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Gaming & Leisure Properties, Inc.（GLPI）与INNOSPEC INC.（IOSP）财务数据对比。点击上方公司名可切换其他公司
INNOSPEC INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$453.2M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 6.8%，领先50.2%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 2.8%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.1%）
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。
Innospec Inc.是一家美国特种化学品企业，前身为奥克泰尔公司及联合奥克泰尔有限公司，旗下设有三大业务板块：高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场；燃料特种化学品业务专注于生产和供应燃油添加剂；油田服务业务则提供钻井、完井及采油相关化学品。
GLPI vs IOSP — 直观对比
营收规模更大
IOSP
是对方的1.1倍
$420.0M
营收增速更快
GLPI
高出3.5%
2.8%
净利率更高
GLPI
高出50.2%
6.8%
两年增速更快
GLPI
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $453.2M |
| 净利润 | $239.4M | $30.8M |
| 毛利率 | — | 27.3% |
| 营业利润率 | 79.4% | 8.1% |
| 净利率 | 57.0% | 6.8% |
| 营收同比 | 6.3% | 2.8% |
| 净利润同比 | 40.5% | -8.3% |
| 每股收益（稀释后） | — | $1.22 |
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GLPIIOSP
| Q1 26 | $420.0M | $453.2M | ||
| Q4 25 | $407.0M | $455.6M | ||
| Q3 25 | $397.6M | $441.9M | ||
| Q2 25 | $394.9M | $439.7M | ||
| Q1 25 | $395.2M | $440.8M | ||
| Q4 24 | $389.6M | $466.8M | ||
| Q3 24 | $385.3M | $443.4M | ||
| Q2 24 | $380.6M | $435.0M |
净利润GLPIIOSP
| Q1 26 | $239.4M | $30.8M | ||
| Q4 25 | $275.4M | $47.4M | ||
| Q3 25 | $241.2M | $12.9M | ||
| Q2 25 | $151.4M | $23.5M | ||
| Q1 25 | $165.2M | $32.8M | ||
| Q4 24 | $223.6M | $-70.4M | ||
| Q3 24 | $184.7M | $33.4M | ||
| Q2 24 | $208.3M | $31.2M |
毛利率GLPIIOSP
| Q1 26 | — | 27.3% | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 26.4% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 29.2% |
营业利润率GLPIIOSP
| Q1 26 | 79.4% | 8.1% | ||
| Q4 25 | 89.3% | 10.3% | ||
| Q3 25 | 84.8% | 1.3% | ||
| Q2 25 | 61.3% | 7.8% | ||
| Q1 25 | 65.5% | 9.6% | ||
| Q4 24 | 79.1% | 8.8% | ||
| Q3 24 | 70.4% | 10.3% | ||
| Q2 24 | 77.1% | 9.4% |
净利率GLPIIOSP
| Q1 26 | 57.0% | 6.8% | ||
| Q4 25 | 67.6% | 10.4% | ||
| Q3 25 | 60.7% | 2.9% | ||
| Q2 25 | 38.4% | 5.3% | ||
| Q1 25 | 41.8% | 7.4% | ||
| Q4 24 | 57.4% | -15.1% | ||
| Q3 24 | 47.9% | 7.5% | ||
| Q2 24 | 54.7% | 7.2% |
每股收益（稀释后）GLPIIOSP
| Q1 26 | — | $1.22 | ||
| Q4 25 | $0.96 | $1.90 | ||
| Q3 25 | $0.85 | $0.52 | ||
| Q2 25 | $0.54 | $0.94 | ||
| Q1 25 | $0.60 | $1.31 | ||
| Q4 24 | $0.79 | $-2.80 | ||
| Q3 24 | $0.67 | $1.33 | ||
| Q2 24 | $0.77 | $1.24 |
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 | $289.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.4B |
| 总资产 | $13.8B | $1.8B |
| 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GLPIIOSP
| Q1 26 | $274.5M | $289.1M | ||
| Q4 25 | — | $292.5M | ||
| Q3 25 | — | $270.8M | ||
| Q2 25 | — | $266.6M | ||
| Q1 25 | — | $299.8M | ||
| Q4 24 | $560.8M | $289.2M | ||
| Q3 24 | $560.8M | $303.8M | ||
| Q2 24 | $560.8M | $240.2M |
总债务GLPIIOSP
| 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GLPIIOSP
| Q1 26 | $5.0B | $1.4B | ||
| Q4 25 | $4.6B | $1.3B | ||
| Q3 25 | $4.6B | $1.3B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.2B | $1.3B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.2B | ||
| Q2 24 | $4.1B | $1.2B |
总资产GLPIIOSP
| Q1 26 | $13.8B | $1.8B | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.8B | ||
| Q2 24 | $11.8B | $1.7B |
负债/权益比GLPIIOSP
| 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 | — | $17.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPIIOSP
| Q1 26 | — | $17.6M | ||
| Q4 25 | $1.1B | $61.4M | ||
| Q3 25 | $240.3M | $39.3M | ||
| Q2 25 | $293.4M | $9.3M | ||
| Q1 25 | $252.5M | $28.3M | ||
| Q4 24 | $1.1B | $25.7M | ||
| Q3 24 | $270.4M | $73.5M | ||
| Q2 24 | $252.1M | $4.7M |
自由现金流GLPIIOSP
| Q1 26 | — | — | ||
| Q4 25 | — | $46.8M | ||
| Q3 25 | $183.0M | $25.0M | ||
| Q2 25 | $272.3M | $-3.7M | ||
| Q1 25 | $239.6M | $19.9M | ||
| Q4 24 | $1.1B | $13.6M | ||
| Q3 24 | $261.5M | $65.8M | ||
| Q2 24 | $245.0M | $-6.2M |
自由现金流率GLPIIOSP
| Q1 26 | — | — | ||
| Q4 25 | — | 10.3% | ||
| Q3 25 | 46.0% | 5.7% | ||
| Q2 25 | 69.0% | -0.8% | ||
| Q1 25 | 60.6% | 4.5% | ||
| Q4 24 | 275.3% | 2.9% | ||
| Q3 24 | 67.9% | 14.8% | ||
| Q2 24 | 64.4% | -1.4% |
资本支出强度GLPIIOSP
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | 14.4% | 3.2% | ||
| Q2 25 | 5.3% | 3.0% | ||
| Q1 25 | 3.3% | 1.9% | ||
| Q4 24 | 0.0% | 2.6% | ||
| Q3 24 | 2.3% | 1.7% | ||
| Q2 24 | 1.9% | 2.5% |
现金转化率GLPIIOSP
| Q1 26 | — | 0.57× | ||
| Q4 25 | 4.10× | 1.30× | ||
| Q3 25 | 1.00× | 3.05× | ||
| Q2 25 | 1.94× | 0.40× | ||
| Q1 25 | 1.53× | 0.86× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 2.20× | ||
| Q2 24 | 1.21× | 0.15× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
