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Gaming & Leisure Properties, Inc.（GLPI）与J&J SNACK FOODS CORP（JJSF）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J&J SNACK FOODS CORP的1.2倍（$420.0M vs $343.8M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 0.3%，领先56.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -5.2%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
GLPI vs JJSF — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$343.8M
营收增速更快
GLPI
高出11.5%
-5.2%
净利率更高
GLPI
高出56.7%
0.3%
两年增速更快
GLPI
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $343.8M |
| 净利润 | $239.4M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 79.4% | 0.2% |
| 净利率 | 57.0% | 0.3% |
| 营收同比 | 6.3% | -5.2% |
| 净利润同比 | 40.5% | -82.8% |
| 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GLPIJJSF
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $343.8M | ||
| Q3 25 | $397.6M | $410.2M | ||
| Q2 25 | $394.9M | $454.3M | ||
| Q1 25 | $395.2M | $356.1M | ||
| Q4 24 | $389.6M | $362.6M | ||
| Q3 24 | $385.3M | $426.8M | ||
| Q2 24 | $380.6M | $440.0M |
净利润GLPIJJSF
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $883.0K | ||
| Q3 25 | $241.2M | $11.4M | ||
| Q2 25 | $151.4M | $44.2M | ||
| Q1 25 | $165.2M | $4.8M | ||
| Q4 24 | $223.6M | $5.1M | ||
| Q3 24 | $184.7M | $29.6M | ||
| Q2 24 | $208.3M | $36.3M |
毛利率GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% |
营业利润率GLPIJJSF
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 0.2% | ||
| Q3 25 | 84.8% | 2.8% | ||
| Q2 25 | 61.3% | 13.3% | ||
| Q1 25 | 65.5% | 1.7% | ||
| Q4 24 | 79.1% | 1.7% | ||
| Q3 24 | 70.4% | 9.3% | ||
| Q2 24 | 77.1% | 11.4% |
净利率GLPIJJSF
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 0.3% | ||
| Q3 25 | 60.7% | 2.8% | ||
| Q2 25 | 38.4% | 9.7% | ||
| Q1 25 | 41.8% | 1.4% | ||
| Q4 24 | 57.4% | 1.4% | ||
| Q3 24 | 47.9% | 6.9% | ||
| Q2 24 | 54.7% | 8.3% |
每股收益（稀释后）GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.05 | ||
| Q3 25 | $0.85 | $0.59 | ||
| Q2 25 | $0.54 | $2.26 | ||
| Q1 25 | $0.60 | $0.25 | ||
| Q4 24 | $0.79 | $0.26 | ||
| Q3 24 | $0.67 | $1.52 | ||
| Q2 24 | $0.77 | $1.87 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $912.9M |
| 总资产 | $13.8B | $1.3B |
| 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GLPIJJSF
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $66.8M | ||
| Q3 25 | — | $105.9M | ||
| Q2 25 | — | $77.4M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | $560.8M | $73.6M | ||
| Q3 24 | $560.8M | $73.4M | ||
| Q2 24 | $560.8M | $64.0M |
总债务GLPIJJSF
| 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GLPIJJSF
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $912.9M | ||
| Q3 25 | $4.6B | $966.7M | ||
| Q2 25 | $4.6B | $969.9M | ||
| Q1 25 | $4.2B | $935.0M | ||
| Q4 24 | $4.3B | $946.8M | ||
| Q3 24 | $4.3B | $957.0M | ||
| Q2 24 | $4.1B | $937.9M |
总资产GLPIJJSF
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.3B | ||
| Q3 25 | $12.8B | $1.4B | ||
| Q2 25 | $12.5B | $1.4B | ||
| Q1 25 | $12.1B | $1.4B | ||
| Q4 24 | $13.1B | $1.3B | ||
| Q3 24 | $12.7B | $1.4B | ||
| Q2 24 | $11.8B | $1.4B |
负债/权益比GLPIJJSF
| 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 | — | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $36.0M | ||
| Q3 25 | $240.3M | $66.4M | ||
| Q2 25 | $293.4M | $51.2M | ||
| Q1 25 | $252.5M | $12.3M | ||
| Q4 24 | $1.1B | $35.2M | ||
| Q3 24 | $270.4M | $46.3M | ||
| Q2 24 | $252.1M | $65.0M |
自由现金流GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | $17.0M | ||
| Q3 25 | $183.0M | $44.8M | ||
| Q2 25 | $272.3M | $28.5M | ||
| Q1 25 | $239.6M | $-7.2M | ||
| Q4 24 | $1.1B | $16.1M | ||
| Q3 24 | $261.5M | $29.1M | ||
| Q2 24 | $245.0M | $45.3M |
自由现金流率GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 46.0% | 10.9% | ||
| Q2 25 | 69.0% | 6.3% | ||
| Q1 25 | 60.6% | -2.0% | ||
| Q4 24 | 275.3% | 4.4% | ||
| Q3 24 | 67.9% | 6.8% | ||
| Q2 24 | 64.4% | 10.3% |
资本支出强度GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 14.4% | 5.3% | ||
| Q2 25 | 5.3% | 5.0% | ||
| Q1 25 | 3.3% | 5.5% | ||
| Q4 24 | 0.0% | 5.3% | ||
| Q3 24 | 2.3% | 4.0% | ||
| Q2 24 | 1.9% | 4.5% |
现金转化率GLPIJJSF
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 40.73× | ||
| Q3 25 | 1.00× | 5.84× | ||
| Q2 25 | 1.94× | 1.16× | ||
| Q1 25 | 1.53× | 2.55× | ||
| Q4 24 | 4.80× | 6.84× | ||
| Q3 24 | 1.46× | 1.56× | ||
| Q2 24 | 1.21× | 1.79× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
