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Gaming & Leisure Properties, Inc.（GLPI）与Kodiak Gas Services, Inc.（KGS）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Kodiak Gas Services, Inc.的1.3倍（$420.0M vs $332.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.4%，领先49.6%），Kodiak Gas Services, Inc.同比增速更快（7.5% vs 6.3%），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% 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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
GLPI vs KGS — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$332.9M
营收增速更快
KGS
高出1.3%
6.3%
净利率更高
GLPI
高出49.6%
7.4%
两年增速更快
KGS
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $332.9M |
| 净利润 | $239.4M | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 26.1% |
| 净利率 | 57.0% | 7.4% |
| 营收同比 | 6.3% | 7.5% |
| 净利润同比 | 40.5% | 29.0% |
| 每股收益（稀释后） | — | $0.30 |
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GLPIKGS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $332.9M | ||
| Q3 25 | $397.6M | $322.7M | ||
| Q2 25 | $394.9M | $322.8M | ||
| Q1 25 | $395.2M | $329.6M | ||
| Q4 24 | $389.6M | $309.5M | ||
| Q3 24 | $385.3M | $324.6M | ||
| Q2 24 | $380.6M | $309.7M |
净利润GLPIKGS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $24.6M | ||
| Q3 25 | $241.2M | $-14.0M | ||
| Q2 25 | $151.4M | $39.5M | ||
| Q1 25 | $165.2M | $30.4M | ||
| Q4 24 | $223.6M | $19.1M | ||
| Q3 24 | $184.7M | $-5.6M | ||
| Q2 24 | $208.3M | $6.2M |
毛利率GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 36.5% |
营业利润率GLPIKGS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 26.1% | ||
| Q3 25 | 84.8% | 19.9% | ||
| Q2 25 | 61.3% | 30.9% | ||
| Q1 25 | 65.5% | 27.1% | ||
| Q4 24 | 79.1% | 22.3% | ||
| Q3 24 | 70.4% | 20.4% | ||
| Q2 24 | 77.1% | 17.5% |
净利率GLPIKGS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 7.4% | ||
| Q3 25 | 60.7% | -4.3% | ||
| Q2 25 | 38.4% | 12.2% | ||
| Q1 25 | 41.8% | 9.2% | ||
| Q4 24 | 57.4% | 6.2% | ||
| Q3 24 | 47.9% | -1.7% | ||
| Q2 24 | 54.7% | 2.0% |
每股收益（稀释后）GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.30 | ||
| Q3 25 | $0.85 | $-0.17 | ||
| Q2 25 | $0.54 | $0.43 | ||
| Q1 25 | $0.60 | $0.33 | ||
| Q4 24 | $0.79 | $0.18 | ||
| Q3 24 | $0.67 | $-0.07 | ||
| Q2 24 | $0.77 | $0.06 |
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 | $3.2M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $5.0B | $1.2B |
| 总资产 | $13.8B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资GLPIKGS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $3.2M | ||
| Q3 25 | — | $724.0K | ||
| Q2 25 | — | $5.4M | ||
| Q1 25 | — | $1.9M | ||
| Q4 24 | $560.8M | $4.8M | ||
| Q3 24 | $560.8M | $7.4M | ||
| Q2 24 | $560.8M | $3.9M |
总债务GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $2.6B | ||
| Q3 25 | $7.2B | $2.6B | ||
| Q2 25 | $6.9B | $2.5B | ||
| Q1 25 | $6.9B | $2.6B | ||
| Q4 24 | $7.7B | $2.6B | ||
| Q3 24 | $7.4B | $2.6B | ||
| Q2 24 | $6.6B | $2.5B |
股东权益GLPIKGS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.2B | ||
| Q3 25 | $4.6B | $1.3B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.2B | $1.4B | ||
| Q4 24 | $4.3B | $1.4B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $4.1B | $1.5B |
总资产GLPIKGS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.3B | ||
| Q3 25 | $12.8B | $4.4B | ||
| Q2 25 | $12.5B | $4.4B | ||
| Q1 25 | $12.1B | $4.4B | ||
| Q4 24 | $13.1B | $4.4B | ||
| Q3 24 | $12.7B | $4.5B | ||
| Q2 24 | $11.8B | $4.4B |
负债/权益比GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 2.12× | ||
| Q3 25 | 1.57× | 2.08× | ||
| Q2 25 | 1.51× | 1.89× | ||
| Q1 25 | 1.63× | 1.91× | ||
| Q4 24 | 1.81× | 1.88× | ||
| Q3 24 | 1.74× | 1.86× | ||
| Q2 24 | 1.60× | 1.71× |
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 | — | $194.9M |
| 自由现金流经营现金流 - 资本支出 | — | $142.0M |
| 自由现金流率自由现金流/营收 | — | 42.7% |
| 资本支出强度资本支出/营收 | — | 15.9% |
| 现金转化率经营现金流/净利润 | — | 7.91× |
| 过去12个月自由现金流最近4个季度 | — | $284.3M |
8季度趋势，按日历期对齐
经营现金流GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $194.9M | ||
| Q3 25 | $240.3M | $113.4M | ||
| Q2 25 | $293.4M | $177.2M | ||
| Q1 25 | $252.5M | $114.3M | ||
| Q4 24 | $1.1B | $118.5M | ||
| Q3 24 | $270.4M | $36.9M | ||
| Q2 24 | $252.1M | $121.1M |
自由现金流GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | — | $142.0M | ||
| Q3 25 | $183.0M | $10.9M | ||
| Q2 25 | $272.3M | $94.6M | ||
| Q1 25 | $239.6M | $36.8M | ||
| Q4 24 | $1.1B | $45.2M | ||
| Q3 24 | $261.5M | $-49.7M | ||
| Q2 24 | $245.0M | $4.0M |
自由现金流率GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | — | 42.7% | ||
| Q3 25 | 46.0% | 3.4% | ||
| Q2 25 | 69.0% | 29.3% | ||
| Q1 25 | 60.6% | 11.2% | ||
| Q4 24 | 275.3% | 14.6% | ||
| Q3 24 | 67.9% | -15.3% | ||
| Q2 24 | 64.4% | 1.3% |
资本支出强度GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | — | 15.9% | ||
| Q3 25 | 14.4% | 31.7% | ||
| Q2 25 | 5.3% | 25.6% | ||
| Q1 25 | 3.3% | 23.5% | ||
| Q4 24 | 0.0% | 23.7% | ||
| Q3 24 | 2.3% | 26.7% | ||
| Q2 24 | 1.9% | 37.8% |
现金转化率GLPIKGS
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 7.91× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 4.49× | ||
| Q1 25 | 1.53× | 3.76× | ||
| Q4 24 | 4.80× | 6.21× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 19.44× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
