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Gaming & Leisure Properties, Inc.(GLPI)与ProPetro Holding Corp.(PUMP)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ProPetro Holding Corp.的1.4倍($420.0M vs $289.7M),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -9.6%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -15.5%)
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商,主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务,核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
GLPI vs PUMP — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$289.7M
营收增速更快
GLPI
高出15.9%
-9.6%
两年增速更快
GLPI
近两年复合增速
-15.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $289.7M |
| 净利润 | $239.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 2.1% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | -9.6% |
| 净利润同比 | 40.5% | — |
| 每股收益(稀释后) | — | $0.01 |
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
PUMP
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $289.7M | ||
| Q3 25 | $397.6M | $293.9M | ||
| Q2 25 | $394.9M | $326.2M | ||
| Q1 25 | $395.2M | $359.4M | ||
| Q4 24 | $389.6M | $320.6M | ||
| Q3 24 | $385.3M | $360.9M | ||
| Q2 24 | $380.6M | $357.0M |
净利润
GLPI
PUMP
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-2.4M | ||
| Q2 25 | $151.4M | $-7.2M | ||
| Q1 25 | $165.2M | $9.6M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $-137.1M | ||
| Q2 24 | $208.3M | $-3.7M |
营业利润率
GLPI
PUMP
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 2.1% | ||
| Q3 25 | 84.8% | -2.1% | ||
| Q2 25 | 61.3% | -1.0% | ||
| Q1 25 | 65.5% | 2.6% | ||
| Q4 24 | 79.1% | -5.8% | ||
| Q3 24 | 70.4% | -49.4% | ||
| Q2 24 | 77.1% | -0.1% |
净利率
GLPI
PUMP
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -0.8% | ||
| Q2 25 | 38.4% | -2.2% | ||
| Q1 25 | 41.8% | 2.7% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | -38.0% | ||
| Q2 24 | 54.7% | -1.0% |
每股收益(稀释后)
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.01 | ||
| Q3 25 | $0.85 | $-0.02 | ||
| Q2 25 | $0.54 | $-0.07 | ||
| Q1 25 | $0.60 | $0.09 | ||
| Q4 24 | $0.79 | $-0.14 | ||
| Q3 24 | $0.67 | $-1.32 | ||
| Q2 24 | $0.77 | $-0.03 |
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 | $91.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $829.8M |
| 总资产 | $13.8B | $1.3B |
| 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
GLPI
PUMP
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $91.3M | ||
| Q3 25 | — | $76.7M | ||
| Q2 25 | — | $83.0M | ||
| Q1 25 | — | $71.4M | ||
| Q4 24 | $560.8M | $58.3M | ||
| Q3 24 | $560.8M | $54.0M | ||
| Q2 24 | $560.8M | $74.7M |
总债务
GLPI
PUMP
| 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
GLPI
PUMP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $829.8M | ||
| Q3 25 | $4.6B | $826.2M | ||
| Q2 25 | $4.6B | $824.0M | ||
| Q1 25 | $4.2B | $826.5M | ||
| Q4 24 | $4.3B | $816.3M | ||
| Q3 24 | $4.3B | $833.0M | ||
| Q2 24 | $4.1B | $975.8M |
总资产
GLPI
PUMP
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.3B | ||
| Q3 25 | $12.8B | $1.3B | ||
| Q2 25 | $12.5B | $1.2B | ||
| Q1 25 | $12.1B | $1.2B | ||
| Q4 24 | $13.1B | $1.2B | ||
| Q3 24 | $12.7B | $1.3B | ||
| Q2 24 | $11.8B | $1.5B |
负债/权益比
GLPI
PUMP
| 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 | — | $81.0M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 5.8% |
| 资本支出强度资本支出/营收 | — | 22.2% |
| 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 | — | $45.3M |
8季度趋势,按日历期对齐
经营现金流
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $81.0M | ||
| Q3 25 | $240.3M | $41.7M | ||
| Q2 25 | $293.4M | $54.2M | ||
| Q1 25 | $252.5M | $54.7M | ||
| Q4 24 | $1.1B | $37.9M | ||
| Q3 24 | $270.4M | $34.7M | ||
| Q2 24 | $252.1M | $104.9M |
自由现金流
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | $183.0M | $-2.4M | ||
| Q2 25 | $272.3M | $17.1M | ||
| Q1 25 | $239.6M | $13.8M | ||
| Q4 24 | $1.1B | $10.0M | ||
| Q3 24 | $261.5M | $-6.0M | ||
| Q2 24 | $245.0M | $67.7M |
自由现金流率
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | 46.0% | -0.8% | ||
| Q2 25 | 69.0% | 5.2% | ||
| Q1 25 | 60.6% | 3.8% | ||
| Q4 24 | 275.3% | 3.1% | ||
| Q3 24 | 67.9% | -1.7% | ||
| Q2 24 | 64.4% | 19.0% |
资本支出强度
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | — | 22.2% | ||
| Q3 25 | 14.4% | 15.0% | ||
| Q2 25 | 5.3% | 11.4% | ||
| Q1 25 | 3.3% | 11.4% | ||
| Q4 24 | 0.0% | 8.7% | ||
| Q3 24 | 2.3% | 11.3% | ||
| Q2 24 | 1.9% | 10.4% |
现金转化率
GLPI
PUMP
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 5.70× | ||
| Q4 24 | 4.80× | — | ||
| 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
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |