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Gaming & Leisure Properties, Inc.(GLPI)与OMEGA HEALTHCARE INVESTORS INC(OHI)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OMEGA HEALTHCARE INVESTORS INC的1.3倍($420.0M vs $319.2M)。Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 51.6%,领先5.4%)。OMEGA HEALTHCARE INVESTORS INC同比增速更快(14.3% vs 6.3%)。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高(14.5% 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。

Omega Healthcare Investors Inc是一家专注于医疗领域的房地产投资信托公司,核心业务为持有、租赁及运营多元化的医疗相关不动产资产,主要包括专业护理机构、养老住宅及长期护理设施,业务覆盖美国和英国,与医疗运营商合作为优质医疗服务提供稳定的不动产支持。

GLPI vs OHI — 直观对比

营收规模更大
GLPI
GLPI
是对方的1.3倍
GLPI
$420.0M
$319.2M
OHI
营收增速更快
OHI
OHI
高出8.0%
OHI
14.3%
6.3%
GLPI
净利率更高
GLPI
GLPI
高出5.4%
GLPI
57.0%
51.6%
OHI
两年增速更快
OHI
OHI
近两年复合增速
OHI
14.5%
5.0%
GLPI

损益表 — Q1 2026 vs Q4 2025

指标
GLPI
GLPI
OHI
OHI
营收
$420.0M
$319.2M
净利润
$239.4M
$164.8M
毛利率
营业利润率
79.4%
53.7%
净利率
57.0%
51.6%
营收同比
6.3%
14.3%
净利润同比
40.5%
45.4%
每股收益(稀释后)
$0.56

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
GLPI
OHI
OHI
Q1 26
$420.0M
Q4 25
$407.0M
$319.2M
Q3 25
$397.6M
$311.6M
Q2 25
$394.9M
$282.5M
Q1 25
$395.2M
$276.8M
Q4 24
$389.6M
$279.3M
Q3 24
$385.3M
$276.0M
Q2 24
$380.6M
$252.7M
净利润
GLPI
GLPI
OHI
OHI
Q1 26
$239.4M
Q4 25
$267.3M
$164.8M
Q3 25
$241.2M
$179.7M
Q2 25
$151.4M
$136.6M
Q1 25
$165.2M
$109.0M
Q4 24
$217.2M
$113.3M
Q3 24
$184.7M
$111.8M
Q2 24
$208.3M
$113.9M
营业利润率
GLPI
GLPI
OHI
OHI
Q1 26
79.4%
Q4 25
89.3%
53.7%
Q3 25
84.8%
61.4%
Q2 25
61.3%
52.1%
Q1 25
65.5%
41.4%
Q4 24
79.1%
42.5%
Q3 24
70.4%
40.3%
Q2 24
77.1%
47.1%
净利率
GLPI
GLPI
OHI
OHI
Q1 26
57.0%
Q4 25
65.7%
51.6%
Q3 25
60.7%
57.7%
Q2 25
38.4%
48.4%
Q1 25
41.8%
39.4%
Q4 24
55.8%
40.6%
Q3 24
47.9%
40.5%
Q2 24
54.7%
45.1%
每股收益(稀释后)
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
$0.96
$0.56
Q3 25
$0.85
$0.59
Q2 25
$0.54
$0.46
Q1 25
$0.60
$0.33
Q4 24
$0.79
$0.41
Q3 24
$0.67
$0.42
Q2 24
$0.77
$0.45

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
GLPI
GLPI
OHI
OHI
现金及短期投资手头流动性
$274.5M
$27.0M
总债务越低越好
$4.3B
股东权益账面价值
$5.0B
$5.2B
总资产
$13.8B
$10.0B
负债/权益比越低杠杆越低
0.82×

8季度趋势,按日历期对齐

现金及短期投资
GLPI
GLPI
OHI
OHI
Q1 26
$274.5M
Q4 25
$27.0M
Q3 25
$737.2M
Q2 25
$734.2M
Q1 25
$368.0M
Q4 24
$560.8M
$518.3M
Q3 24
$554.1M
$342.4M
Q2 24
$347.8M
$35.2M
总债务
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
$7.2B
$4.3B
Q3 25
$7.2B
$5.0B
Q2 25
$6.9B
$5.0B
Q1 25
$6.9B
$4.4B
Q4 24
$7.7B
$4.8B
Q3 24
$7.4B
$4.9B
Q2 24
$6.6B
$4.7B
股东权益
GLPI
GLPI
OHI
OHI
Q1 26
$5.0B
Q4 25
$4.6B
$5.2B
Q3 25
$4.6B
$5.0B
Q2 25
$4.6B
$5.0B
Q1 25
$4.2B
$4.7B
Q4 24
$4.3B
$4.5B
Q3 24
$4.3B
$4.2B
Q2 24
$4.1B
$3.7B
总资产
GLPI
GLPI
OHI
OHI
Q1 26
$13.8B
Q4 25
$12.9B
$10.0B
Q3 25
$12.8B
$10.6B
Q2 25
$12.5B
$10.5B
Q1 25
$12.1B
$9.7B
Q4 24
$13.1B
$9.9B
Q3 24
$12.7B
$9.6B
Q2 24
$11.8B
$8.8B
负债/权益比
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
1.56×
0.82×
Q3 25
1.57×
0.99×
Q2 25
1.51×
1.00×
Q1 25
1.63×
0.94×
Q4 24
1.81×
1.07×
Q3 24
1.74×
1.15×
Q2 24
1.60×
1.26×

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
GLPI
GLPI
OHI
OHI
经营现金流最新季度
$230.6M
自由现金流经营现金流 - 资本支出
$203.9M
自由现金流率自由现金流/营收
63.9%
资本支出强度资本支出/营收
8.4%
现金转化率经营现金流/净利润
1.40×
过去12个月自由现金流最近4个季度
$797.7M

8季度趋势,按日历期对齐

经营现金流
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
$343.2M
$230.6M
Q3 25
$240.3M
$226.7M
Q2 25
$293.4M
$239.3M
Q1 25
$252.5M
$182.0M
Q4 24
$292.4M
$229.0M
Q3 24
$270.4M
$184.9M
Q2 24
$252.1M
$184.1M
自由现金流
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
$203.9M
Q3 25
$183.0M
$205.5M
Q2 25
$272.3M
$226.5M
Q1 25
$239.6M
$161.8M
Q4 24
$276.6M
$213.5M
Q3 24
$261.5M
$176.6M
Q2 24
$245.0M
$177.0M
自由现金流率
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
63.9%
Q3 25
46.0%
65.9%
Q2 25
69.0%
80.2%
Q1 25
60.6%
58.4%
Q4 24
71.0%
76.4%
Q3 24
67.9%
64.0%
Q2 24
64.4%
70.0%
资本支出强度
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
8.4%
Q3 25
14.4%
6.8%
Q2 25
5.3%
4.5%
Q1 25
3.3%
7.3%
Q4 24
4.1%
5.5%
Q3 24
2.3%
3.0%
Q2 24
1.9%
2.8%
现金转化率
GLPI
GLPI
OHI
OHI
Q1 26
Q4 25
1.28×
1.40×
Q3 25
1.00×
1.26×
Q2 25
1.94×
1.75×
Q1 25
1.53×
1.67×
Q4 24
1.35×
2.02×
Q3 24
1.46×
1.65×
Q2 24
1.21×
1.62×

财务流量对比

营收 → 毛利润 → 营业利润 → 净利润流向图

相关对比