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Gaming & Leisure Properties, Inc.（GLPI）与Penumbra Inc（PEN）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Penumbra Inc的1.1倍（$420.0M vs $385.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 12.3%，领先44.7%），Penumbra Inc同比增速更快（22.1% vs 6.3%），过去两年Penumbra Inc的营收复合增速更高（17.6% 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。
Penumbra Inc是2004年由Arani Bose与Adam Elsesser联合创立的美国医疗器械企业，总部位于加利福尼亚州阿拉米达，核心业务为研发、生产中风、动脉瘤等血管疾病介入治疗所用的专业医疗设备，产品已在全球多个国家的临床诊疗场景中投入使用。
GLPI vs PEN — 直观对比
营收规模更大
GLPI
是对方的1.1倍
$385.4M
营收增速更快
PEN
高出15.9%
6.3%
净利率更高
GLPI
高出44.7%
12.3%
两年增速更快
PEN
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $385.4M |
| 净利润 | $239.4M | $47.3M |
| 毛利率 | — | 68.0% |
| 营业利润率 | 79.4% | 15.4% |
| 净利率 | 57.0% | 12.3% |
| 营收同比 | 6.3% | 22.1% |
| 净利润同比 | 40.5% | 40.6% |
| 每股收益（稀释后） | — | $1.20 |
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GLPIPEN
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $385.4M | ||
| Q3 25 | $397.6M | $354.7M | ||
| Q2 25 | $394.9M | $339.5M | ||
| Q1 25 | $395.2M | $324.1M | ||
| Q4 24 | $389.6M | $315.5M | ||
| Q3 24 | $385.3M | $301.0M | ||
| Q2 24 | $380.6M | $299.4M |
净利润GLPIPEN
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $47.3M | ||
| Q3 25 | $241.2M | $45.9M | ||
| Q2 25 | $151.4M | $45.3M | ||
| Q1 25 | $165.2M | $39.2M | ||
| Q4 24 | $223.6M | $33.7M | ||
| Q3 24 | $184.7M | $29.5M | ||
| Q2 24 | $208.3M | $-60.2M |
毛利率GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | — | 68.0% | ||
| Q3 25 | — | 67.8% | ||
| Q2 25 | — | 66.0% | ||
| Q1 25 | — | 66.6% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 66.5% | ||
| Q2 24 | — | 54.4% |
营业利润率GLPIPEN
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 15.4% | ||
| Q3 25 | 84.8% | 13.8% | ||
| Q2 25 | 61.3% | 12.0% | ||
| Q1 25 | 65.5% | 12.4% | ||
| Q4 24 | 79.1% | 13.6% | ||
| Q3 24 | 70.4% | 11.7% | ||
| Q2 24 | 77.1% | -27.0% |
净利率GLPIPEN
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 12.3% | ||
| Q3 25 | 60.7% | 12.9% | ||
| Q2 25 | 38.4% | 13.3% | ||
| Q1 25 | 41.8% | 12.1% | ||
| Q4 24 | 57.4% | 10.7% | ||
| Q3 24 | 47.9% | 9.8% | ||
| Q2 24 | 54.7% | -20.1% |
每股收益（稀释后）GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.20 | ||
| Q3 25 | $0.85 | $1.17 | ||
| Q2 25 | $0.54 | $1.15 | ||
| Q1 25 | $0.60 | $1.00 | ||
| Q4 24 | $0.79 | $0.88 | ||
| Q3 24 | $0.67 | $0.75 | ||
| Q2 24 | $0.77 | $-1.55 |
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 | $186.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.4B |
| 总资产 | $13.8B | $1.8B |
| 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GLPIPEN
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $186.9M | ||
| Q3 25 | — | $321.0M | ||
| Q2 25 | — | $421.8M | ||
| Q1 25 | — | $376.1M | ||
| Q4 24 | $560.8M | $324.4M | ||
| Q3 24 | $560.8M | $280.5M | ||
| Q2 24 | $560.8M | $288.3M |
总债务GLPIPEN
| 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GLPIPEN
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.4B | ||
| Q3 25 | $4.6B | $1.4B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.2B | $1.2B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $1.2B |
总资产GLPIPEN
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.7B | ||
| Q2 25 | $12.5B | $1.7B | ||
| Q1 25 | $12.1B | $1.6B | ||
| Q4 24 | $13.1B | $1.5B | ||
| Q3 24 | $12.7B | $1.5B | ||
| Q2 24 | $11.8B | $1.5B |
负债/权益比GLPIPEN
| 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 | — | $86.5M |
| 自由现金流经营现金流 - 资本支出 | — | $68.0M |
| 自由现金流率自由现金流/营收 | — | 17.7% |
| 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 | — | 1.83× |
| 过去12个月自由现金流最近4个季度 | — | $174.9M |
8季度趋势，按日历期对齐
经营现金流GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $86.5M | ||
| Q3 25 | $240.3M | $58.3M | ||
| Q2 25 | $293.4M | $44.9M | ||
| Q1 25 | $252.5M | $49.0M | ||
| Q4 24 | $1.1B | $51.1M | ||
| Q3 24 | $270.4M | $56.5M | ||
| Q2 24 | $252.1M | $22.6M |
自由现金流GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | — | $68.0M | ||
| Q3 25 | $183.0M | $42.0M | ||
| Q2 25 | $272.3M | $29.4M | ||
| Q1 25 | $239.6M | $35.5M | ||
| Q4 24 | $1.1B | $45.7M | ||
| Q3 24 | $261.5M | $51.0M | ||
| Q2 24 | $245.0M | $18.1M |
自由现金流率GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | — | 17.7% | ||
| Q3 25 | 46.0% | 11.8% | ||
| Q2 25 | 69.0% | 8.7% | ||
| Q1 25 | 60.6% | 11.0% | ||
| Q4 24 | 275.3% | 14.5% | ||
| Q3 24 | 67.9% | 16.9% | ||
| Q2 24 | 64.4% | 6.0% |
资本支出强度GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | 14.4% | 4.6% | ||
| Q2 25 | 5.3% | 4.6% | ||
| Q1 25 | 3.3% | 4.2% | ||
| Q4 24 | 0.0% | 1.7% | ||
| Q3 24 | 2.3% | 1.8% | ||
| Q2 24 | 1.9% | 1.5% |
现金转化率GLPIPEN
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.83× | ||
| Q3 25 | 1.00× | 1.27× | ||
| Q2 25 | 1.94× | 0.99× | ||
| Q1 25 | 1.53× | 1.25× | ||
| Q4 24 | 4.80× | 1.52× | ||
| Q3 24 | 1.46× | 1.91× | ||
| 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
PEN
| Thrombectomy | $254.7M | 66% |
| Other | $130.7M | 34% |
