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Gaming & Leisure Properties, Inc.（GLPI）与KADANT INC（KAI）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KADANT INC的1.5倍（$420.0M vs $271.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.2%，领先46.8%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.0%），过去两年KADANT INC的营收复合增速更高（6.7% vs 5.0%）
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。
Kadant Inc.创立于1991年，最初是Thermo Electron的子公司，部分股权私有、部分公开交易，2001年完成完全分拆并启用现名。公司服务于造纸、废纸回收、木材加工、物料搬运等多个加工领域，是业务覆盖亚洲、欧洲、北美、南美的跨国企业。
GLPI vs KAI — 直观对比
营收规模更大
GLPI
是对方的1.5倍
$271.6M
营收增速更快
GLPI
高出6.3%
-0.0%
净利率更高
GLPI
高出46.8%
10.2%
两年增速更快
KAI
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $271.6M |
| 净利润 | $239.4M | $27.7M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 79.4% | 15.7% |
| 净利率 | 57.0% | 10.2% |
| 营收同比 | 6.3% | -0.0% |
| 净利润同比 | 40.5% | -12.2% |
| 每股收益（稀释后） | — | $2.35 |
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GLPIKAI
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $271.6M | ||
| Q2 25 | $394.9M | $255.3M | ||
| Q1 25 | $395.2M | $239.2M | ||
| Q4 24 | $389.6M | $258.0M | ||
| Q3 24 | $385.3M | $271.6M | ||
| Q2 24 | $380.6M | $274.8M |
净利润GLPIKAI
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $27.7M | ||
| Q2 25 | $151.4M | $26.2M | ||
| Q1 25 | $165.2M | $24.1M | ||
| Q4 24 | $223.6M | $24.0M | ||
| Q3 24 | $184.7M | $31.6M | ||
| Q2 24 | $208.3M | $31.3M |
毛利率GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 46.1% | ||
| Q4 24 | — | 43.4% | ||
| Q3 24 | — | 44.7% | ||
| Q2 24 | — | 44.4% |
营业利润率GLPIKAI
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | 15.7% | ||
| Q2 25 | 61.3% | 15.4% | ||
| Q1 25 | 65.5% | 14.9% | ||
| Q4 24 | 79.1% | 14.3% | ||
| Q3 24 | 70.4% | 18.0% | ||
| Q2 24 | 77.1% | 17.6% |
净利率GLPIKAI
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 10.2% | ||
| Q2 25 | 38.4% | 10.2% | ||
| Q1 25 | 41.8% | 10.1% | ||
| Q4 24 | 57.4% | 9.3% | ||
| Q3 24 | 47.9% | 11.6% | ||
| Q2 24 | 54.7% | 11.4% |
每股收益（稀释后）GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $2.35 | ||
| Q2 25 | $0.54 | $2.22 | ||
| Q1 25 | $0.60 | $2.04 | ||
| Q4 24 | $0.79 | $2.04 | ||
| Q3 24 | $0.67 | $2.68 | ||
| Q2 24 | $0.77 | $2.66 |
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 | $124.5M |
| 总债务越低越好 | — | $254.6M |
| 股东权益账面价值 | $5.0B | $949.8M |
| 总资产 | $13.8B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资GLPIKAI
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $124.5M | ||
| Q2 25 | — | $95.3M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | $560.8M | $94.7M | ||
| Q3 24 | $560.8M | $88.4M | ||
| Q2 24 | $560.8M | $73.8M |
总债务GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $254.6M | ||
| Q2 25 | $6.9B | $245.7M | ||
| Q1 25 | $6.9B | $273.5M | ||
| Q4 24 | $7.7B | $285.2M | ||
| Q3 24 | $7.4B | $323.2M | ||
| Q2 24 | $6.6B | $342.0M |
股东权益GLPIKAI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $949.8M | ||
| Q2 25 | $4.6B | $926.0M | ||
| Q1 25 | $4.2B | $876.0M | ||
| Q4 24 | $4.3B | $847.1M | ||
| Q3 24 | $4.3B | $851.7M | ||
| Q2 24 | $4.1B | $807.7M |
总资产GLPIKAI
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $1.5B | ||
| Q2 25 | $12.5B | $1.5B | ||
| Q1 25 | $12.1B | $1.4B | ||
| Q4 24 | $13.1B | $1.4B | ||
| Q3 24 | $12.7B | $1.5B | ||
| Q2 24 | $11.8B | $1.5B |
负债/权益比GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 0.27× | ||
| Q2 25 | 1.51× | 0.27× | ||
| Q1 25 | 1.63× | 0.31× | ||
| Q4 24 | 1.81× | 0.34× | ||
| Q3 24 | 1.74× | 0.38× | ||
| Q2 24 | 1.60× | 0.42× |
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 | — | $47.3M |
| 自由现金流经营现金流 - 资本支出 | — | $44.1M |
| 自由现金流率自由现金流/营收 | — | 16.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | — | $145.9M |
8季度趋势，按日历期对齐
经营现金流GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $47.3M | ||
| Q2 25 | $293.4M | $40.5M | ||
| Q1 25 | $252.5M | $22.8M | ||
| Q4 24 | $1.1B | $51.9M | ||
| Q3 24 | $270.4M | $52.5M | ||
| Q2 24 | $252.1M | $28.1M |
自由现金流GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $44.1M | ||
| Q2 25 | $272.3M | $36.5M | ||
| Q1 25 | $239.6M | $19.0M | ||
| Q4 24 | $1.1B | $46.3M | ||
| Q3 24 | $261.5M | $48.3M | ||
| Q2 24 | $245.0M | $23.1M |
自由现金流率GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | 16.2% | ||
| Q2 25 | 69.0% | 14.3% | ||
| Q1 25 | 60.6% | 7.9% | ||
| Q4 24 | 275.3% | 17.9% | ||
| Q3 24 | 67.9% | 17.8% | ||
| Q2 24 | 64.4% | 8.4% |
资本支出强度GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 1.2% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 0.0% | 2.2% | ||
| Q3 24 | 2.3% | 1.5% | ||
| Q2 24 | 1.9% | 1.8% |
现金转化率GLPIKAI
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 1.70× | ||
| Q2 25 | 1.94× | 1.55× | ||
| Q1 25 | 1.53× | 0.95× | ||
| Q4 24 | 4.80× | 2.16× | ||
| Q3 24 | 1.46× | 1.66× | ||
| Q2 24 | 1.21× | 0.90× |
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
KAI
| Flow Control | $94.8M | 35% |
| Capital | $83.2M | 31% |
| Material Handling Systems | $70.3M | 26% |
| Transferred Over Time | $17.1M | 6% |
| Other | $6.1M | 2% |
