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Gaming & Leisure Properties, Inc.（GLPI）与NORTHERN OIL & GAS, INC.（NOG）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍（$610.2M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -11.6%，领先68.6%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -72.6%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 4.3%）
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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
GLPI vs NOG — 直观对比
营收规模更大
NOG
是对方的1.5倍
$420.0M
营收增速更快
GLPI
高出78.9%
-72.6%
净利率更高
GLPI
高出68.6%
-11.6%
两年增速更快
GLPI
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $610.2M |
| 净利润 | $239.4M | $-70.7M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | — |
| 净利率 | 57.0% | -11.6% |
| 营收同比 | 6.3% | -72.6% |
| 净利润同比 | 40.5% | -198.7% |
| 每股收益（稀释后） | — | $-0.73 |
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GLPINOG
| Q1 26 | $420.0M | $610.2M | ||
| Q4 25 | $407.0M | $610.2M | ||
| Q3 25 | $397.6M | $556.6M | ||
| Q2 25 | $394.9M | $706.8M | ||
| Q1 25 | $395.2M | $602.1M | ||
| Q4 24 | $389.6M | $515.0M | ||
| Q3 24 | $385.3M | $753.6M | ||
| Q2 24 | $380.6M | $560.8M |
净利润GLPINOG
| Q1 26 | $239.4M | $-70.7M | ||
| Q4 25 | $275.4M | $-70.7M | ||
| Q3 25 | $241.2M | $-129.1M | ||
| Q2 25 | $151.4M | $99.6M | ||
| Q1 25 | $165.2M | $139.0M | ||
| Q4 24 | $223.6M | $71.7M | ||
| Q3 24 | $184.7M | $298.4M | ||
| Q2 24 | $208.3M | $138.6M |
毛利率GLPINOG
| Q1 26 | — | — | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 78.7% | ||
| Q2 25 | — | 82.8% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | — | 77.4% | ||
| Q3 24 | — | 85.8% | ||
| Q2 24 | — | 82.0% |
营业利润率GLPINOG
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -5.5% | ||
| Q3 25 | 84.8% | -22.6% | ||
| Q2 25 | 61.3% | 24.9% | ||
| Q1 25 | 65.5% | 38.1% | ||
| Q4 24 | 79.1% | 25.8% | ||
| Q3 24 | 70.4% | 57.6% | ||
| Q2 24 | 77.1% | 39.0% |
净利率GLPINOG
| Q1 26 | 57.0% | -11.6% | ||
| Q4 25 | 67.6% | -11.6% | ||
| Q3 25 | 60.7% | -23.2% | ||
| Q2 25 | 38.4% | 14.1% | ||
| Q1 25 | 41.8% | 23.1% | ||
| Q4 24 | 57.4% | 13.9% | ||
| Q3 24 | 47.9% | 39.6% | ||
| Q2 24 | 54.7% | 24.7% |
每股收益（稀释后）GLPINOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $0.96 | $-0.67 | ||
| Q3 25 | $0.85 | $-1.33 | ||
| Q2 25 | $0.54 | $1.00 | ||
| Q1 25 | $0.60 | $1.39 | ||
| Q4 24 | $0.79 | $0.71 | ||
| Q3 24 | $0.67 | $2.96 | ||
| Q2 24 | $0.77 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.1B |
| 总资产 | $13.8B | $5.4B |
| 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GLPINOG
| Q1 26 | $274.5M | $14.3M | ||
| Q4 25 | — | $14.3M | ||
| Q3 25 | — | $31.6M | ||
| Q2 25 | — | $25.9M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | $560.8M | $8.9M | ||
| Q3 24 | $560.8M | $34.4M | ||
| Q2 24 | $560.8M | $7.8M |
总债务GLPINOG
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $2.4B | ||
| Q3 25 | $7.2B | $2.3B | ||
| Q2 25 | $6.9B | $2.4B | ||
| Q1 25 | $6.9B | $2.3B | ||
| Q4 24 | $7.7B | $2.4B | ||
| Q3 24 | $7.4B | $2.0B | ||
| Q2 24 | $6.6B | $1.9B |
股东权益GLPINOG
| Q1 26 | $5.0B | $2.1B | ||
| Q4 25 | $4.6B | $2.1B | ||
| Q3 25 | $4.6B | $2.2B | ||
| Q2 25 | $4.6B | $2.4B | ||
| Q1 25 | $4.2B | $2.4B | ||
| Q4 24 | $4.3B | $2.3B | ||
| Q3 24 | $4.3B | $2.3B | ||
| Q2 24 | $4.1B | $2.1B |
总资产GLPINOG
| Q1 26 | $13.8B | $5.4B | ||
| Q4 25 | $12.9B | $5.4B | ||
| Q3 25 | $12.8B | $5.5B | ||
| Q2 25 | $12.5B | $5.7B | ||
| Q1 25 | $12.1B | $5.7B | ||
| Q4 24 | $13.1B | $5.6B | ||
| Q3 24 | $12.7B | $5.1B | ||
| Q2 24 | $11.8B | $4.7B |
负债/权益比GLPINOG
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.13× | ||
| Q3 25 | 1.57× | 1.05× | ||
| Q2 25 | 1.51× | 0.98× | ||
| Q1 25 | 1.63× | 0.96× | ||
| Q4 24 | 1.81× | 1.02× | ||
| Q3 24 | 1.74× | 0.84× | ||
| Q2 24 | 1.60× | 0.91× |
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 | — | $312.6M |
| 自由现金流经营现金流 - 资本支出 | — | $43.2M |
| 自由现金流率自由现金流/营收 | — | 7.1% |
| 资本支出强度资本支出/营收 | — | 31.5% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPINOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $1.1B | $312.6M | ||
| Q3 25 | $240.3M | $423.1M | ||
| Q2 25 | $293.4M | $362.1M | ||
| Q1 25 | $252.5M | $407.4M | ||
| Q4 24 | $1.1B | $290.3M | ||
| Q3 24 | $270.4M | $385.8M | ||
| Q2 24 | $252.1M | $340.5M |
自由现金流GLPINOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPINOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPINOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPINOG
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 3.64× | ||
| Q1 25 | 1.53× | 2.93× | ||
| Q4 24 | 4.80× | 4.05× | ||
| Q3 24 | 1.46× | 1.29× | ||
| 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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
