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Gaming & Leisure Properties, Inc.（GLPI）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍（$461.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 14.6%，领先42.4%），RBC Bearings INC同比增速更快（17.0% vs 6.3%），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
GLPI vs RBC — 直观对比
营收规模更大
RBC
是对方的1.1倍
$420.0M
营收增速更快
RBC
高出10.8%
6.3%
净利率更高
GLPI
高出42.4%
14.6%
两年增速更快
RBC
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $461.6M |
| 净利润 | $239.4M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 79.4% | 22.3% |
| 净利率 | 57.0% | 14.6% |
| 营收同比 | 6.3% | 17.0% |
| 净利润同比 | 40.5% | 16.4% |
| 每股收益（稀释后） | — | $2.13 |
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GLPIRBC
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $461.6M | ||
| Q3 25 | $397.6M | $455.3M | ||
| Q2 25 | $394.9M | $436.0M | ||
| Q1 25 | $395.2M | $437.7M | ||
| Q4 24 | $389.6M | $394.4M | ||
| Q3 24 | $385.3M | $397.9M | ||
| Q2 24 | $380.6M | $406.3M |
净利润GLPIRBC
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $67.4M | ||
| Q3 25 | $241.2M | $60.0M | ||
| Q2 25 | $151.4M | $68.5M | ||
| Q1 25 | $165.2M | $72.7M | ||
| Q4 24 | $223.6M | $57.9M | ||
| Q3 24 | $184.7M | $54.2M | ||
| Q2 24 | $208.3M | $61.4M |
毛利率GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
营业利润率GLPIRBC
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 22.3% | ||
| Q3 25 | 84.8% | 21.5% | ||
| Q2 25 | 61.3% | 23.2% | ||
| Q1 25 | 65.5% | 23.0% | ||
| Q4 24 | 79.1% | 21.7% | ||
| Q3 24 | 70.4% | 21.6% | ||
| Q2 24 | 77.1% | 24.0% |
净利率GLPIRBC
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 14.6% | ||
| Q3 25 | 60.7% | 13.2% | ||
| Q2 25 | 38.4% | 15.7% | ||
| Q1 25 | 41.8% | 16.6% | ||
| Q4 24 | 57.4% | 14.7% | ||
| Q3 24 | 47.9% | 13.6% | ||
| Q2 24 | 54.7% | 15.1% |
每股收益（稀释后）GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $2.13 | ||
| Q3 25 | $0.85 | $1.90 | ||
| Q2 25 | $0.54 | $2.17 | ||
| Q1 25 | $0.60 | $2.33 | ||
| Q4 24 | $0.79 | $1.82 | ||
| Q3 24 | $0.67 | $1.65 | ||
| Q2 24 | $0.77 | $1.90 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $5.0B | $3.3B |
| 总资产 | $13.8B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资GLPIRBC
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | $76.8M |
总债务GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $990.2M | ||
| Q3 25 | $7.2B | $1.1B | ||
| Q2 25 | $6.9B | $915.6M | ||
| Q1 25 | $6.9B | $920.1M | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIRBC
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $3.3B | ||
| Q3 25 | $4.6B | $3.2B | ||
| Q2 25 | $4.6B | $3.1B | ||
| Q1 25 | $4.2B | $3.0B | ||
| Q4 24 | $4.3B | $2.9B | ||
| Q3 24 | $4.3B | $2.9B | ||
| Q2 24 | $4.1B | $2.8B |
总资产GLPIRBC
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $5.1B | ||
| Q3 25 | $12.8B | $5.1B | ||
| Q2 25 | $12.5B | $4.8B | ||
| Q1 25 | $12.1B | $4.7B | ||
| Q4 24 | $13.1B | $4.7B | ||
| Q3 24 | $12.7B | $4.7B | ||
| Q2 24 | $11.8B | $4.7B |
负债/权益比GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.30× | ||
| Q3 25 | 1.57× | 0.34× | ||
| Q2 25 | 1.51× | 0.29× | ||
| Q1 25 | 1.63× | 0.30× | ||
| 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 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GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $122.1M | ||
| Q3 25 | $240.3M | $88.4M | ||
| Q2 25 | $293.4M | $120.0M | ||
| Q1 25 | $252.5M | — | ||
| Q4 24 | $1.1B | $84.0M | ||
| Q3 24 | $270.4M | — | ||
| Q2 24 | $252.1M | $97.4M |
自由现金流GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | $183.0M | $71.7M | ||
| Q2 25 | $272.3M | $104.3M | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | $73.6M | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | $88.4M |
自由现金流率GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | 46.0% | 15.7% | ||
| Q2 25 | 69.0% | 23.9% | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | 18.7% | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | 21.8% |
资本支出强度GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | 14.4% | 3.7% | ||
| Q2 25 | 5.3% | 3.6% | ||
| Q1 25 | 3.3% | 3.2% | ||
| Q4 24 | 0.0% | 2.6% | ||
| Q3 24 | 2.3% | 4.1% | ||
| Q2 24 | 1.9% | 2.2% |
现金转化率GLPIRBC
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.81× | ||
| Q3 25 | 1.00× | 1.47× | ||
| Q2 25 | 1.94× | 1.75× | ||
| Q1 25 | 1.53× | — | ||
| Q4 24 | 4.80× | 1.45× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 1.59× |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
