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Gaming & Leisure Properties, Inc.(GLPI)与Liberty Broadband Corp(LBRDA)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Liberty Broadband Corp的1.6倍($420.0M vs $261.0M),Liberty Broadband Corp净利率更高(146.7% vs 57.0%,领先89.7%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 6.1%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 4.3%)
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业,注册地为百慕大,在伦敦、阿姆斯特丹、丹佛设有总部,旗下拥有多家对应司法辖区的运营主体,其中英国主体为公开上市实体,2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
GLPI vs LBRDA — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$261.0M
营收增速更快
GLPI
高出0.2%
6.1%
净利率更高
LBRDA
高出89.7%
57.0%
两年增速更快
GLPI
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $261.0M |
| 净利润 | $239.4M | $383.0M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 15.7% |
| 净利率 | 57.0% | 146.7% |
| 营收同比 | 6.3% | 6.1% |
| 净利润同比 | 40.5% | 96.4% |
| 每股收益(稀释后) | — | $2.68 |
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
GLPI
LBRDA
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | — | ||
| Q2 25 | $394.9M | $261.0M | ||
| Q1 25 | $395.2M | $266.0M | ||
| Q4 24 | $389.6M | $263.0M | ||
| Q3 24 | $385.3M | $262.0M | ||
| Q2 24 | $380.6M | $246.0M |
净利润
GLPI
LBRDA
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | — | ||
| Q2 25 | $151.4M | $383.0M | ||
| Q1 25 | $165.2M | $268.0M | ||
| Q4 24 | $223.6M | $291.0M | ||
| Q3 24 | $184.7M | $142.0M | ||
| Q2 24 | $208.3M | $195.0M |
营业利润率
GLPI
LBRDA
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | 15.7% | ||
| Q1 25 | 65.5% | 16.2% | ||
| Q4 24 | 79.1% | 4.9% | ||
| Q3 24 | 70.4% | 11.5% | ||
| Q2 24 | 77.1% | 8.5% |
净利率
GLPI
LBRDA
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | — | ||
| Q2 25 | 38.4% | 146.7% | ||
| Q1 25 | 41.8% | 100.8% | ||
| Q4 24 | 57.4% | 110.6% | ||
| Q3 24 | 47.9% | 54.2% | ||
| Q2 24 | 54.7% | 79.3% |
每股收益(稀释后)
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | $2.68 | ||
| Q1 25 | $0.60 | $1.87 | ||
| Q4 24 | $0.79 | $2.04 | ||
| Q3 24 | $0.67 | $0.99 | ||
| Q2 24 | $0.77 | $1.36 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $5.0B | $10.4B |
| 总资产 | $13.8B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
LBRDA
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $226.0M | ||
| Q4 24 | $560.8M | $163.0M | ||
| Q3 24 | $560.8M | $168.0M | ||
| Q2 24 | $560.8M | $73.0M |
总债务
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | $3.1B | ||
| Q1 25 | $6.9B | $3.8B | ||
| Q4 24 | $7.7B | $3.8B | ||
| Q3 24 | $7.4B | $3.7B | ||
| Q2 24 | $6.6B | $3.6B |
股东权益
GLPI
LBRDA
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $10.4B | ||
| Q1 25 | $4.2B | $10.1B | ||
| Q4 24 | $4.3B | $9.8B | ||
| Q3 24 | $4.3B | $9.5B | ||
| Q2 24 | $4.1B | $9.3B |
总资产
GLPI
LBRDA
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.5B | $16.6B | ||
| Q1 25 | $12.1B | $17.0B | ||
| Q4 24 | $13.1B | $16.7B | ||
| Q3 24 | $12.7B | $16.3B | ||
| Q2 24 | $11.8B | $16.0B |
负债/权益比
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | 0.30× | ||
| Q1 25 | 1.63× | 0.38× | ||
| Q4 24 | 1.81× | 0.38× | ||
| Q3 24 | 1.74× | 0.39× | ||
| Q2 24 | 1.60× | 0.39× |
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 | — | $91.0M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 14.2% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | — | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势,按日历期对齐
经营现金流
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | — | ||
| Q2 25 | $293.4M | $91.0M | ||
| Q1 25 | $252.5M | $78.0M | ||
| Q4 24 | $1.1B | $1.0M | ||
| Q3 24 | $270.4M | $24.0M | ||
| Q2 24 | $252.1M | $27.0M |
自由现金流
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | $37.0M | ||
| Q1 25 | $239.6M | $13.0M | ||
| Q4 24 | $1.1B | $-63.0M | ||
| Q3 24 | $261.5M | $-36.0M | ||
| Q2 24 | $245.0M | $-35.0M |
自由现金流率
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | 14.2% | ||
| Q1 25 | 60.6% | 4.9% | ||
| Q4 24 | 275.3% | -24.0% | ||
| Q3 24 | 67.9% | -13.7% | ||
| Q2 24 | 64.4% | -14.2% |
资本支出强度
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | 20.7% | ||
| Q1 25 | 3.3% | 24.4% | ||
| Q4 24 | 0.0% | 24.3% | ||
| Q3 24 | 2.3% | 22.9% | ||
| Q2 24 | 1.9% | 25.2% |
现金转化率
GLPI
LBRDA
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 0.24× | ||
| Q1 25 | 1.53× | 0.29× | ||
| Q4 24 | 4.80× | 0.00× | ||
| Q3 24 | 1.46× | 0.17× | ||
| Q2 24 | 1.21× | 0.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图