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Gaming & Leisure Properties, Inc.（GLPI）与MODIV INDUSTRIAL, INC.（MDV）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MODIV INDUSTRIAL, INC.的37.9倍（$420.0M vs $11.1M）。Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 11.0%，领先46.0%）。Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -5.6%）。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。
MODIV INDUSTRIAL, INC.是一家总部位于美国的工业地产企业，主要收购、持有并运营北美核心物流集散枢纽的优质工业物业，服务电商履约、制造、第三方物流等领域的租户，满足现代供应链基础设施的增长需求。
GLPI vs MDV — 直观对比
营收规模更大
GLPI
是对方的37.9倍
$11.1M
营收增速更快
GLPI
高出11.9%
-5.6%
净利率更高
GLPI
高出46.0%
11.0%
两年增速更快
GLPI
近两年复合增速
-3.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $11.1M |
| 净利润 | $239.4M | $1.2M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 45.8% |
| 净利率 | 57.0% | 11.0% |
| 营收同比 | 6.3% | -5.6% |
| 净利润同比 | 40.5% | -22.0% |
| 每股收益（稀释后） | — | $0.02 |
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GLPIMDV
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $11.1M | ||
| Q3 25 | $397.6M | $11.7M | ||
| Q2 25 | $394.9M | $11.8M | ||
| Q1 25 | $395.2M | $11.8M | ||
| Q4 24 | $389.6M | $11.7M | ||
| Q3 24 | $385.3M | $11.7M | ||
| Q2 24 | $380.6M | $11.4M |
净利润GLPIMDV
| Q1 26 | $239.4M | — | ||
| Q4 25 | $267.3M | $1.2M | ||
| Q3 25 | $241.2M | $1.0M | ||
| Q2 25 | $151.4M | $-2.0M | ||
| Q1 25 | $165.2M | $829.0K | ||
| Q4 24 | $217.2M | $1.6M | ||
| Q3 24 | $184.7M | $-587.0K | ||
| Q2 24 | $208.3M | $1.3M |
营业利润率GLPIMDV
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 45.8% | ||
| Q3 25 | 84.8% | 41.4% | ||
| Q2 25 | 61.3% | 9.8% | ||
| Q1 25 | 65.5% | 40.2% | ||
| Q4 24 | 79.1% | 45.4% | ||
| Q3 24 | 70.4% | 42.0% | ||
| Q2 24 | 77.1% | 44.6% |
净利率GLPIMDV
| Q1 26 | 57.0% | — | ||
| Q4 25 | 65.7% | 11.0% | ||
| Q3 25 | 60.7% | 9.0% | ||
| Q2 25 | 38.4% | -17.1% | ||
| Q1 25 | 41.8% | 7.0% | ||
| Q4 24 | 55.8% | 13.3% | ||
| Q3 24 | 47.9% | -5.0% | ||
| Q2 24 | 54.7% | 11.6% |
每股收益（稀释后）GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.02 | ||
| Q3 25 | $0.85 | $0.00 | ||
| Q2 25 | $0.54 | $-0.32 | ||
| Q1 25 | $0.60 | $-0.01 | ||
| Q4 24 | $0.79 | $0.07 | ||
| Q3 24 | $0.67 | $-0.18 | ||
| 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 | $14.4M |
| 总债务越低越好 | — | $261.5M |
| 股东权益账面价值 | $5.0B | $162.7M |
| 总资产 | $13.8B | $476.5M |
| 负债/权益比越低杠杆越低 | — | 1.61× |
8季度趋势，按日历期对齐
现金及短期投资GLPIMDV
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $8.3M | ||
| Q2 25 | — | $5.8M | ||
| Q1 25 | — | $6.2M | ||
| Q4 24 | $560.8M | $11.5M | ||
| Q3 24 | $554.1M | $6.8M | ||
| Q2 24 | $347.8M | $18.9M |
总债务GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $261.5M | ||
| Q3 25 | $7.2B | $279.7M | ||
| Q2 25 | $6.9B | $279.7M | ||
| Q1 25 | $6.9B | $279.7M | ||
| Q4 24 | $7.7B | $279.8M | ||
| Q3 24 | $7.4B | $279.7M | ||
| Q2 24 | $6.6B | $279.7M |
股东权益GLPIMDV
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $162.7M | ||
| Q3 25 | $4.6B | $164.8M | ||
| Q2 25 | $4.6B | $165.6M | ||
| Q1 25 | $4.2B | $171.1M | ||
| Q4 24 | $4.3B | $190.1M | ||
| Q3 24 | $4.3B | $186.3M | ||
| Q2 24 | $4.1B | $187.0M |
总资产GLPIMDV
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $476.5M | ||
| Q3 25 | $12.8B | $499.6M | ||
| Q2 25 | $12.5B | $498.9M | ||
| Q1 25 | $12.1B | $506.8M | ||
| Q4 24 | $13.1B | $507.8M | ||
| Q3 24 | $12.7B | $507.4M | ||
| Q2 24 | $11.8B | $519.5M |
负债/权益比GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.61× | ||
| Q3 25 | 1.57× | 1.70× | ||
| Q2 25 | 1.51× | 1.69× | ||
| Q1 25 | 1.63× | 1.63× | ||
| Q4 24 | 1.81× | 1.47× | ||
| Q3 24 | 1.74× | 1.50× | ||
| Q2 24 | 1.60× | 1.50× |
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 | — | $3.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.17× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | $343.2M | $3.8M | ||
| Q3 25 | $240.3M | $4.1M | ||
| Q2 25 | $293.4M | $3.9M | ||
| Q1 25 | $252.5M | $3.0M | ||
| Q4 24 | $292.4M | $5.4M | ||
| Q3 24 | $270.4M | $5.1M | ||
| Q2 24 | $252.1M | $4.7M |
自由现金流GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $276.6M | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 71.0% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPIMDV
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | 3.17× | ||
| Q3 25 | 1.00× | 3.95× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 3.68× | ||
| Q4 24 | 1.35× | 3.47× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 3.55× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
