vs
Gaming & Leisure Properties, Inc.（GLPI）与Lucid Group, Inc.（LCID）财务数据对比。点击上方公司名可切换其他公司
Lucid Group, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍（$522.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -155.7%，领先212.7%），Lucid Group, Inc.同比增速更快（122.9% vs 6.3%），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% 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。
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
GLPI vs LCID — 直观对比
营收规模更大
LCID
是对方的1.2倍
$420.0M
营收增速更快
LCID
高出116.7%
6.3%
净利率更高
GLPI
高出212.7%
-155.7%
两年增速更快
LCID
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $522.7M |
| 净利润 | $239.4M | $-814.0M |
| 毛利率 | — | -80.7% |
| 营业利润率 | 79.4% | -203.7% |
| 净利率 | 57.0% | -155.7% |
| 营收同比 | 6.3% | 122.9% |
| 净利润同比 | 40.5% | -104.9% |
| 每股收益（稀释后） | — | $-8.26 |
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GLPILCID
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $522.7M | ||
| Q3 25 | $397.6M | $336.6M | ||
| Q2 25 | $394.9M | $259.4M | ||
| Q1 25 | $395.2M | $235.0M | ||
| Q4 24 | $389.6M | $234.5M | ||
| Q3 24 | $385.3M | $200.0M | ||
| Q2 24 | $380.6M | $200.6M |
净利润GLPILCID
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-814.0M | ||
| Q3 25 | $241.2M | $-978.4M | ||
| Q2 25 | $151.4M | $-539.4M | ||
| Q1 25 | $165.2M | $-366.2M | ||
| Q4 24 | $223.6M | $-397.2M | ||
| Q3 24 | $184.7M | $-992.5M | ||
| Q2 24 | $208.3M | $-643.4M |
毛利率GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | — | -80.7% | ||
| Q3 25 | — | -99.1% | ||
| Q2 25 | — | -105.0% | ||
| Q1 25 | — | -97.2% | ||
| Q4 24 | — | -89.0% | ||
| Q3 24 | — | -106.2% | ||
| Q2 24 | — | -134.5% |
营业利润率GLPILCID
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -203.7% | ||
| Q3 25 | 84.8% | -279.9% | ||
| Q2 25 | 61.3% | -309.5% | ||
| Q1 25 | 65.5% | -294.4% | ||
| Q4 24 | 79.1% | -312.6% | ||
| Q3 24 | 70.4% | -385.2% | ||
| Q2 24 | 77.1% | -392.6% |
净利率GLPILCID
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -155.7% | ||
| Q3 25 | 60.7% | -290.7% | ||
| Q2 25 | 38.4% | -207.9% | ||
| Q1 25 | 41.8% | -155.8% | ||
| Q4 24 | 57.4% | -169.4% | ||
| Q3 24 | 47.9% | -496.1% | ||
| Q2 24 | 54.7% | -320.8% |
每股收益（稀释后）GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-8.26 | ||
| Q3 25 | $0.85 | $-3.31 | ||
| Q2 25 | $0.54 | $-0.28 | ||
| Q1 25 | $0.60 | $-0.24 | ||
| Q4 24 | $0.79 | $-0.20 | ||
| Q3 24 | $0.67 | $-0.41 | ||
| Q2 24 | $0.77 | $-0.34 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $717.3M |
| 总资产 | $13.8B | $8.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GLPILCID
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $560.8M | $4.0B | ||
| Q3 24 | $560.8M | $3.5B | ||
| Q2 24 | $560.8M | $3.2B |
总债务GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPILCID
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $717.3M | ||
| Q3 25 | $4.6B | $1.8B | ||
| Q2 25 | $4.6B | $2.4B | ||
| Q1 25 | $4.2B | $3.2B | ||
| Q4 24 | $4.3B | $3.9B | ||
| Q3 24 | $4.3B | $2.7B | ||
| Q2 24 | $4.1B | $3.5B |
总资产GLPILCID
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $8.4B | ||
| Q3 25 | $12.8B | $8.8B | ||
| Q2 25 | $12.5B | $8.9B | ||
| Q1 25 | $12.1B | $9.2B | ||
| Q4 24 | $13.1B | $9.6B | ||
| Q3 24 | $12.7B | $8.5B | ||
| Q2 24 | $11.8B | $8.2B |
负债/权益比GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| 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 | — | $-916.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.2B |
| 自由现金流率自由现金流/营收 | — | -237.6% |
| 资本支出强度资本支出/营收 | — | 62.3% |
| 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 | — | $-3.8B |
8季度趋势，按日历期对齐
经营现金流GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-916.4M | ||
| Q3 25 | $240.3M | $-756.6M | ||
| Q2 25 | $293.4M | $-830.2M | ||
| Q1 25 | $252.5M | $-428.6M | ||
| Q4 24 | $1.1B | $-533.1M | ||
| Q3 24 | $270.4M | $-462.8M | ||
| Q2 24 | $252.1M | $-507.0M |
自由现金流GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.2B | ||
| Q3 25 | $183.0M | $-955.5M | ||
| Q2 25 | $272.3M | $-1.0B | ||
| Q1 25 | $239.6M | $-589.9M | ||
| Q4 24 | $1.1B | $-824.8M | ||
| Q3 24 | $261.5M | $-622.5M | ||
| Q2 24 | $245.0M | $-741.3M |
自由现金流率GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | — | -237.6% | ||
| Q3 25 | 46.0% | -283.9% | ||
| Q2 25 | 69.0% | -390.4% | ||
| Q1 25 | 60.6% | -251.0% | ||
| Q4 24 | 275.3% | -351.8% | ||
| Q3 24 | 67.9% | -311.2% | ||
| Q2 24 | 64.4% | -369.6% |
资本支出强度GLPILCID
| Q1 26 | — | — | ||
| Q4 25 | — | 62.3% | ||
| Q3 25 | 14.4% | 59.1% | ||
| Q2 25 | 5.3% | 70.4% | ||
| Q1 25 | 3.3% | 68.6% | ||
| Q4 24 | 0.0% | 124.4% | ||
| Q3 24 | 2.3% | 79.8% | ||
| Q2 24 | 1.9% | 116.8% |
现金转化率GLPILCID
| 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× | — | ||
| Q2 24 | 1.21× | — |
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
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
