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Gaming & Leisure Properties, Inc.（GLPI）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$463.1M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 21.8%，领先35.2%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 1.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
GLPI vs MATV — 直观对比
营收规模更大
MATV
是对方的1.1倍
$420.0M
营收增速更快
GLPI
高出5.3%
1.0%
净利率更高
GLPI
高出35.2%
21.8%
两年增速更快
GLPI
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $463.1M |
| 净利润 | $239.4M | $100.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | 79.4% | 2.2% |
| 净利率 | 57.0% | 21.8% |
| 营收同比 | 6.3% | 1.0% |
| 净利润同比 | 40.5% | 6620.0% |
| 每股收益（稀释后） | — | $1.87 |
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GLPIMATV
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $463.1M | ||
| Q3 25 | $397.6M | $513.7M | ||
| Q2 25 | $394.9M | $525.4M | ||
| Q1 25 | $395.2M | $484.8M | ||
| Q4 24 | $389.6M | $458.6M | ||
| Q3 24 | $385.3M | $498.5M | ||
| Q2 24 | $380.6M | $523.8M |
净利润GLPIMATV
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $100.8M | ||
| Q3 25 | $241.2M | $-3.2M | ||
| Q2 25 | $151.4M | $-9.5M | ||
| Q1 25 | $165.2M | $-425.5M | ||
| Q4 24 | $223.6M | $1.5M | ||
| Q3 24 | $184.7M | $-20.8M | ||
| Q2 24 | $208.3M | $-1.4M |
毛利率GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 20.8% |
营业利润率GLPIMATV
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 2.2% | ||
| Q3 25 | 84.8% | 3.1% | ||
| Q2 25 | 61.3% | 3.8% | ||
| Q1 25 | 65.5% | -88.8% | ||
| Q4 24 | 79.1% | 0.6% | ||
| Q3 24 | 70.4% | 1.4% | ||
| Q2 24 | 77.1% | 2.0% |
净利率GLPIMATV
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 21.8% | ||
| Q3 25 | 60.7% | -0.6% | ||
| Q2 25 | 38.4% | -1.8% | ||
| Q1 25 | 41.8% | -87.8% | ||
| Q4 24 | 57.4% | 0.3% | ||
| Q3 24 | 47.9% | -4.2% | ||
| Q2 24 | 54.7% | -0.3% |
每股收益（稀释后）GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.87 | ||
| Q3 25 | $0.85 | $-0.06 | ||
| Q2 25 | $0.54 | $-0.18 | ||
| Q1 25 | $0.60 | $-7.82 | ||
| Q4 24 | $0.79 | $0.03 | ||
| Q3 24 | $0.67 | $-0.38 | ||
| Q2 24 | $0.77 | $-0.03 |
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 | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $5.0B | $498.7M |
| 总资产 | $13.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资GLPIMATV
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $84.2M | ||
| Q3 25 | — | $97.1M | ||
| Q2 25 | — | $95.6M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | $560.8M | $94.3M | ||
| Q3 24 | $560.8M | $162.2M | ||
| Q2 24 | $560.8M | $133.4M |
总债务GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.0B | ||
| Q3 25 | $7.2B | $1.0B | ||
| Q2 25 | $6.9B | $1.1B | ||
| Q1 25 | $6.9B | $1.1B | ||
| Q4 24 | $7.7B | $1.1B | ||
| Q3 24 | $7.4B | $1.2B | ||
| Q2 24 | $6.6B | $1.2B |
股东权益GLPIMATV
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $498.7M | ||
| Q3 25 | $4.6B | $397.4M | ||
| Q2 25 | $4.6B | $416.6M | ||
| Q1 25 | $4.2B | $428.2M | ||
| Q4 24 | $4.3B | $858.5M | ||
| Q3 24 | $4.3B | $882.3M | ||
| Q2 24 | $4.1B | $898.0M |
总资产GLPIMATV
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.0B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.4B | ||
| Q3 24 | $12.7B | $2.6B | ||
| Q2 24 | $11.8B | $2.6B |
负债/权益比GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 2.07× | ||
| Q3 25 | 1.57× | 2.63× | ||
| Q2 25 | 1.51× | 2.66× | ||
| Q1 25 | 1.63× | 2.67× | ||
| Q4 24 | 1.81× | 1.30× | ||
| Q3 24 | 1.74× | 1.32× | ||
| Q2 24 | 1.60× | 1.29× |
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 | — | $19.3M |
| 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 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | 0.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.8M |
8季度趋势，按日历期对齐
经营现金流GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $19.3M | ||
| Q3 25 | $240.3M | $72.8M | ||
| Q2 25 | $293.4M | $57.6M | ||
| Q1 25 | $252.5M | $-15.9M | ||
| Q4 24 | $1.1B | $24.1M | ||
| Q3 24 | $270.4M | $37.6M | ||
| Q2 24 | $252.1M | $46.1M |
自由现金流GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | — | $8.0M | ||
| Q3 25 | $183.0M | $66.7M | ||
| Q2 25 | $272.3M | $48.9M | ||
| Q1 25 | $239.6M | $-29.8M | ||
| Q4 24 | $1.1B | $2.0M | ||
| Q3 24 | $261.5M | $25.5M | ||
| Q2 24 | $245.0M | $37.4M |
自由现金流率GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | 46.0% | 13.0% | ||
| Q2 25 | 69.0% | 9.3% | ||
| Q1 25 | 60.6% | -6.1% | ||
| Q4 24 | 275.3% | 0.4% | ||
| Q3 24 | 67.9% | 5.1% | ||
| Q2 24 | 64.4% | 7.1% |
资本支出强度GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | 14.4% | 1.2% | ||
| Q2 25 | 5.3% | 1.7% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 0.0% | 4.8% | ||
| Q3 24 | 2.3% | 2.4% | ||
| Q2 24 | 1.9% | 1.7% |
现金转化率GLPIMATV
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 0.19× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 16.07× | ||
| 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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
