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Gaming & Leisure Properties, Inc.（GLPI）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的1.2倍（$420.0M vs $349.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -10.8%，领先67.8%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs 6.3%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
GLPI vs PCOR — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$349.1M
营收增速更快
PCOR
高出9.3%
6.3%
净利率更高
GLPI
高出67.8%
-10.8%
两年增速更快
PCOR
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $349.1M |
| 净利润 | $239.4M | $-37.6M |
| 毛利率 | — | 80.1% |
| 营业利润率 | 79.4% | -12.3% |
| 净利率 | 57.0% | -10.8% |
| 营收同比 | 6.3% | 15.6% |
| 净利润同比 | 40.5% | 39.6% |
| 每股收益（稀释后） | — | $-0.25 |
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GLPIPCOR
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $349.1M | ||
| Q3 25 | $397.6M | $338.9M | ||
| Q2 25 | $394.9M | $323.9M | ||
| Q1 25 | $395.2M | $310.6M | ||
| Q4 24 | $389.6M | $302.0M | ||
| Q3 24 | $385.3M | $295.9M | ||
| Q2 24 | $380.6M | $284.3M |
净利润GLPIPCOR
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-37.6M | ||
| Q3 25 | $241.2M | $-9.1M | ||
| Q2 25 | $151.4M | $-21.1M | ||
| Q1 25 | $165.2M | $-33.0M | ||
| Q4 24 | $223.6M | $-62.3M | ||
| Q3 24 | $184.7M | $-26.4M | ||
| Q2 24 | $208.3M | $-6.3M |
毛利率GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 80.1% | ||
| Q3 25 | — | 79.7% | ||
| Q2 25 | — | 79.1% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 81.2% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 83.1% |
营业利润率GLPIPCOR
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -12.3% | ||
| Q3 25 | 84.8% | -4.4% | ||
| Q2 25 | 61.3% | -9.3% | ||
| Q1 25 | 65.5% | -11.7% | ||
| Q4 24 | 79.1% | -21.9% | ||
| Q3 24 | 70.4% | -12.3% | ||
| Q2 24 | 77.1% | -5.2% |
净利率GLPIPCOR
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -10.8% | ||
| Q3 25 | 60.7% | -2.7% | ||
| Q2 25 | 38.4% | -6.5% | ||
| Q1 25 | 41.8% | -10.6% | ||
| Q4 24 | 57.4% | -20.6% | ||
| Q3 24 | 47.9% | -8.9% | ||
| Q2 24 | 54.7% | -2.2% |
每股收益（稀释后）GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.25 | ||
| Q3 25 | $0.85 | $-0.06 | ||
| Q2 25 | $0.54 | $-0.14 | ||
| Q1 25 | $0.60 | $-0.22 | ||
| Q4 24 | $0.79 | $-0.42 | ||
| Q3 24 | $0.67 | $-0.18 | ||
| Q2 24 | $0.77 | $-0.04 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.3B |
| 总资产 | $13.8B | $2.2B |
| 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GLPIPCOR
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $768.5M | ||
| Q3 25 | — | $684.0M | ||
| Q2 25 | — | $620.9M | ||
| Q1 25 | — | $566.7M | ||
| Q4 24 | $560.8M | $775.4M | ||
| Q3 24 | $560.8M | $756.9M | ||
| Q2 24 | $560.8M | $735.4M |
总债务GLPIPCOR
| 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GLPIPCOR
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.3B | ||
| Q3 25 | $4.6B | $1.2B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.2B | $1.2B | ||
| Q4 24 | $4.3B | $1.3B | ||
| Q3 24 | $4.3B | $1.3B | ||
| Q2 24 | $4.1B | $1.3B |
总资产GLPIPCOR
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.2B | ||
| Q3 25 | $12.8B | $2.1B | ||
| Q2 25 | $12.5B | $2.0B | ||
| Q1 25 | $12.1B | $1.9B | ||
| Q4 24 | $13.1B | $2.1B | ||
| Q3 24 | $12.7B | $2.0B | ||
| Q2 24 | $11.8B | $2.0B |
负债/权益比GLPIPCOR
| 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 | — | $114.9M |
| 自由现金流经营现金流 - 资本支出 | — | $109.2M |
| 自由现金流率自由现金流/营收 | — | 31.3% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $282.2M |
8季度趋势，按日历期对齐
经营现金流GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $114.9M | ||
| Q3 25 | $240.3M | $88.5M | ||
| Q2 25 | $293.4M | $30.8M | ||
| Q1 25 | $252.5M | $66.0M | ||
| Q4 24 | $1.1B | $29.1M | ||
| Q3 24 | $270.4M | $39.3M | ||
| Q2 24 | $252.1M | $58.7M |
自由现金流GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | $109.2M | ||
| Q3 25 | $183.0M | $83.1M | ||
| Q2 25 | $272.3M | $27.9M | ||
| Q1 25 | $239.6M | $62.0M | ||
| Q4 24 | $1.1B | $17.4M | ||
| Q3 24 | $261.5M | $35.7M | ||
| Q2 24 | $245.0M | $56.8M |
自由现金流率GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 31.3% | ||
| Q3 25 | 46.0% | 24.5% | ||
| Q2 25 | 69.0% | 8.6% | ||
| Q1 25 | 60.6% | 20.0% | ||
| Q4 24 | 275.3% | 5.8% | ||
| Q3 24 | 67.9% | 12.1% | ||
| Q2 24 | 64.4% | 20.0% |
资本支出强度GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 14.4% | 1.6% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 3.3% | 1.3% | ||
| Q4 24 | 0.0% | 3.9% | ||
| Q3 24 | 2.3% | 1.2% | ||
| Q2 24 | 1.9% | 0.7% |
现金转化率GLPIPCOR
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | — |
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
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
