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Gaming & Leisure Properties, Inc.（GLPI）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是福尼克斯的2.0倍（$420.0M vs $210.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.9%，领先46.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -5.5%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
GLPI vs PLAB — 直观对比
营收规模更大
GLPI
是对方的2.0倍
$210.4M
营收增速更快
GLPI
高出11.8%
-5.5%
净利率更高
GLPI
高出46.1%
10.9%
两年增速更快
GLPI
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $210.4M |
| 净利润 | $239.4M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 79.4% | 22.9% |
| 净利率 | 57.0% | 10.9% |
| 营收同比 | 6.3% | -5.5% |
| 净利润同比 | 40.5% | -32.4% |
| 每股收益（稀释后） | — | $0.39 |
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GLPIPLAB
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | — | ||
| Q3 25 | $397.6M | $210.4M | ||
| Q2 25 | $394.9M | $211.0M | ||
| Q1 25 | $395.2M | $212.1M | ||
| Q4 24 | $389.6M | $222.6M | ||
| Q3 24 | $385.3M | $211.0M | ||
| Q2 24 | $380.6M | $217.0M |
净利润GLPIPLAB
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $22.9M | ||
| Q2 25 | $151.4M | $8.9M | ||
| Q1 25 | $165.2M | $42.9M | ||
| Q4 24 | $223.6M | $33.9M | ||
| Q3 24 | $184.7M | $34.4M | ||
| Q2 24 | $208.3M | $36.3M |
毛利率GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
营业利润率GLPIPLAB
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | 22.9% | ||
| Q2 25 | 61.3% | 26.4% | ||
| Q1 25 | 65.5% | 24.6% | ||
| Q4 24 | 79.1% | 25.1% | ||
| Q3 24 | 70.4% | 24.7% | ||
| Q2 24 | 77.1% | 25.8% |
净利率GLPIPLAB
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 10.9% | ||
| Q2 25 | 38.4% | 4.2% | ||
| Q1 25 | 41.8% | 20.2% | ||
| Q4 24 | 57.4% | 15.2% | ||
| Q3 24 | 47.9% | 16.3% | ||
| Q2 24 | 54.7% | 16.7% |
每股收益（稀释后）GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $0.39 | ||
| Q2 25 | $0.54 | $0.15 | ||
| Q1 25 | $0.60 | $0.68 | ||
| Q4 24 | $0.79 | $0.54 | ||
| Q3 24 | $0.67 | $0.55 | ||
| Q2 24 | $0.77 | $0.58 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $13.8B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资GLPIPLAB
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $575.8M | ||
| Q2 25 | — | $558.4M | ||
| Q1 25 | — | $642.2M | ||
| Q4 24 | $560.8M | $640.7M | ||
| Q3 24 | $560.8M | $606.4M | ||
| Q2 24 | $560.8M | $559.9M |
总债务GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | $16.0K | ||
| Q2 25 | $6.9B | $19.0K | ||
| Q1 25 | $6.9B | $21.0K | ||
| Q4 24 | $7.7B | $25.0K | ||
| Q3 24 | $7.4B | $28.0K | ||
| Q2 24 | $6.6B | $2.5M |
股东权益GLPIPLAB
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $1.1B | ||
| Q2 25 | $4.6B | $1.1B | ||
| Q1 25 | $4.2B | $1.1B | ||
| Q4 24 | $4.3B | $1.1B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $1.0B |
总资产GLPIPLAB
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.7B | ||
| Q1 25 | $12.1B | $1.7B | ||
| Q4 24 | $13.1B | $1.7B | ||
| Q3 24 | $12.7B | $1.6B | ||
| Q2 24 | $11.8B | $1.6B |
负债/权益比GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | 0.00× | ||
| Q2 25 | 1.51× | 0.00× | ||
| Q1 25 | 1.63× | 0.00× | ||
| Q4 24 | 1.81× | 0.00× | ||
| Q3 24 | 1.74× | 0.00× | ||
| Q2 24 | 1.60× | 0.00× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $50.1M | ||
| Q2 25 | $293.4M | $31.5M | ||
| Q1 25 | $252.5M | $78.5M | ||
| Q4 24 | $1.1B | $68.4M | ||
| Q3 24 | $270.4M | $75.1M | ||
| Q2 24 | $252.1M | $76.5M |
自由现金流GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $25.2M | ||
| Q2 25 | $272.3M | $-29.1M | ||
| Q1 25 | $239.6M | $43.3M | ||
| Q4 24 | $1.1B | $25.2M | ||
| Q3 24 | $261.5M | $50.7M | ||
| Q2 24 | $245.0M | $56.5M |
自由现金流率GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | 12.0% | ||
| Q2 25 | 69.0% | -13.8% | ||
| Q1 25 | 60.6% | 20.4% | ||
| Q4 24 | 275.3% | 11.3% | ||
| Q3 24 | 67.9% | 24.0% | ||
| Q2 24 | 64.4% | 26.0% |
资本支出强度GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 11.8% | ||
| Q2 25 | 5.3% | 28.7% | ||
| Q1 25 | 3.3% | 16.6% | ||
| Q4 24 | 0.0% | 19.4% | ||
| Q3 24 | 2.3% | 11.6% | ||
| Q2 24 | 1.9% | 9.2% |
现金转化率GLPIPLAB
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 2.19× | ||
| Q2 25 | 1.94× | 3.55× | ||
| Q1 25 | 1.53× | 1.83× | ||
| Q4 24 | 4.80× | 2.02× | ||
| Q3 24 | 1.46× | 2.18× | ||
| Q2 24 | 1.21× | 2.11× |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
