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Gaming & Leisure Properties, Inc.(GLPI)与OSI SYSTEMS INC(OSIS)财务数据对比。点击上方公司名可切换其他公司

OSI SYSTEMS INC的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍($464.1M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 8.3%,领先48.7%),OSI SYSTEMS INC同比增速更快(10.5% vs 6.3%),过去两年OSI SYSTEMS INC的营收复合增速更高(7.0% 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。

OSI系统公司是总部位于美国加利福尼亚州的企业,主营安全检测系统、医疗设备及光电器件三大业务板块,产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等,旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司,全球员工规模约3180人。

GLPI vs OSIS — 直观对比

营收规模更大
OSIS
OSIS
是对方的1.1倍
OSIS
$464.1M
$420.0M
GLPI
营收增速更快
OSIS
OSIS
高出4.3%
OSIS
10.5%
6.3%
GLPI
净利率更高
GLPI
GLPI
高出48.7%
GLPI
57.0%
8.3%
OSIS
两年增速更快
OSIS
OSIS
近两年复合增速
OSIS
7.0%
5.0%
GLPI

损益表 — Q1 FY2026 vs Q2 FY2026

指标
GLPI
GLPI
OSIS
OSIS
营收
$420.0M
$464.1M
净利润
$239.4M
$38.7M
毛利率
32.7%
营业利润率
79.4%
12.7%
净利率
57.0%
8.3%
营收同比
6.3%
10.5%
净利润同比
40.5%
2.3%
每股收益(稀释后)
$2.22

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
GLPI
OSIS
OSIS
Q1 26
$420.0M
Q4 25
$407.0M
$464.1M
Q3 25
$397.6M
$384.6M
Q2 25
$394.9M
$505.0M
Q1 25
$395.2M
$444.4M
Q4 24
$389.6M
$419.8M
Q3 24
$385.3M
$344.0M
Q2 24
$380.6M
$480.9M
净利润
GLPI
GLPI
OSIS
OSIS
Q1 26
$239.4M
Q4 25
$275.4M
$38.7M
Q3 25
$241.2M
$20.6M
Q2 25
$151.4M
$52.7M
Q1 25
$165.2M
$41.1M
Q4 24
$223.6M
$37.8M
Q3 24
$184.7M
$17.9M
Q2 24
$208.3M
$44.7M
毛利率
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
32.7%
Q3 25
32.0%
Q2 25
33.3%
Q1 25
33.8%
Q4 24
35.1%
Q3 24
35.3%
Q2 24
32.1%
营业利润率
GLPI
GLPI
OSIS
OSIS
Q1 26
79.4%
Q4 25
89.3%
12.7%
Q3 25
84.8%
8.6%
Q2 25
61.3%
14.5%
Q1 25
65.5%
12.7%
Q4 24
79.1%
13.8%
Q3 24
70.4%
8.8%
Q2 24
77.1%
13.1%
净利率
GLPI
GLPI
OSIS
OSIS
Q1 26
57.0%
Q4 25
67.6%
8.3%
Q3 25
60.7%
5.3%
Q2 25
38.4%
10.4%
Q1 25
41.8%
9.3%
Q4 24
57.4%
9.0%
Q3 24
47.9%
5.2%
Q2 24
54.7%
9.3%
每股收益(稀释后)
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
$0.96
$2.22
Q3 25
$0.85
$1.18
Q2 25
$0.54
$3.04
Q1 25
$0.60
$2.40
Q4 24
$0.79
$2.22
Q3 24
$0.67
$1.05
Q2 24
$0.77
$2.57

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
GLPI
GLPI
OSIS
OSIS
现金及短期投资手头流动性
$274.5M
$336.7M
总债务越低越好
$1.0B
股东权益账面价值
$5.0B
$845.5M
总资产
$13.8B
$2.5B
负债/权益比越低杠杆越低
1.19×

