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Gaming & Leisure Properties, Inc.(GLPI)与PROGRESS SOFTWARE CORP(PRGS)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PROGRESS SOFTWARE CORP的1.7倍($420.0M vs $252.7M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 10.2%,领先46.8%),PROGRESS SOFTWARE CORP同比增速更快(17.5% vs 6.3%),过去两年PROGRESS SOFTWARE CORP的营收复合增速更高(17.0% 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。
Progress Software是全球领先的企业级软件服务商,主营应用开发平台、数据连接工具、数字体验解决方案等产品,服务覆盖金融、医疗、制造、零售等多行业的全球企业客户,助力客户搭建高性能可扩展的业务应用,提升运营效率。
GLPI vs PRGS — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$252.7M
营收增速更快
PRGS
高出11.3%
6.3%
净利率更高
GLPI
高出46.8%
10.2%
两年增速更快
PRGS
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $252.7M |
| 净利润 | $239.4M | $25.7M |
| 毛利率 | — | 81.6% |
| 营业利润率 | 79.4% | 15.2% |
| 净利率 | 57.0% | 10.2% |
| 营收同比 | 6.3% | 17.5% |
| 净利润同比 | 40.5% | 2144.6% |
| 每股收益(稀释后) | — | $0.59 |
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
GLPI
PRGS
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $252.7M | ||
| Q3 25 | $397.6M | $249.8M | ||
| Q2 25 | $394.9M | $237.4M | ||
| Q1 25 | $395.2M | $238.0M | ||
| Q4 24 | $389.6M | $215.0M | ||
| Q3 24 | $385.3M | $178.7M | ||
| Q2 24 | $380.6M | $175.1M |
净利润
GLPI
PRGS
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $25.7M | ||
| Q3 25 | $241.2M | $19.4M | ||
| Q2 25 | $151.4M | $17.0M | ||
| Q1 25 | $165.2M | $10.9M | ||
| Q4 24 | $223.6M | $1.1M | ||
| Q3 24 | $184.7M | $28.5M | ||
| Q2 24 | $208.3M | $16.2M |
毛利率
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 81.0% | ||
| Q2 25 | — | 80.1% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 83.7% | ||
| Q2 24 | — | 81.7% |
营业利润率
GLPI
PRGS
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 15.2% | ||
| Q3 25 | 84.8% | 17.6% | ||
| Q2 25 | 61.3% | 16.3% | ||
| Q1 25 | 65.5% | 13.6% | ||
| Q4 24 | 79.1% | 10.0% | ||
| Q3 24 | 70.4% | 22.6% | ||
| Q2 24 | 77.1% | 15.5% |
净利率
GLPI
PRGS
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 10.2% | ||
| Q3 25 | 60.7% | 7.8% | ||
| Q2 25 | 38.4% | 7.2% | ||
| Q1 25 | 41.8% | 4.6% | ||
| Q4 24 | 57.4% | 0.5% | ||
| Q3 24 | 47.9% | 15.9% | ||
| Q2 24 | 54.7% | 9.2% |
每股收益(稀释后)
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.59 | ||
| Q3 25 | $0.85 | $0.44 | ||
| Q2 25 | $0.54 | $0.39 | ||
| Q1 25 | $0.60 | $0.24 | ||
| Q4 24 | $0.79 | $0.01 | ||
| Q3 24 | $0.67 | $0.65 | ||
| Q2 24 | $0.77 | $0.37 |
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 | $94.8M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $5.0B | $478.3M |
| 总资产 | $13.8B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 2.93× |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
PRGS
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $94.8M | ||
| Q3 25 | — | $99.0M | ||
| Q2 25 | — | $102.0M | ||
| Q1 25 | — | $124.2M | ||
| Q4 24 | $560.8M | $118.1M | ||
| Q3 24 | $560.8M | $232.7M | ||
| Q2 24 | $560.8M | $190.4M |
总债务
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.4B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $6.9B | $1.5B | ||
| Q1 25 | $6.9B | $1.5B | ||
| Q4 24 | $7.7B | $1.5B | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
PRGS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $478.3M | ||
| Q3 25 | $4.6B | $477.7M | ||
| Q2 25 | $4.6B | $452.7M | ||
| Q1 25 | $4.2B | $431.8M | ||
| Q4 24 | $4.3B | $438.8M | ||
| Q3 24 | $4.3B | $425.6M | ||
| Q2 24 | $4.1B | $401.7M |
总资产
GLPI
PRGS
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $2.5B | ||
| Q3 25 | $12.8B | $2.4B | ||
| Q2 25 | $12.5B | $2.4B | ||
| Q1 25 | $12.1B | $2.5B | ||
| Q4 24 | $13.1B | $2.5B | ||
| Q3 24 | $12.7B | $1.6B | ||
| Q2 24 | $11.8B | $1.6B |
负债/权益比
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 2.93× | ||
| Q3 25 | 1.57× | 2.97× | ||
| Q2 25 | 1.51× | 3.22× | ||
| Q1 25 | 1.63× | 3.50× | ||
| Q4 24 | 1.81× | 3.48× | ||
| 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 | — | $62.8M |
| 自由现金流经营现金流 - 资本支出 | — | $59.9M |
| 自由现金流率自由现金流/营收 | — | 23.7% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $229.5M |
8季度趋势,按日历期对齐
经营现金流
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $62.8M | ||
| Q3 25 | $240.3M | $73.4M | ||
| Q2 25 | $293.4M | $30.0M | ||
| Q1 25 | $252.5M | $68.9M | ||
| Q4 24 | $1.1B | $19.7M | ||
| Q3 24 | $270.4M | $57.7M | ||
| Q2 24 | $252.1M | $63.7M |
自由现金流
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | — | $59.9M | ||
| Q3 25 | $183.0M | $72.4M | ||
| Q2 25 | $272.3M | $29.5M | ||
| Q1 25 | $239.6M | $67.7M | ||
| Q4 24 | $1.1B | $16.8M | ||
| Q3 24 | $261.5M | $56.6M | ||
| Q2 24 | $245.0M | $62.7M |
自由现金流率
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 23.7% | ||
| Q3 25 | 46.0% | 29.0% | ||
| Q2 25 | 69.0% | 12.4% | ||
| Q1 25 | 60.6% | 28.4% | ||
| Q4 24 | 275.3% | 7.8% | ||
| Q3 24 | 67.9% | 31.7% | ||
| Q2 24 | 64.4% | 35.8% |
资本支出强度
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 14.4% | 0.4% | ||
| Q2 25 | 5.3% | 0.2% | ||
| Q1 25 | 3.3% | 0.5% | ||
| Q4 24 | 0.0% | 1.3% | ||
| Q3 24 | 2.3% | 0.6% | ||
| Q2 24 | 1.9% | 0.5% |
现金转化率
GLPI
PRGS
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.44× | ||
| Q3 25 | 1.00× | 3.78× | ||
| Q2 25 | 1.94× | 1.76× | ||
| Q1 25 | 1.53× | 6.30× | ||
| Q4 24 | 4.80× | 17.13× | ||
| Q3 24 | 1.46× | 2.03× | ||
| Q2 24 | 1.21× | 3.93× |
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
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |