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Gaming & Leisure Properties, Inc.（GLPI）与EPLUS INC（PLUS）财务数据对比。点击上方公司名可切换其他公司
EPLUS INC的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍（$614.8M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 5.7%，领先51.3%），EPLUS INC同比增速更快（20.3% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.3%）
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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
GLPI vs PLUS — 直观对比
营收规模更大
PLUS
是对方的1.5倍
$420.0M
营收增速更快
PLUS
高出14.0%
6.3%
净利率更高
GLPI
高出51.3%
5.7%
两年增速更快
GLPI
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $614.8M |
| 净利润 | $239.4M | $35.1M |
| 毛利率 | — | 25.8% |
| 营业利润率 | 79.4% | 7.1% |
| 净利率 | 57.0% | 5.7% |
| 营收同比 | 6.3% | 20.3% |
| 净利润同比 | 40.5% | 45.2% |
| 每股收益（稀释后） | — | $1.33 |
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GLPIPLUS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $614.8M | ||
| Q3 25 | $397.6M | $608.8M | ||
| Q2 25 | $394.9M | $637.3M | ||
| Q1 25 | $395.2M | — | ||
| Q4 24 | $389.6M | $493.2M | ||
| Q3 24 | $385.3M | $493.4M | ||
| Q2 24 | $380.6M | $535.7M |
净利润GLPIPLUS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $35.1M | ||
| Q3 25 | $241.2M | $34.9M | ||
| Q2 25 | $151.4M | $37.7M | ||
| Q1 25 | $165.2M | — | ||
| Q4 24 | $223.6M | $24.1M | ||
| Q3 24 | $184.7M | $31.3M | ||
| Q2 24 | $208.3M | $27.3M |
毛利率GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 23.7% |
营业利润率GLPIPLUS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 7.1% | ||
| Q3 25 | 84.8% | 8.0% | ||
| Q2 25 | 61.3% | 5.7% | ||
| Q1 25 | 65.5% | — | ||
| Q4 24 | 79.1% | 3.3% | ||
| Q3 24 | 70.4% | 5.5% | ||
| Q2 24 | 77.1% | 5.9% |
净利率GLPIPLUS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 5.7% | ||
| Q3 25 | 60.7% | 5.7% | ||
| Q2 25 | 38.4% | 5.9% | ||
| Q1 25 | 41.8% | — | ||
| Q4 24 | 57.4% | 4.9% | ||
| Q3 24 | 47.9% | 6.3% | ||
| Q2 24 | 54.7% | 5.1% |
每股收益（稀释后）GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.33 | ||
| Q3 25 | $0.85 | $1.32 | ||
| Q2 25 | $0.54 | $1.43 | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | $0.91 | ||
| Q3 24 | $0.67 | $1.17 | ||
| Q2 24 | $0.77 | $1.02 |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GLPIPLUS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $326.3M | ||
| Q3 25 | — | $402.2M | ||
| Q2 25 | — | $480.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | $253.1M | ||
| Q3 24 | $560.8M | $187.5M | ||
| Q2 24 | $560.8M | $349.9M |
总债务GLPIPLUS
| 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GLPIPLUS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.1B | ||
| Q3 25 | $4.6B | $1.0B | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | $962.3M | ||
| Q3 24 | $4.3B | $947.0M | ||
| Q2 24 | $4.1B | $921.9M |
总资产GLPIPLUS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.8B | ||
| Q3 25 | $12.8B | $1.8B | ||
| Q2 25 | $12.5B | $1.8B | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | $1.8B | ||
| Q3 24 | $12.7B | $1.7B | ||
| Q2 24 | $11.8B | $1.7B |
负债/权益比GLPIPLUS
| 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 | — | $-87.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | -2.49× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-87.4M | ||
| Q3 25 | $240.3M | $-34.8M | ||
| Q2 25 | $293.4M | $-99.0M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | $65.7M | ||
| Q3 24 | $270.4M | $-21.6M | ||
| Q2 24 | $252.1M | $97.1M |
自由现金流GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
自由现金流率GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
资本支出强度GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
现金转化率GLPIPLUS
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | -2.49× | ||
| Q3 25 | 1.00× | -1.00× | ||
| Q2 25 | 1.94× | -2.63× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 2.72× | ||
| Q3 24 | 1.46× | -0.69× | ||
| Q2 24 | 1.21× | 3.55× |
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
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