8季度趋势,按日历期对齐

现金及短期投资
GLPI
GLPI
OSIS
OSIS
Q1 26
$274.5M
Q4 25
$336.7M
Q3 25
$124.4M
Q2 25
$106.4M
Q1 25
$95.8M
Q4 24
$560.8M
$101.6M
Q3 24
$560.8M
$85.1M
Q2 24
$560.8M
$95.4M
总债务
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
$7.2B
$1.0B
Q3 25
$7.2B
$442.2M
Q2 25
$6.9B
$471.6M
Q1 25
$6.9B
$473.2M
Q4 24
$7.7B
$474.8M
Q3 24
$7.4B
$476.3M
Q2 24
$6.6B
$137.6M
股东权益
GLPI
GLPI
OSIS
OSIS
Q1 26
$5.0B
Q4 25
$4.6B
$845.5M
Q3 25
$4.6B
$946.0M
Q2 25
$4.6B
$951.1M
Q1 25
$4.2B
$879.3M
Q4 24
$4.3B
$825.8M
Q3 24
$4.3B
$786.5M
Q2 24
$4.1B
$863.5M
总资产
GLPI
GLPI
OSIS
OSIS
Q1 26
$13.8B
Q4 25
$12.9B
$2.5B
Q3 25
$12.8B
$2.3B
Q2 25
$12.5B
$2.2B
Q1 25
$12.1B
$2.1B
Q4 24
$13.1B
$2.1B
Q3 24
$12.7B
$2.1B
Q2 24
$11.8B
$1.9B
负债/权益比
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
1.56×
1.19×
Q3 25
1.57×
0.47×
Q2 25
1.51×
0.50×
Q1 25
1.63×
0.54×
Q4 24
1.81×
0.57×
Q3 24
1.74×
0.61×
Q2 24
1.60×
0.16×

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
GLPI
GLPI
OSIS
OSIS
经营现金流最新季度
$62.2M
自由现金流经营现金流 - 资本支出
$55.5M
自由现金流率自由现金流/营收
12.0%
资本支出强度资本支出/营收
1.4%
现金转化率经营现金流/净利润
1.61×
过去12个月自由现金流最近4个季度
$137.2M

8季度趋势,按日历期对齐

经营现金流
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
$1.1B
$62.2M
Q3 25
$240.3M
$17.1M
Q2 25
$293.4M
$562.0K
Q1 25
$252.5M
$81.6M
Q4 24
$1.1B
$52.5M
Q3 24
$270.4M
$-37.2M
Q2 24
$252.1M
$-29.0M
自由现金流
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
$55.5M
Q3 25
$183.0M
$10.1M
Q2 25
$272.3M
$-5.6M
Q1 25
$239.6M
$77.1M
Q4 24
$1.1B
$47.1M
Q3 24
$261.5M
$-44.9M
Q2 24
$245.0M
$-37.5M
自由现金流率
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
12.0%
Q3 25
46.0%
2.6%
Q2 25
69.0%
-1.1%
Q1 25
60.6%
17.4%
Q4 24
275.3%
11.2%
Q3 24
67.9%
-13.0%
Q2 24
64.4%
-7.8%
资本支出强度
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
1.4%
Q3 25
14.4%
1.8%
Q2 25
5.3%
1.2%
Q1 25
3.3%
1.0%
Q4 24
0.0%
1.3%
Q3 24
2.3%
2.2%
Q2 24
1.9%
1.8%
现金转化率
GLPI
GLPI
OSIS
OSIS
Q1 26
Q4 25
4.10×
1.61×
Q3 25
1.00×
0.83×
Q2 25
1.94×
0.01×
Q1 25
1.53×
1.98×
Q4 24
4.80×
1.39×
Q3 24
1.46×
-2.07×
Q2 24
1.21×
-0.65×

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
GLPI

暂无分部数据

OSIS
OSIS

Security Division$334.7M72%
Optoelectronics And Manufacturing Division$92.8M20%
Healthcare Division$36.5M8%

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