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Gaming & Leisure Properties, Inc.（GLPI）与铱星通信（IRDM）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是铱星通信的1.9倍（$420.0M vs $219.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 9.9%，领先47.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 1.9%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 4.4%）
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。
铱星通信是一家总部位于美国弗吉尼亚州麦克莱恩的上市企业，运营着由80颗卫星组成的铱星星座，其中66颗为工作星，14颗为在轨备用星。其卫星网络支持手持卫星电话、卫星通信终端及集成收发设备实现全球范围的语音和数据传输，还可提供双向卫星消息服务，满足全球各场景的通信需求。
GLPI vs IRDM — 直观对比
营收规模更大
GLPI
是对方的1.9倍
$219.1M
营收增速更快
GLPI
高出4.3%
1.9%
净利率更高
GLPI
高出47.1%
9.9%
两年增速更快
GLPI
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $219.1M |
| 净利润 | $239.4M | $21.6M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 23.2% |
| 净利率 | 57.0% | 9.9% |
| 营收同比 | 6.3% | 1.9% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | — |
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GLPIIRDM
| Q1 26 | $420.0M | $219.1M | ||
| Q4 25 | $407.0M | $212.9M | ||
| Q3 25 | $397.6M | $226.9M | ||
| Q2 25 | $394.9M | $216.9M | ||
| Q1 25 | $395.2M | $214.9M | ||
| Q4 24 | $389.6M | $213.0M | ||
| Q3 24 | $385.3M | $212.8M | ||
| Q2 24 | $380.6M | $201.1M |
净利润GLPIIRDM
| Q1 26 | $239.4M | $21.6M | ||
| Q4 25 | $275.4M | $24.9M | ||
| Q3 25 | $241.2M | $37.1M | ||
| Q2 25 | $151.4M | $22.0M | ||
| Q1 25 | $165.2M | $30.4M | ||
| Q4 24 | $223.6M | $36.3M | ||
| Q3 24 | $184.7M | $24.4M | ||
| Q2 24 | $208.3M | $32.3M |
营业利润率GLPIIRDM
| Q1 26 | 79.4% | 23.2% | ||
| Q4 25 | 89.3% | 25.9% | ||
| Q3 25 | 84.8% | 30.9% | ||
| Q2 25 | 61.3% | 23.2% | ||
| Q1 25 | 65.5% | 28.1% | ||
| Q4 24 | 79.1% | 24.5% | ||
| Q3 24 | 70.4% | 25.8% | ||
| Q2 24 | 77.1% | 21.7% |
净利率GLPIIRDM
| Q1 26 | 57.0% | 9.9% | ||
| Q4 25 | 67.6% | 11.7% | ||
| Q3 25 | 60.7% | 16.4% | ||
| Q2 25 | 38.4% | 10.1% | ||
| Q1 25 | 41.8% | 14.2% | ||
| Q4 24 | 57.4% | 17.1% | ||
| Q3 24 | 47.9% | 11.5% | ||
| Q2 24 | 54.7% | 16.1% |
每股收益（稀释后）GLPIIRDM
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.24 | ||
| Q3 25 | $0.85 | $0.35 | ||
| Q2 25 | $0.54 | $0.20 | ||
| Q1 25 | $0.60 | $0.27 | ||
| Q4 24 | $0.79 | $0.30 | ||
| Q3 24 | $0.67 | $0.21 | ||
| Q2 24 | $0.77 | $0.27 |
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 | — |
| 总资产 | $13.8B | — |
| 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GLPIIRDM
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $96.5M | ||
| Q3 25 | — | $88.5M | ||
| Q2 25 | — | $79.3M | ||
| Q1 25 | — | $50.9M | ||
| Q4 24 | $560.8M | $93.5M | ||
| Q3 24 | $560.8M | $159.6M | ||
| Q2 24 | $560.8M | $63.5M |
总债务GLPIIRDM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.8B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $1.8B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIIRDM
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $462.6M | ||
| Q3 25 | $4.6B | $450.5M | ||
| Q2 25 | $4.6B | $473.6M | ||
| Q1 25 | $4.2B | $518.4M | ||
| Q4 24 | $4.3B | $576.6M | ||
| Q3 24 | $4.3B | $663.8M | ||
| Q2 24 | $4.1B | $786.7M |
总资产GLPIIRDM
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.5B | ||
| Q3 25 | $12.8B | $2.6B | ||
| Q2 25 | $12.5B | $2.6B | ||
| Q1 25 | $12.1B | $2.6B | ||
| Q4 24 | $13.1B | $2.7B | ||
| Q3 24 | $12.7B | $2.8B | ||
| Q2 24 | $11.8B | $2.7B |
负债/权益比GLPIIRDM
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 3.80× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 3.05× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
