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Gaming & Leisure Properties, Inc.（GLPI）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$805.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -5.9%，领先62.9%），摩丁制造同比增速更快（30.5% vs 6.3%），过去两年摩丁制造的营收复合增速更高（15.5% vs 5.0%）
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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
GLPI vs MOD — 直观对比
营收规模更大
MOD
是对方的1.9倍
$420.0M
营收增速更快
MOD
高出24.2%
6.3%
净利率更高
GLPI
高出62.9%
-5.9%
两年增速更快
MOD
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $805.0M |
| 净利润 | $239.4M | $-47.4M |
| 毛利率 | — | 23.1% |
| 营业利润率 | 79.4% | 11.1% |
| 净利率 | 57.0% | -5.9% |
| 营收同比 | 6.3% | 30.5% |
| 净利润同比 | 40.5% | -215.6% |
| 每股收益（稀释后） | — | $-0.90 |
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GLPIMOD
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $805.0M | ||
| Q3 25 | $397.6M | $738.9M | ||
| Q2 25 | $394.9M | $682.8M | ||
| Q1 25 | $395.2M | $647.2M | ||
| Q4 24 | $389.6M | $616.8M | ||
| Q3 24 | $385.3M | $658.0M | ||
| Q2 24 | $380.6M | $661.5M |
净利润GLPIMOD
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-47.4M | ||
| Q3 25 | $241.2M | $44.4M | ||
| Q2 25 | $151.4M | $51.2M | ||
| Q1 25 | $165.2M | $49.6M | ||
| Q4 24 | $223.6M | $41.0M | ||
| Q3 24 | $184.7M | $46.1M | ||
| Q2 24 | $208.3M | $47.3M |
毛利率GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.6% |
营业利润率GLPIMOD
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 11.1% | ||
| Q3 25 | 84.8% | 9.9% | ||
| Q2 25 | 61.3% | 11.1% | ||
| Q1 25 | 65.5% | 11.5% | ||
| Q4 24 | 79.1% | 9.6% | ||
| Q3 24 | 70.4% | 11.4% | ||
| Q2 24 | 77.1% | 11.2% |
净利率GLPIMOD
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -5.9% | ||
| Q3 25 | 60.7% | 6.0% | ||
| Q2 25 | 38.4% | 7.5% | ||
| Q1 25 | 41.8% | 7.7% | ||
| Q4 24 | 57.4% | 6.6% | ||
| Q3 24 | 47.9% | 7.0% | ||
| Q2 24 | 54.7% | 7.2% |
每股收益（稀释后）GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.90 | ||
| Q3 25 | $0.85 | $0.83 | ||
| Q2 25 | $0.54 | $0.95 | ||
| Q1 25 | $0.60 | $0.92 | ||
| Q4 24 | $0.79 | $0.76 | ||
| Q3 24 | $0.67 | $0.86 | ||
| Q2 24 | $0.77 | $0.88 |
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 | $98.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $13.8B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资GLPIMOD
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $98.7M | ||
| Q3 25 | — | $83.8M | ||
| Q2 25 | — | $124.5M | ||
| Q1 25 | — | $71.6M | ||
| Q4 24 | $560.8M | $83.8M | ||
| Q3 24 | $560.8M | $78.6M | ||
| Q2 24 | $560.8M | $72.9M |
总债务GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $570.7M | ||
| Q3 25 | $7.2B | $525.8M | ||
| Q2 25 | $6.9B | $482.1M | ||
| Q1 25 | $6.9B | $296.7M | ||
| Q4 24 | $7.7B | $330.0M | ||
| Q3 24 | $7.4B | $359.1M | ||
| Q2 24 | $6.6B | $405.7M |
股东权益GLPIMOD
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.1B | ||
| Q3 25 | $4.6B | $1.1B | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | $910.2M | ||
| Q4 24 | $4.3B | $855.1M | ||
| Q3 24 | $4.3B | $858.8M | ||
| Q2 24 | $4.1B | $788.4M |
总资产GLPIMOD
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.5B | ||
| Q3 25 | $12.8B | $2.4B | ||
| Q2 25 | $12.5B | $2.2B | ||
| Q1 25 | $12.1B | $1.9B | ||
| Q4 24 | $13.1B | $1.8B | ||
| Q3 24 | $12.7B | $1.9B | ||
| Q2 24 | $11.8B | $1.9B |
负债/权益比GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.51× | ||
| Q3 25 | 1.57× | 0.50× | ||
| Q2 25 | 1.51× | 0.48× | ||
| Q1 25 | 1.63× | 0.33× | ||
| Q4 24 | 1.81× | 0.39× | ||
| Q3 24 | 1.74× | 0.42× | ||
| Q2 24 | 1.60× | 0.51× |
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 | — | $24.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-17.1M |
| 自由现金流率自由现金流/营收 | — | -2.1% |
| 资本支出强度资本支出/营收 | — | 5.2% |
| 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 | — | $-20.3M |
8季度趋势，按日历期对齐
经营现金流GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $24.7M | ||
| Q3 25 | $240.3M | $1.4M | ||
| Q2 25 | $293.4M | $27.7M | ||
| Q1 25 | $252.5M | $54.8M | ||
| Q4 24 | $1.1B | $60.7M | ||
| Q3 24 | $270.4M | $57.3M | ||
| Q2 24 | $252.1M | $40.5M |
自由现金流GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | — | $-17.1M | ||
| Q3 25 | $183.0M | $-30.5M | ||
| Q2 25 | $272.3M | $200.0K | ||
| Q1 25 | $239.6M | $27.1M | ||
| Q4 24 | $1.1B | $44.7M | ||
| Q3 24 | $261.5M | $43.8M | ||
| Q2 24 | $245.0M | $13.7M |
自由现金流率GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | — | -2.1% | ||
| Q3 25 | 46.0% | -4.1% | ||
| Q2 25 | 69.0% | 0.0% | ||
| Q1 25 | 60.6% | 4.2% | ||
| Q4 24 | 275.3% | 7.2% | ||
| Q3 24 | 67.9% | 6.7% | ||
| Q2 24 | 64.4% | 2.1% |
资本支出强度GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | 14.4% | 4.3% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | 3.3% | 4.3% | ||
| Q4 24 | 0.0% | 2.6% | ||
| Q3 24 | 2.3% | 2.1% | ||
| Q2 24 | 1.9% | 4.1% |
现金转化率GLPIMOD
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 0.03× | ||
| Q2 25 | 1.94× | 0.54× | ||
| Q1 25 | 1.53× | 1.10× | ||
| Q4 24 | 4.80× | 1.48× | ||
| Q3 24 | 1.46× | 1.24× | ||
| Q2 24 | 1.21× | 0.86× |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
