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Gaming & Leisure Properties, Inc.（GLPI）与OMNICELL, INC.（OMCL）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OMNICELL, INC.的1.4倍（$420.0M vs $309.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 3.7%，领先53.3%），OMNICELL, INC.同比增速更快（14.9% vs 6.3%），过去两年OMNICELL, INC.的营收复合增速更高（5.8% 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。
Omnicell是总部位于美国加州山景城的跨国医疗科技企业，专注于为医院及各类医疗机构提供药品管理自动化系统，同时面向零售药房推出用药依从性包装与患者互动软件，旗下产品使用Omnicell及EnlivenHealth两大品牌。
GLPI vs OMCL — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$309.9M
营收增速更快
OMCL
高出8.6%
6.3%
净利率更高
GLPI
高出53.3%
3.7%
两年增速更快
OMCL
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $309.9M |
| 净利润 | $239.4M | $11.4M |
| 毛利率 | — | 45.3% |
| 营业利润率 | 79.4% | 60.1% |
| 净利率 | 57.0% | 3.7% |
| 营收同比 | 6.3% | 14.9% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | $0.25 |
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GLPIOMCL
| Q1 26 | $420.0M | $309.9M | ||
| Q4 25 | $407.0M | $314.0M | ||
| Q3 25 | $397.6M | $310.6M | ||
| Q2 25 | $394.9M | $290.6M | ||
| Q1 25 | $395.2M | $269.7M | ||
| Q4 24 | $389.6M | $306.9M | ||
| Q3 24 | $385.3M | $282.4M | ||
| Q2 24 | $380.6M | $276.8M |
净利润GLPIOMCL
| Q1 26 | $239.4M | $11.4M | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $5.5M | ||
| Q2 25 | $151.4M | $5.6M | ||
| Q1 25 | $165.2M | $-7.0M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $8.6M | ||
| Q2 24 | $208.3M | $3.7M |
毛利率GLPIOMCL
| Q1 26 | — | 45.3% | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 43.3% | ||
| Q2 25 | — | 43.9% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 46.2% | ||
| Q3 24 | — | 43.3% | ||
| Q2 24 | — | 41.3% |
营业利润率GLPIOMCL
| Q1 26 | 79.4% | 60.1% | ||
| Q4 25 | 89.3% | 0.1% | ||
| Q3 25 | 84.8% | 2.7% | ||
| Q2 25 | 61.3% | 2.8% | ||
| Q1 25 | 65.5% | -4.3% | ||
| Q4 24 | 79.1% | 4.0% | ||
| Q3 24 | 70.4% | 2.3% | ||
| Q2 24 | 77.1% | 1.2% |
净利率GLPIOMCL
| Q1 26 | 57.0% | 3.7% | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 1.8% | ||
| Q2 25 | 38.4% | 1.9% | ||
| Q1 25 | 41.8% | -2.6% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 3.1% | ||
| Q2 24 | 54.7% | 1.3% |
每股收益（稀释后）GLPIOMCL
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.96 | $-0.05 | ||
| Q3 25 | $0.85 | $0.12 | ||
| Q2 25 | $0.54 | $0.12 | ||
| Q1 25 | $0.60 | $-0.15 | ||
| Q4 24 | $0.79 | $0.34 | ||
| Q3 24 | $0.67 | $0.19 | ||
| Q2 24 | $0.77 | $0.08 |
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 | $239.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.3B |
| 总资产 | $13.8B | $2.0B |
| 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GLPIOMCL
| Q1 26 | $274.5M | $239.2M | ||
| Q4 25 | — | $196.5M | ||
| Q3 25 | — | $180.1M | ||
| Q2 25 | — | $399.0M | ||
| Q1 25 | — | $386.8M | ||
| Q4 24 | $560.8M | $369.2M | ||
| Q3 24 | $560.8M | $570.6M | ||
| Q2 24 | $560.8M | $556.8M |
总债务GLPIOMCL
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| 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GLPIOMCL
| Q1 26 | $5.0B | $1.3B | ||
| Q4 25 | $4.6B | $1.2B | ||
| Q3 25 | $4.6B | $1.2B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.2B | $1.3B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.2B | ||
| Q2 24 | $4.1B | $1.2B |
总资产GLPIOMCL
| Q1 26 | $13.8B | $2.0B | ||
| Q4 25 | $12.9B | $2.0B | ||
| Q3 25 | $12.8B | $1.9B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.2B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.3B | ||
| Q2 24 | $11.8B | $2.3B |
负债/权益比GLPIOMCL
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| 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 | — | $54.5M |
| 自由现金流经营现金流 - 资本支出 | — | $38.6M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 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 | — | 4.80× |
| 过去12个月自由现金流最近4个季度 | — | $110.8M |
8季度趋势，按日历期对齐
经营现金流GLPIOMCL
| Q1 26 | — | $54.5M | ||
| Q4 25 | $1.1B | $30.4M | ||
| Q3 25 | $240.3M | $28.3M | ||
| Q2 25 | $293.4M | $42.8M | ||
| Q1 25 | $252.5M | $25.9M | ||
| Q4 24 | $1.1B | $56.3M | ||
| Q3 24 | $270.4M | $22.8M | ||
| Q2 24 | $252.1M | $58.7M |
自由现金流GLPIOMCL
| Q1 26 | — | $38.6M | ||
| Q4 25 | — | $22.6M | ||
| Q3 25 | $183.0M | $18.5M | ||
| Q2 25 | $272.3M | $31.0M | ||
| Q1 25 | $239.6M | $14.8M | ||
| Q4 24 | $1.1B | $47.2M | ||
| Q3 24 | $261.5M | $13.9M | ||
| Q2 24 | $245.0M | $49.1M |
自由现金流率GLPIOMCL
| Q1 26 | — | 12.5% | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | 46.0% | 6.0% | ||
| Q2 25 | 69.0% | 10.7% | ||
| Q1 25 | 60.6% | 5.5% | ||
| Q4 24 | 275.3% | 15.4% | ||
| Q3 24 | 67.9% | 4.9% | ||
| Q2 24 | 64.4% | 17.8% |
资本支出强度GLPIOMCL
| Q1 26 | — | — | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | 14.4% | 3.1% | ||
| Q2 25 | 5.3% | 4.1% | ||
| Q1 25 | 3.3% | 4.1% | ||
| Q4 24 | 0.0% | 3.0% | ||
| Q3 24 | 2.3% | 3.1% | ||
| Q2 24 | 1.9% | 3.5% |
现金转化率GLPIOMCL
| Q1 26 | — | 4.80× | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 5.18× | ||
| Q2 25 | 1.94× | 7.58× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 2.64× | ||
| Q2 24 | 1.21× | 15.72× |
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
OMCL
| Product revenues | $174.8M | 56% |
| Service revenues | $135.1M | 44% |
