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Gaming & Leisure Properties, Inc.（GLPI）与Childrens Place, Inc.（PLCE）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Childrens Place, Inc.的1.2倍（$420.0M vs $339.5M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -1.3%，领先58.3%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -13.0%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
GLPI vs PLCE — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $339.5M |
| 净利润 | $239.4M | $-4.3M |
| 毛利率 | — | 33.1% |
| 营业利润率 | 79.4% | 1.1% |
| 净利率 | 57.0% | -1.3% |
| 营收同比 | 6.3% | -13.0% |
| 净利润同比 | 40.5% | -121.5% |
| 每股收益（稀释后） | — | $-0.19 |
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 | $339.5M | ||
| Q3 25 | $397.6M | $298.0M | ||
| Q2 25 | $394.9M | $242.1M | ||
| Q1 25 | $395.2M | $408.6M | ||
| Q4 24 | $389.6M | $390.2M | ||
| Q3 24 | $385.3M | $319.7M | ||
| Q2 24 | $380.6M | $267.9M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-4.3M | ||
| Q3 25 | $241.2M | $-5.4M | ||
| Q2 25 | $151.4M | $-34.0M | ||
| Q1 25 | $165.2M | $-8.0M | ||
| Q4 24 | $223.6M | $20.1M | ||
| Q3 24 | $184.7M | $-32.1M | ||
| Q2 24 | $208.3M | $-37.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 34.6% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 1.1% | ||
| Q3 25 | 84.8% | 1.4% | ||
| Q2 25 | 61.3% | -10.0% | ||
| Q1 25 | 65.5% | 1.7% | ||
| Q4 24 | 79.1% | 7.5% | ||
| Q3 24 | 70.4% | -6.8% | ||
| Q2 24 | 77.1% | -10.4% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -1.3% | ||
| Q3 25 | 60.7% | -1.8% | ||
| Q2 25 | 38.4% | -14.1% | ||
| Q1 25 | 41.8% | -2.0% | ||
| Q4 24 | 57.4% | 5.1% | ||
| Q3 24 | 47.9% | -10.0% | ||
| Q2 24 | 54.7% | -14.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $-0.19 | ||
| Q3 25 | $0.85 | $-0.24 | ||
| Q2 25 | $0.54 | $-1.57 | ||
| Q1 25 | $0.60 | $-0.60 | ||
| Q4 24 | $0.79 | $1.57 | ||
| Q3 24 | $0.67 | $-2.51 | ||
| Q2 24 | $0.77 | $-2.98 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $5.0B | $-8.6M |
| 总资产 | $13.8B | $762.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $7.3M | ||
| Q3 25 | — | $7.8M | ||
| Q2 25 | — | $5.7M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | $560.8M | $5.7M | ||
| Q3 24 | $560.8M | $9.6M | ||
| Q2 24 | $560.8M | $13.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $107.4M | ||
| Q3 25 | $7.2B | $107.2M | ||
| Q2 25 | $6.9B | $107.0M | ||
| Q1 25 | $6.9B | $166.0M | ||
| Q4 24 | $7.7B | $165.7M | ||
| Q3 24 | $7.4B | $165.4M | ||
| Q2 24 | $6.6B | $166.6M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $-8.6M | ||
| Q3 25 | $4.6B | $-4.9M | ||
| Q2 25 | $4.6B | $1.4M | ||
| Q1 25 | $4.2B | $-59.4M | ||
| Q4 24 | $4.3B | $-49.6M | ||
| Q3 24 | $4.3B | $-68.9M | ||
| Q2 24 | $4.1B | $-34.9M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $762.5M | ||
| Q3 25 | $12.8B | $805.1M | ||
| Q2 25 | $12.5B | $779.6M | ||
| Q1 25 | $12.1B | $747.6M | ||
| Q4 24 | $13.1B | $888.8M | ||
| Q3 24 | $12.7B | $921.4M | ||
| Q2 24 | $11.8B | $848.3M |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | 75.63× | ||
| 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 | — | $6.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-3.4M |
| 自由现金流率自由现金流/营收 | — | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 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 | — | $39.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $6.2M | ||
| Q3 25 | $240.3M | $-30.5M | ||
| Q2 25 | $293.4M | $-43.0M | ||
| Q1 25 | $252.5M | $121.3M | ||
| Q4 24 | $1.1B | $-44.2M | ||
| Q3 24 | $270.4M | $-83.9M | ||
| Q2 24 | $252.1M | $-110.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-3.4M | ||
| Q3 25 | $183.0M | $-31.9M | ||
| Q2 25 | $272.3M | $-46.4M | ||
| Q1 25 | $239.6M | $121.2M | ||
| Q4 24 | $1.1B | $-47.7M | ||
| Q3 24 | $261.5M | $-91.7M | ||
| Q2 24 | $245.0M | $-115.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | 46.0% | -10.7% | ||
| Q2 25 | 69.0% | -19.2% | ||
| Q1 25 | 60.6% | 29.7% | ||
| Q4 24 | 275.3% | -12.2% | ||
| Q3 24 | 67.9% | -28.7% | ||
| Q2 24 | 64.4% | -43.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | 14.4% | 0.5% | ||
| Q2 25 | 5.3% | 1.4% | ||
| Q1 25 | 3.3% | 0.0% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 2.3% | 2.4% | ||
| Q2 24 | 1.9% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | -2.20× | ||
| 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
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
