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Gaming & Leisure Properties, Inc.（GLPI）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.3倍（$420.0M vs $317.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 1.6%，领先55.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 0.1%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
GLPI vs LE — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$317.5M
营收增速更快
GLPI
高出6.2%
0.1%
净利率更高
GLPI
高出55.4%
1.6%
两年增速更快
GLPI
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $317.5M |
| 净利润 | $239.4M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 79.4% | 5.3% |
| 净利率 | 57.0% | 1.6% |
| 营收同比 | 6.3% | 0.1% |
| 净利润同比 | 40.5% | 198.3% |
| 每股收益（稀释后） | — | $0.17 |
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GLPILE
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $317.5M | ||
| Q3 25 | $397.6M | — | ||
| Q2 25 | $394.9M | $261.2M | ||
| Q1 25 | $395.2M | — | ||
| Q4 24 | $389.6M | $318.6M | ||
| Q3 24 | $385.3M | $317.2M | ||
| Q2 24 | $380.6M | $285.5M |
净利润GLPILE
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $5.2M | ||
| Q3 25 | $241.2M | — | ||
| Q2 25 | $151.4M | $-8.3M | ||
| Q1 25 | $165.2M | — | ||
| Q4 24 | $223.6M | $-593.0K | ||
| Q3 24 | $184.7M | $-5.3M | ||
| Q2 24 | $208.3M | $-6.4M |
毛利率GLPILE
| Q1 26 | — | — | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% |
营业利润率GLPILE
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 5.3% | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | -0.9% | ||
| Q1 25 | 65.5% | — | ||
| Q4 24 | 79.1% | 2.9% | ||
| Q3 24 | 70.4% | 0.8% | ||
| Q2 24 | 77.1% | 0.8% |
净利率GLPILE
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 1.6% | ||
| Q3 25 | 60.7% | — | ||
| Q2 25 | 38.4% | -3.2% | ||
| Q1 25 | 41.8% | — | ||
| Q4 24 | 57.4% | -0.2% | ||
| Q3 24 | 47.9% | -1.7% | ||
| Q2 24 | 54.7% | -2.3% |
每股收益（稀释后）GLPILE
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.17 | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | $-0.27 | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | $-0.02 | ||
| Q3 24 | $0.67 | $-0.17 | ||
| Q2 24 | $0.77 | $-0.20 |
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 | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $231.0M |
| 总资产 | $13.8B | $852.7M |
| 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GLPILE
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $36.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $18.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $30.4M | ||
| Q3 24 | $560.8M | $25.6M | ||
| Q2 24 | $560.8M | $27.4M |
总债务GLPILE
| 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GLPILE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $231.0M | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $230.1M | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | $223.6M | ||
| Q3 24 | $4.3B | $226.5M | ||
| Q2 24 | $4.1B | $234.6M |
总资产GLPILE
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $852.7M | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.5B | $760.5M | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | $843.6M | ||
| Q3 24 | $12.7B | $802.5M | ||
| Q2 24 | $11.8B | $800.1M |
负债/权益比GLPILE
| 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 | — | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流GLPILE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-15.7M | ||
| Q3 25 | $240.3M | — | ||
| Q2 25 | $293.4M | $-22.5M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | $-17.1M | ||
| Q3 24 | $270.4M | $30.7M | ||
| Q2 24 | $252.1M | $-25.8M |
自由现金流GLPILE
| Q1 26 | — | — | ||
| Q4 25 | — | $-22.4M | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | $-30.7M | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | $-27.8M | ||
| Q3 24 | $261.5M | $26.0M | ||
| Q2 24 | $245.0M | $-32.6M |
自由现金流率GLPILE
| Q1 26 | — | — | ||
| Q4 25 | — | -7.1% | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | -11.8% | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | -8.7% | ||
| Q3 24 | 67.9% | 8.2% | ||
| Q2 24 | 64.4% | -11.4% |
资本支出强度GLPILE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | 3.2% | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 2.3% | 1.5% | ||
| Q2 24 | 1.9% | 2.4% |
现金转化率GLPILE
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | -3.03× | ||
| 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
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
