
$175.0M
营收增速更快
GLPI
高出5.1%
1.2%
净利率更高
GLPI
高出58.5%
-1.5%
两年增速更快
GLPI
近两年复合增速
-3.6%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $175.0M |
| 净利润 | $239.4M | $-2.6M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 8.3% |
| 净利率 | 57.0% | -1.5% |
| 营收同比 | 6.3% | 1.2% |
| 净利润同比 | 40.5% | -381.3% |
| 每股收益（稀释后） | — | $-0.05 |
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GLPIINN
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $175.0M | ||
| Q3 25 | $397.6M | $177.1M | ||
| Q2 25 | $394.9M | $192.9M | ||
| Q1 25 | $395.2M | $184.5M | ||
| Q4 24 | $389.6M | $172.9M | ||
| Q3 24 | $385.3M | $176.8M | ||
| Q2 24 | $380.6M | $193.9M |
净利润GLPIINN
| Q1 26 | $239.4M | — | ||
| Q4 25 | $267.3M | $-2.6M | ||
| Q3 25 | $241.2M | $-11.8M | ||
| Q2 25 | $151.4M | $2.0M | ||
| Q1 25 | $165.2M | $623.0K | ||
| Q4 24 | $217.2M | $916.0K | ||
| Q3 24 | $184.7M | $-3.6M | ||
| Q2 24 | $208.3M | $38.7M |
营业利润率GLPIINN
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 8.3% | ||
| Q3 25 | 84.8% | 4.8% | ||
| Q2 25 | 61.3% | 11.8% | ||
| Q1 25 | 65.5% | 10.7% | ||
| Q4 24 | 79.1% | 4.6% | ||
| Q3 24 | 70.4% | 8.9% | ||
| Q2 24 | 77.1% | 29.0% |
净利率GLPIINN
| Q1 26 | 57.0% | — | ||
| Q4 25 | 65.7% | -1.5% | ||
| Q3 25 | 60.7% | -6.6% | ||
| Q2 25 | 38.4% | 1.1% | ||
| Q1 25 | 41.8% | 0.3% | ||
| Q4 24 | 55.8% | 0.5% | ||
| Q3 24 | 47.9% | -2.0% | ||
| Q2 24 | 54.7% | 20.0% |
每股收益（稀释后）GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.05 | ||
| Q3 25 | $0.85 | $-0.11 | ||
| Q2 25 | $0.54 | $-0.02 | ||
| Q1 25 | $0.60 | $-0.04 | ||
| Q4 24 | $0.79 | $0.05 | ||
| Q3 24 | $0.67 | $-0.04 | ||
| Q2 24 | $0.77 | $0.23 |
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 | $36.1M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $5.0B | $862.2M |
| 总资产 | $13.8B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 1.62× |
8季度趋势，按日历期对齐
现金及短期投资GLPIINN
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $36.1M | ||
| Q3 25 | — | $41.1M | ||
| Q2 25 | — | $39.5M | ||
| Q1 25 | — | $48.2M | ||
| Q4 24 | $560.8M | $40.6M | ||
| Q3 24 | $554.1M | $51.7M | ||
| Q2 24 | $347.8M | $45.9M |
总债务GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.4B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $6.9B | $1.4B | ||
| Q1 25 | $6.9B | $1.4B | ||
| Q4 24 | $7.7B | $1.4B | ||
| Q3 24 | $7.4B | $1.3B | ||
| Q2 24 | $6.6B | $1.3B |
股东权益GLPIINN
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $862.2M | ||
| Q3 25 | $4.6B | $875.8M | ||
| Q2 25 | $4.6B | $895.1M | ||
| Q1 25 | $4.2B | $920.4M | ||
| Q4 24 | $4.3B | $909.5M | ||
| Q3 24 | $4.3B | $911.4M | ||
| Q2 24 | $4.1B | $931.9M |
总资产GLPIINN
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.8B | ||
| Q3 25 | $12.8B | $2.8B | ||
| Q2 25 | $12.5B | $2.9B | ||
| Q1 25 | $12.1B | $2.9B | ||
| Q4 24 | $13.1B | $2.9B | ||
| Q3 24 | $12.7B | $2.8B | ||
| Q2 24 | $11.8B | $2.9B |
负债/权益比GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.62× | ||
| Q3 25 | 1.57× | 1.62× | ||
| Q2 25 | 1.51× | 1.59× | ||
| Q1 25 | 1.63× | 1.54× | ||
| Q4 24 | 1.81× | 1.54× | ||
| Q3 24 | 1.74× | 1.47× | ||
| Q2 24 | 1.60× | 1.44× |
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 | — | $28.5M |
| 自由现金流经营现金流 - 资本支出 | — | $9.5M |
| 自由现金流率自由现金流/营收 | — | 5.4% |
| 资本支出强度资本支出/营收 | — | 10.9% |
| 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 | — | $73.6M |
8季度趋势，按日历期对齐
经营现金流GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | $343.2M | $28.5M | ||
| Q3 25 | $240.3M | $45.8M | ||
| Q2 25 | $293.4M | $48.8M | ||
| Q1 25 | $252.5M | $25.9M | ||
| Q4 24 | $292.4M | $32.2M | ||
| Q3 24 | $270.4M | $55.7M | ||
| Q2 24 | $252.1M | $50.3M |
自由现金流GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | — | $9.5M | ||
| Q3 25 | $183.0M | $24.0M | ||
| Q2 25 | $272.3M | $30.0M | ||
| Q1 25 | $239.6M | $10.1M | ||
| Q4 24 | $276.6M | $4.4M | ||
| Q3 24 | $261.5M | $33.1M | ||
| Q2 24 | $245.0M | $29.4M |
自由现金流率GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | 46.0% | 13.5% | ||
| Q2 25 | 69.0% | 15.5% | ||
| Q1 25 | 60.6% | 5.5% | ||
| Q4 24 | 71.0% | 2.5% | ||
| Q3 24 | 67.9% | 18.7% | ||
| Q2 24 | 64.4% | 15.2% |
资本支出强度GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | 14.4% | 12.3% | ||
| Q2 25 | 5.3% | 9.8% | ||
| Q1 25 | 3.3% | 8.5% | ||
| Q4 24 | 4.1% | 16.1% | ||
| Q3 24 | 2.3% | 12.7% | ||
| Q2 24 | 1.9% | 10.8% |
现金转化率GLPIINN
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 23.97× | ||
| Q1 25 | 1.53× | 41.49× | ||
| Q4 24 | 1.35× | 35.14× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 1.30× |
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
INN
| Occupancy | $153.1M | 88% |
| Food And Beverage | $11.0M | 6% |
| Other | $10.8M | 6% |
