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Gaming & Leisure Properties, Inc.(GLPI)与NexPoint Residential Trust, Inc.(NXRT)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NexPoint Residential Trust, Inc.的6.8倍($420.0M vs $62.1M),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -2.7%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -4.1%)
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。
NexPoint Residential Trust是一家公开上市的房地产投资信托,主要收购、翻新并运营美国阳光地带高增长市场的多户住宅物业,旗下资产以经济型和中端公寓社区为主,旨在通过稳定的租金收入增长和长期资产增值为投资者创造回报。
GLPI vs NXRT — 直观对比
营收规模更大
GLPI
是对方的6.8倍
$62.1M
营收增速更快
GLPI
高出8.9%
-2.7%
两年增速更快
GLPI
近两年复合增速
-4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $62.1M |
| 净利润 | $239.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 8.4% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | -2.7% |
| 净利润同比 | 40.5% | — |
| 每股收益(稀释后) | — | — |
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
GLPI
NXRT
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $62.1M | ||
| Q3 25 | $397.6M | $62.8M | ||
| Q2 25 | $394.9M | $63.1M | ||
| Q1 25 | $395.2M | $63.2M | ||
| Q4 24 | $389.6M | $63.8M | ||
| Q3 24 | $385.3M | $64.1M | ||
| Q2 24 | $380.6M | $64.2M |
净利润
GLPI
NXRT
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-7.8M | ||
| Q2 25 | $151.4M | $-7.0M | ||
| Q1 25 | $165.2M | $-6.9M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $-8.9M | ||
| Q2 24 | $208.3M | $10.6M |
营业利润率
GLPI
NXRT
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 8.4% | ||
| Q3 25 | 84.8% | 11.8% | ||
| Q2 25 | 61.3% | 12.5% | ||
| Q1 25 | 65.5% | 11.7% | ||
| Q4 24 | 79.1% | 18.0% | ||
| Q3 24 | 70.4% | 8.7% | ||
| Q2 24 | 77.1% | 39.7% |
净利率
GLPI
NXRT
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -12.4% | ||
| Q2 25 | 38.4% | -11.1% | ||
| Q1 25 | 41.8% | -10.9% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | -13.8% | ||
| Q2 24 | 54.7% | 16.5% |
每股收益(稀释后)
GLPI
NXRT
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $-0.31 | ||
| Q2 25 | $0.54 | $-0.28 | ||
| Q1 25 | $0.60 | $-0.27 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | $-0.35 | ||
| Q2 24 | $0.77 | $0.40 |
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 | $13.7M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $5.0B | $295.5M |
| 总资产 | $13.8B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 5.39× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
NXRT
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $13.7M | ||
| Q3 25 | — | $10.8M | ||
| Q2 25 | — | $13.6M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | $560.8M | $23.1M | ||
| Q3 24 | $560.8M | $17.4M | ||
| Q2 24 | $560.8M | $21.3M |
总债务
GLPI
NXRT
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.6B | ||
| 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
GLPI
NXRT
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $295.5M | ||
| Q3 25 | $4.6B | $322.9M | ||
| Q2 25 | $4.6B | $347.9M | ||
| Q1 25 | $4.2B | $379.9M | ||
| Q4 24 | $4.3B | $410.4M | ||
| Q3 24 | $4.3B | $447.1M | ||
| Q2 24 | $4.1B | $491.1M |
总资产
GLPI
NXRT
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.9B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.9B | ||
| Q1 25 | $12.1B | $1.9B | ||
| Q4 24 | $13.1B | $1.9B | ||
| Q3 24 | $12.7B | $2.0B | ||
| Q2 24 | $11.8B | $2.0B |
负债/权益比
GLPI
NXRT
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 5.39× | ||
| 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 | — | $83.6M |
| 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 | — | — |
| 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
GLPI
NXRT
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $83.6M | ||
| Q3 25 | $240.3M | $29.3M | ||
| Q2 25 | $293.4M | $19.9M | ||
| Q1 25 | $252.5M | $28.3M | ||
| Q4 24 | $1.1B | $73.6M | ||
| Q3 24 | $270.4M | $27.8M | ||
| Q2 24 | $252.1M | $19.7M |
自由现金流
GLPI
NXRT
| Q1 26 | — | — | ||
| 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
GLPI
NXRT
| Q1 26 | — | — | ||
| 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
GLPI
NXRT
| Q1 26 | — | — | ||
| 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
GLPI
NXRT
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 1.86× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图