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Gaming & Leisure Properties, Inc.(GLPI)与ORMAT TECHNOLOGIES, INC.(ORA)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ORMAT TECHNOLOGIES, INC.的1.0倍($420.0M vs $403.9M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 10.9%,领先46.1%),ORMAT TECHNOLOGIES, INC.同比增速更快(75.8% vs 6.3%),过去两年ORMAT TECHNOLOGIES, INC.的营收复合增速更高(37.7% 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。
Ormat Technologies是总部位于美国内华达州里诺的跨国企业,主打可再生地热能源技术,累计建成超190座电站,总装机容量超3200兆瓦;截至2021年1月自主运营933兆瓦地热及余热回收电站,还向全球多国供应超千台涡轮增压器。
GLPI vs ORA — 直观对比
营收规模更大
GLPI
是对方的1.0倍
$403.9M
营收增速更快
ORA
高出69.5%
6.3%
净利率更高
GLPI
高出46.1%
10.9%
两年增速更快
ORA
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $403.9M |
| 净利润 | $239.4M | $44.1M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 79.4% | 19.9% |
| 净利率 | 57.0% | 10.9% |
| 营收同比 | 6.3% | 75.8% |
| 净利润同比 | 40.5% | 9.2% |
| 每股收益(稀释后) | — | $0.71 |
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
ORA
| Q1 26 | $420.0M | $403.9M | ||
| Q4 25 | $407.0M | $276.0M | ||
| Q3 25 | $397.6M | $249.7M | ||
| Q2 25 | $394.9M | $234.0M | ||
| Q1 25 | $395.2M | $229.8M | ||
| Q4 24 | $389.6M | $230.7M | ||
| Q3 24 | $385.3M | $211.8M | ||
| Q2 24 | $380.6M | $213.0M |
净利润
GLPI
ORA
| Q1 26 | $239.4M | $44.1M | ||
| Q4 25 | $275.4M | $31.4M | ||
| Q3 25 | $241.2M | $24.1M | ||
| Q2 25 | $151.4M | $28.0M | ||
| Q1 25 | $165.2M | $40.4M | ||
| Q4 24 | $223.6M | $40.8M | ||
| Q3 24 | $184.7M | $22.1M | ||
| Q2 24 | $208.3M | $22.2M |
毛利率
GLPI
ORA
| Q1 26 | — | 29.8% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 25.6% | ||
| Q2 25 | — | 24.3% | ||
| Q1 25 | — | 31.7% | ||
| Q4 24 | — | 31.9% | ||
| Q3 24 | — | 27.8% | ||
| Q2 24 | — | 28.8% |
营业利润率
GLPI
ORA
| Q1 26 | 79.4% | 19.9% | ||
| Q4 25 | 89.3% | 15.4% | ||
| Q3 25 | 84.8% | 16.2% | ||
| Q2 25 | 61.3% | 15.1% | ||
| Q1 25 | 65.5% | 22.2% | ||
| Q4 24 | 79.1% | 21.3% | ||
| Q3 24 | 70.4% | 16.8% | ||
| Q2 24 | 77.1% | 16.5% |
净利率
GLPI
ORA
| Q1 26 | 57.0% | 10.9% | ||
| Q4 25 | 67.6% | 11.4% | ||
| Q3 25 | 60.7% | 9.7% | ||
| Q2 25 | 38.4% | 12.0% | ||
| Q1 25 | 41.8% | 17.6% | ||
| Q4 24 | 57.4% | 17.7% | ||
| Q3 24 | 47.9% | 10.4% | ||
| Q2 24 | 54.7% | 10.4% |
每股收益(稀释后)
GLPI
ORA
| Q1 26 | — | $0.71 | ||
| Q4 25 | $0.96 | $0.51 | ||
| Q3 25 | $0.85 | $0.39 | ||
| Q2 25 | $0.54 | $0.46 | ||
| Q1 25 | $0.60 | $0.66 | ||
| Q4 24 | $0.79 | $0.67 | ||
| Q3 24 | $0.67 | $0.36 | ||
| Q2 24 | $0.77 | $0.37 |
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 | $654.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.7B |
| 总资产 | $13.8B | $6.8B |
| 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
GLPI
ORA
| Q1 26 | $274.5M | $654.6M | ||
| Q4 25 | — | $147.4M | ||
| Q3 25 | — | $79.6M | ||
| Q2 25 | — | $88.5M | ||
| Q1 25 | — | $112.7M | ||
| Q4 24 | $560.8M | $94.4M | ||
| Q3 24 | $560.8M | $88.1M | ||
| Q2 24 | $560.8M | $66.3M |
总债务
GLPI
ORA
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $2.7B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | $2.3B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
ORA
| Q1 26 | $5.0B | $2.7B | ||
| Q4 25 | $4.6B | $2.5B | ||
| Q3 25 | $4.6B | $2.5B | ||
| Q2 25 | $4.6B | $2.5B | ||
| Q1 25 | $4.2B | $2.5B | ||
| Q4 24 | $4.3B | $2.4B | ||
| Q3 24 | $4.3B | $2.4B | ||
| Q2 24 | $4.1B | $2.4B |
总资产
GLPI
ORA
| Q1 26 | $13.8B | $6.8B | ||
| Q4 25 | $12.9B | $6.2B | ||
| Q3 25 | $12.8B | $6.1B | ||
| Q2 25 | $12.5B | $6.0B | ||
| Q1 25 | $12.1B | $5.8B | ||
| Q4 24 | $13.1B | $5.7B | ||
| Q3 24 | $12.7B | $5.6B | ||
| Q2 24 | $11.8B | $5.5B |
负债/权益比
GLPI
ORA
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.05× | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | 0.97× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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
ORA
| Electricity | $181.6M | 45% |
| Product | $177.4M | 44% |
| Energy storage | $44.9M | 11% |