vs
Gaming & Leisure Properties, Inc.（GLPI）与Knife River Corp（KNF）财务数据对比。点击上方公司名可切换其他公司
Knife River Corp的季度营收约是Gaming & Leisure Properties, Inc.的1.8倍（$755.1M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.2%，领先52.8%），Knife River Corp同比增速更快（14.9% vs 6.3%），过去两年Knife River Corp的营收复合增速更高（51.4% 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。
哥伦比亚河刀具工具公司（CRKT）是1994年成立的美国刀具企业，总部位于美国俄勒冈州图拉丁，主营各类刀具相关产品，目前由罗德·布雷默担任总裁兼销售主管，佩吉·布雷默担任财务主管。
GLPI vs KNF — 直观对比
营收规模更大
KNF
是对方的1.8倍
$420.0M
营收增速更快
KNF
高出8.6%
6.3%
净利率更高
GLPI
高出52.8%
4.2%
两年增速更快
KNF
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $755.1M |
| 净利润 | $239.4M | $32.0M |
| 毛利率 | — | 19.2% |
| 营业利润率 | 79.4% | 8.6% |
| 净利率 | 57.0% | 4.2% |
| 营收同比 | 6.3% | 14.9% |
| 净利润同比 | 40.5% | 37.6% |
| 每股收益（稀释后） | — | $0.56 |
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GLPIKNF
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $755.1M | ||
| Q3 25 | $397.6M | $1.2B | ||
| Q2 25 | $394.9M | $833.8M | ||
| Q1 25 | $395.2M | $353.5M | ||
| Q4 24 | $389.6M | $657.2M | ||
| Q3 24 | $385.3M | $1.1B | ||
| Q2 24 | $380.6M | $806.9M |
净利润GLPIKNF
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $32.0M | ||
| Q3 25 | $241.2M | $143.2M | ||
| Q2 25 | $151.4M | $50.6M | ||
| Q1 25 | $165.2M | $-68.7M | ||
| Q4 24 | $223.6M | $23.3M | ||
| Q3 24 | $184.7M | $148.1M | ||
| Q2 24 | $208.3M | $77.9M |
毛利率GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | — | 19.2% | ||
| Q3 25 | — | 23.6% | ||
| Q2 25 | — | 18.9% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 21.8% |
营业利润率GLPIKNF
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 8.6% | ||
| Q3 25 | 84.8% | 17.9% | ||
| Q2 25 | 61.3% | 10.6% | ||
| Q1 25 | 65.5% | -23.4% | ||
| Q4 24 | 79.1% | 6.7% | ||
| Q3 24 | 70.4% | 18.9% | ||
| Q2 24 | 77.1% | 14.5% |
净利率GLPIKNF
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 4.2% | ||
| Q3 25 | 60.7% | 11.9% | ||
| Q2 25 | 38.4% | 6.1% | ||
| Q1 25 | 41.8% | -19.4% | ||
| Q4 24 | 57.4% | 3.5% | ||
| Q3 24 | 47.9% | 13.4% | ||
| Q2 24 | 54.7% | 9.7% |
每股收益（稀释后）GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.56 | ||
| Q3 25 | $0.85 | $2.52 | ||
| Q2 25 | $0.54 | $0.89 | ||
| Q1 25 | $0.60 | $-1.21 | ||
| Q4 24 | $0.79 | $0.42 | ||
| Q3 24 | $0.67 | $2.60 | ||
| Q2 24 | $0.77 | $1.37 |
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 | $73.8M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $5.0B | $1.6B |
| 总资产 | $13.8B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 0.71× |
8季度趋势，按日历期对齐
现金及短期投资GLPIKNF
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $73.8M | ||
| Q3 25 | — | $30.7M | ||
| Q2 25 | — | $26.6M | ||
| Q1 25 | — | $86.1M | ||
| Q4 24 | $560.8M | $236.8M | ||
| Q3 24 | $560.8M | $220.4M | ||
| Q2 24 | $560.8M | $15.5M |
