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Gaming & Leisure Properties, Inc.(GLPI)与OCEANEERING INTERNATIONAL INC(OII)财务数据对比。点击上方公司名可切换其他公司
OCEANEERING INTERNATIONAL INC的季度营收约是Gaming & Leisure Properties, Inc.的1.6倍($692.4M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 5.2%,领先51.8%),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 1.8%)
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。
奥什科什国际(Oceaneering International)是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业,为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备,在极端环境工程领域拥有深厚的技术积累。
GLPI vs OII — 直观对比
营收规模更大
OII
是对方的1.6倍
$420.0M
营收增速更快
GLPI
高出3.6%
2.7%
净利率更高
GLPI
高出51.8%
5.2%
两年增速更快
GLPI
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $692.4M |
| 净利润 | $239.4M | $36.1M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | — |
| 净利率 | 57.0% | 5.2% |
| 营收同比 | 6.3% | 2.7% |
| 净利润同比 | 40.5% | -79.7% |
| 每股收益(稀释后) | — | $0.36 |
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
OII
| Q1 26 | $420.0M | $692.4M | ||
| Q4 25 | $407.0M | $668.6M | ||
| Q3 25 | $397.6M | $742.9M | ||
| Q2 25 | $394.9M | $698.2M | ||
| Q1 25 | $395.2M | $674.5M | ||
| Q4 24 | $389.6M | $713.5M | ||
| Q3 24 | $385.3M | $679.8M | ||
| Q2 24 | $380.6M | $668.8M |
净利润
GLPI
OII
| Q1 26 | $239.4M | $36.1M | ||
| Q4 25 | $275.4M | $177.7M | ||
| Q3 25 | $241.2M | $71.3M | ||
| Q2 25 | $151.4M | $54.4M | ||
| Q1 25 | $165.2M | $50.4M | ||
| Q4 24 | $223.6M | $56.1M | ||
| Q3 24 | $184.7M | $41.2M | ||
| Q2 24 | $208.3M | $35.0M |
毛利率
GLPI
OII
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 18.0% |
营业利润率
GLPI
OII
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 9.8% | ||
| Q3 25 | 84.8% | 11.6% | ||
| Q2 25 | 61.3% | 11.3% | ||
| Q1 25 | 65.5% | 10.9% | ||
| Q4 24 | 79.1% | 10.9% | ||
| Q3 24 | 70.4% | 10.5% | ||
| Q2 24 | 77.1% | 9.0% |
净利率
GLPI
OII
| Q1 26 | 57.0% | 5.2% | ||
| Q4 25 | 67.6% | 26.6% | ||
| Q3 25 | 60.7% | 9.6% | ||
| Q2 25 | 38.4% | 7.8% | ||
| Q1 25 | 41.8% | 7.5% | ||
| Q4 24 | 57.4% | 7.9% | ||
| Q3 24 | 47.9% | 6.1% | ||
| Q2 24 | 54.7% | 5.2% |
每股收益(稀释后)
GLPI
OII
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.96 | $1.75 | ||
| Q3 25 | $0.85 | $0.71 | ||
| Q2 25 | $0.54 | $0.54 | ||
| Q1 25 | $0.60 | $0.49 | ||
| Q4 24 | $0.79 | $0.55 | ||
| Q3 24 | $0.67 | $0.40 | ||
| Q2 24 | $0.77 | $0.34 |
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 | — |
| 总债务越低越好 | — | $488.8M |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $13.8B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
OII
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $695.9M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $7.0M | ||
| Q1 25 | — | $7.0M | ||
| Q4 24 | $560.8M | $504.5M | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
总债务
GLPI
OII
| Q1 26 | — | $488.8M | ||
| Q4 25 | $7.2B | $487.4M | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $482.0M | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
OII
| Q1 26 | $5.0B | $1.1B | ||
| Q4 25 | $4.6B | $1.1B | ||
| Q3 25 | $4.6B | $907.7M | ||
| Q2 25 | $4.6B | $842.1M | ||
| Q1 25 | $4.2B | $773.1M | ||
| Q4 24 | $4.3B | $714.3M | ||
| Q3 24 | $4.3B | $698.0M | ||
| Q2 24 | $4.1B | $651.0M |
总资产
GLPI
OII
| Q1 26 | $13.8B | $2.6B | ||
| Q4 25 | $12.9B | $2.7B | ||
| Q3 25 | $12.8B | $2.5B | ||
| Q2 25 | $12.5B | $2.3B | ||
| Q1 25 | $12.1B | $2.3B | ||
| Q4 24 | $13.1B | $2.3B | ||
| Q3 24 | $12.7B | $2.4B | ||
| Q2 24 | $11.8B | $2.3B |
负债/权益比
GLPI
OII
| Q1 26 | — | 0.44× | ||
| Q4 25 | 1.56× | 0.46× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 0.67× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-76.5M |
| 自由现金流率自由现金流/营收 | — | -11.1% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 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 | — | $238.1M |
8季度趋势,按日历期对齐
经营现金流
GLPI
OII
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $221.1M | ||
| Q3 25 | $240.3M | $101.3M | ||
| Q2 25 | $293.4M | $77.2M | ||
| Q1 25 | $252.5M | $-80.7M | ||
| Q4 24 | $1.1B | $128.4M | ||
| Q3 24 | $270.4M | $91.9M | ||
| Q2 24 | $252.1M | $52.6M |
自由现金流
GLPI
OII
| Q1 26 | — | $-76.5M | ||
| Q4 25 | — | $190.7M | ||
| Q3 25 | $183.0M | $77.0M | ||
| Q2 25 | $272.3M | $46.9M | ||
| Q1 25 | $239.6M | $-106.8M | ||
| Q4 24 | $1.1B | $94.5M | ||
| Q3 24 | $261.5M | $67.0M | ||
| Q2 24 | $245.0M | $29.8M |
自由现金流率
GLPI
OII
| Q1 26 | — | -11.1% | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | 46.0% | 10.4% | ||
| Q2 25 | 69.0% | 6.7% | ||
| Q1 25 | 60.6% | -15.8% | ||
| Q4 24 | 275.3% | 13.2% | ||
| Q3 24 | 67.9% | 9.9% | ||
| Q2 24 | 64.4% | 4.5% |
资本支出强度
GLPI
OII
| Q1 26 | — | 2.5% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 14.4% | 3.3% | ||
| Q2 25 | 5.3% | 4.3% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | 0.0% | 4.7% | ||
| Q3 24 | 2.3% | 3.7% | ||
| Q2 24 | 1.9% | 3.4% |
现金转化率
GLPI
OII
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.24× | ||
| Q3 25 | 1.00× | 1.42× | ||
| Q2 25 | 1.94× | 1.42× | ||
| Q1 25 | 1.53× | -1.60× | ||
| Q4 24 | 4.80× | 2.29× | ||
| Q3 24 | 1.46× | 2.23× | ||
| Q2 24 | 1.21× | 1.50× |
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
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |