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Gaming & Leisure Properties, Inc.（GLPI）与MONRO, INC.（MNRO）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MONRO, INC.的1.4倍（$420.0M vs $293.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 3.8%，领先53.2%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -4.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
GLPI vs MNRO — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$293.4M
营收增速更快
GLPI
高出10.3%
-4.0%
净利率更高
GLPI
高出53.2%
3.8%
两年增速更快
GLPI
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $293.4M |
| 净利润 | $239.4M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 79.4% | 6.3% |
| 净利率 | 57.0% | 3.8% |
| 营收同比 | 6.3% | -4.0% |
| 净利润同比 | 40.5% | 143.1% |
| 每股收益（稀释后） | — | $0.35 |
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GLPIMNRO
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $293.4M | ||
| Q3 25 | $397.6M | $288.9M | ||
| Q2 25 | $394.9M | $301.0M | ||
| Q1 25 | $395.2M | $295.0M | ||
| Q4 24 | $389.6M | $305.8M | ||
| Q3 24 | $385.3M | $301.4M | ||
| Q2 24 | $380.6M | $293.2M |
净利润GLPIMNRO
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $11.1M | ||
| Q3 25 | $241.2M | $5.7M | ||
| Q2 25 | $151.4M | $-8.1M | ||
| Q1 25 | $165.2M | $-21.3M | ||
| Q4 24 | $223.6M | $4.6M | ||
| Q3 24 | $184.7M | $5.6M | ||
| Q2 24 | $208.3M | $5.9M |
毛利率GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
营业利润率GLPIMNRO
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 6.3% | ||
| Q3 25 | 84.8% | 4.4% | ||
| Q2 25 | 61.3% | -2.0% | ||
| Q1 25 | 65.5% | -8.1% | ||
| Q4 24 | 79.1% | 3.3% | ||
| Q3 24 | 70.4% | 4.4% | ||
| Q2 24 | 77.1% | 4.5% |
净利率GLPIMNRO
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 3.8% | ||
| Q3 25 | 60.7% | 2.0% | ||
| Q2 25 | 38.4% | -2.7% | ||
| Q1 25 | 41.8% | -7.2% | ||
| Q4 24 | 57.4% | 1.5% | ||
| Q3 24 | 47.9% | 1.9% | ||
| Q2 24 | 54.7% | 2.0% |
每股收益（稀释后）GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.35 | ||
| Q3 25 | $0.85 | $0.18 | ||
| Q2 25 | $0.54 | $-0.28 | ||
| Q1 25 | $0.60 | $-0.74 | ||
| Q4 24 | $0.79 | $0.15 | ||
| Q3 24 | $0.67 | $0.18 | ||
| Q2 24 | $0.77 | $0.19 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $5.0B | $604.9M |
| 总资产 | $13.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资GLPIMNRO
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $4.9M | ||
| Q3 25 | — | $10.5M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $20.8M | ||
| Q4 24 | $560.8M | $10.2M | ||
| Q3 24 | $560.8M | $20.9M | ||
| Q2 24 | $560.8M | $18.7M |
总债务GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $45.0M | ||
| Q3 25 | $7.2B | $60.0M | ||
| Q2 25 | $6.9B | $71.5M | ||
| Q1 25 | $6.9B | $61.3M | ||
| Q4 24 | $7.7B | $59.3M | ||
| Q3 24 | $7.4B | $62.0M | ||
| Q2 24 | $6.6B | $112.0M |
股东权益GLPIMNRO
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $604.9M | ||
| Q3 25 | $4.6B | $601.7M | ||
| Q2 25 | $4.6B | $604.9M | ||
| Q1 25 | $4.2B | $620.8M | ||
| Q4 24 | $4.3B | $648.9M | ||
| Q3 24 | $4.3B | $651.9M | ||
| Q2 24 | $4.1B | $654.4M |
总资产GLPIMNRO
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.6B | ||
| Q2 25 | $12.5B | $1.6B | ||
| Q1 25 | $12.1B | $1.6B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.7B | ||
| Q2 24 | $11.8B | $1.7B |
负债/权益比GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.07× | ||
| Q3 25 | 1.57× | 0.10× | ||
| Q2 25 | 1.51× | 0.12× | ||
| Q1 25 | 1.63× | 0.10× | ||
| Q4 24 | 1.81× | 0.09× | ||
| Q3 24 | 1.74× | 0.10× | ||
| Q2 24 | 1.60× | 0.17× |
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 | — | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $17.8M | ||
| Q3 25 | $240.3M | $32.3M | ||
| Q2 25 | $293.4M | $-1.9M | ||
| Q1 25 | $252.5M | $28.9M | ||
| Q4 24 | $1.1B | $14.8M | ||
| Q3 24 | $270.4M | $62.6M | ||
| Q2 24 | $252.1M | $25.6M |
自由现金流GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $9.1M | ||
| Q3 25 | $183.0M | $26.6M | ||
| Q2 25 | $272.3M | $-9.3M | ||
| Q1 25 | $239.6M | $23.2M | ||
| Q4 24 | $1.1B | $7.9M | ||
| Q3 24 | $261.5M | $57.6M | ||
| Q2 24 | $245.0M | $16.8M |
自由现金流率GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | 46.0% | 9.2% | ||
| Q2 25 | 69.0% | -3.1% | ||
| Q1 25 | 60.6% | 7.9% | ||
| Q4 24 | 275.3% | 2.6% | ||
| Q3 24 | 67.9% | 19.1% | ||
| Q2 24 | 64.4% | 5.7% |
资本支出强度GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | 14.4% | 2.0% | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 3.3% | 1.9% | ||
| Q4 24 | 0.0% | 2.2% | ||
| Q3 24 | 2.3% | 1.6% | ||
| Q2 24 | 1.9% | 3.0% |
现金转化率GLPIMNRO
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.60× | ||
| Q3 25 | 1.00× | 5.71× | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 3.23× | ||
| Q3 24 | 1.46× | 11.08× | ||
| Q2 24 | 1.21× | 4.37× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
