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Gaming & Leisure Properties, Inc.（GLPI）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是迈心诺的1.1倍（$420.0M vs $371.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -27.0%，领先84.0%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -26.4%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
GLPI vs MASI — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$371.5M
营收增速更快
GLPI
高出32.7%
-26.4%
净利率更高
GLPI
高出84.0%
-27.0%
两年增速更快
GLPI
近两年复合增速
-17.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $371.5M |
| 净利润 | $239.4M | $-100.4M |
| 毛利率 | — | 62.1% |
| 营业利润率 | 79.4% | 22.5% |
| 净利率 | 57.0% | -27.0% |
| 营收同比 | 6.3% | -26.4% |
| 净利润同比 | 40.5% | -1124.5% |
| 每股收益（稀释后） | — | $-1.84 |
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GLPIMASI
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $371.5M | ||
| Q2 25 | $394.9M | $370.9M | ||
| Q1 25 | $395.2M | $372.0M | ||
| Q4 24 | $389.6M | $600.7M | ||
| Q3 24 | $385.3M | $504.6M | ||
| Q2 24 | $380.6M | $496.3M |
净利润GLPIMASI
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-100.4M | ||
| Q2 25 | $151.4M | $51.3M | ||
| Q1 25 | $165.2M | $-170.7M | ||
| Q4 24 | $223.6M | $-349.6M | ||
| Q3 24 | $184.7M | $9.8M | ||
| Q2 24 | $208.3M | $16.0M |
毛利率GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 62.1% | ||
| Q2 25 | — | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% |
营业利润率GLPIMASI
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | 22.5% | ||
| Q2 25 | 61.3% | 17.4% | ||
| Q1 25 | 65.5% | 21.0% | ||
| Q4 24 | 79.1% | -59.8% | ||
| Q3 24 | 70.4% | 6.0% | ||
| Q2 24 | 77.1% | 5.7% |
净利率GLPIMASI
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -27.0% | ||
| Q2 25 | 38.4% | 13.8% | ||
| Q1 25 | 41.8% | -45.9% | ||
| Q4 24 | 57.4% | -58.2% | ||
| Q3 24 | 47.9% | 1.9% | ||
| Q2 24 | 54.7% | 3.2% |
每股收益（稀释后）GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $-1.84 | ||
| Q2 25 | $0.54 | $0.94 | ||
| Q1 25 | $0.60 | $-3.12 | ||
| Q4 24 | $0.79 | $-6.54 | ||
| Q3 24 | $0.67 | $0.18 | ||
| Q2 24 | $0.77 | $0.29 |
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 | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $5.0B | $810.0M |
| 总资产 | $13.8B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资GLPIMASI
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $312.3M | ||
| Q2 25 | — | $149.6M | ||
| Q1 25 | — | $130.8M | ||
| Q4 24 | $560.8M | $177.6M | ||
| Q3 24 | $560.8M | $158.5M | ||
| Q2 24 | $560.8M | $129.6M |
总债务GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $559.1M | ||
| Q2 25 | $6.9B | $613.7M | ||
| Q1 25 | $6.9B | $651.0M | ||
| Q4 24 | $7.7B | $765.2M | ||
| Q3 24 | $7.4B | $772.6M | ||
| Q2 24 | $6.6B | $781.6M |
股东权益GLPIMASI
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $810.0M | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | $946.4M | ||
| Q4 24 | $4.3B | $1.1B | ||
| Q3 24 | $4.3B | $1.5B | ||
| Q2 24 | $4.1B | $1.4B |
总资产GLPIMASI
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $2.4B | ||
| Q1 25 | $12.1B | $2.3B | ||
| Q4 24 | $13.1B | $2.6B | ||
| Q3 24 | $12.7B | $3.1B | ||
| Q2 24 | $11.8B | $2.9B |
负债/权益比GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 0.69× | ||
| Q2 25 | 1.51× | 0.59× | ||
| Q1 25 | 1.63× | 0.69× | ||
| Q4 24 | 1.81× | 0.73× | ||
| Q3 24 | 1.74× | 0.53× | ||
| Q2 24 | 1.60× | 0.57× |
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 | — | $56.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.9M |
| 自由现金流率自由现金流/营收 | — | 13.7% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $56.8M | ||
| Q2 25 | $293.4M | $69.4M | ||
| Q1 25 | $252.5M | $31.1M | ||
| Q4 24 | $1.1B | $50.5M | ||
| Q3 24 | $270.4M | $25.6M | ||
| Q2 24 | $252.1M | $74.5M |
自由现金流GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $50.9M | ||
| Q2 25 | $272.3M | $65.6M | ||
| Q1 25 | $239.6M | $28.5M | ||
| Q4 24 | $1.1B | $46.0M | ||
| Q3 24 | $261.5M | $16.9M | ||
| Q2 24 | $245.0M | $66.9M |
自由现金流率GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | 13.7% | ||
| Q2 25 | 69.0% | 17.7% | ||
| Q1 25 | 60.6% | 7.7% | ||
| Q4 24 | 275.3% | 7.7% | ||
| Q3 24 | 67.9% | 3.3% | ||
| Q2 24 | 64.4% | 13.5% |
资本支出强度GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 1.6% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 3.3% | 0.7% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 2.3% | 1.7% | ||
| Q2 24 | 1.9% | 1.5% |
现金转化率GLPIMASI
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 1.35× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 2.61× | ||
| Q2 24 | 1.21× | 4.66× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
