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Gaming & Leisure Properties, Inc.（GLPI）与ITRON, INC.（ITRI）财务数据对比。点击上方公司名可切换其他公司
ITRON, INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.4倍（$587.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 9.1%，领先47.9%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -3.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -1.8%）
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。
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业，总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件，同时还提供托管运营及咨询服务，可对能源和水资源的消耗情况进行计量与深度分析，助力相关领域的资源高效管理。
GLPI vs ITRI — 直观对比
营收规模更大
ITRI
是对方的1.4倍
$420.0M
营收增速更快
GLPI
高出9.6%
-3.3%
净利率更高
GLPI
高出47.9%
9.1%
两年增速更快
GLPI
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $587.0M |
| 净利润 | $239.4M | $53.6M |
| 毛利率 | — | 40.3% |
| 营业利润率 | 79.4% | 11.5% |
| 净利率 | 57.0% | 9.1% |
| 营收同比 | 6.3% | -3.3% |
| 净利润同比 | 40.5% | -18.0% |
| 每股收益（稀释后） | — | $1.18 |
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GLPIITRI
| Q1 26 | $420.0M | $587.0M | ||
| Q4 25 | $407.0M | $571.7M | ||
| Q3 25 | $397.6M | $581.6M | ||
| Q2 25 | $394.9M | $606.8M | ||
| Q1 25 | $395.2M | $607.2M | ||
| Q4 24 | $389.6M | $612.9M | ||
| Q3 24 | $385.3M | $615.5M | ||
| Q2 24 | $380.6M | $609.1M |
净利润GLPIITRI
| Q1 26 | $239.4M | $53.6M | ||
| Q4 25 | $275.4M | $101.6M | ||
| Q3 25 | $241.2M | $65.6M | ||
| Q2 25 | $151.4M | $68.3M | ||
| Q1 25 | $165.2M | $65.5M | ||
| Q4 24 | $223.6M | $58.1M | ||
| Q3 24 | $184.7M | $78.0M | ||
| Q2 24 | $208.3M | $51.3M |
毛利率GLPIITRI
| Q1 26 | — | 40.3% | ||
| Q4 25 | — | 40.5% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 34.6% |
营业利润率GLPIITRI
| Q1 26 | 79.4% | 11.5% | ||
| Q4 25 | 89.3% | 13.8% | ||
| Q3 25 | 84.8% | 14.1% | ||
| Q2 25 | 61.3% | 12.6% | ||
| Q1 25 | 65.5% | 12.6% | ||
| Q4 24 | 79.1% | 10.2% | ||
| Q3 24 | 70.4% | 12.0% | ||
| Q2 24 | 77.1% | 10.6% |
净利率GLPIITRI
| Q1 26 | 57.0% | 9.1% | ||
| Q4 25 | 67.6% | 17.8% | ||
| Q3 25 | 60.7% | 11.3% | ||
| Q2 25 | 38.4% | 11.3% | ||
| Q1 25 | 41.8% | 10.8% | ||
| Q4 24 | 57.4% | 9.5% | ||
| Q3 24 | 47.9% | 12.7% | ||
| Q2 24 | 54.7% | 8.4% |
每股收益（稀释后）GLPIITRI
| Q1 26 | — | $1.18 | ||
| Q4 25 | $0.96 | $2.20 | ||
| Q3 25 | $0.85 | $1.41 | ||
| Q2 25 | $0.54 | $1.47 | ||
| Q1 25 | $0.60 | $1.42 | ||
| Q4 24 | $0.79 | $1.26 | ||
| Q3 24 | $0.67 | $1.70 | ||
| Q2 24 | $0.77 | $1.10 |
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 | $712.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.6B |
| 总资产 | $13.8B | $4.0B |
| 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GLPIITRI
| Q1 26 | $274.5M | $712.9M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $560.8M | $1.1B | ||
| Q3 24 | $560.8M | $982.5M | ||
| Q2 24 | $560.8M | $920.6M |
总债务GLPIITRI
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.3B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.4B | $1.3B | ||
| Q2 24 | $6.6B | $1.3B |
股东权益GLPIITRI
| Q1 26 | $5.0B | $1.6B | ||
| Q4 25 | $4.6B | $1.7B | ||
| Q3 25 | $4.6B | $1.7B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.2B | $1.5B | ||
| Q4 24 | $4.3B | $1.4B | ||
| Q3 24 | $4.3B | $1.3B | ||
| Q2 24 | $4.1B | $1.2B |
总资产GLPIITRI
| Q1 26 | $13.8B | $4.0B | ||
| Q4 25 | $12.9B | $3.7B | ||
| Q3 25 | $12.8B | $3.7B | ||
| Q2 25 | $12.5B | $3.6B | ||
| Q1 25 | $12.1B | $3.5B | ||
| Q4 24 | $13.1B | $3.4B | ||
| Q3 24 | $12.7B | $3.4B | ||
| Q2 24 | $11.8B | $3.3B |
负债/权益比GLPIITRI
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.74× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 0.91× | ||
| Q3 24 | 1.74× | 0.94× | ||
| Q2 24 | 1.60× | 1.02× |
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 | — | $85.5M |
| 自由现金流经营现金流 - 资本支出 | — | $79.0M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $394.6M |
8季度趋势，按日历期对齐
经营现金流GLPIITRI
| Q1 26 | — | $85.5M | ||
| Q4 25 | $1.1B | $119.3M | ||
| Q3 25 | $240.3M | $117.8M | ||
| Q2 25 | $293.4M | $96.7M | ||
| Q1 25 | $252.5M | $72.1M | ||
| Q4 24 | $1.1B | $79.8M | ||
| Q3 24 | $270.4M | $65.3M | ||
| Q2 24 | $252.1M | $51.7M |
自由现金流GLPIITRI
| Q1 26 | — | $79.0M | ||
| Q4 25 | — | $111.5M | ||
| Q3 25 | $183.0M | $113.4M | ||
| Q2 25 | $272.3M | $90.7M | ||
| Q1 25 | $239.6M | $67.5M | ||
| Q4 24 | $1.1B | $70.2M | ||
| Q3 24 | $261.5M | $58.7M | ||
| Q2 24 | $245.0M | $44.6M |
自由现金流率GLPIITRI
| Q1 26 | — | 13.5% | ||
| Q4 25 | — | 19.5% | ||
| Q3 25 | 46.0% | 19.5% | ||
| Q2 25 | 69.0% | 14.9% | ||
| Q1 25 | 60.6% | 11.1% | ||
| Q4 24 | 275.3% | 11.4% | ||
| Q3 24 | 67.9% | 9.5% | ||
| Q2 24 | 64.4% | 7.3% |
资本支出强度GLPIITRI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 14.4% | 0.8% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 2.3% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% |
现金转化率GLPIITRI
| Q1 26 | — | 1.60× | ||
| Q4 25 | 4.10× | 1.17× | ||
| Q3 25 | 1.00× | 1.80× | ||
| Q2 25 | 1.94× | 1.41× | ||
| Q1 25 | 1.53× | 1.10× | ||
| Q4 24 | 4.80× | 1.37× | ||
| Q3 24 | 1.46× | 0.84× | ||
| Q2 24 | 1.21× | 1.01× |
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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
