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Gaming & Leisure Properties, Inc.（GLPI）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是Gaming & Leisure Properties, Inc.的1.6倍（$665.5M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.8%，领先45.2%），朗美通同比增速更快（65.5% vs 6.3%），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
GLPI vs LITE — 直观对比
营收规模更大
LITE
是对方的1.6倍
$420.0M
营收增速更快
LITE
高出59.2%
6.3%
净利率更高
GLPI
高出45.2%
11.8%
两年增速更快
LITE
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $665.5M |
| 净利润 | $239.4M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 79.4% | 9.7% |
| 净利率 | 57.0% | 11.8% |
| 营收同比 | 6.3% | 65.5% |
| 净利润同比 | 40.5% | 228.4% |
| 每股收益（稀释后） | — | $0.89 |
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GLPILITE
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $665.5M | ||
| Q3 25 | $397.6M | $533.8M | ||
| Q2 25 | $394.9M | $480.7M | ||
| Q1 25 | $395.2M | $425.2M | ||
| Q4 24 | $389.6M | $402.2M | ||
| Q3 24 | $385.3M | $336.9M | ||
| Q2 24 | $380.6M | $308.3M |
净利润GLPILITE
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $78.2M | ||
| Q3 25 | $241.2M | $4.2M | ||
| Q2 25 | $151.4M | $213.3M | ||
| Q1 25 | $165.2M | $-44.1M | ||
| Q4 24 | $223.6M | $-60.9M | ||
| Q3 24 | $184.7M | $-82.4M | ||
| Q2 24 | $208.3M | $-252.5M |
毛利率GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% |
营业利润率GLPILITE
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 9.7% | ||
| Q3 25 | 84.8% | 1.3% | ||
| Q2 25 | 61.3% | -1.7% | ||
| Q1 25 | 65.5% | -8.9% | ||
| Q4 24 | 79.1% | -12.8% | ||
| Q3 24 | 70.4% | -24.5% | ||
| Q2 24 | 77.1% | -43.3% |
净利率GLPILITE
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 11.8% | ||
| Q3 25 | 60.7% | 0.8% | ||
| Q2 25 | 38.4% | 44.4% | ||
| Q1 25 | 41.8% | -10.4% | ||
| Q4 24 | 57.4% | -15.1% | ||
| Q3 24 | 47.9% | -24.5% | ||
| Q2 24 | 54.7% | -81.9% |
每股收益（稀释后）GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.89 | ||
| Q3 25 | $0.85 | $0.05 | ||
| Q2 25 | $0.54 | $3.10 | ||
| Q1 25 | $0.60 | $-0.64 | ||
| Q4 24 | $0.79 | $-0.88 | ||
| Q3 24 | $0.67 | $-1.21 | ||
| Q2 24 | $0.77 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $846.6M |
| 总资产 | $13.8B | $4.8B |
| 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GLPILITE
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | $560.8M | $896.7M | ||
| Q3 24 | $560.8M | $916.1M | ||
| Q2 24 | $560.8M | $887.0M |
总债务GLPILITE
| 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GLPILITE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $846.6M | ||
| Q3 25 | $4.6B | $780.8M | ||
| Q2 25 | $4.6B | $1.1B | ||
| Q1 25 | $4.2B | $879.5M | ||
| Q4 24 | $4.3B | $872.3M | ||
| Q3 24 | $4.3B | $895.9M | ||
| Q2 24 | $4.1B | $957.3M |
总资产GLPILITE
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.8B | ||
| Q3 25 | $12.8B | $4.6B | ||
| Q2 25 | $12.5B | $4.2B | ||
| Q1 25 | $12.1B | $4.0B | ||
| Q4 24 | $13.1B | $4.0B | ||
| Q3 24 | $12.7B | $4.0B | ||
| Q2 24 | $11.8B | $3.9B |
负债/权益比GLPILITE
| 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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $126.7M | ||
| Q3 25 | $240.3M | $57.9M | ||
| Q2 25 | $293.4M | $64.0M | ||
| Q1 25 | $252.5M | $-1.6M | ||
| Q4 24 | $1.1B | $24.3M | ||
| Q3 24 | $270.4M | $39.6M | ||
| Q2 24 | $252.1M | $35.5M |
自由现金流GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | — | $43.1M | ||
| Q3 25 | $183.0M | $-18.3M | ||
| Q2 25 | $272.3M | $10.1M | ||
| Q1 25 | $239.6M | $-64.4M | ||
| Q4 24 | $1.1B | $-15.9M | ||
| Q3 24 | $261.5M | $-34.5M | ||
| Q2 24 | $245.0M | $10.9M |
自由现金流率GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | 46.0% | -3.4% | ||
| Q2 25 | 69.0% | 2.1% | ||
| Q1 25 | 60.6% | -15.1% | ||
| Q4 24 | 275.3% | -4.0% | ||
| Q3 24 | 67.9% | -10.2% | ||
| Q2 24 | 64.4% | 3.5% |
资本支出强度GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | 14.4% | 14.3% | ||
| Q2 25 | 5.3% | 11.2% | ||
| Q1 25 | 3.3% | 14.8% | ||
| Q4 24 | 0.0% | 10.0% | ||
| Q3 24 | 2.3% | 22.0% | ||
| Q2 24 | 1.9% | 8.0% |
现金转化率GLPILITE
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.62× | ||
| Q3 25 | 1.00× | 13.79× | ||
| Q2 25 | 1.94× | 0.30× | ||
| 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
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
