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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
是对方的1.1倍
$420.0M
营收增速更快
OSIS
高出4.3%
6.3%
净利率更高
GLPI
高出48.7%
8.3%
两年增速更快
OSIS
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
暂无分部数据
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |