vs
Gaming & Leisure Properties, Inc.（GLPI）与null（JACK）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null的1.2倍（$420.0M vs $349.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -0.7%，领先57.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -25.5%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
GLPI vs JACK — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$349.5M
营收增速更快
GLPI
高出31.8%
-25.5%
净利率更高
GLPI
高出57.7%
-0.7%
两年增速更快
GLPI
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $349.5M |
| 净利润 | $239.4M | $-2.5M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 13.3% |
| 净利率 | 57.0% | -0.7% |
| 营收同比 | 6.3% | -25.5% |
| 净利润同比 | 40.5% | -107.3% |
| 每股收益（稀释后） | — | $-0.13 |
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GLPIJACK
| Q1 26 | $420.0M | $349.5M | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | — | ||
| Q2 25 | $394.9M | $336.7M | ||
| Q1 25 | $395.2M | $371.1M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | — | ||
| Q2 24 | $380.6M | $365.3M |
净利润GLPIJACK
| Q1 26 | $239.4M | $-2.5M | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | — | ||
| Q2 25 | $151.4M | $-142.2M | ||
| Q1 25 | $165.2M | $33.7M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | — | ||
| Q2 24 | $208.3M | $25.0M |
营业利润率GLPIJACK
| Q1 26 | 79.4% | 13.3% | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | -46.7% | ||
| Q1 25 | 65.5% | 19.0% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 77.1% | 14.8% |
净利率GLPIJACK
| Q1 26 | 57.0% | -0.7% | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | — | ||
| Q2 25 | 38.4% | -42.2% | ||
| Q1 25 | 41.8% | 9.1% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 54.7% | 6.8% |
每股收益（稀释后）GLPIJACK
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | $-7.47 | ||
| Q1 25 | $0.60 | $1.75 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | $1.26 |
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 | — | $1.6B |
| 股东权益账面价值 | $5.0B | $-936.0M |
| 总资产 | $13.8B | $2.0B |
| 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GLPIJACK
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
总债务GLPIJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | $1.7B | ||
| Q1 25 | $6.9B | $1.7B | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | $1.7B |
股东权益GLPIJACK
| Q1 26 | $5.0B | $-936.0M | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $-976.2M | ||
| Q1 25 | $4.2B | $-827.1M | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.1B | $-702.6M |
总资产GLPIJACK
| Q1 26 | $13.8B | $2.0B | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.5B | $2.6B | ||
| Q1 25 | $12.1B | $2.8B | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $11.8B | $2.9B |
负债/权益比GLPIJACK
| 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 | — | $30.5M |
| 自由现金流经营现金流 - 资本支出 | — | $7.3M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 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 | — | $34.8M |
8季度趋势，按日历期对齐
经营现金流GLPIJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | — | ||
| Q2 25 | $293.4M | $-36.8M | ||
| Q1 25 | $252.5M | $105.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | — | ||
| Q2 24 | $252.1M | $16.7M |
自由现金流GLPIJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | $-63.2M | ||
| Q1 25 | $239.6M | $84.4M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | $6.4M |
自由现金流率GLPIJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | -18.8% | ||
| Q1 25 | 60.6% | 22.7% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | 1.8% |
资本支出强度GLPIJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | 7.9% | ||
| Q1 25 | 3.3% | 5.7% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | 2.8% |
现金转化率GLPIJACK
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 3.14× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 0.67× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
