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Gaming & Leisure Properties, Inc.（GLPI）与Penguin Solutions, Inc.（PENG）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Penguin Solutions, Inc.的1.2倍（$420.0M vs $343.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 1.5%，领先55.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 0.6%），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
GLPI vs PENG — 直观对比
营收规模更大
GLPI
是对方的1.2倍
$343.1M
营收增速更快
GLPI
高出5.7%
0.6%
净利率更高
GLPI
高出55.5%
1.5%
两年增速更快
PENG
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $343.1M |
| 净利润 | $239.4M | $5.3M |
| 毛利率 | — | 28.0% |
| 营业利润率 | 79.4% | 5.7% |
| 净利率 | 57.0% | 1.5% |
| 营收同比 | 6.3% | 0.6% |
| 净利润同比 | 40.5% | 1.0% |
| 每股收益（稀释后） | — | $0.04 |
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GLPIPENG
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $343.1M | ||
| Q3 25 | $397.6M | $337.9M | ||
| Q2 25 | $394.9M | $324.3M | ||
| Q1 25 | $395.2M | $365.5M | ||
| Q4 24 | $389.6M | $341.1M | ||
| Q3 24 | $385.3M | $284.8M | ||
| Q2 24 | $380.6M | $300.6M |
净利润GLPIPENG
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $5.3M | ||
| Q3 25 | $241.2M | $9.4M | ||
| Q2 25 | $151.4M | $2.7M | ||
| Q1 25 | $165.2M | $8.1M | ||
| Q4 24 | $223.6M | $5.2M | ||
| Q3 24 | $184.7M | — | ||
| Q2 24 | $208.3M | $5.6M |
毛利率GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 28.8% | ||
| Q2 24 | — | 29.6% |
营业利润率GLPIPENG
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 5.7% | ||
| Q3 25 | 84.8% | 3.7% | ||
| Q2 25 | 61.3% | 3.0% | ||
| Q1 25 | 65.5% | 5.1% | ||
| Q4 24 | 79.1% | 5.1% | ||
| Q3 24 | 70.4% | -1.2% | ||
| Q2 24 | 77.1% | 3.8% |
净利率GLPIPENG
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 1.5% | ||
| Q3 25 | 60.7% | 2.8% | ||
| Q2 25 | 38.4% | 0.8% | ||
| Q1 25 | 41.8% | 2.2% | ||
| Q4 24 | 57.4% | 1.5% | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 54.7% | 1.9% |
每股收益（稀释后）GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.04 | ||
| Q3 25 | $0.85 | $0.10 | ||
| Q2 25 | $0.54 | $-0.01 | ||
| Q1 25 | $0.60 | $0.09 | ||
| Q4 24 | $0.79 | $0.10 | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | $0.10 |
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 | $461.5M |
| 总债务越低越好 | — | $462.3M |
| 股东权益账面价值 | $5.0B | $389.7M |
| 总资产 | $13.8B | $1.6B |
| 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GLPIPENG
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $461.5M | ||
| Q3 25 | — | $453.8M | ||
| Q2 25 | — | $735.5M | ||
| Q1 25 | — | $647.0M | ||
| Q4 24 | $560.8M | $393.7M | ||
| Q3 24 | $560.8M | $389.5M | ||
| Q2 24 | $560.8M | $467.5M |
总债务GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $462.3M | ||
| Q3 25 | $7.2B | $461.8M | ||
| Q2 25 | $6.9B | $659.5M | ||
| Q1 25 | $6.9B | $658.8M | ||
| Q4 24 | $7.7B | $658.1M | ||
| Q3 24 | $7.4B | $657.3M | ||
| Q2 24 | $6.6B | $667.0M |
股东权益GLPIPENG
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $389.7M | ||
| Q3 25 | $4.6B | $394.2M | ||
| Q2 25 | $4.6B | $584.8M | ||
| Q1 25 | $4.2B | $602.5M | ||
| Q4 24 | $4.3B | $400.4M | ||
| Q3 24 | $4.3B | $391.4M | ||
| Q2 24 | $4.1B | $423.4M |
总资产GLPIPENG
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.6B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | $1.8B | ||
| Q4 24 | $13.1B | $1.6B | ||
| Q3 24 | $12.7B | $1.5B | ||
| Q2 24 | $11.8B | $1.5B |
负债/权益比GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.19× | ||
| Q3 25 | 1.57× | 1.17× | ||
| Q2 25 | 1.51× | 1.13× | ||
| Q1 25 | 1.63× | 1.09× | ||
| Q4 24 | 1.81× | 1.64× | ||
| Q3 24 | 1.74× | 1.68× | ||
| Q2 24 | 1.60× | 1.58× |
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 | — | $31.1M |
| 自由现金流经营现金流 - 资本支出 | — | $28.2M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 5.89× |
| 过去12个月自由现金流最近4个季度 | — | $116.3M |
8季度趋势，按日历期对齐
经营现金流GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $31.1M | ||
| Q3 25 | $240.3M | $-70.4M | ||
| Q2 25 | $293.4M | $92.8M | ||
| Q1 25 | $252.5M | $72.9M | ||
| Q4 24 | $1.1B | $13.8M | ||
| Q3 24 | $270.4M | — | ||
| Q2 24 | $252.1M | $57.9M |
自由现金流GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | — | $28.2M | ||
| Q3 25 | $183.0M | $-73.4M | ||
| Q2 25 | $272.3M | $90.9M | ||
| Q1 25 | $239.6M | $70.5M | ||
| Q4 24 | $1.1B | $12.0M | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | $48.9M |
自由现金流率GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | 46.0% | -21.7% | ||
| Q2 25 | 69.0% | 28.0% | ||
| Q1 25 | 60.6% | 19.3% | ||
| Q4 24 | 275.3% | 3.5% | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | 16.3% |
资本支出强度GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | 14.4% | 0.9% | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | 3.0% |
现金转化率GLPIPENG
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 5.89× | ||
| Q3 25 | 1.00× | -7.47× | ||
| Q2 25 | 1.94× | 34.88× | ||
| Q1 25 | 1.53× | 9.02× | ||
| Q4 24 | 4.80× | 2.65× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 10.30× |
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
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
