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Gaming & Leisure Properties, Inc.（GLPI）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.4倍（$420.0M vs $295.3M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 6.0%，领先51.0%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -12.2%）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
GLPI vs NESR — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$295.3M
营收增速更快
GLPI
高出18.4%
-12.2%
净利率更高
GLPI
高出51.0%
6.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $295.3M |
| 净利润 | $239.4M | $17.7M |
| 毛利率 | — | 12.0% |
| 营业利润率 | 79.4% | 6.6% |
| 净利率 | 57.0% | 6.0% |
| 营收同比 | 6.3% | -12.2% |
| 净利润同比 | 40.5% | -14.0% |
| 每股收益（稀释后） | — | $0.18 |
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GLPINESR
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $295.3M | ||
| Q2 25 | $394.9M | $327.4M | ||
| Q1 25 | $395.2M | $303.1M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | $336.2M | ||
| Q2 24 | $380.6M | $325.0M |
净利润GLPINESR
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $17.7M | ||
| Q2 25 | $151.4M | $15.2M | ||
| Q1 25 | $165.2M | $10.4M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $20.6M | ||
| Q2 24 | $208.3M | $18.9M |
毛利率GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% |
营业利润率GLPINESR
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | 6.6% | ||
| Q2 25 | 61.3% | 8.3% | ||
| Q1 25 | 65.5% | 6.9% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | 10.5% | ||
| Q2 24 | 77.1% | 10.5% |
净利率GLPINESR
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 6.0% | ||
| Q2 25 | 38.4% | 4.6% | ||
| Q1 25 | 41.8% | 3.4% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 6.1% | ||
| Q2 24 | 54.7% | 5.8% |
每股收益（稀释后）GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $0.18 | ||
| Q2 25 | $0.54 | $0.16 | ||
| Q1 25 | $0.60 | $0.11 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | $0.22 | ||
| Q2 24 | $0.77 | $0.20 |
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 | $69.7M |
| 总债务越低越好 | — | $274.1M |
| 股东权益账面价值 | $5.0B | $956.7M |
| 总资产 | $13.8B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资GLPINESR
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $69.7M | ||
| Q2 25 | — | $131.8M | ||
| Q1 25 | — | $78.7M | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $118.2M | ||
| Q2 24 | $560.8M | $75.0M |
总债务GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $274.1M | ||
| Q2 25 | $6.9B | $291.7M | ||
| Q1 25 | $6.9B | $309.2M | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | $358.7M | ||
| Q2 24 | $6.6B | $376.7M |
股东权益GLPINESR
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $956.7M | ||
| Q2 25 | $4.6B | $936.9M | ||
| Q1 25 | $4.2B | $920.5M | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | $873.5M | ||
| Q2 24 | $4.1B | $851.4M |
总资产GLPINESR
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | $1.8B | ||
| Q2 24 | $11.8B | $1.8B |
负债/权益比GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 0.29× | ||
| Q2 25 | 1.51× | 0.31× | ||
| Q1 25 | 1.63× | 0.34× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | 0.41× | ||
| Q2 24 | 1.60× | 0.44× |
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 | — | $6.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-34.1M |
| 自由现金流率自由现金流/营收 | — | -11.5% |
| 资本支出强度资本支出/营收 | — | 13.8% |
| 现金转化率经营现金流/净利润 | — | 0.38× |
| 过去12个月自由现金流最近4个季度 | — | $68.5M |
8季度趋势，按日历期对齐
经营现金流GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $6.7M | ||
| Q2 25 | $293.4M | $98.5M | ||
| Q1 25 | $252.5M | $20.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | $70.8M | ||
| Q2 24 | $252.1M | — |
自由现金流GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $-34.1M | ||
| Q2 25 | $272.3M | $68.7M | ||
| Q1 25 | $239.6M | $-9.6M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | $43.4M | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | -11.5% | ||
| Q2 25 | 69.0% | 21.0% | ||
| Q1 25 | 60.6% | -3.2% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | 12.9% | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 13.8% | ||
| Q2 25 | 5.3% | 9.1% | ||
| Q1 25 | 3.3% | 9.9% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | 8.1% | ||
| Q2 24 | 1.9% | — |
现金转化率GLPINESR
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 0.38× | ||
| Q2 25 | 1.94× | 6.48× | ||
| Q1 25 | 1.53× | 1.97× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 3.43× | ||
| 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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