总债务GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.2B | ||
| Q3 25 | $7.2B | $1.2B | ||
| Q2 25 | $6.9B | $1.4B | ||
| Q1 25 | $6.9B | $1.2B | ||
| Q4 24 | $7.7B | $677.4M | ||
| Q3 24 | $7.4B | $678.5M | ||
| Q2 24 | $6.6B | $679.5M |
股东权益GLPIKNF
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.6B | ||
| Q3 25 | $4.6B | $1.6B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | $1.4B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $4.1B | $1.3B |
总资产GLPIKNF
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.7B | ||
| Q3 25 | $12.8B | $3.7B | ||
| Q2 25 | $12.5B | $3.6B | ||
| Q1 25 | $12.1B | $3.3B | ||
| Q4 24 | $13.1B | $2.9B | ||
| Q3 24 | $12.7B | $2.9B | ||
| Q2 24 | $11.8B | $2.7B |
负债/权益比GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.71× | ||
| Q3 25 | 1.57× | 0.74× | ||
| Q2 25 | 1.51× | 0.93× | ||
| Q1 25 | 1.63× | 0.83× | ||
| Q4 24 | 1.81× | 0.46× | ||
| Q3 24 | 1.74× | 0.47× | ||
| Q2 24 | 1.60× | 0.52× |
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 | — | $195.9M |
| 自由现金流经营现金流 - 资本支出 | — | $138.2M |
| 自由现金流率自由现金流/营收 | — | 18.3% |
| 资本支出强度资本支出/营收 | — | 7.6% |
| 现金转化率经营现金流/净利润 | — | 6.12× |
| 过去12个月自由现金流最近4个季度 | — | $-69.6M |
8季度趋势，按日历期对齐
经营现金流GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $195.9M | ||
| Q3 25 | $240.3M | $250.4M | ||
| Q2 25 | $293.4M | $-42.6M | ||
| Q1 25 | $252.5M | $-125.3M | ||
| Q4 24 | $1.1B | $172.4M | ||
| Q3 24 | $270.4M | $239.7M | ||
| Q2 24 | $252.1M | $-46.6M |
自由现金流GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | — | $138.2M | ||
| Q3 25 | $183.0M | $188.7M | ||
| Q2 25 | $272.3M | $-196.2M | ||
| Q1 25 | $239.6M | $-200.2M | ||
| Q4 24 | $1.1B | $127.2M | ||
| Q3 24 | $261.5M | $216.1M | ||
| Q2 24 | $245.0M | $-106.5M |
自由现金流率GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | — | 18.3% | ||
| Q3 25 | 46.0% | 15.7% | ||
| Q2 25 | 69.0% | -23.5% | ||
| Q1 25 | 60.6% | -56.6% | ||
| Q4 24 | 275.3% | 19.3% | ||
| Q3 24 | 67.9% | 19.6% | ||
| Q2 24 | 64.4% | -13.2% |
资本支出强度GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | 14.4% | 5.1% | ||
| Q2 25 | 5.3% | 18.4% | ||
| Q1 25 | 3.3% | 21.2% | ||
| Q4 24 | 0.0% | 6.9% | ||
| Q3 24 | 2.3% | 2.1% | ||
| Q2 24 | 1.9% | 7.4% |
现金转化率GLPIKNF
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 6.12× | ||
| Q3 25 | 1.00× | 1.75× | ||
| Q2 25 | 1.94× | -0.84× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 7.41× | ||
| Q3 24 | 1.46× | 1.62× | ||
| Q2 24 | 1.21× | -0.60× |
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
KNF
| Services | $347.2M | 46% |
| Ready Mix Concrete | $88.4M | 12% |
| Contracting Services Public Sector | $80.2M | 11% |
| Aggregates | $73.9M | 10% |
| Energy Services Segment | $56.2M | 7% |
| Liquid Asphalt | $49.1M | 7% |
| Other | $43.2M | 6% |
| Asphalt | $22.7M | 3% |
