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Gaming & Leisure Properties, Inc.（GLPI）与ONTO INNOVATION INC.（ONTO）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ONTO INNOVATION INC.的1.9倍（$420.0M vs $218.2M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 12.9%，领先44.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -13.5%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.6%）
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。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
GLPI vs ONTO — 直观对比
营收规模更大
GLPI
是对方的1.9倍
$218.2M
营收增速更快
GLPI
高出19.8%
-13.5%
净利率更高
GLPI
高出44.1%
12.9%
两年增速更快
GLPI
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $218.2M |
| 净利润 | $239.4M | $28.2M |
| 毛利率 | — | 50.7% |
| 营业利润率 | 79.4% | 10.9% |
| 净利率 | 57.0% | 12.9% |
| 营收同比 | 6.3% | -13.5% |
| 净利润同比 | 40.5% | -46.8% |
| 每股收益（稀释后） | — | $0.57 |
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GLPIONTO
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $218.2M | ||
| Q2 25 | $394.9M | $253.6M | ||
| Q1 25 | $395.2M | $266.6M | ||
| Q4 24 | $389.6M | $263.9M | ||
| Q3 24 | $385.3M | $252.2M | ||
| Q2 24 | $380.6M | $242.3M |
净利润GLPIONTO
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $28.2M | ||
| Q2 25 | $151.4M | $33.9M | ||
| Q1 25 | $165.2M | $64.1M | ||
| Q4 24 | $223.6M | $48.8M | ||
| Q3 24 | $184.7M | $53.1M | ||
| Q2 24 | $208.3M | $52.9M |
毛利率GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 50.7% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 50.2% | ||
| Q3 24 | — | 54.1% | ||
| Q2 24 | — | 52.9% |
营业利润率GLPIONTO
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | 10.9% | ||
| Q2 25 | 61.3% | 12.7% | ||
| Q1 25 | 65.5% | 23.7% | ||
| Q4 24 | 79.1% | 16.1% | ||
| Q3 24 | 70.4% | 21.0% | ||
| Q2 24 | 77.1% | 20.2% |
净利率GLPIONTO
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 12.9% | ||
| Q2 25 | 38.4% | 13.4% | ||
| Q1 25 | 41.8% | 24.0% | ||
| Q4 24 | 57.4% | 18.5% | ||
| Q3 24 | 47.9% | 21.0% | ||
| Q2 24 | 54.7% | 21.9% |
每股收益（稀释后）GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $0.57 | ||
| Q2 25 | $0.54 | $0.69 | ||
| Q1 25 | $0.60 | $1.30 | ||
| Q4 24 | $0.79 | $0.98 | ||
| Q3 24 | $0.67 | $1.07 | ||
| Q2 24 | $0.77 | $1.07 |
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 | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.0B |
| 总资产 | $13.8B | $2.2B |
| 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GLPIONTO
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $603.1M | ||
| Q2 25 | — | $217.5M | ||
| Q1 25 | — | $203.7M | ||
| Q4 24 | $560.8M | $212.9M | ||
| Q3 24 | $560.8M | $188.7M | ||
| Q2 24 | $560.8M | $172.6M |
总债务GLPIONTO
| 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GLPIONTO
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $2.0B | ||
| Q2 25 | $4.6B | $2.0B | ||
| Q1 25 | $4.2B | $1.9B | ||
| Q4 24 | $4.3B | $1.9B | ||
| Q3 24 | $4.3B | $1.9B | ||
| Q2 24 | $4.1B | $1.8B |
总资产GLPIONTO
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $2.2B | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $12.1B | $2.1B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.1B | ||
| Q2 24 | $11.8B | $2.0B |
负债/权益比GLPIONTO
| 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 | — | $83.4M |
| 自由现金流经营现金流 - 资本支出 | — | $82.0M |
| 自由现金流率自由现金流/营收 | — | 37.6% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.95× |
| 过去12个月自由现金流最近4个季度 | — | $261.3M |
8季度趋势，按日历期对齐
经营现金流GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $83.4M | ||
| Q2 25 | $293.4M | $57.9M | ||
| Q1 25 | $252.5M | $92.0M | ||
| Q4 24 | $1.1B | $56.0M | ||
| Q3 24 | $270.4M | $67.2M | ||
| Q2 24 | $252.1M | $65.3M |
自由现金流GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $82.0M | ||
| Q2 25 | $272.3M | $44.2M | ||
| Q1 25 | $239.6M | $83.7M | ||
| Q4 24 | $1.1B | $51.4M | ||
| Q3 24 | $261.5M | $59.2M | ||
| Q2 24 | $245.0M | $53.0M |
自由现金流率GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | 37.6% | ||
| Q2 25 | 69.0% | 17.4% | ||
| Q1 25 | 60.6% | 31.4% | ||
| Q4 24 | 275.3% | 19.5% | ||
| Q3 24 | 67.9% | 23.5% | ||
| Q2 24 | 64.4% | 21.9% |
资本支出强度GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 0.6% | ||
| Q2 25 | 5.3% | 5.4% | ||
| Q1 25 | 3.3% | 3.1% | ||
| Q4 24 | 0.0% | 1.8% | ||
| Q3 24 | 2.3% | 3.2% | ||
| Q2 24 | 1.9% | 5.1% |
现金转化率GLPIONTO
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 2.95× | ||
| Q2 25 | 1.94× | 1.71× | ||
| Q1 25 | 1.53× | 1.44× | ||
| Q4 24 | 4.80× | 1.15× | ||
| Q3 24 | 1.46× | 1.27× | ||
| Q2 24 | 1.21× | 1.23× |
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
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
