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Gaming & Leisure Properties, Inc.（GLPI）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.5倍（$420.0M vs $271.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 18.0%，领先39.0%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 6.3%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
GLPI vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $271.6M |
| 净利润 | $239.4M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 79.4% | 15.9% |
| 净利率 | 57.0% | 18.0% |
| 营收同比 | 6.3% | 24.5% |
| 净利润同比 | 40.5% | 129.1% |
| 每股收益（稀释后） | — | $0.64 |
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
| Q1 26 | $420.0M | $271.6M | ||
| Q4 25 | $407.0M | $261.2M | ||
| Q3 25 | $397.6M | $252.1M | ||
| Q2 25 | $394.9M | $235.9M | ||
| Q1 25 | $395.2M | $218.1M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | $200.7M | ||
| Q2 24 | $380.6M | $190.5M |
| Q1 26 | $239.4M | $48.8M | ||
| Q4 25 | $275.4M | $45.1M | ||
| Q3 25 | $241.2M | $36.5M | ||
| Q2 25 | $151.4M | $31.7M | ||
| Q1 25 | $165.2M | $-167.5M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $29.4M | ||
| Q2 24 | $208.3M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
| Q1 26 | 79.4% | 15.9% | ||
| Q4 25 | 89.3% | 15.2% | ||
| Q3 25 | 84.8% | 14.9% | ||
| Q2 25 | 61.3% | 14.8% | ||
| Q1 25 | 65.5% | 8.0% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | 13.7% | ||
| Q2 24 | 77.1% | 10.4% |
| Q1 26 | 57.0% | 18.0% | ||
| Q4 25 | 67.6% | 17.3% | ||
| Q3 25 | 60.7% | 14.5% | ||
| Q2 25 | 38.4% | 13.4% | ||
| Q1 25 | 41.8% | -76.8% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 14.7% | ||
| Q2 24 | 54.7% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.96 | $0.67 | ||
| Q3 25 | $0.85 | $0.48 | ||
| Q2 25 | $0.54 | $0.42 | ||
| Q1 25 | $0.60 | $-2.30 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | $0.40 | ||
| Q2 24 | $0.77 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.4B |
| 总资产 | $13.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | $768.5M | ||
| Q4 25 | — | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | — | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $581.9M | ||
| Q2 24 | $560.8M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | $1.4B | ||
| Q4 25 | $4.6B | $1.3B | ||
| Q3 25 | $4.6B | $1.3B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.2B | $1.2B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $1.1B |
| Q1 26 | $13.8B | $2.1B | ||
| Q4 25 | $12.9B | $2.1B | ||
| Q3 25 | $12.8B | $2.0B | ||
| Q2 25 | $12.5B | $1.9B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | $1.8B | ||
| Q2 24 | $11.8B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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 | — | $42.9M |
| 自由现金流经营现金流 - 资本支出 | — | $30.0M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $1.1B | $69.6M | ||
| Q3 25 | $240.3M | $60.4M | ||
| Q2 25 | $293.4M | $38.7M | ||
| Q1 25 | $252.5M | $66.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | $62.3M | ||
| Q2 24 | $252.1M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | $183.0M | $51.6M | ||
| Q2 25 | $272.3M | $30.5M | ||
| Q1 25 | $239.6M | $61.3M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | $57.1M | ||
| Q2 24 | $245.0M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | 46.0% | 20.5% | ||
| Q2 25 | 69.0% | 12.9% | ||
| Q1 25 | 60.6% | 28.1% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | 28.5% | ||
| Q2 24 | 64.4% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | 14.4% | 3.5% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 3.3% | 2.4% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | 2.6% | ||
| Q2 24 | 1.9% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 4.10× | 1.54× | ||
| Q3 25 | 1.00× | 1.65× | ||
| Q2 25 | 1.94× | 1.22× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 2.12× | ||
| Q2 24 | 1.21× | 2.46× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
