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Gaming & Leisure Properties, Inc.（GLPI）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.9倍（$420.0M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 6.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
GLPI vs ROCK — 直观对比
营收规模更大
GLPI
是对方的1.9倍
$225.0M
营收增速更快
ROCK
高出18.7%
6.3%
两年增速更快
GLPI
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $225.0M |
| 净利润 | $239.4M | — |
| 毛利率 | — | 25.3% |
| 营业利润率 | 79.4% | 7.9% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | 24.9% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | — |
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GLPIROCK
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $225.0M | ||
| Q3 25 | $397.6M | $310.9M | ||
| Q2 25 | $394.9M | $309.5M | ||
| Q1 25 | $395.2M | $290.0M | ||
| Q4 24 | $389.6M | $180.1M | ||
| Q3 24 | $385.3M | $277.1M | ||
| Q2 24 | $380.6M | $273.6M |
净利润GLPIROCK
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $-89.1M | ||
| Q2 25 | $151.4M | $26.0M | ||
| Q1 25 | $165.2M | $21.1M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $34.0M | ||
| Q2 24 | $208.3M | $32.2M |
毛利率GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 29.4% | ||
| Q2 24 | — | 30.5% |
营业利润率GLPIROCK
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 7.9% | ||
| Q3 25 | 84.8% | 12.8% | ||
| Q2 25 | 61.3% | 12.8% | ||
| Q1 25 | 65.5% | 8.8% | ||
| Q4 24 | 79.1% | 13.3% | ||
| Q3 24 | 70.4% | 15.6% | ||
| Q2 24 | 77.1% | 14.9% |
净利率GLPIROCK
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | -28.6% | ||
| Q2 25 | 38.4% | 8.4% | ||
| Q1 25 | 41.8% | 7.3% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | 12.3% | ||
| Q2 24 | 54.7% | 11.8% |
每股收益（稀释后）GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $-2.98 | ||
| Q2 25 | $0.54 | $0.87 | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | $1.11 | ||
| Q2 24 | $0.77 | $1.05 |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $5.0B | $950.4M |
| 总资产 | $13.8B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资GLPIROCK
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $43.3M | ||
| Q1 25 | — | $25.1M | ||
| Q4 24 | $560.8M | $269.5M | ||
| Q3 24 | $560.8M | $228.9M | ||
| Q2 24 | $560.8M | $179.1M |
总债务GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $0 | ||
| Q3 25 | $7.2B | $0 | ||
| Q2 25 | $6.9B | $0 | ||
| Q1 25 | $6.9B | $0 | ||
| Q4 24 | $7.7B | $0 | ||
| Q3 24 | $7.4B | $0 | ||
| Q2 24 | $6.6B | $0 |
股东权益GLPIROCK
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $950.4M | ||
| Q3 25 | $4.6B | $951.8M | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.2B | $1.0B | ||
| Q4 24 | $4.3B | $1.0B | ||
| Q3 24 | $4.3B | $1.0B | ||
| Q2 24 | $4.1B | $975.7M |
总资产GLPIROCK
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.4B | ||
| Q3 25 | $12.8B | $1.4B | ||
| Q2 25 | $12.5B | $1.5B | ||
| Q1 25 | $12.1B | $1.4B | ||
| Q4 24 | $13.1B | $1.4B | ||
| Q3 24 | $12.7B | $1.4B | ||
| Q2 24 | $11.8B | $1.4B |
负债/权益比GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.00× | ||
| Q3 25 | 1.57× | 0.00× | ||
| Q2 25 | 1.51× | 0.00× | ||
| Q1 25 | 1.63× | 0.00× | ||
| Q4 24 | 1.81× | 0.00× | ||
| Q3 24 | 1.74× | 0.00× | ||
| Q2 24 | 1.60× | 0.00× |
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 | — | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | — | $120.6M |
8季度趋势，按日历期对齐
经营现金流GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.5M | ||
| Q3 25 | $240.3M | $73.0M | ||
| Q2 25 | $293.4M | $44.9M | ||
| Q1 25 | $252.5M | $13.7M | ||
| Q4 24 | $1.1B | $19.9M | ||
| Q3 24 | $270.4M | $64.7M | ||
| Q2 24 | $252.1M | $36.5M |
自由现金流GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | — | $26.2M | ||
| Q3 25 | $183.0M | $64.8M | ||
| Q2 25 | $272.3M | $27.3M | ||
| Q1 25 | $239.6M | $2.3M | ||
| Q4 24 | $1.1B | $14.1M | ||
| Q3 24 | $261.5M | $60.5M | ||
| Q2 24 | $245.0M | $33.5M |
自由现金流率GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | 46.0% | 20.8% | ||
| Q2 25 | 69.0% | 8.8% | ||
| Q1 25 | 60.6% | 0.8% | ||
| Q4 24 | 275.3% | 7.8% | ||
| Q3 24 | 67.9% | 21.8% | ||
| Q2 24 | 64.4% | 12.2% |
资本支出强度GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 14.4% | 2.6% | ||
| Q2 25 | 5.3% | 5.7% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 2.3% | 1.5% | ||
| Q2 24 | 1.9% | 1.1% |
现金转化率GLPIROCK
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | 1.73× | ||
| Q1 25 | 1.53× | 0.65× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | 1.90× | ||
| Q2 24 | 1.21× | 1.13× |
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
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
