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Gaming & Leisure Properties, Inc.（GLPI）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Gaming & Leisure Properties, Inc.的1.3倍（$566.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -1.4%，领先58.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -16.9%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
GLPI vs LPX — 直观对比
营收规模更大
LPX
是对方的1.3倍
$420.0M
营收增速更快
GLPI
高出23.2%
-16.9%
净利率更高
GLPI
高出58.4%
-1.4%
两年增速更快
GLPI
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $566.0M |
| 净利润 | $239.4M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 79.4% | -1.6% |
| 净利率 | 57.0% | -1.4% |
| 营收同比 | 6.3% | -16.9% |
| 净利润同比 | 40.5% | -112.9% |
| 每股收益（稀释后） | — | $-0.12 |
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GLPILPX
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $566.0M | ||
| Q3 25 | $397.6M | $663.0M | ||
| Q2 25 | $394.9M | $755.0M | ||
| Q1 25 | $395.2M | $724.0M | ||
| Q4 24 | $389.6M | $681.0M | ||
| Q3 24 | $385.3M | $722.0M | ||
| Q2 24 | $380.6M | $814.0M |
净利润GLPILPX
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-8.0M | ||
| Q3 25 | $241.2M | $9.0M | ||
| Q2 25 | $151.4M | $54.0M | ||
| Q1 25 | $165.2M | $91.0M | ||
| Q4 24 | $223.6M | $62.0M | ||
| Q3 24 | $184.7M | $90.0M | ||
| Q2 24 | $208.3M | $160.0M |
毛利率GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% |
营业利润率GLPILPX
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -1.6% | ||
| Q3 25 | 84.8% | 2.7% | ||
| Q2 25 | 61.3% | 10.6% | ||
| Q1 25 | 65.5% | 16.6% | ||
| Q4 24 | 79.1% | 11.0% | ||
| Q3 24 | 70.4% | 16.1% | ||
| Q2 24 | 77.1% | 23.8% |
净利率GLPILPX
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -1.4% | ||
| Q3 25 | 60.7% | 1.4% | ||
| Q2 25 | 38.4% | 7.2% | ||
| Q1 25 | 41.8% | 12.6% | ||
| Q4 24 | 57.4% | 9.1% | ||
| Q3 24 | 47.9% | 12.5% | ||
| Q2 24 | 54.7% | 19.7% |
每股收益（稀释后）GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.12 | ||
| Q3 25 | $0.85 | $0.13 | ||
| Q2 25 | $0.54 | $0.77 | ||
| Q1 25 | $0.60 | $1.30 | ||
| Q4 24 | $0.79 | $0.90 | ||
| Q3 24 | $0.67 | $1.28 | ||
| Q2 24 | $0.77 | $2.23 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $5.0B | $1.7B |
| 总资产 | $13.8B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资GLPILPX
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | $560.8M | $340.0M | ||
| Q3 24 | $560.8M | $346.0M | ||
| Q2 24 | $560.8M | $317.0M |
总债务GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $348.0M | ||
| Q3 25 | $7.2B | $348.0M | ||
| Q2 25 | $6.9B | $348.0M | ||
| Q1 25 | $6.9B | $348.0M | ||
| Q4 24 | $7.7B | $348.0M | ||
| Q3 24 | $7.4B | $347.0M | ||
| Q2 24 | $6.6B | $347.0M |
股东权益GLPILPX
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.7B | ||
| Q3 25 | $4.6B | $1.7B | ||
| Q2 25 | $4.6B | $1.7B | ||
| Q1 25 | $4.2B | $1.7B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.1B | $1.7B |
总资产GLPILPX
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.6B | ||
| Q3 25 | $12.8B | $2.6B | ||
| Q2 25 | $12.5B | $2.7B | ||
| Q1 25 | $12.1B | $2.6B | ||
| Q4 24 | $13.1B | $2.6B | ||
| Q3 24 | $12.7B | $2.6B | ||
| Q2 24 | $11.8B | $2.5B |
负债/权益比GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.20× | ||
| Q3 25 | 1.57× | 0.20× | ||
| Q2 25 | 1.51× | 0.20× | ||
| Q1 25 | 1.63× | 0.21× | ||
| Q4 24 | 1.81× | 0.21× | ||
| Q3 24 | 1.74× | 0.21× | ||
| Q2 24 | 1.60× | 0.21× |
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 | — | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $67.0M | ||
| Q3 25 | $240.3M | $89.0M | ||
| Q2 25 | $293.4M | $162.0M | ||
| Q1 25 | $252.5M | $64.0M | ||
| Q4 24 | $1.1B | $105.0M | ||
| Q3 24 | $270.4M | $183.0M | ||
| Q2 24 | $252.1M | $212.0M |
自由现金流GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | — | $-8.0M | ||
| Q3 25 | $183.0M | $5.0M | ||
| Q2 25 | $272.3M | $94.0M | ||
| Q1 25 | $239.6M | $0 | ||
| Q4 24 | $1.1B | $43.0M | ||
| Q3 24 | $261.5M | $139.0M | ||
| Q2 24 | $245.0M | $176.0M |
自由现金流率GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | — | -1.4% | ||
| Q3 25 | 46.0% | 0.8% | ||
| Q2 25 | 69.0% | 12.5% | ||
| Q1 25 | 60.6% | 0.0% | ||
| Q4 24 | 275.3% | 6.3% | ||
| Q3 24 | 67.9% | 19.3% | ||
| Q2 24 | 64.4% | 21.6% |
资本支出强度GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | 14.4% | 12.7% | ||
| Q2 25 | 5.3% | 9.0% | ||
| Q1 25 | 3.3% | 8.8% | ||
| Q4 24 | 0.0% | 9.1% | ||
| Q3 24 | 2.3% | 6.1% | ||
| Q2 24 | 1.9% | 4.4% |
现金转化率GLPILPX
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 9.89× | ||
| Q2 25 | 1.94× | 3.00× | ||
| Q1 25 | 1.53× | 0.70× | ||
| Q4 24 | 4.80× | 1.69× | ||
| Q3 24 | 1.46× | 2.03× | ||
| Q2 24 | 1.21× | 1.32× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
