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Gaming & Leisure Properties, Inc.（GLPI）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.6倍（$664.4M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 4.3%，领先52.7%），REV Group, Inc.同比增速更快（11.1% vs 6.3%），过去两年REV Group, Inc.的营收复合增速更高（6.5% 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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
GLPI vs REVG — 直观对比
营收规模更大
REVG
是对方的1.6倍
$420.0M
营收增速更快
REVG
高出4.8%
6.3%
净利率更高
GLPI
高出52.7%
4.3%
两年增速更快
REVG
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $664.4M |
| 净利润 | $239.4M | $28.9M |
| 毛利率 | — | 15.4% |
| 营业利润率 | 79.4% | 7.1% |
| 净利率 | 57.0% | 4.3% |
| 营收同比 | 6.3% | 11.1% |
| 净利润同比 | 40.5% | -30.7% |
| 每股收益（稀释后） | — | $0.57 |
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GLPIREVG
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $664.4M | ||
| Q3 25 | $397.6M | $644.9M | ||
| Q2 25 | $394.9M | $629.1M | ||
| Q1 25 | $395.2M | $525.1M | ||
| Q4 24 | $389.6M | $597.9M | ||
| Q3 24 | $385.3M | $579.4M | ||
| Q2 24 | $380.6M | $616.9M |
净利润GLPIREVG
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $28.9M | ||
| Q3 25 | $241.2M | $29.1M | ||
| Q2 25 | $151.4M | $19.0M | ||
| Q1 25 | $165.2M | $18.2M | ||
| Q4 24 | $223.6M | $41.7M | ||
| Q3 24 | $184.7M | $18.0M | ||
| Q2 24 | $208.3M | $15.2M |
毛利率GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 12.5% |
营业利润率GLPIREVG
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 7.1% | ||
| Q3 25 | 84.8% | 8.8% | ||
| Q2 25 | 61.3% | 7.9% | ||
| Q1 25 | 65.5% | 5.3% | ||
| Q4 24 | 79.1% | 5.8% | ||
| Q3 24 | 70.4% | 4.9% | ||
| Q2 24 | 77.1% | 3.7% |
净利率GLPIREVG
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 4.3% | ||
| Q3 25 | 60.7% | 4.5% | ||
| Q2 25 | 38.4% | 3.0% | ||
| Q1 25 | 41.8% | 3.5% | ||
| Q4 24 | 57.4% | 7.0% | ||
| Q3 24 | 47.9% | 3.1% | ||
| Q2 24 | 54.7% | 2.5% |
每股收益（稀释后）GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.57 | ||
| Q3 25 | $0.85 | $0.59 | ||
| Q2 25 | $0.54 | $0.38 | ||
| Q1 25 | $0.60 | $0.35 | ||
| Q4 24 | $0.79 | $1.03 | ||
| Q3 24 | $0.67 | $0.35 | ||
| Q2 24 | $0.77 | $0.28 |
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 | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $416.3M |
| 总资产 | $13.8B | $1.2B |
| 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GLPIREVG
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $34.7M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $28.8M | ||
| Q1 25 | — | $31.6M | ||
| Q4 24 | $560.8M | $24.6M | ||
| Q3 24 | $560.8M | $50.5M | ||
| Q2 24 | $560.8M | $38.2M |
总债务GLPIREVG
| 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GLPIREVG
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $416.3M | ||
| Q3 25 | $4.6B | $387.3M | ||
| Q2 25 | $4.6B | $357.8M | ||
| Q1 25 | $4.2B | $428.8M | ||
| Q4 24 | $4.3B | $435.1M | ||
| Q3 24 | $4.3B | $394.6M | ||
| Q2 24 | $4.1B | $379.7M |
总资产GLPIREVG
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.2B | ||
| Q3 25 | $12.8B | $1.2B | ||
| 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 | $1.3B |
负债/权益比GLPIREVG
| 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 | — | $76.9M |
| 自由现金流经营现金流 - 资本支出 | — | $53.7M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $190.0M |
8季度趋势，按日历期对齐
经营现金流GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $76.9M | ||
| Q3 25 | $240.3M | $60.3M | ||
| Q2 25 | $293.4M | $117.0M | ||
| Q1 25 | $252.5M | $-13.1M | ||
| Q4 24 | $1.1B | $68.6M | ||
| Q3 24 | $270.4M | $14.4M | ||
| Q2 24 | $252.1M | $40.1M |
自由现金流GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | — | $53.7M | ||
| Q3 25 | $183.0M | $48.7M | ||
| Q2 25 | $272.3M | $105.6M | ||
| Q1 25 | $239.6M | $-18.0M | ||
| Q4 24 | $1.1B | $63.3M | ||
| Q3 24 | $261.5M | $8.5M | ||
| Q2 24 | $245.0M | $34.2M |
自由现金流率GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | 46.0% | 7.6% | ||
| Q2 25 | 69.0% | 16.8% | ||
| Q1 25 | 60.6% | -3.4% | ||
| Q4 24 | 275.3% | 10.6% | ||
| Q3 24 | 67.9% | 1.5% | ||
| Q2 24 | 64.4% | 5.5% |
资本支出强度GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 14.4% | 1.8% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 3.3% | 0.9% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 2.3% | 1.0% | ||
| Q2 24 | 1.9% | 1.0% |
现金转化率GLPIREVG
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 2.66× | ||
| Q3 25 | 1.00× | 2.07× | ||
| Q2 25 | 1.94× | 6.16× | ||
| Q1 25 | 1.53× | -0.72× | ||
| Q4 24 | 4.80× | 1.65× | ||
| Q3 24 | 1.46× | 0.80× | ||
| Q2 24 | 1.21× | 2.64× |
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
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
