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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
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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% |
| 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% |
| 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