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Gaming & Leisure Properties, Inc.（GLPI）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的1.1倍（$420.0M vs $382.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 3.1%，领先53.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 6.3%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% 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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
GLPI vs LFST — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$382.2M
营收增速更快
LFST
高出11.1%
6.3%
净利率更高
GLPI
高出53.9%
3.1%
两年增速更快
LFST
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $382.2M |
| 净利润 | $239.4M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 4.7% |
| 净利率 | 57.0% | 3.1% |
| 营收同比 | 6.3% | 17.4% |
| 净利润同比 | 40.5% | 264.1% |
| 每股收益（稀释后） | — | — |
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GLPILFST
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $382.2M | ||
| Q3 25 | $397.6M | $363.8M | ||
| Q2 25 | $394.9M | $345.3M | ||
| Q1 25 | $395.2M | $333.0M | ||
| Q4 24 | $389.6M | $325.5M | ||
| Q3 24 | $385.3M | $312.7M | ||
| Q2 24 | $380.6M | $312.3M |
净利润GLPILFST
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $11.7M | ||
| Q3 25 | $241.2M | $1.1M | ||
| Q2 25 | $151.4M | $-3.8M | ||
| Q1 25 | $165.2M | $709.0K | ||
| Q4 24 | $223.6M | $-7.1M | ||
| Q3 24 | $184.7M | $-6.0M | ||
| Q2 24 | $208.3M | $-23.3M |
营业利润率GLPILFST
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 4.7% | ||
| Q3 25 | 84.8% | 2.0% | ||
| Q2 25 | 61.3% | -0.9% | ||
| Q1 25 | 65.5% | 0.5% | ||
| Q4 24 | 79.1% | 0.3% | ||
| Q3 24 | 70.4% | 0.0% | ||
| Q2 24 | 77.1% | -5.1% |
净利率GLPILFST
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 3.1% | ||
| Q3 25 | 60.7% | 0.3% | ||
| Q2 25 | 38.4% | -1.1% | ||
| Q1 25 | 41.8% | 0.2% | ||
| Q4 24 | 57.4% | -2.2% | ||
| Q3 24 | 47.9% | -1.9% | ||
| Q2 24 | 54.7% | -7.5% |
每股收益（稀释后）GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | — |
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 | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $13.8B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资GLPILFST
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | — | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | $560.8M | $154.6M | ||
| Q3 24 | $560.8M | $102.6M | ||
| Q2 24 | $560.8M | $87.0M |
总债务GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $282.8M | ||
| Q3 25 | $7.2B | $284.6M | ||
| Q2 25 | $6.9B | $286.4M | ||
| Q1 25 | $6.9B | $288.2M | ||
| Q4 24 | $7.7B | $290.0M | ||
| Q3 24 | $7.4B | $287.3M | ||
| Q2 24 | $6.6B | $288.0M |
股东权益GLPILFST
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | $1.5B | ||
| Q4 24 | $4.3B | $1.4B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $4.1B | $1.4B |
总资产GLPILFST
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.2B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.1B | ||
| Q2 24 | $11.8B | $2.1B |
负债/权益比GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.19× | ||
| Q3 25 | 1.57× | 0.19× | ||
| Q2 25 | 1.51× | 0.19× | ||
| Q1 25 | 1.63× | 0.20× | ||
| Q4 24 | 1.81× | 0.20× | ||
| Q3 24 | 1.74× | 0.20× | ||
| Q2 24 | 1.60× | 0.20× |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $57.6M | ||
| Q3 25 | $240.3M | $27.3M | ||
| Q2 25 | $293.4M | $64.4M | ||
| Q1 25 | $252.5M | $-3.1M | ||
| Q4 24 | $1.1B | $62.3M | ||
| Q3 24 | $270.4M | $22.7M | ||
| Q2 24 | $252.1M | $44.1M |
自由现金流GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | $183.0M | $17.0M | ||
| Q2 25 | $272.3M | $56.6M | ||
| Q1 25 | $239.6M | $-10.3M | ||
| Q4 24 | $1.1B | $56.0M | ||
| Q3 24 | $261.5M | $17.7M | ||
| Q2 24 | $245.0M | $39.0M |
自由现金流率GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | 46.0% | 4.7% | ||
| Q2 25 | 69.0% | 16.4% | ||
| Q1 25 | 60.6% | -3.1% | ||
| Q4 24 | 275.3% | 17.2% | ||
| Q3 24 | 67.9% | 5.7% | ||
| Q2 24 | 64.4% | 12.5% |
资本支出强度GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | 14.4% | 2.8% | ||
| Q2 25 | 5.3% | 2.2% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 0.0% | 1.9% | ||
| Q3 24 | 2.3% | 1.6% | ||
| Q2 24 | 1.9% | 1.6% |
现金转化率GLPILFST
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 4.93× | ||
| Q3 25 | 1.00× | 25.34× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | -4.36× | ||
| 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
