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Gaming & Leisure Properties, Inc.（GLPI）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.4倍（$420.0M vs $294.6M），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -25.9%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
GLPI vs KOS — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$294.6M
营收增速更快
GLPI
高出32.2%
-25.9%
两年增速更快
GLPI
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $294.6M |
| 净利润 | $239.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | -125.7% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | -25.9% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | $-0.80 |
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GLPIKOS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $294.6M | ||
| Q3 25 | $397.6M | $311.0M | ||
| Q2 25 | $394.9M | $392.6M | ||
| Q1 25 | $395.2M | $290.1M | ||
| Q4 24 | $389.6M | $397.6M | ||
| Q3 24 | $385.3M | $407.8M | ||
| Q2 24 | $380.6M | $447.8M |
净利润GLPIKOS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-124.3M | ||
| Q2 25 | $151.4M | $-87.7M | ||
| Q1 25 | $165.2M | $-110.6M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $45.0M | ||
| Q2 24 | $208.3M | $59.8M |
营业利润率GLPIKOS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -125.7% | ||
| Q3 25 | 84.8% | -34.2% | ||
| Q2 25 | 61.3% | -16.2% | ||
| Q1 25 | 65.5% | -32.4% | ||
| Q4 24 | 79.1% | -8.5% | ||
| Q3 24 | 70.4% | 26.1% | ||
| Q2 24 | 77.1% | 30.2% |
净利率GLPIKOS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -40.0% | ||
| Q2 25 | 38.4% | -22.3% | ||
| Q1 25 | 41.8% | -38.1% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 11.0% | ||
| Q2 24 | 54.7% | 13.3% |
每股收益（稀释后）GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.80 | ||
| Q3 25 | $0.85 | $-0.26 | ||
| Q2 25 | $0.54 | $-0.18 | ||
| Q1 25 | $0.60 | $-0.23 | ||
| Q4 24 | $0.79 | $0.00 | ||
| Q3 24 | $0.67 | $0.09 | ||
| Q2 24 | $0.77 | $0.12 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $5.0B | $528.6M |
| 总资产 | $13.8B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资GLPIKOS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $91.5M | ||
| Q3 25 | — | $64.0M | ||
| Q2 25 | — | $51.7M | ||
| Q1 25 | — | $49.8M | ||
| Q4 24 | $560.8M | $85.0M | ||
| Q3 24 | $560.8M | $51.6M | ||
| Q2 24 | $560.8M | $173.8M |
总债务GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $3.1B | ||
| Q3 25 | $7.2B | $3.0B | ||
| Q2 25 | $6.9B | $2.9B | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $2.7B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIKOS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $528.6M | ||
| Q3 25 | $4.6B | $898.8M | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | $1.1B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.2B | ||
| Q2 24 | $4.1B | $1.1B |
总资产GLPIKOS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.7B | ||
| Q3 25 | $12.8B | $5.1B | ||
| Q2 25 | $12.5B | $5.2B | ||
| Q1 25 | $12.1B | $5.3B | ||
| Q4 24 | $13.1B | $5.3B | ||
| Q3 24 | $12.7B | $5.5B | ||
| Q2 24 | $11.8B | $5.4B |
负债/权益比GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 5.78× | ||
| Q3 25 | 1.57× | 3.31× | ||
| Q2 25 | 1.51× | 2.80× | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 2.29× | ||
| 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 | — | $35.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.3M | ||
| Q3 25 | $240.3M | $-27.6M | ||
| Q2 25 | $293.4M | $127.2M | ||
| Q1 25 | $252.5M | $-888.0K | ||
| Q4 24 | $1.1B | $175.7M | ||
| Q3 24 | $270.4M | $6.3M | ||
| Q2 24 | $252.1M | $223.7M |
自由现金流GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPIKOS
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 0.14× | ||
| Q2 24 | 1.21× | 3.74× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
