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Gaming & Leisure Properties, Inc.（GLPI）与Insulet Corporation（PODD）财务数据对比。点击上方公司名可切换其他公司
Insulet Corporation的季度营收约是Gaming & Leisure Properties, Inc.的1.9倍（$783.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 13.0%，领先44.0%），Insulet Corporation同比增速更快（31.2% vs 6.3%），过去两年Insulet Corporation的营收复合增速更高（33.2% 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。
Insulet Corporation是深耕糖尿病治疗领域的医疗器械企业，核心产品为胰岛素泵，通过持续皮下输注胰岛素的疗法为患者给药。其产品通常由泵主体、一次性胰岛素储药仓，以及包含皮下植入套管和连接管路的一次性输注套件构成，满足不同患者的治疗需求。
GLPI vs PODD — 直观对比
营收规模更大
PODD
是对方的1.9倍
$420.0M
营收增速更快
PODD
高出24.9%
6.3%
净利率更高
GLPI
高出44.0%
13.0%
两年增速更快
PODD
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $783.7M |
| 净利润 | $239.4M | $101.6M |
| 毛利率 | — | 72.6% |
| 营业利润率 | 79.4% | 18.7% |
| 净利率 | 57.0% | 13.0% |
| 营收同比 | 6.3% | 31.2% |
| 净利润同比 | 40.5% | 0.9% |
| 每股收益（稀释后） | — | $1.42 |
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GLPIPODD
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $783.7M | ||
| Q3 25 | $397.6M | $706.3M | ||
| Q2 25 | $394.9M | $649.1M | ||
| Q1 25 | $395.2M | $569.0M | ||
| Q4 24 | $389.6M | $597.5M | ||
| Q3 24 | $385.3M | $543.9M | ||
| Q2 24 | $380.6M | $488.5M |
净利润GLPIPODD
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $101.6M | ||
| Q3 25 | $241.2M | $87.6M | ||
| Q2 25 | $151.4M | $22.5M | ||
| Q1 25 | $165.2M | $35.4M | ||
| Q4 24 | $223.6M | $100.7M | ||
| Q3 24 | $184.7M | $77.5M | ||
| Q2 24 | $208.3M | $188.6M |
毛利率GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% |
营业利润率GLPIPODD
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 18.7% | ||
| Q3 25 | 84.8% | 16.7% | ||
| Q2 25 | 61.3% | 18.7% | ||
| Q1 25 | 65.5% | 15.6% | ||
| Q4 24 | 79.1% | 18.3% | ||
| Q3 24 | 70.4% | 16.2% | ||
| Q2 24 | 77.1% | 11.2% |
净利率GLPIPODD
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 13.0% | ||
| Q3 25 | 60.7% | 12.4% | ||
| Q2 25 | 38.4% | 3.5% | ||
| Q1 25 | 41.8% | 6.2% | ||
| Q4 24 | 57.4% | 16.9% | ||
| Q3 24 | 47.9% | 14.2% | ||
| Q2 24 | 54.7% | 38.6% |
每股收益（稀释后）GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.42 | ||
| Q3 25 | $0.85 | $1.24 | ||
| Q2 25 | $0.54 | $0.32 | ||
| Q1 25 | $0.60 | $0.50 | ||
| Q4 24 | $0.79 | $1.38 | ||
| Q3 24 | $0.67 | $1.08 | ||
| Q2 24 | $0.77 | $2.59 |
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 | — |
| 总债务越低越好 | — | $930.8M |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $13.8B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资GLPIPODD
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
总债务GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $930.8M | ||
| Q3 25 | $7.2B | $934.9M | ||
| Q2 25 | $6.9B | $939.0M | ||
| Q1 25 | $6.9B | $1.6B | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.4B | $1.4B | ||
| Q2 24 | $6.6B | $1.4B |
股东权益GLPIPODD
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.4B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | $1.3B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $998.4M |
总资产GLPIPODD
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.2B | ||
| Q3 25 | $12.8B | $3.0B | ||
| Q2 25 | $12.5B | $3.5B | ||
| Q1 25 | $12.1B | $3.5B | ||
| Q4 24 | $13.1B | $3.1B | ||
| Q3 24 | $12.7B | $3.0B | ||
| Q2 24 | $11.8B | $2.9B |
负债/权益比GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.61× | ||
| Q3 25 | 1.57× | 0.68× | ||
| Q2 25 | 1.51× | 0.64× | ||
| Q1 25 | 1.63× | 1.21× | ||
| Q4 24 | 1.81× | 1.07× | ||
| Q3 24 | 1.74× | 1.21× | ||
| Q2 24 | 1.60× | 1.36× |
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 | — | $183.3M |
| 自由现金流经营现金流 - 资本支出 | — | $48.2M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 17.2% |
| 现金转化率经营现金流/净利润 | — | 1.80× |
| 过去12个月自由现金流最近4个季度 | — | $377.7M |
8季度趋势，按日历期对齐
经营现金流GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $183.3M | ||
| Q3 25 | $240.3M | $125.7M | ||
| Q2 25 | $293.4M | $196.5M | ||
| Q1 25 | $252.5M | $63.8M | ||
| Q4 24 | $1.1B | $147.7M | ||
| Q3 24 | $270.4M | $98.5M | ||
| Q2 24 | $252.1M | $96.5M |
自由现金流GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $183.0M | $100.1M | ||
| Q2 25 | $272.3M | $177.9M | ||
| Q1 25 | $239.6M | $51.5M | ||
| Q4 24 | $1.1B | $94.1M | ||
| Q3 24 | $261.5M | $71.8M | ||
| Q2 24 | $245.0M | $74.0M |
自由现金流率GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 46.0% | 14.2% | ||
| Q2 25 | 69.0% | 27.4% | ||
| Q1 25 | 60.6% | 9.1% | ||
| Q4 24 | 275.3% | 15.7% | ||
| Q3 24 | 67.9% | 13.2% | ||
| Q2 24 | 64.4% | 15.1% |
资本支出强度GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 14.4% | 3.6% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 0.0% | 9.0% | ||
| Q3 24 | 2.3% | 4.9% | ||
| Q2 24 | 1.9% | 4.6% |
现金转化率GLPIPODD
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.80× | ||
| Q3 25 | 1.00× | 1.43× | ||
| Q2 25 | 1.94× | 8.73× | ||
| Q1 25 | 1.53× | 1.80× | ||
| Q4 24 | 4.80× | 1.47× | ||
| Q3 24 | 1.46× | 1.27× | ||
| Q2 24 | 1.21× | 0.51× |
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
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
