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Gaming & Leisure Properties, Inc.（GLPI）与ONESPAWORLD HOLDINGS Ltd（OSW）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ONESPAWORLD HOLDINGS Ltd的1.7倍（$420.0M vs $242.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 5.0%，领先52.0%），ONESPAWORLD HOLDINGS Ltd同比增速更快（11.5% vs 6.3%），过去两年ONESPAWORLD HOLDINGS Ltd的营收复合增速更高（7.1% 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。
GLPI vs OSW — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$242.1M
营收增速更快
OSW
高出5.2%
6.3%
净利率更高
GLPI
高出52.0%
5.0%
两年增速更快
OSW
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $242.1M |
| 净利润 | $239.4M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 6.8% |
| 净利率 | 57.0% | 5.0% |
| 营收同比 | 6.3% | 11.5% |
| 净利润同比 | 40.5% | -16.2% |
| 每股收益（稀释后） | — | $0.12 |
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GLPIOSW
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $242.1M | ||
| Q3 25 | $397.6M | $258.5M | ||
| Q2 25 | $394.9M | $240.7M | ||
| Q1 25 | $395.2M | $219.6M | ||
| Q4 24 | $389.6M | $217.2M | ||
| Q3 24 | $385.3M | $241.7M | ||
| Q2 24 | $380.6M | $224.9M |
净利润GLPIOSW
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $12.1M | ||
| Q3 25 | $241.2M | $24.3M | ||
| Q2 25 | $151.4M | $19.9M | ||
| Q1 25 | $165.2M | $15.3M | ||
| Q4 24 | $223.6M | $14.4M | ||
| Q3 24 | $184.7M | $21.6M | ||
| Q2 24 | $208.3M | $15.8M |
营业利润率GLPIOSW
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 6.8% | ||
| Q3 25 | 84.8% | 10.2% | ||
| Q2 25 | 61.3% | 9.2% | ||
| Q1 25 | 65.5% | 7.7% | ||
| Q4 24 | 79.1% | 7.9% | ||
| Q3 24 | 70.4% | 10.3% | ||
| Q2 24 | 77.1% | 8.4% |
净利率GLPIOSW
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 5.0% | ||
| Q3 25 | 60.7% | 9.4% | ||
| Q2 25 | 38.4% | 8.3% | ||
| Q1 25 | 41.8% | 7.0% | ||
| Q4 24 | 57.4% | 6.6% | ||
| Q3 24 | 47.9% | 8.9% | ||
| Q2 24 | 54.7% | 7.0% |
每股收益（稀释后）GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.12 | ||
| Q3 25 | $0.85 | $0.23 | ||
| Q2 25 | $0.54 | $0.19 | ||
| Q1 25 | $0.60 | $0.15 | ||
| Q4 24 | $0.79 | $0.13 | ||
| Q3 24 | $0.67 | $0.20 | ||
| Q2 24 | $0.77 | $0.15 |
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 | $16.3M |
| 总债务越低越好 | — | $84.0M |
| 股东权益账面价值 | $5.0B | $542.6M |
| 总资产 | $13.8B | $707.1M |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资GLPIOSW
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $16.3M | ||
| Q3 25 | — | $29.6M | ||
| Q2 25 | — | $35.0M | ||
| Q1 25 | — | $22.6M | ||
| Q4 24 | $560.8M | $57.4M | ||
| Q3 24 | $560.8M | $48.8M | ||
| Q2 24 | $560.8M | $62.5M |
总债务GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $84.0M | ||
| Q3 25 | $7.2B | $85.2M | ||
| Q2 25 | $6.9B | $96.2M | ||
| Q1 25 | $6.9B | $97.4M | ||
| Q4 24 | $7.7B | $98.6M | ||
| Q3 24 | $7.4B | $98.7M | ||
| Q2 24 | $6.6B | $123.8M |
股东权益GLPIOSW
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $542.6M | ||
| Q3 25 | $4.6B | $552.8M | ||
| Q2 25 | $4.6B | $548.3M | ||
| Q1 25 | $4.2B | $530.6M | ||
| Q4 24 | $4.3B | $554.5M | ||
| Q3 24 | $4.3B | $540.1M | ||
| Q2 24 | $4.1B | $532.7M |
总资产GLPIOSW
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $707.1M | ||
| Q3 25 | $12.8B | $732.6M | ||
| Q2 25 | $12.5B | $731.8M | ||
| Q1 25 | $12.1B | $708.7M | ||
| Q4 24 | $13.1B | $746.4M | ||
| Q3 24 | $12.7B | $734.0M | ||
| Q2 24 | $11.8B | $756.8M |
负债/权益比GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.15× | ||
| Q3 25 | 1.57× | 0.15× | ||
| Q2 25 | 1.51× | 0.18× | ||
| Q1 25 | 1.63× | 0.18× | ||
| Q4 24 | 1.81× | 0.18× | ||
| Q3 24 | 1.74× | 0.18× | ||
| Q2 24 | 1.60× | 0.23× |
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 | — | $20.0M |
| 自由现金流经营现金流 - 资本支出 | — | $14.9M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $68.4M |
8季度趋势，按日历期对齐
经营现金流GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $20.0M | ||
| Q3 25 | $240.3M | $33.2M | ||
| Q2 25 | $293.4M | $20.3M | ||
| Q1 25 | $252.5M | $10.1M | ||
| Q4 24 | $1.1B | $16.6M | ||
| Q3 24 | $270.4M | $28.6M | ||
| Q2 24 | $252.1M | $18.7M |
自由现金流GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | $183.0M | $27.6M | ||
| Q2 25 | $272.3M | $17.6M | ||
| Q1 25 | $239.6M | $8.4M | ||
| Q4 24 | $1.1B | $13.2M | ||
| Q3 24 | $261.5M | $27.5M | ||
| Q2 24 | $245.0M | $17.6M |
自由现金流率GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 46.0% | 10.7% | ||
| Q2 25 | 69.0% | 7.3% | ||
| Q1 25 | 60.6% | 3.8% | ||
| Q4 24 | 275.3% | 6.1% | ||
| Q3 24 | 67.9% | 11.4% | ||
| Q2 24 | 64.4% | 7.8% |
资本支出强度GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 14.4% | 2.2% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 0.0% | 1.5% | ||
| Q3 24 | 2.3% | 0.5% | ||
| Q2 24 | 1.9% | 0.5% |
现金转化率GLPIOSW
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.65× | ||
| Q3 25 | 1.00× | 1.36× | ||
| Q2 25 | 1.94× | 1.02× | ||
| Q1 25 | 1.53× | 0.66× | ||
| Q4 24 | 4.80× | 1.15× | ||
| Q3 24 | 1.46× | 1.33× | ||
| Q2 24 | 1.21× | 1.19× |
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
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
