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Gaming & Leisure Properties, Inc.（GLPI）与Dave & Buster's Entertainment, Inc.（PLAY）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$448.2M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -9.4%，领先66.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -1.1%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
GLPI vs PLAY — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $448.2M |
| 净利润 | $239.4M | $-42.1M |
| 毛利率 | — | 85.8% |
| 营业利润率 | 79.4% | -3.6% |
| 净利率 | 57.0% | -9.4% |
| 营收同比 | 6.3% | -1.1% |
| 净利润同比 | 40.5% | -28.7% |
| 每股收益（稀释后） | — | $-1.22 |
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
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $448.2M | ||
| Q3 25 | $397.6M | $557.4M | ||
| Q2 25 | $394.9M | $567.7M | ||
| Q1 25 | $395.2M | $534.5M | ||
| Q4 24 | $389.6M | $453.0M | ||
| Q3 24 | $385.3M | $557.1M | ||
| Q2 24 | $380.6M | $588.1M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-42.1M | ||
| Q3 25 | $241.2M | $11.4M | ||
| Q2 25 | $151.4M | $21.7M | ||
| Q1 25 | $165.2M | $9.3M | ||
| Q4 24 | $223.6M | $-32.7M | ||
| Q3 24 | $184.7M | $40.3M | ||
| Q2 24 | $208.3M | $41.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | — | 85.2% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -3.6% | ||
| Q3 25 | 84.8% | 9.5% | ||
| Q2 25 | 61.3% | 11.1% | ||
| Q1 25 | 65.5% | 8.3% | ||
| Q4 24 | 79.1% | 1.4% | ||
| Q3 24 | 70.4% | 15.2% | ||
| Q2 24 | 77.1% | 14.5% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -9.4% | ||
| Q3 25 | 60.7% | 2.0% | ||
| Q2 25 | 38.4% | 3.8% | ||
| Q1 25 | 41.8% | 1.7% | ||
| Q4 24 | 57.4% | -7.2% | ||
| Q3 24 | 47.9% | 7.2% | ||
| Q2 24 | 54.7% | 7.0% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-1.22 | ||
| Q3 25 | $0.85 | $0.32 | ||
| Q2 25 | $0.54 | $0.62 | ||
| Q1 25 | $0.60 | $0.32 | ||
| Q4 24 | $0.79 | $-0.84 | ||
| Q3 24 | $0.67 | $0.99 | ||
| Q2 24 | $0.77 | $0.99 |
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 | $13.6M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $5.0B | $130.8M |
| 总资产 | $13.8B | $4.1B |
| 负债/权益比越低杠杆越低 | — | 12.17× |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $12.0M | ||
| Q2 25 | — | $11.9M | ||
| Q1 25 | — | $6.9M | ||
| Q4 24 | $560.8M | $8.6M | ||
| Q3 24 | $560.8M | $13.1M | ||
| Q2 24 | $560.8M | $32.1M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.6B | ||
| Q3 25 | $7.2B | $1.6B | ||
| Q2 25 | $6.9B | $1.6B | ||
| Q1 25 | $6.9B | $1.5B | ||
| Q4 24 | $7.7B | $1.5B | ||
| Q3 24 | $7.4B | $1.3B | ||
| Q2 24 | $6.6B | $1.3B |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $130.8M | ||
| Q3 25 | $4.6B | $166.2M | ||
| Q2 25 | $4.6B | $146.8M | ||
| Q1 25 | $4.2B | $145.8M | ||
| Q4 24 | $4.3B | $226.6M | ||
| Q3 24 | $4.3B | $284.4M | ||
| Q2 24 | $4.1B | $292.5M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $4.1B | ||
| Q3 25 | $12.8B | $4.1B | ||
| Q2 25 | $12.5B | $4.1B | ||
| Q1 25 | $12.1B | $4.0B | ||
| Q4 24 | $13.1B | $3.9B | ||
| Q3 24 | $12.7B | $3.8B | ||
| Q2 24 | $11.8B | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 12.17× | ||
| Q3 25 | 1.57× | 9.57× | ||
| Q2 25 | 1.51× | 10.98× | ||
| Q1 25 | 1.63× | 10.45× | ||
| Q4 24 | 1.81× | 6.58× | ||
| Q3 24 | 1.74× | 4.72× | ||
| Q2 24 | 1.60× | 4.58× |
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 | — | $58.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-20.6M |
| 自由现金流率自由现金流/营收 | — | -4.6% |
| 资本支出强度资本支出/营收 | — | 17.5% |
| 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 | — | $-195.6M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $58.0M | ||
| Q3 25 | $240.3M | $34.0M | ||
| Q2 25 | $293.4M | $95.8M | ||
| Q1 25 | $252.5M | $108.9M | ||
| Q4 24 | $1.1B | $-7.2M | ||
| Q3 24 | $270.4M | $101.8M | ||
| Q2 24 | $252.1M | $108.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-20.6M | ||
| Q3 25 | $183.0M | $-55.2M | ||
| Q2 25 | $272.3M | $-58.8M | ||
| Q1 25 | $239.6M | $-61.0M | ||
| Q4 24 | $1.1B | $-138.4M | ||
| Q3 24 | $261.5M | $-14.3M | ||
| Q2 24 | $245.0M | $-4.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -4.6% | ||
| Q3 25 | 46.0% | -9.9% | ||
| Q2 25 | 69.0% | -10.4% | ||
| Q1 25 | 60.6% | -11.4% | ||
| Q4 24 | 275.3% | -30.6% | ||
| Q3 24 | 67.9% | -2.6% | ||
| Q2 24 | 64.4% | -0.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | 14.4% | 16.0% | ||
| Q2 25 | 5.3% | 27.2% | ||
| Q1 25 | 3.3% | 31.8% | ||
| Q4 24 | 0.0% | 29.0% | ||
| Q3 24 | 2.3% | 20.8% | ||
| Q2 24 | 1.9% | 19.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 2.98× | ||
| Q2 25 | 1.94× | 4.41× | ||
| Q1 25 | 1.53× | 11.71× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 2.53× | ||
| Q2 24 | 1.21× | 2.63× |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
