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Gaming & Leisure Properties, Inc.（GLPI）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.9倍（$420.0M vs $219.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -1.0%，领先58.0%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 2.0%），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
GLPI vs OFIX — 直观对比
营收规模更大
GLPI
是对方的1.9倍
$219.9M
营收增速更快
GLPI
高出4.3%
2.0%
净利率更高
GLPI
高出58.0%
-1.0%
两年增速更快
OFIX
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $219.9M |
| 净利润 | $239.4M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 79.4% | 0.2% |
| 净利率 | 57.0% | -1.0% |
| 营收同比 | 6.3% | 2.0% |
| 净利润同比 | 40.5% | 92.4% |
| 每股收益（稀释后） | — | $-0.05 |
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GLPIOFIX
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $219.9M | ||
| Q3 25 | $397.6M | $205.6M | ||
| Q2 25 | $394.9M | $203.1M | ||
| Q1 25 | $395.2M | $193.6M | ||
| Q4 24 | $389.6M | $215.7M | ||
| Q3 24 | $385.3M | $196.6M | ||
| Q2 24 | $380.6M | $198.6M |
净利润GLPIOFIX
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-2.2M | ||
| Q3 25 | $241.2M | $-22.8M | ||
| Q2 25 | $151.4M | $-14.1M | ||
| Q1 25 | $165.2M | $-53.1M | ||
| Q4 24 | $223.6M | $-29.1M | ||
| Q3 24 | $184.7M | $-27.4M | ||
| Q2 24 | $208.3M | $-33.4M |
毛利率GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% |
营业利润率GLPIOFIX
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 0.2% | ||
| Q3 25 | 84.8% | -8.3% | ||
| Q2 25 | 61.3% | -7.9% | ||
| Q1 25 | 65.5% | -25.2% | ||
| Q4 24 | 79.1% | -5.3% | ||
| Q3 24 | 70.4% | -9.6% | ||
| Q2 24 | 77.1% | -12.5% |
净利率GLPIOFIX
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -1.0% | ||
| Q3 25 | 60.7% | -11.1% | ||
| Q2 25 | 38.4% | -6.9% | ||
| Q1 25 | 41.8% | -27.4% | ||
| Q4 24 | 57.4% | -13.5% | ||
| Q3 24 | 47.9% | -13.9% | ||
| Q2 24 | 54.7% | -16.8% |
每股收益（稀释后）GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.05 | ||
| Q3 25 | $0.85 | $-0.57 | ||
| Q2 25 | $0.54 | $-0.36 | ||
| Q1 25 | $0.60 | $-1.35 | ||
| Q4 24 | $0.79 | $-0.76 | ||
| Q3 24 | $0.67 | $-0.71 | ||
| Q2 24 | $0.77 | $-0.88 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $450.0M |
| 总资产 | $13.8B | $850.6M |
| 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GLPIOFIX
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $560.8M | $83.2M | ||
| Q3 24 | $560.8M | $30.1M | ||
| Q2 24 | $560.8M | $26.4M |
总债务GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $157.2M | ||
| Q2 25 | $6.9B | $157.0M | ||
| Q1 25 | $6.9B | $156.9M | ||
| Q4 24 | $7.7B | $157.0M | ||
| Q3 24 | $7.4B | $118.5M | ||
| Q2 24 | $6.6B | $118.0M |
股东权益GLPIOFIX
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $450.0M | ||
| Q3 25 | $4.6B | $442.5M | ||
| Q2 25 | $4.6B | $458.3M | ||
| Q1 25 | $4.2B | $458.3M | ||
| Q4 24 | $4.3B | $503.1M | ||
| Q3 24 | $4.3B | $525.9M | ||
| Q2 24 | $4.1B | $546.0M |
总资产GLPIOFIX
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $850.6M | ||
| Q3 25 | $12.8B | $832.6M | ||
| Q2 25 | $12.5B | $837.2M | ||
| Q1 25 | $12.1B | $823.1M | ||
| Q4 24 | $13.1B | $893.3M | ||
| Q3 24 | $12.7B | $867.9M | ||
| Q2 24 | $11.8B | $882.0M |
负债/权益比GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 0.36× | ||
| Q2 25 | 1.51× | 0.34× | ||
| Q1 25 | 1.63× | 0.34× | ||
| Q4 24 | 1.81× | 0.31× | ||
| Q3 24 | 1.74× | 0.23× | ||
| Q2 24 | 1.60× | 0.22× |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $27.7M | ||
| Q3 25 | $240.3M | $12.4M | ||
| Q2 25 | $293.4M | $11.6M | ||
| Q1 25 | $252.5M | $-18.4M | ||
| Q4 24 | $1.1B | $23.7M | ||
| Q3 24 | $270.4M | $11.7M | ||
| Q2 24 | $252.1M | $9.0M |
自由现金流GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | $183.0M | $2.5M | ||
| Q2 25 | $272.3M | $4.5M | ||
| Q1 25 | $239.6M | $-25.1M | ||
| Q4 24 | $1.1B | $15.2M | ||
| Q3 24 | $261.5M | $6.3M | ||
| Q2 24 | $245.0M | $-360.0K |
自由现金流率GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | 46.0% | 1.2% | ||
| Q2 25 | 69.0% | 2.2% | ||
| Q1 25 | 60.6% | -13.0% | ||
| Q4 24 | 275.3% | 7.0% | ||
| Q3 24 | 67.9% | 3.2% | ||
| Q2 24 | 64.4% | -0.2% |
资本支出强度GLPIOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 14.4% | 4.8% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 3.3% | 3.5% | ||
| Q4 24 | 0.0% | 4.0% | ||
| Q3 24 | 2.3% | 2.7% | ||
| Q2 24 | 1.9% | 4.7% |
现金转化率GLPIOFIX
| 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× | — |
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
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
