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Gaming & Leisure Properties, Inc.（GLPI）与ANNALY CAPITAL MANAGEMENT INC（NLY）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ANNALY CAPITAL MANAGEMENT INC的1.1倍（$420.0M vs $366.6M）。ANNALY CAPITAL MANAGEMENT INC净利率更高（276.5% vs 57.0%，领先219.5%）。ANNALY CAPITAL MANAGEMENT INC同比增速更快（95.7% vs 6.3%）
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。
Annaly Capital Management是全球规模最大的抵押型房地产投资信托之一，注册地位于美国马里兰州，总部设立于纽约市，专注于抵押类不动产相关资产的投资运营，在北美地产投资领域具备丰富经验与较高市场认可度。
GLPI vs NLY — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$366.6M
营收增速更快
NLY
高出89.5%
6.3%
净利率更高
NLY
高出219.5%
57.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $366.6M |
| 净利润 | $239.4M | $1.0B |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | — |
| 净利率 | 57.0% | 276.5% |
| 营收同比 | 6.3% | 95.7% |
| 净利润同比 | 40.5% | 110.2% |
| 每股收益（稀释后） | — | $1.54 |
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GLPINLY
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $366.6M | ||
| Q3 25 | $397.6M | $275.8M | ||
| Q2 25 | $394.9M | $273.2M | ||
| Q1 25 | $395.2M | $220.0M | ||
| Q4 24 | $389.6M | $187.3M | ||
| Q3 24 | $385.3M | $13.4M | ||
| Q2 24 | $380.6M | $53.6M |
净利润GLPINLY
| Q1 26 | $239.4M | — | ||
| Q4 25 | $267.3M | $1.0B | ||
| Q3 25 | $241.2M | $832.4M | ||
| Q2 25 | $151.4M | $57.1M | ||
| Q1 25 | $165.2M | $124.2M | ||
| Q4 24 | $217.2M | $482.1M | ||
| Q3 24 | $184.7M | $66.4M | ||
| Q2 24 | $208.3M | $-9.5M |
营业利润率GLPINLY
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | — | ||
| Q2 25 | 61.3% | 22.3% | ||
| Q1 25 | 65.5% | 63.0% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | — | ||
| Q2 24 | 77.1% | 5.8% |
净利率GLPINLY
| Q1 26 | 57.0% | — | ||
| Q4 25 | 65.7% | 276.5% | ||
| Q3 25 | 60.7% | 301.9% | ||
| Q2 25 | 38.4% | 20.9% | ||
| Q1 25 | 41.8% | 56.5% | ||
| Q4 24 | 55.8% | 257.4% | ||
| Q3 24 | 47.9% | 495.8% | ||
| Q2 24 | 54.7% | -17.7% |
每股收益（稀释后）GLPINLY
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.54 | ||
| Q3 25 | $0.85 | $1.20 | ||
| Q2 25 | $0.54 | $0.03 | ||
| Q1 25 | $0.60 | $0.15 | ||
| Q4 24 | $0.79 | $0.81 | ||
| Q3 24 | $0.67 | $0.05 | ||
| Q2 24 | $0.77 | $-0.09 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $16.1B |
| 总资产 | $13.8B | $135.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GLPINLY
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $347.8M | — |
总债务GLPINLY
| 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 | — |
股东权益GLPINLY
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $16.1B | ||
| Q3 25 | $4.6B | $14.9B | ||
| Q2 25 | $4.6B | $13.4B | ||
| Q1 25 | $4.2B | $13.0B | ||
| Q4 24 | $4.3B | $12.6B | ||
| Q3 24 | $4.3B | $12.4B | ||
| Q2 24 | $4.1B | $11.2B |
总资产GLPINLY
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $135.6B | ||
| Q3 25 | $12.8B | $125.9B | ||
| Q2 25 | $12.5B | $112.1B | ||
| Q1 25 | $12.1B | $105.1B | ||
| Q4 24 | $13.1B | $103.6B | ||
| Q3 24 | $12.7B | $101.5B | ||
| Q2 24 | $11.8B | $93.7B |
负债/权益比GLPINLY
| 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 | — | $644.3M |
| 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 | — | 0.64× |
| 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GLPINLY
| Q1 26 | — | — | ||
| Q4 25 | $343.2M | $644.3M | ||
| Q3 25 | $240.3M | $24.1M | ||
| Q2 25 | $293.4M | $180.7M | ||
| Q1 25 | $252.5M | $-156.3M | ||
| Q4 24 | $292.4M | $2.8B | ||
| Q3 24 | $270.4M | $-1.7B | ||
| Q2 24 | $252.1M | $477.1M |
自由现金流GLPINLY
| 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GLPINLY
| 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GLPINLY
| 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GLPINLY
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | 0.64× | ||
| Q3 25 | 1.00× | 0.03× | ||
| Q2 25 | 1.94× | 3.17× | ||
| Q1 25 | 1.53× | -1.26× | ||
| Q4 24 | 1.35× | 5.83× | ||
| Q3 24 | 1.46× | -25.18× | ||
| 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
