vs
Gaming & Leisure Properties, Inc.（GLPI）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.2倍（$513.3M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 18.9%，领先38.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 4.1%），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
GLPI vs OUT — 直观对比
营收规模更大
OUT
是对方的1.2倍
$420.0M
营收增速更快
GLPI
高出2.2%
4.1%
净利率更高
GLPI
高出38.1%
18.9%
两年增速更快
OUT
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $513.3M |
| 净利润 | $239.4M | $96.8M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 26.0% |
| 净利率 | 57.0% | 18.9% |
| 营收同比 | 6.3% | 4.1% |
| 净利润同比 | 40.5% | 30.8% |
| 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GLPIOUT
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $513.3M | ||
| Q3 25 | $397.6M | $467.5M | ||
| Q2 25 | $394.9M | $460.2M | ||
| Q1 25 | $395.2M | $390.7M | ||
| Q4 24 | $389.6M | $493.2M | ||
| Q3 24 | $385.3M | $451.9M | ||
| Q2 24 | $380.6M | $477.3M |
净利润GLPIOUT
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $96.8M | ||
| Q3 25 | $241.2M | $51.3M | ||
| Q2 25 | $151.4M | $19.5M | ||
| Q1 25 | $165.2M | $-20.6M | ||
| Q4 24 | $223.6M | $74.0M | ||
| Q3 24 | $184.7M | $34.6M | ||
| Q2 24 | $208.3M | $176.8M |
营业利润率GLPIOUT
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 26.0% | ||
| Q3 25 | 84.8% | 19.2% | ||
| Q2 25 | 61.3% | 12.2% | ||
| Q1 25 | 65.5% | 3.6% | ||
| Q4 24 | 79.1% | 22.5% | ||
| Q3 24 | 70.4% | 15.8% | ||
| Q2 24 | 77.1% | 48.0% |
净利率GLPIOUT
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 18.9% | ||
| Q3 25 | 60.7% | 11.0% | ||
| Q2 25 | 38.4% | 4.2% | ||
| Q1 25 | 41.8% | -5.3% | ||
| Q4 24 | 57.4% | 15.0% | ||
| Q3 24 | 47.9% | 7.7% | ||
| Q2 24 | 54.7% | 37.0% |
每股收益（稀释后）GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.57 | ||
| Q3 25 | $0.85 | $0.29 | ||
| Q2 25 | $0.54 | $0.10 | ||
| Q1 25 | $0.60 | $-0.14 | ||
| Q4 24 | $0.79 | $0.49 | ||
| Q3 24 | $0.67 | $0.19 | ||
| Q2 24 | $0.77 | $1.01 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $710.4M |
| 总资产 | $13.8B | $5.3B |
| 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GLPIOUT
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $99.9M | ||
| Q3 25 | — | $63.0M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $30.5M | ||
| Q4 24 | $560.8M | $46.9M | ||
| Q3 24 | $560.8M | $28.0M | ||
| Q2 24 | $560.8M | $49.6M |
总债务GLPIOUT
| 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GLPIOUT
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $710.4M | ||
| Q3 25 | $4.6B | $542.6M | ||
| Q2 25 | $4.6B | $539.1M | ||
| Q1 25 | $4.2B | $566.9M | ||
| Q4 24 | $4.3B | $649.0M | ||
| Q3 24 | $4.3B | $618.2M | ||
| Q2 24 | $4.1B | $664.9M |
总资产GLPIOUT
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $5.3B | ||
| Q3 25 | $12.8B | $5.2B | ||
| Q2 25 | $12.5B | $5.1B | ||
| Q1 25 | $12.1B | $5.1B | ||
| Q4 24 | $13.1B | $5.2B | ||
| Q3 24 | $12.7B | $5.2B | ||
| Q2 24 | $11.8B | $5.3B |
负债/权益比GLPIOUT
| 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 | — | $118.1M |
| 自由现金流经营现金流 - 资本支出 | — | $93.3M |
| 自由现金流率自由现金流/营收 | — | 18.2% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | — | $218.8M |
8季度趋势，按日历期对齐
经营现金流GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $118.1M | ||
| Q3 25 | $240.3M | $88.8M | ||
| Q2 25 | $293.4M | $67.1M | ||
| Q1 25 | $252.5M | $33.6M | ||
| Q4 24 | $1.1B | $124.5M | ||
| Q3 24 | $270.4M | $73.1M | ||
| Q2 24 | $252.1M | $71.0M |
自由现金流GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | — | $93.3M | ||
| Q3 25 | $183.0M | $67.7M | ||
| Q2 25 | $272.3M | $41.4M | ||
| Q1 25 | $239.6M | $16.4M | ||
| Q4 24 | $1.1B | $106.3M | ||
| Q3 24 | $261.5M | $55.5M | ||
| Q2 24 | $245.0M | $47.1M |
自由现金流率GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | 46.0% | 14.5% | ||
| Q2 25 | 69.0% | 9.0% | ||
| Q1 25 | 60.6% | 4.2% | ||
| Q4 24 | 275.3% | 21.6% | ||
| Q3 24 | 67.9% | 12.3% | ||
| Q2 24 | 64.4% | 9.9% |
资本支出强度GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | 14.4% | 4.5% | ||
| Q2 25 | 5.3% | 5.6% | ||
| Q1 25 | 3.3% | 4.4% | ||
| Q4 24 | 0.0% | 3.7% | ||
| Q3 24 | 2.3% | 3.9% | ||
| Q2 24 | 1.9% | 5.0% |
现金转化率GLPIOUT
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.22× | ||
| Q3 25 | 1.00× | 1.73× | ||
| Q2 25 | 1.94× | 3.44× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 1.68× | ||
| Q3 24 | 1.46× | 2.11× | ||
| Q2 24 | 1.21× | 0.40× |
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
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
